Tracy Julian

GTM Lead & Architect | Driving Value Creation in FinServ Private Equity M&A | Building AI systems

Los Angeles2k followers

Perficient

ex-Crowe

ex-IBM

I am a Go-to-Market Leader, Enterprise Architect, and Executive Advisor with 15+ years of experience helping organizations accelerate growth, modernize operations, and unlock enterprise value through technology
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My career spans Financial Services, Private Equity, Capital Markets, Banking, Insurance, Wealth Management, Real Estate, Public Sector, and Manufacturing, where I have partnered with C-suite leaders to align business strategy, technology investments, and operating models around measurable I bring a unique combination of sales leadership, solution architecture, and delivery execution. From shaping complex transformation programs and driving multimillion-dollar revenue growth to leading global delivery organizations and enterprise modernization initiatives, I have guided organizations through every stage of the business and technology lifecycle. My experience includes AI-enabled transformation, Salesforce ecosystem leadership, digital customer experience, cloud modernization, revenue operations, M&A integration, and operating model Throughout my career, I have consistently delivered business impact by:Driving go-to-market strategy and consultative sales engagements that generate growth and expand market Architecting enterprise solutions that improve customer experience, operational efficiency, and Leading global delivery teams and complex transformation programs with accountability for outcomes, governance, risk management, and value Advising private equity sponsors and executive leadership teams on value creation, integration, modernization, and exit readiness Today, I work with executive leaders to transform how organizations leverage data, AI, cloud platforms, and customer engagement technologies to create competitive advantage. My passion is helping businesses bridge strategy and execution—turning vision into measurable results while building scalable foundations for long-term Core Expertise: Go-to-Market Strategy • Executive Advisory • Financial Services Transformation • Private Equity Value Creation • AI & Agentic Platforms • Enterprise Architecture • Salesforce Ecosystem Leadership • Revenue Operations • M&A Integration • Digital Transformation • Global Program Delivery • Value Engineering

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PERFICIENTJOB
1. GTM Lead & Architect
  2Y 3M
CROWEJOB
1. Private Equity
  1Y 9M
SLALOMJOB
1. Senior Principal
  1Y 5M
DELOITTE DIGITALJOB
1. Banking & Capital Markets…
  1Y 3M
IBMJOB
1. Associate Partner
  2Y 3M
TECTONIC: INSIGHT TO ACTIONJOB
1. Client Services Delivery Mgr
  1Y 8M
GENERAL GROWTH PROPERTIESJOB
1. Business Analyst, Salesforce
  2Y 4M
MESIROW FINANCIALJOB
1. Financial Services Busines…
  1Y 11M
ZENITH AMERICAN SOLUTIONS,JOB
1. Content Writer
  10M
FIDELITY NATIONAL FINANCIALJOB
1. Corporate Trainer
  1Y 9M

