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# Jeff Nicholas

**Headline:** Sales & Delivery Lead @ Kiwi Data | Delivering Managed Outcomes for Contracts Enabled by AI
**Profession:** Sales & Delivery Lead @ Kiwi Data | Delivering Managed Outcomes for Contracts Enabled by AI
**Location:** Greater Chicago Area

## About

Jeff Nicholas is Sales & Delivery Lead at Kiwi Data, where he drives go-to-market strategy, enterprise sales and channel partnerships, and delivery of measurable business outcomes. He focuses on strengthening the connection between what Kiwi Data sells and the value it delivers, helping organizations turn complex contract data into actionable insights. With more than eight years of consulting experience, Jeff bridges business and technology through enterprise software implementation, organizational change management, program delivery, stakeholder engagement, training, and adoption. He is strongest in consultative, research-driven sales processes: developing tailored solutions, addressing build-versus-buy and security concerns, involving technical leadership when needed, and converting closed deals into longer-term client relationships. His work includes generating approximately $250,000 in revenue through an SAP training proposal, supporting an $18 million IT/OT cybersecurity engagement, developing 11 SAP PRA training courses that increased adoption for 200 employees, and improving QA release speed and regression-test quality through OpenTest automation. Jeff also brings financial-analysis, teaching, event-management, and client-service experience, supported by an MS in Information Systems from Indiana University’s Kelley School of Business.

## Services

- System Implementations
- IT Management
- Business Process Mapping
- Training Plans
- Training Delivery
- Stakeholder Engagement
- Project Plans
- Management Consulting
- Project Delivery
- Strategic Communications
- Easily Adaptable
- Request for Proposal \(RFP\)
- SAP HANA
- SAP ERP
- Presentation Skills
- Teaching and Coaching
- Problem Solving
- Management
- Team Leadership
- Fundraising
- Public Speaking
- Microsoft Excel
- Teaching
- Microsoft Office
- Customer Service
- Teamwork
- Time Management
- Social Media
- PowerPoint
- Research

## Highlights

- Leads go-to-market strategy, enterprise sales and channel partnerships, and measurable-outcomes delivery as Sales & Delivery Lead at Kiwi Data.
- Focuses on helping organizations convert complex contract data into actionable insights and strengthening the connection between sold solutions and delivered value.
- Brings more than eight years of consulting experience bridging business and technology through enterprise implementations, change management, stakeholder engagement, training, and adoption.
- Converted a skeptical mid-market private-equity advisory firm through deep prospect and competitor research and a tailored solution.
- Uses a consultative sales approach that addresses build-versus-buy and security objections, including bringing technical leadership such as a CTO into sales conversations.
- Created and presented an SAP training product demo, curriculum, and project plan to C-suite stakeholders at Capgemini Invent, leading to approximately $250,000 in revenue.
- Developed content for 11 SAP PRA training courses for a Fortune 500 midstream oil and gas company, increasing product adoption for 200 employees.
- Reported daily project status, metrics, risks, and mitigation strategies at Capgemini Invent to support on-time, on-budget delivery.
- Automated QA for a global quick-service restaurant chain's POS system, kiosk application, and mobile application at Capgemini.
- Used OpenTest Framework automation scripts to decrease time to market for version releases and improve regression-test quality for the restaurant chain's mobile and kiosk applications.
- Coordinated with an offshore team to ensure 24-hour QA-service delivery.
- Served as program manager for development and rollout of an AI-enabled healthcare tool at EY, coordinating internal development teams, business consulting teams, and vendors.
- Led Financial Instruments and Goodwill Impairment workstreams on EY's global audit-quality enhancement program.
- Presented weekly program status, accomplishments, open items, and KPIs for a Fortune 200 electric-power and natural-gas holding company.
- Oversaw monthly estimates to complete, client invoices, and supporting breakdowns for an $18 million IT/OT cybersecurity engagement at EY.
- Coordinated a three-day Boston event for more than 60 transfers into a new EY audit practice, receiving positive feedback from partners and attendees.
- Managed EY event budgets of up to $100,000 and coordinated speakers, agendas, hotels, transportation, and social events.
- Facilitated quarterly all-hands calls for EY audiences of 100 to 600 attendees for two consecutive years.
- Contributed to standardization of SoftServe change-management frameworks and templates to support scalability and operational efficiency in 2025 and 2026.
- Designed and implemented a SoftServe change-management competency matrix with evaluation criteria and promotion pathways.
- Researched AI products at SoftServe to identify opportunities to improve processes and deliverables, and helped establish SOPs for a large-scale digital transformation.
- Recreated Hyperion financial models for a OneStream migration at News Corp, resulting in zero missed reporting deadlines after go-live.
- Produced recurring and ad hoc financial reports spanning eight global business units for News Corp C-suite stakeholders and the board of directors.
- Identified more than 200 potential Manhattan retailers for the New York Post using advanced Excel analysis.
- Taught more than 150 beginner and intermediate ski lessons at Campgaw Ski Area between December 2010 and March 2012, including customized lessons for students with disabilities and non-English-speaking students.
- Supported Campgaw terrain-park competitions by securing local ski and snowboard company sponsorship funding and prizes.
- Built and graded coursework, maintained grade data, and provided weekly office hours for a 50-student Environmental Policy course at Indiana University Bloomington.
- Supported customer service and private-event promotion, planning, and execution at Bottagra Italian Restaurant and Banquet Hall.

