Carlos Muñoz
SaaS Sales & PreSales Leader | Sales Enablement, GTM Strategy, AI-Driven CX | Built & Scaled Global Teams | Delivering Market Expansion & Revenue Growth
- Role
- Director Advisory Services at UPSTACK
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Carlos Muñoz
Strategic GTM, Advisory & Revenue Leader | CX, CCaaS, WFM & AI-Driven…
Experience
Director Advisory Services
Sep 2025 — Present · Richmond, VA, US
As Director of Advisory Services, I lead strategic advisory engagements that bridge technology vision, commercial strategy, and operational execution for enterprise clients undergoing digital transformation. My work centers on elevating advisory excellence—driving measurable business outcomes through insight-led consultation, disciplined execution, and trusted client partnerships.In this role, I advise executive teams on optimizing IT ecosystems across cloud, network, security, and customer experience domains—helping them navigate complexity, reduce risk, and unlock scalable value. I collaborate closely with UPSTACK’s executive leadership and partner ecosystem to advance our advisory methodology, expand enterprise impact, and strengthen go-to-market alignment across teams.Focus Areas & Impact:Leading strategic transformation initiatives across CX, CCaaS, SD-WAN, and cloud infrastructure portfoliosEmbedding advisory rigor, governance frameworks, and outcome-based measurement in client engagementsEnabling cross-functional alignment between advisory, solutions engineering, and supplier relationsCoaching and mentoring advisory professionals to enhance consultative acumen and client impactPartnering with senior stakeholders to shape enterprise technology strategies that drive sustainable growth
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