AI Strategist & Transformation Leader

I help
organizations
imagine
what's possible.

Imagining what's possible is only the beginning. The real work is making it a reality — through organizational orchestration that aligns people, strategy, and action.

See My Work Get In Touch
$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·

About

Strategy is listening — and helping
teams hear each other.

Great strategy starts with deep listening, but it doesn't end there. It means creating the conditions for teams to hear each other, building the trust that makes bold ideas land, and bringing provocative thinking that challenges the orthodoxies holding organizations back.

Deep curiosity
About why people behave the way they do, why organizations get stuck, and how emerging technologies can unlock new possibilities.
Clarity creation
Translating complexity into clear choices — synthesizing ambiguous signals 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

Expertise

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 Readiness Use Case Discovery Agentforce
02
Digital Transformation
Leading complex, cross-functional transformations in financial services, healthcare, and tech. Bridging the gap between vision and execution across matrixed organizations.
Salesforce GTM Strategy Change 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 Advisory Workshop Design Alignment
06
Philanthropic & Nonprofit Strategy
Bringing corporate strategy rigor to foundations and mission-driven organizations — from grantmaking advisory to ecosystem building and program design.
Foundation Strategy Grantmaking Ecosystem 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 Development Content Strategy Keynotes
06
Business Model Innovation
Helping organizations unlock new revenue streams, redesign customer engagement models, and develop competitive differentiation strategies grounded in emerging technology.
Revenue Strategy Open Banking CX Vision

Experience

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
  • 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 partner-centric ecosystem strategy for a leading UK bank, unlocking new revenue streams through Open Banking
  • Solved Chief Experience Officer's need for a new engagement model at a $4.2B company, delivering a unified board-ready strategic roadmap
  • Operationalized the CEO vision for a regional bank, bridging high-tech and high-touch customer experiences, contributing to >50% growth in Net Income
  • Developed 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 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%

Selected Work

Problems solved,
outcomes delivered

M&A / Technology
Reaccelerating growth of an acquired company from near-zero
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
Bridging high-tech and high-touch customer experience for a regional bank CEO
Operationalized the CEO's experience vision, designing the digital and human moments that would differentiate the bank in a competitive market.
>50% net income growth
Philanthropy
Strategic redeployment for a major Jewish 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

Testimonials

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 RanadeSenior 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 StarrStrategic 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 WeinbergAccount Director — Salesforce

Get In Touch

Let's work
together.

Whether you're navigating an AI transformation, need an executive advisor, or have a complex strategic challenge — I'd love to hear about it.

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