## Experience

- **Sales and Delivery Lead at Kiwi Data** (2026-03-01–2026-06-01) — Excited to share that I’ve stepped into a Sales & Delivery Lead role at Kiwi Data. • I’ll be focused on driving end-to-end execution across: • go-to-market strategy • enterprise sales and channel partnerships • and delivery of measurable business outcomes • A big priority this quarter is tightening the connection between what we sell and the value we deliver—especially helping organizations turn complex contract data into actionable insights. • Looking forward to building and scaling this motion.
- **Customer Success and Delivery Lead at Kiwi Data** (2025-12-01–2026-03-01) — Kiwi Data acts as your Chief Contracts Officer empowering enterprises to unlock the full value of their contracts and vendor agreements. By transforming unstructured documents into actionable intelligence, Kiwi delivers verified, structured data and integration-ready insights. This business-ready platform eliminates compliance blind spots, reduces unmanaged spend, and accelerates decision-making across the organization.​
- **Organizational Change Management Lead at SoftServe** (2024-07-01–2025-02-01) — Contributed to the standardization of Change Management frameworks and templates, paving the way for organizational scalability and operational efficiency in 2025 and 2026. • Designed and implemented a comprehensive Change Management competency matrix, including evaluation criteria and promotion pathways, to enhance talent development and career progression. • Conducted internal research on AI products, identifying opportunities to integrate emerging technologies into processes and deliverables to improve efficiency and outcomes. • Partnered with Transformation Lead to establish Standard Operating Procedures \(SOPs\) for a large-scale digital transformation, ensuring consistency and alignment across project teams.
- **Consultant - Transformation Design and Execution at EY** (2021-05-01–2024-01-01) — Served as Program Manager for development and rollout of AI-enabled tool in the healthcare domain, interfacing with multiple internal development teams, business consulting teams, and vendors. • Led Financial Instruments and Goodwill Impairment workstreams on global program designed to enhance audit quality. • Presented weekly program status, accomplishments, open items, and KPIs to support decision-making for Fortune 200 electric power and natural gas holding company at weekly status meetings. • Oversaw consolidation and submission of monthly engagement Estimate to Complete, client invoices, and breakdowns to support $18M IT/OT Cyber Security engagement. • Coordinated 3-day in-person event in Boston to support 60+ transfers into a new practice within EY audit, receiving positive feedback from partners and attendees alongside successful impact of event. • Managed event budgets for upwards of $100K with responsibility for identifying speakers, building agenda full of key presenters, an
- **Financial Analyst, FP&A at News Corp** (2020-10-01–2021-03-01) — Recreated financial models for CPM software migration of Hyperion to OneStream, resulting in 0 missed deadlines in reporting cycle after OneStream go-live • Created weekly, monthly, quarterly, and ad-hoc financial reports involving 8 global business units for C-Suite stakeholders and board of directors
- **Senior Consultant - Organizational Change Management at Capgemini Invent** (2020-01-01–2020-05-01) — Created and presented product demo, curriculum, and project plan for an SAP training proposal to C-Suite client stakeholders leading to ~250k in Revenue
- **Consultant - Organizational Change Management at Capgemini Invent** (2019-09-01–2020-01-01) — Collaborated with SAP Functional team to develop content for 11 SAP PRA Training courses for a Fortune 500 Midstream Oil and Gas company • increased product adoption rates for 200 employees • Communicated daily status updates, reporting metrics, and risks/mitigation strategies to project leadership, ensuring that project was delivered on time and on-budget
- **Application Consultant - Digital Assurance and Quality Engineering at Capgemini** (2018-06-01–2019-09-01) — Conducted QA automation for Global Quick Serve Restaurant’s POS system, in-store kiosk application, and mobile application • Decreased time-to-market of version releases and quality of regression testing for Global Quick Serve Restaurant Chain’s mobile app and kiosk app by writing and executing test automation scripts powered by OpenTest Framework • Coordinated with offshore team to ensure 24-hour delivery of QA services
- **Undergraduate Teaching Assistant at Indiana University Bloomington** (2015-08-01–2015-12-01) — Crafted and graded examinations and daily class assignments for a sophomore level Environmental Policy course of 50 students Created and maintained a database of student’s grades and utilized various statistical methods and excel functions to properly curve the grade distribution of the class and provide feedback to students Held weekly office hours to provide additional one on one instruction to students
- **Financial Analyst Intern at New York Post** (2015-06-01–2016-08-01) — Compiled and examined product distribution metrics by utilizing pivot tables, lookups, and other advanced excel functions to identify over 200 potential retailers to sell New York Post to in Manhattan Created and utilized travel expense report database to establish the 2016 travel budget and present the budget to the Chief Editor of the sports writing department Evaluated street newspaper vendor’s contribution margin P&L by location and researched New York City pedestrian traffic patterns to recommend new vendor locations with a high probability of being profitable Scrutinized delivery driver EZ Pass records to pinpoint delivery route inefficiencies and recognize cost saving opportunities
- **Assistant Server and Bar-back at Bottagra Italian Restaurant and Banquet Hall** (2012-08-01–2014-08-01) — Provided service to customers for lunches, dinners, parties, fundraising events, and banquets Assisted with promotion, planning, and execution for private events
- **Ski Instructor and Terrain Park Crew Employee at Campgaw Ski Area** (2010-12-01–2014-01-01) — 	Taught over 150 lessons between December 2010 and March 2012 to clients of beginner and intermediate skill levels 	Solicited local ski and snowboard companies to sponsor funding and prizes for terrain park competitions and events 	Created custom lesson plans for students with disabilities as well as non-English speaking students in order to provide the best possible learning environment

