Jason P. Jones
Presales Solutions Architect / Consultant with 10+ years in SaaS, ERP, Fintech, and LegalTech—turning discovery into value-focused demos, AI-assisted POCs, and automation that validates ROI fast.
Impact at a glance
Delivered thousands of demos and discovery sessions influencing platform selection and outcomes.
AI-assisted POCs, document automation, and productivity accelerators for professional services.
Extend platforms with APIs, Microsoft Power Platform, and custom scripting for measurable ROI.
- Outstanding Consultant — Elite (2024)
- Demo to Win — Thomson Reuters / Elite (2021)
- Sales, Top Performer — Wolters Kluwer Financial Services (2010)
- Value storytelling + technical credibility
- Demo environments, POCs, and ROI validation
- Automation: Power Apps, Power Automate, APIs
- Law firm productivity: time entry, billing, analytics
Recent roles
Guide platform selection and prove measurable value through demos, AI-assisted POCs, and API automation. Influence leaders toward financial / practice management solutions (time entry, billing, workflows, accounting, analytics).
Modernized law firms and financial services firms with collaboration and document management solutions, streamlining processes with APIs and Microsoft Graph for better communications and client service delivery.
Designed customer journeys and business workflows for financial institutions.
Led discovery and strategic solution demonstrations shaping product selection and go-to-market strategies.
Delivered SharePoint portals and custom integrations (including scripting and .NET) to support legal operations.
Core competencies
Credentials
Technical foundation supporting two decades of delivery across legal, finance, and SaaS.
- Outstanding Consultant (Elite, 2024)
- Demo to Win (Thomson Reuters/Elite, 2021)
- Sales Top Performer (Wolters Kluwer, 2010)
Let’s start a conversation
Send me an inquiry if workflow, APIs, automation, and/or SharePoint interests you.