Brian Estes
Professional Services @ Intelligent Audit
About
As a senior transformation and delivery leader, I help organizations translate complex technology initiatives into measurable business outcomes—faster time-to-value, stronger adoption, improved retention, and scalable operating performance. My background spans enterprise SaaS implementations, customer delivery and professional services leadership, supply chain and transportation analytics, and large-scale operational transformation. I specialize in building the “operating system” behind successful execution—delivery governance, portfolio visibility, cross-functional alignment, and scalable implementation frameworks that allow organizations to execute complex initiatives with clarity and predictability. I work closely with executive leadership across Product, Engineering, Sales, and Customer Success to align delivery strategy with customer outcomes and business growth. My experience includes leading enterprise SaaS implementations and transformation programs for Fortune 100 customers, overseeing complex delivery portfolios, and building scalable services operating models that accelerate customer adoption and expansion. Selected outcomes include supporting 89% revenue retention through a major platform migration while improving operational performance and ARR growth, delivering multimillion-dollar SaaS implementations across complex customer environments, and driving profitability and efficiency through analytics-driven process optimization. I have worked across organizations ranging from global enterprises to high-growth SaaS companies, adapting delivery models, governance structures, and operating frameworks to match the scale, maturity, and pace of the business. Focused on building scalable SaaS delivery organizations, enterprise implementation frameworks, and cross-functional execution models that accelerate customer time-to-value and drive measurable customer and business outcomes. Experienced leading enterprise SaaS implementations and transformation initiatives across complex customer environments, aligning delivery organizations, product teams, and executive stakeholders to drive measurable business impact.
United States
Atlanta Metropolitan Area
Management Consulting
Value Creation, Digital Transformation, Program Management, Change Management, Analytics, Strategy Implementation, Programme Governance, Value Stream Mapping, Value Engineering, Value Chain Management, Influencing Outcomes, Operating Models, Business Value, Value Realization, Project Portfolio Management, Mitigation Strategies, Financial Leadership, Decision Quality, Strategy Consulting, Enabling Change
Experience

Senior Manager Implementation - Americas
Atlanta Metropolitan Area
Senior leader responsible for enterprise implementations and post-go-live technical operations across the Americas for a multi-application logistics SaaS platform. Served as acting Director for 18+ months following leadership departure, with full accountability for delivery performance, escalations, and revenue-impacting technical operations (integrations, upgrades, stability). • Led end-to-end delivery for complex enterprise deployments spanning frontline to executive users; device-agnostic (PC/tablet/mobile) with focus on usability, adoption, and workflow alignment. • Owned implementation governance (stage gates, risk/issue management, exec cadence, quality metrics) to improve predictability and reduce escalations. • Managed capacity planning, prioritization, and delivery across concurrent programs; owned budget/P&L for the group and project engagements. • Partnered with cross-functional senior leaders on pre-sales, solution design, and contract lifecycle execution. • Owned end-to-end solution design/delivery for implementations and enhancements across hardware, network/connectivity, software configuration, and internal/external integrations. • Authored business + technical requirements for enhancements; partnered with Product & Engineering on prioritization, technical refinement, and release readiness. • Ensured data integrity and integration design supported downstream BI/analytics and operational decision-making. • Owned customer migration from a sunsetting product to the successor platform; defined sequencing, readiness gates, and cutover approach. • Consulted on roadmap and integration strategy for new product capabilities and cross-application workflows; defined requirements for integrating core platform apps. • Served as executive escalation point for strategic accounts; drove alignment, decisions under ambiguity, and durable post-go-live adoption.

Sr Manager, 3PL Solutons (SaaS Product & Delivery)
Alpharetta, GA
Led customer-facing SaaS portfolio in a freight/spend audit platform. Owned the 3PL product/offerings, roadmap, and enterprise outcomes. Operated across product, delivery, integrations, and value realization. Turned operational needs into scalable capabilities and measurable customer impact. Product Ownership & Roadmap • Owned 3PL product vision, positioning, and multi-quarter roadmap to expand capabilities and scale delivery. • Managed enhancement backlog (requirements, acceptance criteria, release sequencing) based on customer impact and operational leverage. • Partnered with Engineering leadership to prioritize, refine scope, and deliver roadmap under technical and timeline constraints. Enterprise Implementation & Integrations • Led end-to-end delivery for enterprise 3PL customers: discovery, implementation, integration readiness, go-live, and optimization. • Translated complex workflows into implementable designs that ensured data integrity, adoption, and durable usage. • Served as senior escalation point for complex implementations; drove structured problem-solving and executive alignment. Governance, Outcomes & Growth Enablement • Established delivery cadence and governance (status, risks/issues, success metrics) to improve predictability and adoption. • Led executive discovery and value reviews to align on KPIs and ROI tied to freight/spend outcomes. • Converted repeatable engagement patterns into playbooks and scalable product improvements; supported growth via solution consulting, scope definition, and executive alignment.