## Education

- Master of Science - MS, Information Systems — Indiana University - Kelley School of Business (2017-01-01–2018-01-01)
- Bachelor of Science in Public Affairs, Public Financial Management — Indiana University Bloomington (2013-01-01–2017-01-01)

## FAQ

### What does Jeff do at Kiwi Data?

Jeff is Sales & Delivery Lead at Kiwi Data. He leads end-to-end execution across go-to-market strategy, enterprise sales, channel partnerships, and delivery of measurable business outcomes. He is prioritizing a tighter connection between what Kiwi Data sells and the value it delivers, particularly for organizations seeking to turn complex contract data into actionable insights.

### What does Jeff's company, Kiwi Data, do?

Kiwi Data positions itself as a Chief Contracts Officer for enterprises. Its platform transforms unstructured contracts and vendor agreements into verified, structured data and integration-ready insights intended to eliminate compliance blind spots, reduce unmanaged spend, and accelerate decision-making.

### What is Jeff's sales approach and career direction?

Jeff has experience in outbound new-business development and long-term client-relationship management. He aims to run a hands-on consultative sales process, build repeatable sales motions, and convert closed deals into longer-term client relationships he eventually wants to manage a sales team.

### How does Jeff handle complex enterprise-sales objections?

Jeff conducts deep research into prospects and competitor strategies, then develops tailored solutions. In one case, this approach helped convert a skeptical mid-market private-equity advisory firm. He also addresses build-versus-buy and security objections by demonstrating product expertise, explaining the pitfalls of in-house development, and involving technical leadership such as a CTO to answer security and technical questions.

### What was Jeff's Customer Success and Delivery Lead role at Kiwi Data?

As Customer Success and Delivery Lead at Kiwi Data, Jeff worked in a company focused on helping enterprises unlock value from contracts and vendor agreements through structured, verified contract data and integration-ready insights.

### What did Jeff accomplish as a Senior Consultant in Organizational Change Management at Capgemini Invent?

At Capgemini Invent, Jeff created and presented a product demonstration, curriculum, and project plan for an SAP training proposal to C-suite client stakeholders. The proposal led to approximately $250,000 in revenue.

### What did Jeff accomplish as a Consultant in Organizational Change Management at Capgemini Invent?

As a Consultant in Organizational Change Management at Capgemini Invent, Jeff collaborated with an SAP functional team to develop content for 11 SAP PRA training courses for a Fortune 500 midstream oil and gas company. The work increased product adoption among 200 employees. He also communicated daily status updates, metrics, risks, and mitigation strategies to project leadership to support on-time, on-budget delivery.

### What did Jeff do as an Application Consultant at Capgemini?

At Capgemini, Jeff conducted QA automation for a global quick-service restaurant chain's point-of-sale system, in-store kiosk application, and mobile application. By writing and executing automation scripts using the OpenTest Framework, he decreased version-release time to market and improved the quality of regression testing for the chain's mobile and kiosk applications. He also coordinated with an offshore team to provide 24-hour QA-service delivery.

