Chad Stein

VP of Technology and Software Development at Roi Solutions

Based in United States

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Seniority

Other

Department

Other

Location

United States

Industry

IT Services and IT Consulting

Company size

107

Contact information

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Email

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c•••••••@roisolutions.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Chad Stein

I excel in building high‑performing teams, modernizing data ecosystems, and designing scalable operational systems that align people, processes, and platforms. I bring a COO‑caliber operational lens to technology and analytics leadership, ensuring organizations can execute with clarity, efficiency, and measurable impact.I’m a senior technology, data, and operations executive with 20+ years of experience leading digital transformation, BI strategy, and organizational modernization across nonprofit, SaaS, and mission‑driven environments. My career spans VP‑level leadership in engineering, product, analytics, and operations — enabling me to bridge strategy, execution, and technical innovation.Core strengths include- Technology & Engineering Leadership (20+ person orgs,$10M+ budgets)- BI Strategy, Data Architecture, and Analytics Enablement- Cloud Modernization (AWS migration, FinOps optimization, platform rebuilds)- Product Strategy, Roadmapping, and Platform Innovation- Organizational Operations, Delivery Models, and Cross‑Functional Alignment- KPI Frameworks, Forecasting, Segmentation, and Decision Intelligence- CRM Optimization, Supporter/Fan Analytics, and Lifecycle StrategySignature accomplishments- Led a full AWS cloud migration of a flagship CRM platform, delivering multi‑million‑dollar capex savings and a 40% reduction in cloud costs within four months- Directed $20M–$30M+ budgets and built forecasting models that improved financial accuracy by 20%- Built and scaled engineering, product, and data teams while modernizing BI stacks (Snowflake, dbt, Fivetran, Looker/Tableau)- Designed cross‑functional operating models that improved delivery velocity, reduced technical debt, and strengthened organizational alignment- Oversaw enterprise operations, technology, analytics, and programs at national scale — improving culture, performance, and strategic clarity- Architected analytics programs that improved supporter/fan engagement, LTV modeling, segmentation, and cross‑channel insights.I thrive in mission‑driven organizations where technology, data, and operations intersect — enabling smarter decisions, stronger execution, and sustainable growth.

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