ChrisSerger
I turn frontier AI capability into trusted enterprise adoption and revenue: building buyer confidence, scaling field teams, shaping build/buy/acquire judgment, and shipping the operating systems that make adoption repeatable.
Executive Summary
My pattern is consistent: get close to customer reality, find the adoption bottleneck, ship or sponsor the system, then scale the behavior around it.
Systems I Build
I do not just lead AI adoption; I ship the systems my org runs on and scale the tools that make solutions teams faster, sharper, and more consistent globally.
Operating pattern
Practical AI starts with a real adoption bottleneck: demo prep, customer relevance, executive memory, content operations, native workflow, or product launch.
I either build the system, scout the tool, or sponsor the infrastructure. The standard is simple: the field has to adopt it.
Builder proof
The range matters: production field apps, global demo tooling, multi-agent operations, native products, content engines, and consumer UX.
Built for use
Some are public products; most are private systems built for real operating work, trusted users, or small teams.
Production software, scouted tools, and agentic systems that turn field reality into scaled adoption.
Production Field Systems
Built and deployed the software a 65-person SE org runs on: a unified field command center, capacity and coverage planning, account-value intelligence across the $1B AOV book, AI-assisted deal-support inspection, automated customer digital-audit reports, and an org-wide AI enablement share wall. I write the Salesforce queries, build the apps, deploy them, and scale the behavior around them.
FastAPI · Next.js · Prisma · Claude API · Salesforce SOQL · HerokuSolutions Scale
Drive solutions scale globally, well beyond my own org, by combining scouted external tools with internally built demo infrastructure: find the bottleneck, prove the workflow, quantify impact, then turn it into a standard motion.
- Saleo — scouted and scaled live demo personalization: 1,000+ users, 92% utilization, 12k+ demos/year, roughly 2 hours saved per demo; now a global SE standard.
- MeshMesh — scouted, piloted, and scaled conversational demo automation so SEs can build full multi-cloud demo environments in days, not months.
- Global Standard Demo Environment — my org built the first unified multi-cloud marketing demo environment; global June 2026 launch, Connections main stage, positioned to replace most tier-1/2 SE demos.
AI Chief of Staff
AI Chief of Staff is a production multi-agent executive operating system I built with specialist agents, persistent memory, scheduled automation, and live Salesforce, Slack, and Google Workspace workflows. The point is not personal automation; it is leadership enablement: peers rebuilt it for their orgs, team AI fluency improved, and the pattern became a playbook.
Multi-agent ops · Claude API · Salesforce workflows · peer enablementWorking systems across real domains.
Agentic Systems
SergerOS turns personal finance and planning data into an AI operating model; proves messy real-world data can become decision infrastructure.
SmoochSage uses a multi-agent expert panel to pressure-test business questions; proves orchestration, debate, and synthesis under uncertainty.
Marketing Engines
eNewsEngine runs AI-assisted source intake, content selection, editing, and publishing flow; proves repeatable content operations.
BrandEngine creates a reusable brand-intelligence layer for agents; proves governed voice, research, and content systems can scale across brands.
Native Products
Predictabase is an iPad-first live-performance app; proves native product depth, offline-first workflow design, and shared data models.
oType is a local macOS dictation and revision app; proves privacy-first AI workflow design with native distribution discipline.
Consumer Products
Stadium Stars is a public baseball passport and trip-planning product; proves consumer UX, data modeling, auth, launch, and monetization thinking.
Bizword Bingo is a public on-device speech game; proves real-time AI interaction can be useful, private, and simple enough to share.
Career Arc
Salesforce
Vice President, Solution Engineering
Lead a 65-person, three-layer solution engineering org across Marketing, Commerce, and Revenue Clouds, supporting $1B in AOV while helping Salesforce scale AI tooling, education, and adoption across the field.
- Serve on a CRO-convened cross-functional AI tooling and adoption team helping guide Salesforce field rollout.
- Act as executive sponsor for global Solutions Center of Excellence initiatives across demo infrastructure, AI-enabled solutioning, and field enablement.