### What was Jeff's work on AI at EY?

At EY, Jeff served as program manager for the development and rollout of an AI-enabled tool in the healthcare domain. He interfaced with internal development teams, business consulting teams, and vendors.

### What audit-quality program work did Jeff lead at EY?

At EY, Jeff led the Financial Instruments and Goodwill Impairment workstreams on a global program to enhance audit quality. He presented weekly program status, accomplishments, open items, and KPIs for a Fortune 200 electric-power and natural-gas holding company, supporting decision-making in weekly status meetings.

### What financial engagement-management work did Jeff perform at EY?

Jeff oversaw consolidation and submission of monthly engagement estimates to complete, client invoices, and supporting breakdowns for an $18 million IT/OT cybersecurity engagement at EY.

### What event and communications work did Jeff lead at EY?

At EY, Jeff coordinated a three-day in-person event in Boston supporting more than 60 transfers into a new audit practice. The event received positive feedback from partners and attendees. He managed event budgets of up to $100,000, identified speakers, built agendas with key presenters, and coordinated hotel, transportation, and social-event logistics. He also facilitated quarterly practice all-hands calls for audiences of 100 to 600 attendees for two consecutive years, coordinating agendas, logistics, and content creation.

### What did Jeff do as Organizational Change Management Lead at SoftServe?

At SoftServe, Jeff contributed to standardizing change-management frameworks and templates to support organizational scalability and operational efficiency in 2025 and 2026. He designed and implemented a change-management competency matrix with evaluation criteria and promotion pathways, researched AI products for process and deliverable improvements, and partnered with a Transformation Lead to establish SOPs for a large-scale digital transformation.

### What did Jeff accomplish as a Financial Analyst in FP&A at News Corp?

At News Corp, Jeff recreated financial models for a CPM-software migration from Hyperion to OneStream, resulting in zero missed reporting deadlines after the OneStream go-live. He also created weekly, monthly, quarterly, and ad hoc financial reports covering eight global business units for C-suite stakeholders and the board of directors.

### What did Jeff do as a Financial Analyst Intern at the New York Post?

As a Financial Analyst Intern at the New York Post, Jeff used pivot tables, lookups, and advanced Excel functions to identify more than 200 potential Manhattan retailers. He created a travel-expense-report database for the 2016 travel budget and presented it to the Chief Editor of the sports writing department. He also evaluated street-vendor contribution-margin P&Ls and pedestrian traffic to recommend potentially profitable locations, and reviewed delivery-driver EZ Pass records to identify route inefficiencies and cost-saving opportunities.

### What did Jeff do as an Undergraduate Teaching Assistant at Indiana University Bloomington?

At Indiana University Bloomington, Jeff was an Undergraduate Teaching Assistant for a sophomore-level Environmental Policy course with 50 students. He crafted and graded examinations and daily assignments, maintained a student-grade database, used statistical methods and Excel functions to curve grades and provide feedback, and held weekly office hours for one-on-one instruction.

### What did Jeff do at Campgaw Ski Area?

At Campgaw Ski Area, Jeff taught more than 150 beginner and intermediate ski lessons between December 2010 and March 2012. He created custom lesson plans for students with disabilities and non-English-speaking students, and solicited local ski and snowboard companies to sponsor funding and prizes for terrain-park competitions and events.

### What did Jeff do at Bottagra Italian Restaurant and Banquet Hall?

At Bottagra Italian Restaurant and Banquet Hall, Jeff provided customer service for lunches, dinners, parties, fundraising events, and banquets. He also assisted with the promotion, planning, and execution of private events.

### What is Jeff's education?

Jeff earned a Master of Science in Information Systems from Indiana University’s Kelley School of Business and a Bachelor of Science in Public Affairs in Public Financial Management from Indiana University Bloomington.

### What skills does Jeff bring to client delivery and business operations?

Jeff's listed capabilities include system implementations, IT management, business-process mapping, SAP HANA and SAP ERP, training-plan development and delivery, stakeholder engagement, project planning and delivery, management consulting, strategic communications, RFP work, presentation skills, teaching and coaching, problem solving, leadership, budgeting, data analysis, research, Microsoft Excel, Access, Word, Office, and PowerPoint. He also lists customer service, teamwork, time management, public speaking, fundraising, event planning, social media, and communication.

## Links

- LinkedIn: https://www.linkedin.com/in/ACoAABPiVwABFQ9mvgxXpS88YI1aC-ALpMJsmcE

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