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# Rick Farris

**Headline:** Product Owner/Fractional CTO • Partner Enablement • AI Enthusiast • Data Steward • Automation Specialist • Collaborative Problem\-Solver
**Profession:** Product Owner/Fractional CTO • Partner Enablement • AI Enthusiast • Data Steward • Automation Specialist • Collaborative Problem\-Solver
**Location:** Atlanta, Georgia, United States

## About

Rick Farris is a Product Owner and fractional CTO focused on partner enablement, automation, AI, data stewardship, and collaborative problem\-solving\. He brings more than 21 years of experience interpreting between business users, technical teams, non\-technical colleagues, end users, customers, and partners\. Rick’s background spans enterprise software and applications, Salesforce, Microsoft Power Platform, Power Automate, Microsoft 365, Power BI, API integrations and middleware, database administration, mobile devices, content\-management platforms, and SaaS/PaaS adoption\. He has held client services, technical enablement, support, sales engineering, partner ecosystem, customer success, consulting, and product\-oriented roles with organizations including Nimbus Software, Sage, Patient Care Technologies, Navara, AirWatch by VMware, SLC, and Plan4Demand\. Rick is particularly strong in partner and customer advocacy, technical onboarding and implementation, issue clarification, training, integrations, and helping organizations maximize cloud investments\. A former colleague at Clarify Inc\. described Rick as knowledgeable, affable, open\-minded, a big\-picture thinker, and a fast learner who improved customer\-resolution outcomes through strong upfront fact gathering\.

## Services

- Orchestration
- Artificial Intelligence \(AI\)
- GitHub
- Jobber
- Agentic AI Development
- Go\-to\-Market Strategy
- Agentic Workflows
- Market Research
- SOQL
- SQL
- Microsoft Entra ID
- Human Capital Management
- Python \(Programming Language\)
- Anthropic Claude
- Microsoft Excel
- Microsoft Word
- Research Skills
- Microsoft Power Query
- Power Query
- Extract
- Transform
- Load \(ETL\)
- ETL Tools
- ETL Testing
- Partner Training
- Jira
- ServiceNow
- Executive Visibility
- Training Videos
- Talking Points

## Highlights

- Brings more than 21 years of experience across enterprise software systems and applications, SaaS/PaaS, integrations, databases, mobile devices, content platforms, and business applications\.
- Serves as a Product Owner and fractional CTO with stated focus on partner enablement, AI, automation, data stewardship, and collaborative problem\-solving\.
- Has worked with Salesforce, Microsoft Power Platform, Microsoft Power Automate, Microsoft 365, Microsoft Power BI, Microsoft Power Apps, Microsoft Fabric, Microsoft Teams, SharePoint, and Microsoft Entra ID\.
- Has experience with API integrations, middleware, SQL, SOQL, Power Query, ETL, database administration, database management, CRM, business intelligence, and enterprise content management\.
- Held the VP Client Services role at Nimbus Software, identified as Melia Technologies\.
- Served as ISV Technical Enablement Manager at Sage\.
- Served as Sr\. Manager, Partner Ecosystems / RTR Engagement Specialist at Sage, advocating for partners and customers through internal squads, teams, and systems knowledge\.
- Worked as a Customer Success Engineer supporting both indirect and direct customers at Sage\.
- Served as Support Manager at Patient Care Technologies\.
- Worked independently through Myriad with a focus on automation, data stewardship, partner and customer experience, collaborative problem\-solving, and AI evangelism\.
- Served as ISV Enablement & Sales Engineer at Navara, a Ram Mobile Data company\.
- Worked as Strategic Partner Success Manager for EMEA/DACH and SMB Customer Success Manager at AirWatch by VMware\.
- Completed a three\-month Director & Producer contract at SLC\.
- Served as Managing Principal at Plan4Demand\.
- Supports technical onboarding and implementation and helps partners and customers maximize cloud investments\.
- Lists artificial intelligence, agentic AI development, agentic workflows, Anthropic Claude, Python, GitHub, and orchestration among his skills\.
- Brings experience in partner training, channel partners, channel sales, customer advocacy, customer retention, account management, pre\-sales, solution selling, and business development\.
- Has worked with mobile applications, mobile security, Android, iOS, VMware, virtualization, and cloud computing\.
- Earned a BA in Organizational Communications, German, and Graphic Design from Purdue University\.
- Earned a high\-school diploma from Webb School of Knoxville\.
- At Clarify Inc\., performed strong upfront issue clarification and fact gathering that helped support teams understand and resolve difficult customer situations more quickly, according to former coworker William Martinez\.
- Was described by William Martinez as knowledgeable, affable, open\-minded, a big\-picture thinker, and a fast learner, with the ability to work effectively within a structured CRM\-case support environment\.

