Jason P. Jones

Technologist · Solutions Consultant · Strategist · Account Executive · Speaker

Portrait of Jason P. Jones

Solutions-Consultant | Sales-Engineer | Tech-Evangelist

Constantly seeking technical knowledge. Curious about the ever-evolving challenges businesses struggle with daily. Jason Jones converts those problems to opportunity. As a veteran technology enthusiast, I invite you to start a conversation and let’s begin your next project.

Most Recent Spotlight
2024 – Present: Sales-Engineer/Solutions Consultant, Elite (Thomson Reuters)

Architect API and AI solutions for business automation and reporting. Evangelized AI and document automation in enterprise law.

2021 – 2023: Sales-Engineer, Intapp

Launched DealCloud Teams module (market-first). API integration with Microsoft 365 for modern work experiences leveraging Teams.

2015 – 2021: Sales-Engineer, Thomson Reuters

Delivered over $300M in revenue‑influencing demos at Thomson Reuters.

2011 – 2015: Systems‑Architect, Butler Snow

SharePoint portals, onboarding tools, and eDiscovery systems. Custom integrations using .NET and PowerShell.

Achievements
1000 hours: AI and Prompt Engineering

Implemented AI in document composition, time entry assist, and document assembly.

1,000,000 code lines

Built autonomous agents to work with legal staff.

2000 demo hours

ERP, ECM, and CRM solutions demonstrations.

1200 client‑facing meetings

Stakeholder presentations across law firms.

100 automated business processes
  • Document Assembly
  • Report Notifications
  • 3E Elite business processing
$1,000,000,000 lifetime sales influence

Consultative demos driving product decisions.

Jason P Jones – converting problems into opportunities; delivering solution‑based stories solving business problems.

Career Timeline

Employment History
Elite, 3E Solutions Consultant

Delivered legal financial system demos supporting $1M+ deal values. Built custom integrations using Elite 3E, REST/OData, and Power Automate; automation for timekeeping, billing, and onboarding workflows; surfaced data in SharePoint portals and dashboards; supported adoption via technical consultation and training.

Elite Solutions Consultant
  • Delivered demos supporting $1M+ software sales
  • Built Elite 3E integrations with SharePoint and Power Automate
  • Automated billing, onboarding, and timekeeping workflows
  • Supported adoption via technical consultations and training
Intapp, Sr. Solutions Consultant

Launched DealCloud Teams module (market-first). Led $1M+ ACV demos. Developed SharePoint integrations and Teams collaboration features; supported sales with configuration, presentations, and client support.

Sales Engineer | Jul 2015 – May 2021
  • Drove $20M+ in sales across legal and compliance sectors
  • Presented 2000+ demos; led enterprise proof‑of‑concepts
Systems Architect | Jun 2011 – May 2015
  • Implemented SharePoint portals, onboarding flows, eDiscovery
  • Automation tools for HR, IT, and accounting systems
  • Developed pricing models and trained legal staff
Account Executive | Jun 2007 – Feb 2011
  • Owned a $1.2M software territory across financial institutions
  • Led sales presentations, negotiations, and regional summits
  • Expanded customer base via solution-based consultative sales
Milestone Achievements
MilestoneSummary
Elite 3E ExtensionsEngineered legal financial automations via Power Platform and OData
Strategic DemosInfluenced $300M+ in software sales at Thomson Reuters
Portal SolutionsBuilt onboarding and eDiscovery tools (Concordance, OnePlace)
Banking Software SalesClosed $2M+ across 200+ institutions at Wolters Kluwer
Process AutomationAutomated win/loss tracking, sales analytics, billing processes
Cross‑Industry ImpactDelivered scalable solutions for legal, finance, and healthcare