AI Strategist & Transformation Leader

I help organizations imagine what's possible.

Imagining what's possible is only the beginning. The real work is building the conditions — the alignment, the trust, the momentum — to make it happen.

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$90M+ Influenced Annual Contract Value
15+ Years leading strategic transformation
C-Suite Advisor to F500 & global enterprises
AI Strategy· Digital Transformation· Executive Advisory· Workshop Facilitation· Agentforce· Innovation Design· Financial Services· Healthcare· Nonprofit Leadership· Change Management· AI Strategy· Digital Transformation· Executive Advisory· Workshop Facilitation· Agentforce· Innovation Design· Financial Services· Healthcare· Nonprofit Leadership· Change Management·

Strategy is listening — and helping bold ideas survive.

Great strategy starts with listening — but the harder job is creating conditions where bold ideas survive contact with organizations. That means building trust, surfacing hidden tensions, and bringing the kind of provocative thinking that challenges the orthodoxies holding organizations back.

Systemic Curiosity

A deep drive to understand why people behave the way they do, why organizations get stuck, and how emerging technologies can unlock new possibilities.

Making Complexity Legible

Translating ambiguous signals into clear choices — synthesizing competing priorities into compelling narratives that move C-suites to act.

Cross-Domain Synthesis

Connecting ideas across AI, behavioral science, business strategy, and design to generate genuinely novel solutions.

"Yoni stood out as a very thoughtful, strategic and insightful partner. He listened closely to our feedback and unique needs to provide recommendations that were truly customized."

Brian Ranade, Senior Director, Sales Operations — Snap Inc.

"A C-suite member invited Yoni to present at the next board meeting. His executive presence is undeniable — when he speaks, people listen."

Timothy Starr, Strategic Account Director — Salesforce

Where I create the most value

01
Enterprise AI Strategy

Helping organizations identify, prioritize, and implement high-value AI use cases — from workshop design to board-ready roadmaps. Specializing in responsible adoption and measurable outcomes.

AI ReadinessUse Case DiscoveryAgentforce
02
Digital Transformation

Leading complex, cross-functional transformations in financial services, healthcare, and tech. Bridging the gap between vision and execution across matrixed organizations.

SalesforceGTM StrategyChange Mgmt
03
Executive Facilitation

Designing and running workshops that align senior stakeholders, surface hidden tensions, and produce prioritized strategic actions — not just presentations.

C-Suite AdvisoryWorkshop DesignAlignment
04
Philanthropic & Nonprofit Strategy

Bringing corporate strategy rigor to foundations and mission-driven organizations — from grantmaking advisory to ecosystem building and program design.

Foundation StrategyGrantmakingEcosystem Building
05
Innovation Thought Leadership

Creating and activating compelling thought capital — from "Future of Insurance" POVs to financial inclusion strategies — that deepens relationships and opens doors.

POV DevelopmentContent StrategyKeynotes
06
Business Model Innovation

Helping organizations unlock new revenue streams, redesign customer engagement models, and develop competitive differentiation strategies grounded in emerging technology.

Revenue StrategyOpen BankingCX Vision

A career built on strategic impact

2025 — Present
Assurant
Director of Digital & AI Transformation

Leading AI strategy and transformation initiatives across multiple lines of business for a Fortune 500 insurer.

  • Designed and facilitated AI use case and readiness workshops for IT and business leaders across three lines of business, resulting in a board-level prioritized plan
  • Advised AI executives on organizational change management and responsible adoption frameworks
  • Led project visioning, vendor negotiation, and execution to deliver AI-driven client acquisition acceleration
2024
Salesforce
AI Innovation Lab Lead

Created thought leadership and led AI design workshops with C-suite stakeholders to identify high-value use cases, driving enterprise AI transformation.

  • Led a major telco and edge computing company through AI use case identification and prioritization
  • Developed frameworks to align AI models with specific business goals and data requirements
2016 — 2024
Salesforce
Strategic Innovation Senior Manager & Manager

Led high-impact strategic consulting engagements across financial services, healthcare, and technology, influencing over $90M in Annual Contract Value.

  • Designed a partner-centric ecosystem strategy for a leading UK bank, unlocking new revenue streams through Open Banking
  • Redesigned the engagement model for a $4.2B company's Chief Experience Officer, delivering a unified board-ready strategic roadmap
  • Translated the CEO's vision into a concrete customer experience strategy for a regional bank, contributing to >50% growth in Net Income
  • Developed a comprehensive competitive strategy for a top global payments network, analyzing Blockchain and BNPL opportunities
  • Generated "Future of Insurance" thought leadership, presenting at Dreamforce and to hundreds of customers across Europe
2014 — 2016
Savoir, LLC
Founder & Lead Consultant

Strategy and management consulting for nonprofits, foundations, and startups.

  • Performed a design-led strategic review for a major foundation, leading to redeployment of $300,000+ in resources
  • Conducted primary research for an education-focused foundation to assess new talent pipelines, resulting in an RFP for new training models
2011 — 2014
NEXT
Regional Director

Designed and managed regional operations, a $500,000 budget, and 60+ organizational partnerships for a national community-building nonprofit.

  • Designed and scaled a cohort-based training program for 100+ community engagement professionals
  • Developed outcomes measurement methods, increasing ongoing funding by more than 50%

Problems solved, outcomes delivered

M&A / Technology
Restarting growth at a post-acquisition stall

Interviewed stakeholders across both organizations, surfaced hidden tensions, and delivered a 90-day turnaround plan spanning enablement, incentives, and product packaging.

40% YoY Growth
Social Media
Transforming ad-sales experience & launching a startup GTM motion

Led strategy, customer interviews, and workshop facilitation for a major social media company's B2B go-to-market transformation. Recommendations immediately translated into new product features.

Ad Sales Growth >15%
Banking / FinTech
Unlocking new revenue through Open Banking for a top UK bank

Designed an ecosystem and API-led strategy to monetize third-party integrations, shifting the bank's identity from product provider to platform operator.

New Revenue Model Activated
Healthcare
Aligning a Medicare payer's senior executives around a Value-Based Care vision

Led qualitative discovery and stakeholder alignment sessions, culminating in a digital patient experience roadmap adopted by the C-suite.

Executive-Adopted Roadmap
Regional Banking
Translating a CEO's vision into a differentiated customer experience

Designed the digital and human moments that would distinguish the bank in a competitive market, bridging high-tech and high-touch across the customer journey.

>50% Net Income Growth
Philanthropy
Strategic redeployment for a major foundation

Conducted a design-led strategic review, identifying misaligned programs and generating recommendations that led to the redeployment of over $300,000 in resources.

$300K+ Redeployed

What people say

"Yoni stood out as a very thoughtful, strategic and insightful partner. He has a strong command of storytelling by weaving data and insights to make a compelling case."

Brian Ranade
Senior Director, Sales Operations — Snap Inc.

"Yoni is one of the most impressive collaborators I've ever met. A C-suite member invited him to present at the next board meeting. His executive presence is undeniable."

Timothy Starr
Strategic Account Director — Salesforce

"Yoni's communication skills are top-notch — articulating ideas clearly and persuasively to both colleagues and customers. He has a unique talent for fostering collaboration and driving projects to successful completion."

Jake Weinberg
Account Director — Salesforce

Let's work together.

Whether you're navigating an AI transformation, need an executive advisor, or facing a complex strategic challenge — let's talk.

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