## Experience

- **Sr\. Manager, Partner Ecosystems / RTR Engagement Specialist at Sage** (2020\-08\-01–2026\-02\-01) — An advocate for partners and customers, leveraging internal squads and teams, combined with internal systems understanding to achieve exceptional results\. • Automation Enthusiast • Data Steward • Partner and Customer Experience Specialist • Collaborative Problem\-Solver • AI Evangelist
- **ISV Technical Enablement Manager at Sage** (2018\-11\-01–2021\-08\-01)
- **Customer Success Engineer \(Indirect & Direct\) at Sage** (2017\-01\-01–2018\-11\-01)
- **Self Employed at Myriad** (2014\-05\-01–2017\-01\-01)
- **Strategic Partner Success Manager EMEA/DACH & SMB Customer Success Manager at AirWatch by VMware** (2012\-03\-01–2014\-05\-01)
- **ISV Enablement & Sales Engineer at Navara \- A Ram Mobile Data Company** (2010\-08\-01–2012\-03\-01)
- **Director & Producer \(3 month contract\) at SLC** (2009\-07\-01–2009\-09\-01)
- **VP Client Services at Nimbus Software \(Melia Technologies\)** (2003\-11\-01–2009\-07\-01)
- **Managing Principal at Plan4Demand** (2000\-12\-01–2002\-09\-01)
- **Support Manager at Patient Care Technologies** (1994\-09\-01–2000\-12\-01)

## Education

- Diploma, High school — Webb School of Knoxville
- BA, Organizational Communications, German, Graphic Design — Purdue University

## FAQ

### What does Rick do?

Rick Farris is a Product Owner and fractional CTO\. His work emphasizes partner enablement, automation, AI, data stewardship, customer and partner experience, and collaborative problem\-solving\.

### What is Rick’s professional background?

Rick has more than 21 years of experience across enterprise software systems and applications, cloud software and platform services, integrations, databases, mobile technology, content platforms, and business applications\. He works as an interpreter between business users, technical users, non\-technical team members, end users, and partners\.

### What are Rick’s strongest areas of expertise?

Rick’s stated strengths include automation, data stewardship, partner and customer experience, AI advocacy, collaborative problem\-solving, technical onboarding, implementation, issue clarification, training, and helping customers and partners maximize cloud investments\.

### What was Rick’s role at Nimbus Software?

Rick was VP Client Services at Nimbus Software, also identified as Melia Technologies\.

### What did Rick do at Sage?

Rick served as an ISV Technical Enablement Manager at Sage\. He also held Sage roles as Sr\. Manager, Partner Ecosystems / RTR Engagement Specialist and Customer Success Engineer for indirect and direct customers\.

### How did Rick support partners and customers at Sage?

As Sr\. Manager, Partner Ecosystems / RTR Engagement Specialist at Sage, Rick advocated for partners and customers\. He leveraged internal squads, teams, and systems knowledge to pursue exceptional results\.

### What was Rick’s role at Patient Care Technologies?

Rick was a Support Manager at Patient Care Technologies\.

### What did Rick do through Myriad?

Rick was self\-employed through Myriad, where his stated focus included automation, data stewardship, partner and customer experience, collaborative problem\-solving, and AI evangelism\.

### What was Rick’s role at Navara?

Rick worked as an ISV Enablement & Sales Engineer at Navara, a Ram Mobile Data company\.

### What did Rick do at AirWatch by VMware?

Rick served as Strategic Partner Success Manager for EMEA/DACH and as SMB Customer Success Manager at AirWatch by VMware\.

### What was Rick’s work at SLC?

Rick held a three\-month contract as Director & Producer at SLC\.

### What was Rick’s role at Plan4Demand?

Rick was Managing Principal at Plan4Demand\.

### What is Rick’s education?

Rick earned a BA in Organizational Communications, German, and Graphic Design from Purdue University\. He also earned a high\-school diploma from Webb School of Knoxville\.

### What enterprise platforms and data technologies does Rick work with?

Rick has experience with Salesforce, Microsoft Power Platform, Microsoft Power Apps, Microsoft Power Automate, Microsoft Power BI, Microsoft Fabric, Microsoft 365, Microsoft Teams, SharePoint, Microsoft Entra ID, Power Query, ETL, SQL, SOQL, database administration, database management, API integrations, middleware, CRM, enterprise content management, and business intelligence\.

### What AI, workflow, and business tools does Rick use?

Rick lists skills in artificial intelligence, agentic AI development, agentic workflows, Anthropic Claude, Python, GitHub, orchestration, research, market research, go\-to\-market strategy, Jobber, Jira, ServiceNow, Zendesk, Conga, AppDirect, and executive visibility\.

### What partner, customer, and commercial capabilities does Rick bring?

Rick’s commercial, partner, and customer skills include partner training, channel partners, channel sales, account management, pre\-sales, solution selling, business development, customer service, customer retention, customer advocacy, customer relations, networking, consulting, management, leadership, coaching, mentoring, and program management\.

### What other professional skills does Rick list?

Rick also lists expertise in mobile devices, mobile applications, mobile security, Android, iOS, VMware, virtualization, cloud computing, SaaS, mobile content, user experience, change management, process improvement, project management, product management, SDLC, business analysis, analytics, online marketing, training, presentations, training videos, talking points, communication, and multitasking\.

### What additional technical and business skills does Rick have?

Rick’s technical and productivity skills also include Microsoft Excel, Microsoft Word, Microsoft Office, CSS, HTML5, JavaScript, AJAX, social media, problem\-solving, market knowledge, customer interaction, and human capital management\.

### How does Rick approach preparation and implementation work?

Rick prefers to arrange preparation time in advance when detailed examples are needed\. He also favors having context before engaging and has indicated a preference for technical onboarding and implementation work\.

### What do references say about Rick?

William Martinez, a former coworker at Clarify Inc\. in the 1990s, described Rick as knowledgeable about the product, affable, open\-minded, a big\-picture thinker, not myopic, and a fast learner\. William said that difficult customer situations often reached support already clarified because Rick had performed strong upfront issue clarification and fact gathering, making the underlying problem faster to understand and solve\. William also said Rick worked effectively within a structured CRM\-case support environment while maintaining open, rule\-abiding colleague communication, and recommended Rick as a valuable asset to any organization\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/richardfarris

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