Jay Kreshel - AI Experience Addendum

📋

AI Summary

AI-forward revenue enablement and GTM leader with 8+ years of progressive experience spanning AI tool consumption, implementation, and commercialization across SaaS and FinTech sectors. Jay has evolved from leveraging AI platforms like Avoma and AppZen to building AI-first enablement functions at Loopio and ultimately leading full-scale AI commercialization strategy at MergerAI, including generative AI-powered revenue operations and go-to-market execution. He brings a rare end-to-end perspective on how AI transforms sales, customer success, and organizational learning at scale.

💼

AI Experience by Role

4 roles

MergerAI

Head of Sales & AI Operations

2026 - Present

Led AI initiative

AI involvement: 100%

Generative AIAI PlatformsSales AutomationGTM TechnologyData Enrichment

My AI contribution

Led the commercialization strategy for MergerAI's platform, building scalable revenue operations processes that leveraged generative AI to automate research, content creation, sales enablement, and customer-facing workflows while defining ICPs, buyer journeys, and multi-channel engagement strategies to drive pipeline generation and customer acquisition.

Company AI context

MergerAI was an AI platform provider specializing in serving investment bankers, brokers, and M&A advisory firms, offering AI-driven tools to streamline deal-making and advisory workflows.

Loopio

Revenue Enablement Lead

2024 - 2025

Introduced AI

AI involvement: 80%

AI-first enablementAI for sellingHighspotsales enablementcontent governance

My AI contribution

This person built and scaled an AI-first enablement function supporting Sales, CS, and AM teams, embedding AI-driven selling methodologies and tooling into onboarding programs and GTM enablement initiatives across North America.

Company AI context

Loopio was a request for proposal (RFP) response platform that incorporated AI-powered features to help sales teams automate and streamline their proposal and content management workflows during this period.

Avoma, Inc.

Director of Learning

2022 - 2023

Consumer of AI

AI involvement: 15%

AI Conversation IntelligenceRevenue IntelligenceCall AnalyticsAI Meeting AssistantSales Enablement

My AI contribution

Leveraged Avoma's AI conversation intelligence and call analytics to conduct needs analysis and translate revenue insights into targeted sales training programs and onboarding curricula for a growing AI-driven SaaS GTM organization.

Company AI context

Avoma was an AI meeting assistant and conversation intelligence platform that used machine learning to automatically record, transcribe, and analyze sales and customer conversations to generate insights and revenue intelligence during this period.

AppZen, Inc.

Training Manager

2018 - 2022

Consumer of AI

AI involvement: 15%

Large Language ModelsAgentic AIGenerative AIComputer VisionAI-powered Finance Automation

My AI contribution

This Training Manager led a team of seven to develop and scale global training programs centered on AppZen's AI-based FinTech platform, creating over 100 documentation assets and customer education programs designed to drive adoption and understanding of AI capabilities including LLMs, agentic AI, generative AI, and computer vision among customers, partners, and internal teams.

Company AI context

AppZen was a leading AI-powered finance automation company that developed an AI-based FinTech platform incorporating large language models, agentic AI, generative AI, and computer vision technologies to automate expense auditing, accounts payable, and contract management processes during this period.

🔧

AI Tools Inventory

8 tools

Expert

Loopio

Advanced

ChatGPT / GPT-4GongNotion AI

Intermediate

ClaySeismicHubSpot AISynthesia

🔗

Professional Profiles

Linked for verification

No external profiles linked.

✓

Credibility Signals

For recruiters

AIA generated

July 4, 2026

Generated 41 days ago

Timestamped

Highest AI involvement

Led AI initiative

at MergerAI

Self-reported

Quantified outcomes

Present

At least one role includes specific numbers

Stronger signal

External profiles

None linked

No GitHub, Stack Overflow, or LinkedIn linked

Unverified

Note for recruiters AIA content is AI-generated from the candidate's uploaded resume. Timestamped contributions are harder to fabricate than a tailored resume - each role's AI context is researched independently. External profile links (above) allow you to corroborate claimed experience. The candidate is responsible for accuracy.

🧮

AI Score Breakdown

10 factors

Personal involvement 20%

74%

Independent initiative 20%

76%

AI outcomes 15%

10%

Recency 12%

100%

Tools depth 10%

45%

Cross-functional leadership 8%

85%

AI org tenure 5%

35%

Freeform AI work 4%

0%

Role breadth 3%

75%

Certifications 3%

0%