Enterprise SaaS • AI Adoption • Operations Systems
Jason D. Belnick
AI Customer Success & Enterprise Adoption Leader
Enterprise SaaS customer success and implementation leader with 12+ years turning complex workflows into adopted systems, executive value narratives, and expansion opportunities. Led nearly 200 enterprise implementations at AuditBoard/Optro through its AI-native GRC pivot and built Professional Services operating systems through hypergrowth at OneTrust. Hands-on AI power user building local-model workflows with Qwen, GLM-style evaluation loops, Open WebUI, OpenClaw, Claude, Codex, and API-driven automation.
12+years across SaaS, implementation, customer adoption, and operations
200enterprise implementations led across complex GRC workflows
400+consultants supported through BI, PSA, and services operations systems
$48Mmanaged e-commerce account revenue across national retailers
Core Capabilities
A practical operator profile: technical enough to build, customer-facing enough to drive adoption, and structured enough to scale the process.
Select a capability to highlight related proof.
AI Workflow Design
LLM workflows, model evaluation, prompt systems, Qwen, GLM-style judges, Claude, Codex, Ollama, Open WebUI, OpenClaw.
Built a Mac Studio workflow for automated meeting transcription, Qwen 3.6 summarization, and GLM-style judge loops that compare outputs and improve prompts over time.
Why it matters: not passive AI literacy — hands-on workflow design, quality evaluation, and iteration loops.
AI Practice & Evaluation
Uses AI workflows daily for model comparison, response-quality checks, prompt iteration, source-grounded summaries, API/browser automation, and speed/reliability evaluation.
Why it matters: bridges technical evaluation with customer-facing usefulness — exactly where AI adoption succeeds or fails.
E-commerce Growth Optimization
Optimized Lindsay Belnick Art’s Shopify storefront, lindsaybelnick.com, and Etsy marketplace using SEO, analytics, Google Shopping, product-positioning tests, and customer-signal analysis to improve discoverability, merchandising decisions, and revenue growth.
Built repeatable feedback loops across storefront performance, paid/product discovery, search behavior, and customer response — turning a creative business into a measurable commercial system. URL: https://lindsaybelnick.com
Experience
Aug 2022 – Present
AuditBoard, Inc. / Optro
Senior Manager, Compliance Implementation
Led nearly 200 enterprise SaaS implementations across ITRC, RiskOversight, CrossComply, TPRM, and ITRM, running 10–15 concurrent customer engagements from onboarding through adoption and executive reporting.
Created 3 implementation-led expansion wins by translating live customer use cases, adoption gaps, and value narratives into commercial opportunities without direct sales engagement.
Partnered with Product/R&D during AuditBoard’s pivot to Optro, translating frontline customer reactions to AI-native features into roadmap inputs, rollout risks, enablement needs, and adoption priorities.
Took ownership of Sigma reporting enablement: built customer-facing dashboards unifying control-assessment and risk data, then created documentation and talk tracks that helped customers interpret adoption, value, and risk signals.
First to implement Optro’s reporting enablement service, turning a new platform capability into repeatable delivery assets, talk tracks, and customer-ready reporting routines; cross-certified across all four ITRC modules.
Dec 2019 – Aug 2022
OneTrust, LLC
Senior Manager, Business Operations – Professional Services
Built and led a globally distributed 5-person Professional Services operations team through hypergrowth, standardizing delivery playbooks, operating cadence, systems hygiene, executive visibility, and customer-facing reporting routines.
Architected $100K+ in annual recurring savings by designing a Salesforce-native solution that displaced a planned FinancialForce license expansion.
Designed and implemented FinancialForce PSA inside Salesforce, systematizing time tracking, project management, delivery reporting, and operational controls across a 400+ consultant services org.
Built executive BI dashboards tracking 400+ consultants’ KPIs with dynamic per-consultant views, enabling weekly executive KPI reviews, resource decisions, and scalable operational inspection.
Oct 2018 – Oct 2019
H&F Bread Company
Sales & Marketing Manager
Built B2B go-to-market strategy from scratch for an early-stage food incubator brand: channel pricing, weekly newsletter, and structured outbound pipeline.
Managed an existing $1M B2B portfolio and sourced 20 net-new accounts; produced board-level performance reporting for external investors.
Mar 2018 – Oct 2018
KNOW Foods, Inc.
Director of Strategic Initiatives
Owned e-commerce P&L across Shopify and Amazon, analyzing shipping cost, sales data, and customer KPIs to protect margin and inform marketing investment.
Project-managed a NetSuite ERP implementation, partnering with business owners to align operating processes to the system’s best practices.
Jul 2015 – Mar 2018
Flash Furniture
Business Development Manager
Grew portfolio of e-commerce key accounts including Walmart, Staples, Office Depot, and Overstock by 20% YOY, ending at $48M in managed revenue.
Sourced $15M in new business across 7 net-new accounts, driving 20% of total company revenue in 2017.
Aug 2013 – Jun 2015
Infosys Consulting
Management Consultant
Advised executive teams at financial institutions on operating model design and digital transformation, translating ambiguous business requirements into system-ready specifications.