Manager Supply Chain Data Science
Atlanta, Georgia
Business Intelligence / Analytics / Data Science | Supply Chain Optimization • Served as a primary source of operational and business intelligence for supply chain and network operations teams, translating business objectives into measurable performance frameworks. • Developed capacity, process, statistical, and optimization models to identify improvement opportunities and support strategic and tactical decision-making. • Repurposed and extended an internal operations analytics product into a consulting-ready supply chain analytics application, enabling integration of external datasets for internal and customer-facing engagements. • Owned analytics solution design from requirements through delivery: defined data models, created proofs of concept, documented specifications, supported testing/QA, and incorporated stakeholder feedback. • Built and maintained workflow and process maps (operational and technical) to improve clarity, governance, and execution across cross-functional teams. • Contributed to a 3% year-over-year operational performance improvement across the network through measurement, benchmarking, and targeted insight delivery. • Recognized with a SPIRIT Award and selected to develop and lead an analytical group supporting operational excellence initiatives. • Leadership & community involvement: Co-Chair, Atlanta InnovatioNS Chapter; Chairman, Teradata User Group.

Manager Transporation Analysis and Measurement
Greater Atlanta Area
Operations Analytics Product Owner | KPI Governance | Reporting Platform • Product owner for a modern, web-based reporting and analytics platform used to standardize metrics, performance indicators, and operational controls across the organization. • Defined the product vision and built a multi-year roadmap (3-year outlook) and backlog; owned prioritization and approval/rejection of enhancement requests across the data layer, business logic, and user experience. • Led end-to-end delivery from conceptualization through enterprise rollout, ensuring role-appropriate decision support for stakeholders ranging from executives to frontline managers. • Partnered with internal and contract developers by providing data models, requirements, specifications, testing criteria, and iterative feedback to ensure stable production outcomes. • Delivered interactive dashboards, reporting, and export functionality supporting both internal leaders and external stakeholders, improving decision quality and operational performance management. • Designed governance around KPI definitions and measurement consistency to reduce ambiguity and improve adoption across teams and functions.

Lead Assistant Manger Special Services
Greater Atlanta Area
Operations Leadership | Service Performance | Cross-Functional Coordination • Led operational initiatives focused on service performance, issue resolution, and execution discipline across a fast-paced, high-visibility environment. • Coordinated cross-functional stakeholders to manage priorities, risks, and operational constraints; ensured timely escalation and decision-making. • Supported project planning, feasibility analysis, and performance monitoring efforts to drive measurable improvements in reliability and customer outcomes. • Trained and coached team members and reinforced operating rhythms that improved accountability and execution. • Lead, managed, and developed 30+ agreement and management employees

Assistant Manager Operations and Service Support
Greater Atlanta Area
Frontline Operations Support | Performance Monitoring | Customer Service Coordination • Supported frontline operations through performance monitoring, reporting/measurement support, and service recovery efforts tied to operational KPIs. • Coordinated with internal stakeholders and external partners to resolve operational exceptions and reduce service impacts. • Contributed to continuous improvement efforts by identifying recurring issues and recommending process changes to improve reliability and execution. • Lead, managed, and developed 30+ agreement and management employees

Assistant Manger Customer Service Operations
Atlanta Metropolitan Area
• Promoted to lead a multi-team customer service operation; managed 10+ supervisor-level leaders across multiple commodity categories and customer segments. • Built and led an internal analytics team (4 analysts) focused on identifying and resolving operational and planned schedule discrepancies and network inefficiencies. • Partnered cross-functionally with Operations and planning teams to translate findings into corrective actions, resulting in a 3% improvement in on-time performance for customers across the network. • Established operating rhythms, performance tracking, and escalation governance to improve throughput, accountability, and service outcomes across the organization.

Supervisor Customer Service Operations
Greater Atlanta Area
Customer Operations | Team Leadership | Service Recovery • Led day-to-day customer service operations, managing escalations, service recovery, and execution support across time-sensitive workflows. • Supervised and developed team members, improving consistency, responsiveness, and customer communication quality. • Partnered with operations stakeholders to resolve exceptions, clarify accountability, and reduce avoidable cost and delay drivers.

Management Trainee
Greater Atlanta Area
Operations Training | Cross-Functional Exposure • Completed rotational training across operational and customer-facing functions, building foundational knowledge of processes, performance drivers, and execution discipline. • Supported operational analysis, reporting, and process improvement activities while developing leadership and communication skills.

Ocean Shipping
Alpharetta, GA
Supported global ocean shipping operations and customer accounts by improving end-to-end execution, documentation accuracy, and cost-to-serve performance across international trade and freight movement. Key contributions: Consulted customers on supply chain and international trade process improvements, eliminating inefficiencies that reduced delays and avoidable fees. Ensured correct classification, documentation, and handling instructions for hazardous and non-hazardous materials across multiple classes, maintaining compliance and safe shipment execution. Identified approximately $300K in annual incremental revenue while simultaneously helping customers reduce port storage and handling fees by ~20% through improved routing/handling decisions and issue resolution. Managed service quality and operational efficiency across multiple transportation modes and stakeholders. Negotiated customer rate charges and supported account-level commercial discussions. Investigated cargo movement and delivery issues, determined root cause/party at fault, and enforced accountability for incremental costs incurred. Trained and onboarded new team members, improving ramp time and operational consistency.
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