- Personally build and sponsor internal tooling for solution quality, field capacity, AI-assisted demo creation, and leadership inspection.
- Scouted and sponsored practical AI/demo tools including Saleo and MeshMesh, moving pilots into broader field use so teams can deliver higher-quality work faster.
- Lead AI education across a 500+ person Solutions organization, with team engagement themes above company benchmarks in AI adoption, manager effectiveness, retention, and inclusive leadership.
- Sustained 100% leadership-team retention through a major-disruption year while continuing to develop and promote leaders across the org.
- Helped co-author the Agentic Vision for Marketing Cloud, informing the Contentful acquisition, roadmap and conference messaging, and continued M&A activity.
- Turn customer and field patterns into roadmap direction, strategic tool selection, and executive build/buy/acquire recommendations.
Bluecore
Vice President, Solutions Consulting
Ran technical solutioning at Bluecore, the retail personalization and predictive-marketing platform.
- Helped pivot Bluecore toward the Retail 1000, competing against enterprise ESPs including Salesforce Marketing Cloud.
- Improved operating rigor through Vivun and Salesforce adoption, deepened enablement through BluecoreU and workshop motions, and partnered with marketing/product marketing on GTM strategy.
- Led a national team attached to 70% of ACV across a $75M ARR business while rebuilding team morale and internal trust.
Salesforce
Senior Manager → Director → Senior Director, Solution Engineering
Moved from player-coach manager to national solution engineering leader.
- Led national Marketing Cloud solution engineering with 5 first-line leaders and 40+ team members.
- Built the headcount case that grew the organization by 40% and became a standard for SE allocation decisions.
- Created coaching frameworks, boot camps, and enablement resources that were adopted globally.
ExactTarget→ Salesforce
Solutions Consultant → Principal Solutions Engineer
Entered through the ExactTarget acquisition after years as a customer and partner-side operator, then rose to the top of the IC ladder.
- Named Top Global Solutions Engineer within two years of the acquisition.
- Drove $14M+ in new business as an individual Solution Engineer across State Farm, Kroger, Bank of America, Progressive, Crate & Barrel, and more.
- Founding solutions lead for Financial Services; helped make the first Marketing Cloud vertical team a model for SE leadership.
- Helped scope and shape the Financial Services use case that became Salesforce Distributed Marketing, turning the original Morgan Stanley demand signal into a staple Marketing Cloud product now beyond $30M.
Director, Interactive
Built the ExactTarget partner practice before joining Salesforce.
- Grew the Interactive Marketing department from $90K to $6M, from 1 to 40 clients, and from 1 to 15 people.
- Sold, solutioned, and implemented customer work personally while moving C.TRAC from direct-mail agency to ExactTarget Platinum Partner.
- Helped C.TRAC earn ExactTarget Partner of the Year before leaving to join the platform company.
How I Lead
Clarity of intent. Respect for terrain. Credit to the team.
The values behind my operating model are simple: trust people with the mission, find the ravines before scale, and make the win bigger than the person leading it.
Outcome, not script.
Set the mission, context, and constraints. Then give strong people the room and confidence to find a better path than the one I would have drawn.
Plans meet terrain.
Treat strategy as a hypothesis until it survives customers, data, field capacity, and the operational details that decide whether adoption actually happens.
Credit travels outward.
Make ownership visible, push credit to the people closest to the work, and build the leadership bench so the system gets stronger without me in every room.
Proof Points
Recognition
- Multiple Peak Performer's Club invitessustained top-performer record
- Numerous internal awardscustomer impact, field leadership, peer recognition
Technical Depth
- Deep Salesforce platform foundationmarketing, data, security, integration, and enterprise architecture
- Still hands-on where judgment mattersSOQL, dashboards, agent workflows, native apps, product builds
Education & Voice
- Miami UniversityB.S., Marketing · Oxford, OH
- Published — Cross-Sell in Financial ServicesSalesforce · 2016
- Speaker & SME — AI, marketing, data securityenterprise customer and Salesforce forums