Edmund Lam

About Edmund Lam

Turning Chaos into Order – Driving Data-Driven AEC Growth through AI & Strategic SystemsIn the AEC sector, where business development often hinges on intuition and legacy practices, I take a data-centric, AI-enhanced approach to align business systems with strategic goals. My mission is to turn chaos into order—transforming scattered data, siloed processes, and fragmented client engagement into structured, scalable systems that drive growth.With over two decades of experience in CRM strategy, product management, and digital transformation across SaaS, tech, and nonprofit sectors, I bring a multi-industry perspective that’s rare in AEC. This perspective shapes how I approach data strategy, marketing alignment, and business automation, helping firms make data-driven decisions with clarity and confidence.My Strategic Approach:• Data as a Decision-Making Framework: Data isn’t just a byproduct—it’s a strategic asset. I structure CRM systems, reporting frameworks, and marketing analytics to connect data insights with business development goals, enabling leadership to make more informed, targeted decisions.• AI as a Strategic Enabler: AI is more than automation—it’s a tool for enhancing strategic thinking and anticipating client needs. By integrating tools like Copilot and ChatGPT, I reduce data complexity and surface key insights that inform client outreach and business strategy.• Operational Alignment: Transforming business systems requires more than tools; it requires alignment across marketing, sales, and finance. I bridge these functions, ensuring that CRM workflows, marketing campaigns, and financial reporting work cohesively to support revenue growth.• Client-Centric Transformation: Whether it’s implementing CRM systems for B2B firms or structuring data flows for AEC project tracking, my focus is on creating clarity and consistency that empowers teams to work smarter—not harder.My path to AEC is grounded in AI product strategy, CRM integration, and data system alignment—a combination that allows me to see business challenges through a strategic, data-driven lens.

Experience

1. Senior Revenue Operations Manager

   Pragmatic Professional Engineers

   Apr 2024 — Present · San Jose, CA, US

   Transforming revenue operations at a leading MEPF and Commissioning firm through strategic CRM management, data-driven decision-making, and digital process optimization.• CRM Strategy & Data Management: Architect and manage HubSpot CRM, integrating AI-powered insights to enhance client segmentation, deal forecasting, and sales visibility across all divisions.• Automation & Process Efficiency: Develop 15+ automation workflows using Zapier, VBA, Office Scripts, and Google Apps Script, incorporating AI to elevate data accuracy, streamline project tracking, and proactively identify client follow-up opportunities.• Data Analysis & Predictive Reporting: Leverage AI tools (e.g, ChatGPT, Gemini, NotebookLM, Copilot, custom GPTs) to analyze sales trends, identify emerging revenue opportunities, and deliver predictive insights via Power BI dashboards.• Digital Marketing Leadership: Oversee content strategy for SOQs, project resumes, white papers, and short videos, using AI to refine messaging, automate client outreach, and personalize marketing campaigns. Contributed to a 10x increase in website traffic.• Cross-Functional Collaboration: Partner with Division Managers and engineers to align AI-driven insights with project priorities, ensuring data integrity and client engagement remain top of mind.• Training & Protocol Development: Establish data management protocols and train staff on AI-enhanced tools and workflows, fostering a data-centric culture while maintaining quality and process consistency.

Education

• Georgia Institute of Technology

  Master of Science - MS, Electrical Engineering

• Georgia Institute of Technology

  Bachelor's degree, Computer Engineering

• University of California, Berkeley, Haas School of Business

  Masters, Business Administration

Skills

• Product Management
• Product Marketing
• Network Architecture
• Go-to-Market Strategy
• Cross-Functional Team Leadership
• Sales Enablement
• Channel Partners
• Product Lifecycle Management
• Competitive Analysis
• Demand Generation
• Routing
• Pre-Sales
• Program Management
• Customer Engagement
• Strategic Partnerships
• Voip
• Unified Communications
• Vpn
• Network Security
• Wan
• Service Providers
• Qos
• Telecommunications
• Enterprise Architecture
• Firewalls
• Multi-Channel Marketing
• Product Requirement Definition
• Forecasting
• Sales Enablement Tools
• Sales Programs
• Sales Presentations
• Channel Marketing
• Pricing
• Online Marketing
• Email Marketing
• Web Marketing Strategy
• Branding
• Digital Marketing
• Salesforce.com Implementation
• Cloud Computing