Jose Roberto is a highly experienced BPM sales consultant and instructor with over 20 years of experience in the industry. He has extensive expertise in TIBCO BPM products and has worked as both an instructor and sales consultant for TIBCO and IBM FileNet. As an instructor, he developed course materials and provided technical instruction. As a consultant, he helped drive over $9 million in software sales and led proof of concept projects. He also has experience designing and implementing BPM systems for clients.

1. Jose Roberto
8201 Mecklenburg Court • Knoxville, TN 37923 • (865) 246-9095 • joerob1961@comcast.net
Job Objective: Vendor Instructor/BPM Sales Consultant
Overview:
Highly talented and accomplished Educational Instructor with expertise in: TIBCO BPM Suite, presales support, demonstration
framework creation, website design and graphics. Proven ability to work with senior client executives at a regional and global level.
Adept at client needs determination, planning, and risk assessment. Able to think creatively to drive sales opportunities from a presales
educational aspect. Senior lead in driving Proof of Concepts toward successful closure. Independently managed complex projects and
customer situations. Recognized for consistently meeting or exceeding personal sales quotas and customer satisfaction levels.
Experience:
TIBCO Software, Palo Alto, CA Jan. „08 – Feb. „16
Senior Educational Instructor
 As an Educational Instructor at TIBCO Software, instructed students to use all of the TIBCO BPM products.
 Independently developed lesson plans and course materials for new TIBCO courses. Designed custom courses as needed.
 Responsible for classroom instruction in Spanish in Latin America.
 Responsible for offering technical lectures on TIBCO related middleware products on-site as well as online.
 Also responsible for writing, modifying and presenting hands-on lab material as part of the courseware.
 Created video training materials.
TIBCO Software, Palo Alto, CA Apr. „05 – Jan. „08
Solution Consultant
 Contributed to the revenue growth of over $4M in BPM software in the North American and Latin American Region.
 Lead Solution Consultant for Proof of Concepts (POC).
 Created training courses and manuals for the SC field as well as customers.
 Created graphics and presentations for the Solution Consultants field specific to certain products.
FileNet Software, New York, NY Jan. „00 – Apr. „05
Solutions Consultant
 Influenced over $5M in sales with the IBM FileNet P8 Click-thru Demonstration framework.
 Actively participated in the design, configuration and implementation of a IBM FileNet P8 system for a Sarbanes-Oxley
client application. Including software installation, configuration and trouble-shooting.
 Developed modifiable IBM FileNet P8 Click-thru Demonstrations for the IBM FileNet Sales Teams, which included
comprehensive demonstration scripts – over 30 successful uses of this framework which resulted in product revenue for IBM
FileNet.
 Developed specific vertical demonstrations for Northeast District Sales Team (Financial, Insurance, Government, and Retail).
 Mentor peer System Consultants in an eLearning environment on IBM FileNet P8 Demonstrations and Framework.
 Created comprehensive “leave behind” CD‟s of FileNet Product Documentation, Solution Overviews, and self running
demonstrations.
Bankers Trust, New York, NY Apr. „95 – Dec. „99
IT Administrator for FileNet BPM System
 Responsible for the administration, development and maintanence of FileNet‟s Business Process Management
system for several departments.
Blue Cross/Blue Shield of New York, New York, NY Feb. „90 – Mar. „95
Manager – Claims Data Entry Department

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Jose Roberto
8201 Mecklenburg Court • Knoxville, TN 37923 • (865) 246-9095 • joerob1961@comcast.net
 Headed the first Business Process Management application for the claims data entry department..
 Managed over thirty data entry clerks and oversaw the implementation of BPM for data entry.
Key Projects Handled:
 As a TIBCO Instructor at TIBCO, help to instruct students to use all of the TIBCO BPM products.
 Create courseware for new TIBCO courses as well as custom course for specific customers.
 Responsible for validating new courses and working with the TIBCO course creation department to modify any course errors
or clarifications.
 As a Pre-Sales Solutions Consultant (SC) at TIBCO, helped drive over $4M in BPM software revenue in the North American
and Latin American Region.
 Lead Solution Consultant for Proof of Concepts (POC).
 Created training courses and manuals for the SC field as well as customers.
 Created graphics and presentations for the Solution Consultants field specific to certain products.
 Influenced over $5M in sales with the IBM FileNet P8 Click-thru Demonstration framework.
 Hands on experience designing, configuring and implementing a IBM FileNet P8 system for a Sarbanes-Oxley client
application (located in Northeast). Included software installation, configuration and trouble-shooting.
 Developed modifiable IBM FileNet P8 Click-thru Demonstrations for the IBM FileNet Sales Teams, which included
comprehensive demonstration scripts – over 30 successful uses of this framework which resulted in product revenue for IBM
FileNet.
 Developed specific vertical demonstrations for Northeast District Sales Team (Financial, Insurance, Government, and Retail).
 Mentor peer System Consultants in an eLearning environment on IBM FileNet P8 Demonstrations and Framework.
 Created comprehensive “leave behind” CD‟s of FileNet Product Documentation, Solution Overviews, and self running
demonstrations.
Web Design and Development
 Created click-through web sites for presentations and product demonstrations, producing functional web-based examples of
company‟s custom software.
 Designed interactive commercial websites www.joseroberto.com, www.sketchpet.com, www.anovanet.com,
www.sloopys.com, www.coreyippolitovineyardbandb.com, and www.amazingcelebrationsllc.com, complete with product
catalogs and downloads.
 Expertise in website development, user interaction and web design best practices.
 Received numerous corporate awards for preparation and delivery of presentations and demonstrations.
Certifications:
 TIBCO Business Studio Certified
 TIBCO iProcess Certified
 TIBCO Active Matrix BPM Certified
Trainings Attended:
 FileNet Certified Professional (Sales and Technical Certification)
 Course work in Pharmacy, Long Island University
 Course work in Architecture, Manhattan College
 Demo to Win Presentation and demonstration training
 Advanced training in Solution Selling, Tactical Account Selling, and Sales Negotiations
 Numerous courses in Art, Graphic Design, and Photography
 Afterburner “Flawless Execution” Team Building training
 Advanced Demonstration Skills (Won first place for best demonstration) and Selling to Executives course