
Steve Claudin
@steveclaudin
I close complex BFSI technology and consulting engagements.
What I'm looking for
I've originated and closed more than $22M in BFSI and enterprise technology engagements at Perficient, including a $10.5M+ multi-year Intelsat relationship and a $3M Bank of New York Mellon data lineage engagement. I build executive relationships that turn initial opportunities into long-term account growth.
Today, I lead financial services go-to-market strategy at Oakwood Systems Group, building Microsoft co-sell motions and delivering cloud, AI, data, and Salesforce engagements for banking, wealth management, insurance, and payments clients.
Experience
Work history, roles, and key accomplishments
Director, Financial Services Practice & Enterprise Sales
Oakwood Systems Group
Sep 2025 - Present (1 year)
Owns and grows go-to-market strategy for strategic financial services accounts, formalizing sub-vertical strategies and leading co-sell motions with Microsoft. Led a $35K AI/Copilot governance engagement and a ~$90K Azure DevOps/SAFe engagement.
Client Acquisition Manager
PRI Global
Apr 2025 - Sep 2025 (5 months)
Led three go-to-market product launches, closing over $100K in new product revenue within four months. Built formal account and opportunity management processes and served as closer on late-stage opportunities.
Originated and closed over $22M in BFSI and enterprise technology engagements, including a $10.5M+ Intelsat relationship and a $3M Bank of New York Mellon data lineage engagement. Grew Carlyle Group to $1.66M and expanded a strategic Santander partnership.
Built and led a lead acquisition strategy for a global inside sales and marketing organization, driving 568 meetings, 591 opportunities, and $139M in pipeline value. Managed and coached a Lead Development Representative team.
Built pipeline from inbound and outbound prospecting, becoming the team's top Sales Accepted Lead producer. Researched accounts and decision-makers to design targeted outreach campaigns.
Director of Youth Ministry
St. Clement of Rome
Aug 2014 - Aug 2017 (3 years)
Designed, marketed, and launched programs, events, and conferences, managing budgets and stakeholder communication across multiple age groups.
Education
Degrees, certifications, and relevant coursework
Missouri State University
Bachelor of Science, Professional Writing
Activities and societies: Minor in General Business; Minor in Recording Arts
Bachelor of Science in Professional Writing from Missouri State University, with minors in General Business and Recording Arts.
Coursera
Customer-Centric IT Strategy, Information Technology
Completed certifications in Customer-Centric IT Strategy and AI For Everyone.
Coursera
AI For Everyone, Artificial Intelligence
Completed certification in AI For Everyone.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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