--- title: "Shiv Shankar Singh | Solutions Engineering & Presales Leader" description: "Solutions Engineering Leader specializing in Financial Services, Enterprise SaaS, and Applied AI. $30M+ revenue impact." url: "https://shivshankarsingh.com/" --- Solutions Engineering Leader · Financial Services & Insurance · Applied AI & Enterprise SaaS # Insurance and capital-markets technology, from every seat at the table. Enterprise presales and GTM leader who has influenced, supported and originated $30M+ in enterprise revenue at Salesforce and Mphasis Silverline - specializing in complex multi-cloud architectures, technical deal strategy and player-coach team leadership. [Schedule Leadership Discussion](mailto:shiv@shivshankarsingh.com?subject=Leadership%20discussion%20-%20scheduling) [Download Solutions Leadership Resume](https://shivshankarsingh.com/resume/Shiv_Shankar_Singh_Resume.pdf) ![Portrait of Shiv Shankar Singh](https://shivshankarsingh.com/images/shiv-shankar-singh-400.jpg) Shiv Shankar Singh Solutions Engineering & Presales Leader **Now** Strategic advisor, enterprise AI & SaaS GTM **Open to** - Solutions engineering leadership - Presales & solution architecture leadership - Financial services, insurance & applied AI **Location** New York, NY · open to relocation - U.S., U.K. and global [LinkedIn](https://www.linkedin.com/in/singhshivshankar)[Press kit](https://shivshankarsingh.com/media/#press-kit)[Contact](https://shivshankarsingh.com/contact/) Institutions served Identities withheld - Fortune-100 life & annuities carrier - Alternative-investments arm of a U.S. life & retirement carrier - Top-tier U.S. asset manager - One of the largest U.S. credit unions - Top Canadian life insurer - Bermuda-based insurer for high-net-worth clients - U.K. real-estate investment manager ## Impact in figures $30M+ Enterprise revenue influenced, supported and originated across U.S. and U.K. markets - $18.7M+ Influenced and supported across 70+ opportunities in the first 14 months at Salesforce - £5.9M+ Influenced and supported on a nine-month London and EMEA rotation - $6.3M Originated in first-year practice revenue, carrying a $3.4M quota 12+ years in regulated financial services14,000+ daily users on the agency sales and marketing platform built at New York Life 01 - Profile ## Where the architecture meets the commercial case I am a Solutions Engineering and Consulting Leader with just under 13 years of experience shaping enterprise SaaS platforms for life, annuity, P&C, and alternative-investment businesses across U.S. and U.K. markets. Having sat in every seat at the enterprise software table - implementer at Deloitte, carrier-side architecture lead at New York Life, Principal Solutions Engineer at Salesforce, and practice-building Director at Mphasis - I know what implementers can deliver, what carriers will adopt, and what vendors can actually prove. My consulting-led motion focuses on complex, regulated environments. I run disciplined discovery, shape the commercial and technical case, and stay accountable through integration. This approach has influenced, supported, and originated over $30M in enterprise revenue - including $18.7M+ across 70+ opportunities in my first fourteen months at Salesforce, a further £5.9M+ on a nine-month London rotation in 2022-23, and $6.3M in first-year practice revenue at Mphasis Silverline while carrying a $3.4M quota. My domain depth runs through the insurance core - policy administration, new business and underwriting, rating and quoting, servicing, billing and claims - across life & annuities, retirement, group benefits and P&C distribution, and into private-markets GP/LP operations, capital formation, and clearing & custody. I ground applied AI at the orchestration layer: agentic design, data readiness, and the industry data standards - ACORD and FIBO - that let business meaning be defined once. 02 - Career arc ## Four seats at the enterprise-software table Few practitioners have built, bought, sold and delivered the same class of platform. Each seat exposes a different constraint: what implementers can deliver, what carriers will adopt, what vendors can prove, and what partners can sustain. 1. 01 Implementer Deloitte Digital 2013 - 2019 Built CRM and modernization programs in regulated industries, and the firm’s early insurance industry-platform capability. 2. 02 Buyer New York Life 2019 - 2021 Led the ground-up platform build from the carrier side: a 900-user service organization and an agency sales organization of 14,000+ daily users. 3. 03 Vendor Salesforce 2021 - 2024 Principal solutions engineer for insurance and financial services across U.S., U.K. and European accounts. 4. 04 Services partner Mphasis Silverline 2024 - 2025 Director who co-led the insurance practice, stood up capital markets, and sold then delivered the work. [Full career record](https://shivshankarsingh.com/experience/) Point of view > Control is not friction. In a regulated enterprise, control is the product. AI makes capability cheap. What regulated firms still pay for is permission - identity, audit, revocation and a cost they can forecast. That is where the value settles. [The Constraint Premium](https://shivshankarsingh.com/research/) 03 - Core competencies ## Three pillars, mapped to evidence Presales and solutions engineering leadership, the financial-services domains behind it, and the stack it is delivered on. Each line corresponds to a role, program or pursuit on the record. SE-LEADCore craft ### PreSales & SE Leadership - Demo strategy & proof-of-concept management - Deal architecture & technical win strategy - Value selling, value engineering & business cases - Executive discovery & C-suite engagement - RFP, RFI & proposal leadership - Player-coach leadership of solution architects & analysts - Effort estimation, commercial constructs & SOWs - Practice development & enablement DOMAINFinancial