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Steve Claudin

@steveclaudin

I close complex BFSI technology and consulting engagements.

United States
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What I'm looking for

I'm looking to lead enterprise sales and business development for technology, cloud, data, and AI transformation engagements in financial services, building strategic client relationships and partner-led growth.

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

OG
Current

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.

Perficient logoPE

National Enterprise Sales Account Director

Jan 2021 - Apr 2025 (4 years 3 months)

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.

Education

Degrees, certifications, and relevant coursework

Missouri State University logoMU

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 logoCO

Coursera

Customer-Centric IT Strategy, Information Technology

Completed certifications in Customer-Centric IT Strategy and AI For Everyone.

Coursera logoCO

Coursera

AI For Everyone, Artificial Intelligence

Completed certification in AI For Everyone.

Tech stack

Software and tools used professionally

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