S-Docs: The experts in document automation

Brian is a senior executive with more than 30 years of experience leading strategy, product, technology, sales, and marketing teams to achieve scale and rapid growth in competitive markets. As our team leader, Brian's influence extends across the organization to drive innovation, enhance the customer experience, and accelerate growth globally and into new markets.

Before joining S-Docs, Brian held senior positions at financial services firms, including TD Ameritrade, ActiFi, Scottrade, and Prudential Financial.

Brian holds a B.S. in Finance and Accounting from Siena College and an MBA from Baruch College Zicklin School of Business.

With more than 20 years of experience in technology working to build some of the largest businesses in the world, Dan is Founder and Chairman of the Board of S-Docs. Before S-Docs, Dan served as a Director at Salesforce for over 5 years where he was responsible for some of Salesforce's largest and most complex implementations, including AT&T and FedEx. During his years at Salesforce, Dan was instrumental in developing the coveted Salesforce Certified Technical Architect (CTA) program, which was designed to certify Salesforce's most elite technical talent. He has served many times as a judge on the CTA panel and presented numerous times at Dreamforce. Previous to Salesforce, Dan held senior positions at financial services firms including Morgan Stanley and E*Trade Financial.

Dan holds a B.S. in Computer Science and a B.A. in Political Science from Columbia University.

Matt has over 20 years of experience successfully building and scaling SaaS startups and working across a variety of business functions. He has been responsible for countless enterprise customer acquisitions, many within the Fortune 500, including UnitedHealth Group, Johnson & Johnson, Centene, and Nestle. His experience and influence extends across the organization including go-to market teams within Sales, Marketing, and Customer Success. He is responsible for leading and scaling global business operations, strategic planning, and driving company growth.

Matt holds a B.A. from the University of Birmingham, UK.

Bringing over 20 years of technical leadership experience to S-Docs, Anand oversees the Product, Engineering, and Professional Services departments to drive long-term innovation and deliver the latest technologies to our customers.

Previous to S-Docs, Anand held a variety of technical leadership roles at Salesforce. In his most recent position as Vice President of Salesforce Professional Services, Anand led some of the largest and most complex programs for Salesforce’s large enterprise customers.

Anand holds a B.S. in Electronics and Instrumentation and a Masters in Mathematics from Birla Institute of Technology and Science.

TJ brings over 25 years of experience in leading financial operations at various private equity funds on Wall Street. He is responsible for the financial health of the company, strategy, accounting, audit as well as governance and risk management. He excels in a high pressure and high paced environment and brings that level of energy in delivering S-Docs to its customers.

TJ holds a B.A. from Stony Brook University.

John has over 30 years of experience in management of banking, investment, legal and tax matters for private wealth groups. He is responsible for revenue-generating processes and execution, which includes global sales, marketing, branding, corporate governance, partnerships and investment activities for S-Docs Inc.

John holds a B.S. from Fordham University and attended Fordham Law School.

Keith Bossier brings over 15 years of experience in driving revenue growth and optimizing sales operations. With a proven track record in diverse industries, Keith has delivered exceptional results and provided unrivaled solutions to customers worldwide. His expertise spans from go-to-market strategy, to revenue optimization, and practical strategies for sales success. Keith has significant experience in SaaS sales, having held key roles at Salesforce, NetSuite, and FIS.

Keith holds a B.A. from DePaul University and an M.B.A. from the Quinlan School of Business, Loyola University Chicago.

Michael Lipinski has over 10 years of experience in customer success, specializing in driving customer satisfaction and retention. He has developed and implemented successful customer success programs that ensure seamless customer experiences through expert onboarding, training, and support. Michael has contributed to the growth and success of fast-paced, scaling SaaS environments at companies like Evergage and Magnetic.

Michael holds a B.A. from Northwood University.

Dyana Quinlivan is a hands-on marketing leader with 10+ years of experience in scaling startups and early-stage B2B SaaS companies. She specializes in GTM alignment, demand generation, digital strategy, and integrated marketing campaigns. Her career, spanning roles at Boardable, Prodly, and Conga, demonstrated her adeptness in driving growth. Beyond SaaS, Dyana brings expertise from her work at B2B marketing agencies where she consulted on demand creation, ABM, digital and positioning.

Dyana holds a B.A. from Regis University.

MJ, a certified Scrum expert (CSPO/CSM) and Salesforce specialist excels in project delivery and team leadership. With a breadth of Engineering experiences in Software, Data, Cloud, and Application, he drives innovation and efficiency in S-Docs as Director of Engineering. His career, spanning roles from Software Engineer at Endpoint Health to Data & Analytics Consultant at Slalom Consulting, showcases his expertise in data visualization, agile development, and creating targeted solutions in technology.

MJ holds a BSE in Computer Engineering from the University of Michigan, where he is currently a 2026 MBA candidate at the Ross School of Business. 

Kiel VanTiem brings over 10 years of expertise in support and quality assurance to S-Docs. As our Director of Support, Kiel leads a dedicated team of support engineers to ensure customers have seamless experiences with our products. With a deep understanding of Salesforce as a certified Salesforce Admin and a former quality engineer, he oversees technical support operations, manages key customer relationships, and collaborates closely with product and engineering to enhance the support process. Kiel’s commitment to customer success drives his proactive approach to issue resolution, continuous process improvement, and the strategic growth of our support team, fostering exceptional customer experiences at every step.

Paul brings extensive expertise in software implementation, CRM, Salesforce administration, and project management. Leading a solution engineering team, Paul excels in creating innovative solutions using his deep knowledge of Salesforce and document automation best practices. With proficiency in pre-sales, sales presentations, technical demonstrations, and product showcases, he ensures engaging and informative sessions. Paul's background includes roles in strategic account management, client relations, and support engineering, making him a valuable asset in driving sales operations and delivering successful implementations.

Paul holds a bachelor's in economics from the University of Michigan.

As a Senior Administrator in the SaaS industry, she has a proven track record that includes managing a team and maintaining business operations. Her expertise includes budgeting, analytical skills, customer service, editing, and troubleshooting. She is a dedicated professional who contributes significantly to her team and displays a genuine passion for fostering a positive company culture.

Renee holds a degree from Washtenaw Community College.

Michael Zabel is a Product Manager with over 15 years of expertise in user experience and product management. He specializes in conducting user surveys, analyzing data, and developing product functionality that aligns with core business objectives. This deep connection with the user fuels a proficiency in defining product strategies and roadmaps and delivering the technical requirements necessary to realize the product vision. With experience in scaling startups and early-stage B2B SaaS companies, he excels in cross-functional collaboration and overseeing the full product lifecycle to deliver a high-quality and complete product experience.

Michael holds a B.F.A. from the College for Creative Studies.