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Joseph Stapleton

@josephstapleton

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Experienced Industry Solution Architect with a focus on SaaS implementations.

United States

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What I'm looking for

I am seeking a role that fosters innovation and allows me to leverage my project management and technical skills in a collaborative environment.

I am an accomplished Industry Solution Architect with a proven track record in leading successful SaaS implementations for private capital markets. Currently, I own and lead blueprint strategy at DealCloud, where I have supported $133.8M in Annual Contract Value and implemented solutions for 33 clients, achieving an impressive average Transactional Net Promoter Score (tNPS) of 9/10. My expertise extends to developing innovative solutions for emerging asset classes, including SPACs and Biotech, which has resulted in a perfect 10/10 tNPS score for a top biotech company in Asia.

Prior to my role at DealCloud, I honed my project management skills at Lam Research, where I oversaw the bug and enhancement backlog for bespoke Integrated Product Lifecycle Management software. My analytical skills led to the identification of over $33,000 in wasted inventory through the development of an Access query. I also have experience in resource allocation and modeling for public health initiatives, having contributed to Zika containment strategies at the CDC.

Experience

Work history, roles, and key accomplishments

Current

Industry Solution Architect

Current

DealCloud

Apr 2023 - Present (2 years 2 months)

Owned and led blueprint strategy for Private Capital Markets, supporting $133.8M in Annual Contract Value. Led end-to-end DealCloud (SaaS) implementations for 33 private capital clients, totalling $3,326,081 in services value, resulting in an average Transactional Net Promoter Score (tNPS) of 9/10.

SaaS Implementation Project Management Client Management Solution Architecture Product Development Biotech

Senior Implementation Associate

DealCloud

Dec 2022 - Present (2 years 6 months)

Led end-to-end DealCloud (SaaS) implementations for private capital clients. Scoped and created Statement of Work (SOW) contracts for $132,924 worth of services.

SaaS Implementation Client Management Project Management Financial Services Contract Negotiation Data Migration System Configuration Training

Implementation Associate

DealCloud

Jul 2021 - Present (3 years 11 months)

Implemented DealCloud for a novel Biotech use case, catering to a top biotech company in Asia, resulting in a perfect 10/10 tNPS score. Developed innovative solutions for new asset classes, including SPACs and Biotech, focusing on product development and market use cases.

SaaS Implementation Biotech Product Development Client Relations Data Analysis System Integration Workflow Optimization Technical Support

Implementation Analyst

DealCloud

Jun 2020 - Present (5 years)

Supported the implementation team in various capacities, contributing to successful client deployments. Assisted in data migration and system configuration for private capital clients.

SaaS Implementation Data Migration System Configuration Technical assistance Problem Solving Documentation Quality Assurance Reporting

Project Manager II

Lam Research

Jun 2019 - Present (6 years)

Oversaw the bug and enhancement backlog for Lam's bespoke Integrated Product Lifecycle Management (iPLM) Software, supporting 500+ employees across 3 continents. Developed an Access query to identify delays in Bill of Material (BOM) updating which surfaced $33,352.71 worth of wasted inventory.

Project Management Product Lifecycle Management Backlog Management Data Analysis Inventory Management Process Improvement

Project Manager I

Lam Research

Jun 2017 - Present (8 years)

Diagnosed 8,504 issues using Design for Manufacture and Assembly (DFMA) principles and presented findings to senior management. Responsible for performing Root Cause Analysis on Global Operation's (GOPs) monthly metrics.

Project Management Root Cause Analysis Data Analysis Presentation Skills Process Improvement Quality Control Metrics Operations Management Problem Solving

Senior Design Project Team Member

Centers for Disease Control and Prevention (CDC)

Sep 2016 - Present (8 years 9 months)

Created a resource allocation tool using AnyLogic to help U.S. policymakers develop Zika containment strategies. Demonstrated the ability to learn and quickly gain proficiency in new technologies and frameworks to get results.