Robert Alvarez

Work Experience

• Accusoft / Docubee.com

  Sales Engineer II (Senior)

  2022 - Present
  Tampa, FL

  Docubee, a cloud-based SaaS intelligent document automation platform.

  • Led technical discovery, craft tailored solutions and deliver custom demos and proof-of-concepts addressing document workflow, eSignature, and API-driven automation needs.
  • Promoted to Sales Engineer II (Senior) within two years after consistently driving technical wins in enterprise deals, leading cross-functional initiatives, and earning executive recognition for mentoring peers and elevating pre-sales strategy.
  • Collaborated with Product and Engineering teams to implement customer-requested enhancements such as SSO (SAML, OAuth2) and guided prospects through live technical sessions to evaluate platform capabilities.
  • Functioned as the principal Sales Engineer for channel partners, ISVs, and MSPs, enabling success through tailored technical guidance, demo support, and collaborative deal strategy.
  • Supported implementation efforts for highly technical customers, aligning deployment strategies, integrating APIs, configuring SSO, and troubleshooting complex onboarding scenarios.

  Hands-on technical experience:

  • Used tools like Visual Studio Code, Postman, and Zapier for testing and demo development.
  • Built working RESTful API examples using JavaScript and Node.js
  • Articulated AWS architecture and security posture to prospects
  • Guided SSO integrations using IAM technologies such as Okta, Azure AD / Microsoft Entra ID, and Google Workspace SSO
  • Led Security & Compliance reviews, RFP/RFI coordination and technical documentation.
  • Collaborated cross-functionally with product, security / questionnaire, customer success and development teams.
  • Managed prospect interactions and POC progress in Salesforce with high-quality documentation
  • Tracked and nurtured leads using HubSpot with automation and personalized outreach.

• Renew Transfer

  Technical Operations Engineer

  2020 - 2022
  Erlanger, KY
  • Configured and maintained network infrastructure to ensure ISO 27001 compliance, including FortiGate Next-Generation Firewalls (NGFWs), FortiClient endpoint protection, wireless access points, and barcode scanners.
  • Administered and supported the STORIS inventory management system, including system configuration, user access, and ongoing maintenance.
  • Produced and maintained technical SOPs, documentation, and system guidelines to support scalability across a multi-state operation.
  • Supported business development efforts by aligning technical and operational capabilities with prospective client needs, contributing to a 60% revenue increase and successful launch of a new Residential Moving Services division.

• BriteBanc

  Senior Sales Engineer
  & Systems Engineer

  2018 - 2019
  Florence, KY
  • Created and delivered custom technical demos showcasing BriteBanc’s hybrid cryptocurrency-fiat payment platform, emphasizing integration capabilities and security features for high-value clients.
  • Worked with the sales team during the pre-sales cycle to address B2B client technical objections and ensure proposed solutions met compliance and scalability requirements.
  • Collaborated with marketing to produce client-facing technical collateral, including integration diagrams, workflow charts, and technical FAQs.
  • Partnered with the engineering team to implement and integrate SaaS platforms (Zendesk, Google Workspace, and others) through API integrations and automated workflows, enhancing operational efficiency and supporting targeted marketing initiatives.
  • Collaborated with developers to troubleshoot and validate API integrations, leveraging Postman and Visual Studio Code to ensure seamless functionality and support customer-driven use cases.
  • Provided information and guidance to the development team to assist the development of systems in order to meet the specific needs of the end user/consumer.

• Mindset 24 Global

  Senior Solutions Architect

  2017 - 2018
  Florence, KY
  • Led the design, implementation, and lifecycle management of a custom-developed Enterprise Resource Planning (ERP) platform, aligning system architecture with cross-departmental business and technical requirements.
  • Translated complex sales team requirements into functional and technical specifications for the development team, executing and validating end-to-end system testing to ensure accuracy, performance, and scalability.
  • Integrated and configured enterprise tools including Zendesk, Google Workspace, Fonality VoIP, and Intuit financial products to optimize business operations and automate workflows.
  • Oversaw the development and deployment of digital assets (including responsive websites, dynamic email marketing campaigns, conversion-focused landing pages, and multimedia training resources) ensuring seamless integration with ERP and marketing automation systems.
  • Architected training delivery systems incorporating over 80 interactive workbooks/journals and 100+ high-quality instructional videos, enabling scalable onboarding and consistent user adoption across the organization.

• Safe ID Trust

  Senior Solutions Architect
  & Senior Sales Engineer

  2014 - 2017
  Florence, KY
  • Evaluated, selected, and negotiated with third-party vendor for the design and development of a custom Enterprise Resource Planning (ERP) platform, ensuring scalability, integration capability, and alignment with long-term business objectives.
  • Architected ERP system requirements by gathering and translating complex sales, marketing, and end-user needs into detailed functional and technical specifications; partnered with engineering teams to ensure accurate implementation through iterative testing and QA.
  • Directed full-stack development efforts for corporate web infrastructure, integrating ERP with responsive website design, CRM-enabled marketing campaigns, dynamic landing pages, and social media platforms to drive user engagement and operational efficiency.
  • Provided technical enablement to sales and marketing teams by creating API-driven workflows, data visualization dashboards, and automation scripts that improved lead conversion and operational reporting.
  • Developed and deployed training ecosystems to accelerate system adoption across 2,000+ sales distributors and nationwide customer base.
  • Led pre-sales technical engagements with enterprise clients, pension plans, unions, and large organizations, gathering business and security requirements to design tailored identity protection & recovery solutions.

