Jon Paul DeLaurie, PMP^®

Professional Executive Summary

CRM Product Strategist and certified PMP® with 16+ years driving enterprise CRM product roadmaps, low-code platform modernization, and cross-functional technology initiatives. Successfully transformed frontline operations by delivering the Local Marketing Digital Playbook (LMDP) across 850+ hospitals and deploying Salesforce Service Cloud Einstein to accelerate customer acquisition by 57%. Expert at aligning business requirements with technical delivery across IT, sales, and clinical stakeholders.

Core Competencies & Technical Domains

Professional Experience

• Production AI & Agentic Architecture: Architected and deployed end-to-end AI readiness diagnostic systems and automated executive blueprint engines leveraging Salesforce Agentforce, Supabase (PostgreSQL), and structured LLM tool-calling orchestration under strict HITL guardrails.
• Enterprise Operations & Stakeholder Scale (EDA Worldwide): Spearheaded digital operations driving a 33% expansion in organization capacity (12 to 16 competitive cohorts, 250+ active participants), architecting automated CRM workflows and Asana pipelines to streamline onboarding across 500+ stakeholders.
• Digital Acquisition & Automation: Engineered automated nurture sequences, landing page conversion funnels, and CRM segmentation workflows to fund institution expansion and operational initiatives.

• Enterprise AI Transformation & Delivery: Guided a cross-functional delivery team of 15 across product, engineering, and CRM operations to modernize customer engagement. Deployed Salesforce Service Cloud Einstein and the In Console Guide (ICG) into production in 4 months under strict Human-In-The-Loop (HIL) governance.
• Measurable Business & Operational Impact: Accelerated customer acquisition by 57%, achieved a 14.3% higher conversion rate, and slashed consultation intake times by 51% while lifting agent QA performance scores by 34% through automated context preloading.
• Cross-Functional Platform Stabilization: Established rigorous A/B testing frameworks, SLA benchmarks, and performance telemetry across IT, Marketing, and Customer Support, successfully stabilizing the platform for ongoing operational ownership.

• Enterprise Ecosystem Architecture & Cost Avoidance: Originated and scaled the Local Marketing Digital Playbook (LMDP) on Microsoft Power Platform across 850+ hospitals—saving $250K in the initial 50-hospital cohort and driving $2M+ in projected enterprise cost avoidance while accelerating campaign time-to-market.
• Multi-Unit Revenue & Visit Expansion: Delivered 43.69% total visits growth and a 41% revenue increase across all network locations; architected automated acquisition workflows generating 12,000 new clients and $2 million in first-invoice revenue ($40K/location) in the initial pilot.
• Acquisition Efficiency & CAC Optimization: Engineered localized coupon campaigns and customer onboarding offers (+35% adoption), lowering blended customer acquisition cost (CAC) from $105 to $55 through rigorous multivariate experimentation.
• Capital Governance & Executive Telemetry: Governed multi-million-dollar annual media allocations; partnered with Mars Analytics to deploy multi-touch attribution frameworks and executive Power BI / Tableau dashboards.

• Foundational CRM & Acquisition Architecture: Advised mid-market and SMB clients on customer acquisition infrastructure—evaluating technology stacks, architecting custom CRM lead pipelines, and deploying automated email lifecycle nurture sequences.
• Scalable Multi-Market Distribution: Architected hyper-local multi-hub content and acquisition systems spanning 8 regional markets, driving automated workflows that doubled web traffic every 6 months over an 18-month lifecycle.

Technical Ecosystem & Professional Credentials