Since 2007, we've been transforming how companies build and service products by streamlining sales and service cycles with intelligent automation and AI solutions.
We ask "Why?" and "Could this be easier?" and don't rest until we find answers. As fixers and builders, we constantly seek better solutions for complex problems.
We treat your business as our own. We'll say no to a solution if it's not right for you because your success is our success.
We value people who are:
Our leaders bring decades of experience in Salesforce, Docusign, AI innovation, and industry transformation. We've delivered over $1 billion in results for manufacturing, med tech and trade services clients.
With 25+ years in business transformation and enterprise software, Boaz leads Uptima’s vision, strategy, and key customer relationships.
Sigi brings 20 years of hands-on expertise integrating ERP, CRM, and field service solutions for Hi-Tech, industrial, and medical device companies.
AJ has spent 15+ years leading delivery and operations. At Uptima, he helps scale delivery and applies AI-driven frameworks to improve customer outcomes.
Lou works with customers to design agent frameworks, RAG knowledge platforms, and AI governance models that turn AI into a competitive advantage.
Tal brings financial strategy, planning, compliance, and risk management to support Uptima's growth and strategic decision-making.
Drawing on 20+ years in services sales and 12+ years in the Salesforce ecosystem, James helps match clients with the right Salesforce and AI solutions.
A solutions engineer with 10 years in manufacturing, automotive, and utilities, Monica helps companies turn pain points into working software solutions.
With 10+ years in the Salesforce ecosystem, Christina builds the partnerships that get you deeper support from a well-connected technology partner.
Having spent over a decade in Salesforce Customer Success, Sam leads Uptima’s CS team to drive strategic solutions that maximize client ROI.
Kelsey brings 15+ years of delivery leadership, leading Uptima’s Delivery and PMO teams and advancing scalable execution through AI-driven practices.
Doug's 25 years of Salesforce experience anchor Uptima's internal systems, data accuracy, staffing decisions, margin analysis, and recruiting process.
With 13+ years in operations, Michele supports Uptima's people and processes, so the team on your project has everything it needs to deliver.
Yariv leads Uptima's professional services and delivery, bridging business goals and technical execution so your Salesforce transformation delivers results.
As a fully remote company, we support each other while solving complex problems. We work hard and have fun, focusing on excellence, growth, and purpose.
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