• SocialZing

  Systems Engineer

  2013 - 2014
  Bedford, PA

  A company that provides an innovative all-in-one social media marketing platform that allows small businesses to access one system to manage all of their social media accounts. I led a team to improve both the IT systems and branding. In addition, I setup and implemented several new systems for training programs such as conference call trainings, webinar trainings and online video trainings.

• JBM Enterprises

  Systems Engineer
  Consultant

  2012 - 2015
  Florence, KY

  An internet marketing firm that provides marketing and new customer aquisition services to many large corporations. I setup and managed all of the office computer equipment such as computers, wired and wireless networks, phone systems, and printers. I designed, implemented and managed many marketing campaigns which included email campaigns, paid advertising, SEO, and customized landing pages. I managed a team of internal employees and outsourced contractors. I also setup and managed the SQL server, which handled millions of records and required cleansing, aggregating, appending, and deduping from many of their publishing sources.

• Bellamora

  Senior Solutions Architect

  2011 - 2012
  Tampa, FL
  • Assessed and replaced an outdated ERP infrastructure that lacked scalability and functional depth, enabling the company to transition from supporting 15,000 to over 60,000 global sales agents.
  • Hired, trained, and managed cross-functional teams across IT, administration, and customer service to support rapid operational expansion.
  • Led vendor selection for a custom-built ERP solution, defining system architecture requirements and overseeing full lifecycle development.
  • Conducted stakeholder interviews with executive, sales, and marketing teams to capture and document detailed functional and technical requirements.
  • Directed the engineering team through iterative development and end-to-end testing, ensuring ERP functionality aligned with business processes, compliance standards, and global scalability.
  • Delivered digital infrastructure initiatives, including website design, CRM-integrated marketing assets, automated email campaigns, responsive landing pages, social media platforms, multimedia sales presentations, and technical training resources.
  • Supported a high-performance launch that generated seven-figure revenue in the first week, demonstrating system readiness and market impact.

• Auto Buying Solutions

  IT Manager
  & Business Operations

  2008 - 2011
  Dunedin, FL

  An internet marketing company that provides automotive dealerships and other marketing partners online customers who are looking to purchase new and/or used vehicles. I participated in the original launch of this company, overseeing the implementation of all of the technologies and business operations. I oversaw the development and implementation of the developed back office ERP system that managed the distribution of data, as well as tracked and managed all sales; and I managed the ongoing operations of that software system. I also implemented and managed all other systems needed such as accounting software, sales management/CRM software, office computer equipment, phone systems, as well as all websites, landing pages and marketing materials. In addition to the technology, I also wrote operating procedures and managed in-house customer service and sales staff.

• Family & Friends

  IT Consultant

  2008 - 2008
  Tampa, FL

  A marketing partner for Discover Card that focused on referral based marketing. I worked on redesigning their corporate website, as well as creating several landing pages for their marketing campaigns. In addition, I also helped setup and train corporate staff on their back office system that tracked and managed all sales and commission payouts.

• Architectural Amenities

  IT Manager

  2006 - 2008
  Tampa, FL

  A medium sized business specializing in developing custom community amenities (mailboxes, street signs, playgrounds, fencing, etc) for the home building industry. I managed all of their information technology as the IT Manager. I managed the computer equipment (installed, updated and troubleshooted), office network, their enterprise resource planning (ERP) software, as well as supported the 25 person sales staff that were located throughout the whole Southeast Region of the US.

• Training Seminars

  Coordinator/Speaker

  2006 - 2018
  Tampa, FL

  I have coordinated training events for several different companies. I have written training materials, designed presentations, setup the venues, managed the necessary equipment, and handled the marketing for events ranging from small, private trainings to over 400 attendees. In addition to in person trainings, I have also setup and implemented online trainings via conference call systems as well as webinar systems.

• Digital Tech Advertising

  Owner/Founder

  2002 - 2006
  Land O' Lakes, FL

  Small local advertising/marketing company that I founded during college. I secured two contracts with local area restaurants to sell advertising space in their place of business. I made over a thousand cold calls/visits to local businesses, as well as did all of the design work for the advertisements.

• The Wholesale Exchange

  IT Consultant

  2002 - Present
  Land O' Lakes, FL

  A small business focused on wholesale and retail product sales through online distributions and ecommerce platforms. I have consulted, implemented and managed the technology, which includes desktop and laptop computers, network printers, label printers, and a decal cutter/plotter machines. In addition to the hardware technology, I have also produced many of the graphics used for their products and marketing materials.