services ### Domain Focus - Insurance: life, annuities, retirement & long-term care - Group & employee benefits - P&C, specialty & multi-carrier distribution - Insurance core: policy administration, underwriting, rating & quoting, claims - Capital markets: alternative investments, GP/LP operations & capital formation - Clearing & custody - Banking & credit unions - Wealth & asset management (WealthTech) STACKPlatforms & applied AI ### Tech Stack - Generative & agentic AI at the orchestration layer (Agentforce) - Salesforce Financial Services, Sales & Service Cloud - Salesforce Industries (Vlocity) & OmniStudio - Data Cloud, data readiness & canonical data models - MuleSoft, API-led integration & microservices - Model Context Protocol (MCP) - ACORD & FIBO data standards - Mainframe coexistence & modernization 04 - Case studies & enterprise wins ## Evidence, not adjectives Anonymized case studies from carrier, vendor and partner seats - each pairs a structural decision with the outcome it produced - alongside the enterprise pursuit record. [Life & annuities ### Enterprise service transformation Fortune-100 life & annuities carrier Seven systems of record composed into the policy view opened on nearly every service call - and a profiling exercise showing only 10 of 81 overview fields needed real-time retrieval. ](https://shivshankarsingh.com/engagements/#service-transformation)[Capital markets ### Sold, then delivered Alternative-investments arm of a U.S. life & retirement carrier An end-to-end capital-lifecycle platform - marketing, fundraising and capital formation, execution - carried from pursuit through go-live with zero client escalations. ](https://shivshankarsingh.com/engagements/#capital-markets)[P&C distribution ### Comparative-rating partnership Multi-carrier quoting for brokers and agents A software partnership taken from licensing and integration to a working multi-carrier quoting prototype, demonstrated across the vendor’s insurance customer base. ](https://shivshankarsingh.com/engagements/#distribution) [All case studies and the pursuit record](https://shivshankarsingh.com/engagements/) 05 - Research & writing ## The Constraint Premium Why the machines will do the work, and someone else will collect the rent. Capability is getting cheap; permission is not. The thesis argues that as AI agents take on enterprise work, durable value accrues to the governed layer that decides what an agent may do, under whose authority, and with what evidence left behind - and it proposes two metrics for the context cost that agentic systems currently leave unattributed. [Read the research summary](https://shivshankarsingh.com/research/) Writing in progress [All publications](https://shivshankarsingh.com/media/#publications) - The Constraint Premium Business book proposal · International prize for emerging business authors In preparation2026 - The semantic layer as control point Feature article · Peer-reviewed software-engineering publication In preparationQ4 2026 - Agents do the work; enterprise software keeps the rent Viewpoint · Computing practitioners’ journal In preparationQ4 2026 - What dominates the bill of an agentic system Practice article · Practitioner journal PlannedAfter Tier 1 measurements Hiring conversations ## Solutions engineering and presales leadership For enterprise software companies, consultancies and financial institutions building solutions engineering, presales and solution architecture teams - in insurance, capital markets and applied AI. [Schedule Leadership Discussion](mailto:shiv@shivshankarsingh.com?subject=Leadership%20discussion%20-%20scheduling) [Download Solutions Leadership Resume](https://shivshankarsingh.com/resume/Shiv_Shankar_Singh_Resume.pdf) ```json {"@context":"https://schema.org","@graph":[{"@type":"Person","@id":"https://shivshankarsingh.com/#person","name":"Shiv Shankar Singh","jobTitle":"Solutions Engineering & Presales Leader","description":"Solutions Engineering Leader specializing in Financial Services, Enterprise SaaS, and Applied AI. $30M+ revenue impact.","url":"https://shivshankarsingh.com/","email":"mailto:shiv@shivshankarsingh.com","sameAs":["https://www.linkedin.com/in/singhshivshankar"],"image":"https://shivshankarsingh.com/images/shiv-shankar-singh-800.jpg","alumniOf":[{"@type":"CollegeOrUniversity","name":"National Institute of Technology Calicut","sameAs":"https://en.wikipedia.org/wiki/National_Institute_of_Technology_Calicut"},{"@type":"Organization","name":"Deloitte Digital","parentOrganization":{"@type":"Organization","name":"Deloitte","sameAs":"https://en.wikipedia.org/wiki/Deloitte"}},{"@type":"Organization","name":"New York Life Insurance Company","sameAs":"https://en.wikipedia.org/wiki/New_York_Life_Insurance_Company"},{"@type":"Organization","name":"Salesforce","sameAs":"https://en.wikipedia.org/wiki/Salesforce"},{"@type":"Organization","name":"Mphasis Silverline","parentOrganization":{"@type":"Organization","name":"Mphasis","sameAs":"https://en.wikipedia.org/wiki/Mphasis"}}],"knowsAbout":["Solutions engineering","Solutions engineering leadership","Enterprise pre-sales","Presales leadership","Value selling","Salesforce","MuleSoft","Agentic AI","Enterprise software","Financial services","Insurance","Capital markets","Core insurance platforms","Insurance policy administration","Underwriting","Insurance rating and quoting","Insurance claims","Life and annuities insurance","Group and employee benefits","Property and casualty insurance distribution","Alternative investments","Go-to-market strategy","Value engineering","Artificial intelligence","Applied AI","Agentic AI governance","Data platforms","Enterprise architecture","ACORD","FIBO"]},{"@type":"WebSite","@id":"https://shivshankarsingh.com/#website","url":"https://shivshankarsingh.com/","name":"Shiv Shankar Singh","inLanguage":"en","publisher":{"@id":"https://shivshankarsingh.com/#person"}}]} ```