OUR TEAM
Katie Bluth is an accomplished entrepreneur, Salesforce consultant, and business architect with a consistent track record of delivering successful implementations for enterprise and nonprofit clients. She has more than 15 years of experience supporting global businesses and nonprofits. With an extensive background in cloud solutions and process engineering, Katie works with C-level executives to solve difficult business problems through the creative use of technology.
Katie Bluth
CEO
Jon Bluth is an expert in financial services technology, mobile, and user-centered design. With extensive strategic product management experience and a passion for emerging technologies, his products and insights have received industry coverage in the Journal of Financial Planning, Financial Advisor Magazine, FP Magazine and Investment News, and have been featured in numerous analyst reports on emerging and disruptive technology from Aité, Celent, Gartner, Tower Group, and others.
Jon Bluth
Chief Operating Officer
Nancy Cook has been managing and developing Salesforce solutions for over 12 years and joined Saasinct as Vice President of Service Delivery. She specializes in working with organizations to develop their strategy and plan out their roadmap, keeping in mind how it best fits with Salesforce. She has led major Salesforce implementations in Fortune 50, SMB and non-profit clients in financial services, education, healthcare, and technology.
Nancy Cook
VP, Service Delivery
Robert Davis
Technical Architect
Robert Davis is an accomplished Salesforce.com professional, certified software developer, and PMP with experience delivering successful solutions in enterprise environments. Skilled at providing guidance on system architecture, business analysis for complex three-tier architecture systems, and data analysis. His background includes 15 years as a U.S. government contractor supporting the Department of Health and Human Services, and Centers for Medicare and Medicaid Services. In addition to work supporting federal initiatives, Mr. Davis worked in Hong Kong with AXA China Regional building sales and operations tools for the property, life, and health insurance lines of business. Mr. Davis is recognized for his abilities in advanced configuration and customization, security modeling, business process automation, data migration, and developing analytics that drive operational efficiency and growth.
Yoseni Dunphy has held positions as a Solutions Architect, Business Analyst and Project Manager, with exceptional Client Relations Management/Customer Success in the Software/IT, Government, Manufacturing, Non-Profit, and Hospitality industries. She is a certified PMP and CSM. Yoseni has an illustrious array of business and management experience, extensive knowledge in Account & Project Management, Software Training, and Consulting.
Yoseni Dunphy
Solution Architect
Olivia Coolbrith
Solution Engineer
Olivia Coolbrith is a talented Solution Engineer with experience in the asset-based lending and financial services industries. She has held roles ranging from business development analyst to Salesforce coordinator. Olivia graduated from Fairfield University with a major in Finance.