Job: Crowe — Private Equity | M&A Strategic Enablement Lead · 2022-04 – 2024-01 · 1y 9mo — Partnered with private equity sponsors and portfolio company executives to accelerate value creation through CPQ, revenue operations, and operating model transformation. Advised at the intersection of commercial strategy, execution discipline, and exit readiness, translating investment theses into pragmatic roadmaps, scalable offerings, and measurable outcomes. Impact: Improved value realization and exit readiness across portfolio companies; delivered 98% of programs on time and within budget. • Led value creation initiatives across a portfolio of 30 companies, driving over $50M in revenue impact through pricing, quoting, and revenue process optimization. Drove M&A technology integration. •…
Job: IBM — Associate Partner · 2017-01 – 2019-04 · 2y 3mo — Directed enterprise-scale Salesforce transformations and complex deal architecture for Tier-1 Financial Services institutions. Blends commercial acumen with deep architectural oversight to manage multi-million-dollar program lifecycles—from initial proposal and resource strategy to large-scale delivery and value realization. • Commercial Growth & Portfolio Expansion: Engineered complex deal structures and delivery roadmaps for strategic initiatives, contributing $10M in incremental revenue and expanding Financial Services delivery capacity by 20%. • M&A Integration & Wealth Management Strategy: Spearheaded a flagship Financial Services Cloud (FSC) transformation during a high-profile merger…
Job: Fidelity National Financial — Corporate Trainer · 2007-03 – 2008-12 · 1y 9mo — 🔹Taught classroom instructor led training (ILT) on Title/ Escrow and CRM applications to all Fidelity National Financial Brands. 🔹Led 20 plus successful title and escrow software conversion projects by creating UAT plans and training. 🔹Provided on-site support for users for each go-live. Responsible for implementation of new systems and enhancement request prioritization, estimating and release planning resulting in a 25% increase in production volume year 1. Fidelity National Financial, Inc. a Fortune 500 company is an American provider of title insurance and settlement services to the real estate and mortgage industries.
Job: Zenith American Solutions, Inc. — Content Writer · 2009-06 – 2010-04 · 10 mo — 🔹Conducted JAD sessions with cross-functional teams to create system design, collect requirements, and identify potential risks in developing the new benefit administration software. 🔹Created comprehensive technical system documentation and provided handoff training to expand the technical knowledge of the Operations staff. 🔹Developed user documentation for internal and external clients, authored standard operating procedures and release notes for IT, Operations, and Compliance departments. 🔹Designed class curriculum, training schedules, and coordinated all hardware/software logistics for successful rollout of training classes. Zenith American Solutions is the largest independent Third…
Job: General Growth Properties — Business Analyst, Salesforce · 2012-06 – 2014-10 · 2y 4mo — 🔹Business Analyst and Project Manager across 3 business units, 1,200 users enabling faster time to value for all commercial and alternative lease and deal management Salesforce and integration workstreams for GGP’s enterprise custom Commercial Real Estate deal making application including developing project plans, presentations, business requirements documents, process flows, and test scripts. 🔹Continually enhanced integrations with JD Edwards and HR employee database to create operational efficiency in automating manual processes reducing cost up to 25%. 🔹Facilitated current state process assessments for Finance and Portfolio Analytic departments and recommend future state solutions to…
Job: Mesirow Financial — Financial Services Business Analyst Lead · 2010-05 – 2012-04 · 1y 11mo — 🔹Supported the Global Markets division by analyzing, implementing, and testing broker-dealer trading platform software requests. Recommended more cost effective solutions for proposed enhancements reducing spend by 20% with tailored solutions. 🔹Created requirement specifications for Compliance initiatives mandated by the SEC and FINRA which included creating an automated process for reporting Material Events for municipal bonds and developing ad hoc audit and operational reports increasing time to value from 3 days to hours. 🔹System Administrator for trading applications, security processing proprietary workflow software, Image Now for document imaging, and Monarch Compliance reporting s…
Job: Slalom — Senior Principal · 2020-10 – 2022-03 · 1y 5mo — Owned practice P&L, executive client relationships, and go-to-market strategy, driving account growth, delivery excellence, and strategic partnerships. Led visioning sessions with C-suite stakeholders, shaped multi-year transformation roadmaps, and built high-performing teams to scale delivery. Impact: Delivered $20M in direct quota attainment and exceeded sales targets by 50% through account expansion and strategic solution positioning. • Served as Engagement Lead for a top U.S. financial institution ($11T AUM), architecting and launching Service Cloud and my Trailhead to enable digital onboarding and self-service o Outcome: Reduced onboarding time by 40% and improved client experience at…
Job: Perficient — GTM Lead & Architect · 2024-07 – present · 2y 1mo — Go‑to‑Market Leader, Executive Advisor & Architect Serve as a trusted advisor to Financial Services CIOs, CTOs, and business leaders, driving enterprise technology strategy, AI roadmaps, and large‑scale digital transformation. Lead the design and delivery of AI‑first, cloud‑enabled solutions, modernizing core platforms, data, and customer experiences across banking, insurance, and capital markets. Act as a Chief Architect for CXOs, leveraging Salesforce (Sales, Service, Experience Cloud, Financial Services Cloud, Data Cloud, AI/Agentforce), cloud platforms, and advanced analytics to enable connected customer journeys, intelligent operations, and scalable modernization of legacy systems. Pro…
Job: Tectonic: insight to action — Client Services Delivery Manager · 2014-10 – 2016-06 · 1y 8mo — Spearheaded global technology transformations across North America and APAC, providing executive leadership for large-scale Salesforce programs. Orchestrated the alignment of cross-functional delivery teams with corporate growth objectives, ensuring seamless execution in complex regulatory and cultural environments. • Fiscal Optimization: Renegotiated the firm’s top three strategic vendor contracts at renewal, achieving a 20% reduction in OpEx while expanding service tiers to support aggressive growth initiatives. • Global Market Expansion: Directed a multi-year Sales and Service transformation for a premier global manufacturer in China, re-engineering regional workflows to drive a 30% incr…
Job: Deloitte Digital — Banking & Capital Markets Senior Manager · 2019-06 – 2020-09 · 1y 3mo — Governed the flagship Salesforce transformations and digital experience strategies for Tier-1 Banking and Capital Markets institutions across the U.S. and UK. Orchestrates the intersection of commercial strategy, large-scale delivery governance, and architectural innovation to drive multi-million-dollar business outcomes. • Global Portfolio Governance: Directed a portfolio of enterprise programs exceeding $300M in total contract value, maintaining rigorous oversight of architecture, cross-regional execution, and multi-disciplinary governance. • Digital Banking & BaaS Innovation: Architected and enabled a 10K-user digital banking platform (10x Banking-as-a-Service), establishing a robust 24/…
School: University of Birmingham-England — MA, English
School: California State University, Fullerton — BA, English

Skills

SalesforcePardotValue EngineeringCost ReductionField OperationsApplication RationalisationFinancial MarketsPricing StrategyValue CreationAgentForceSolution ArchitectureEscalations ManagementExperience CloudMarketing StrategySalesforce Marketing CloudOperations ManagementProgram DevelopmentSAP IntegrationExecutive LeadershipArtificial Intelligence (AI)Enterprise Resource Planning (ERP)

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Tracy Julian

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