Daniel Marchant

About

Creative software engineer with 18+ years of experience, a hands-on architect who designs and ships end-to-end systems that meet or exceed customer expectations. Contributed to industry specifications and open-source projects; led architecture and reliability improvements across high-transaction, scalable distributed systems and AI-driven quote/deal intelligence ecosystems. Ground zero startup architecture, mentoring, security hardening (SOC2), and integrations across major enterprise platforms. Patent holder: US20200097471 “Integrated Entity View Across Distributed Systems”.

Experience

• Senior Software Engineer II · Hubspot11-01-2024

  Architected and deployed a comprehensive CPQ Validation and AI Generation ecosystem. Key contributions include building a modular validation framework for quote lifecycles, developing an LLM-powered signal extraction pipeline for deal intelligence, and implementing RAG-based sales context systems. Refactored core commerce data models and established robust E2E testing infrastructure to support automated, AI-driven quote generation. Billing portal: Engineered a system for organization buyers to manage their own payments and invoices. CPQ Quotes: Rebuilt and reengineered the quotes functionality to build upon the knowledge gained from Cacheflow Checkout and Payment links: supported the payment and checkout experiences while improving the overall quality AI Deal Intelligence: Orchestrated an asynchronous event-driven system to extract product assertions and buyer signals from engagement logs, utilizing LLM prompt engineering and semantic similarity testing. Sales Context Ingestion: Implemented a multi-source ingestion engine (Web, CRM, Files) with automated text extraction and brand voice alignment to ground AI agents in portal-specific knowledge. System Reliability: Migrated legacy quote generation to a dedicated AI microservice architecture, implementing async status tracking and fallback logic to ensure 99.9% processing uptime.

• Founding Engineer · Cacheflow08-01-2021 – 11-01-2024

  Acquired by Hubspot Founding Engineer ● Zero to product in customer hands within a year ● Worked with customers to develop proof of concepts to production features ● Product requirements and design aspects ● Payments and invoicing services ● Authentication, identity and authorization functionality ● SOC2 compliance and security hardening ● Infrastructure and deployment pipelines for a seamless development experience ● Integrations with quickbooks, avalara, hubspot and salesforce ● React UI development, build and deployment ● Established system design and growth plans ● Designed and implemented delivery pipeline for containers and production runtime ● Prototyping and incorporated AI/ML technology/LLMs (GPT, Claude, Jurassic)

• Principal Software Engineer · Salesforce11-01-2010 – 08-01-2021

  ● Lead team members in technical, design, and system directions ● Contributed to requirements with product management ● Provided technical leadership and design approaches ● Developed solutions that integrate multiple acquisitions and database platforms ● Evaluated new technologies and incorporates them with existing applications ● Designed data distribution aspects of the application and systems Commerce Cloud (currently): Streamlining core platform to run in a high-scale environment; established team to design and build out innovative customer 360 cloud integration solutions to improve and incorporate new and existing product lines. Service Cloud: Engineered modern cloud infrastructure to support machine learning platform for service recommendations; architected and led Chatbot system for Live Agent/customer messaging; led a team to redesign and redevelop a SMS servicing product as part of the Live Message Platform; worked across acquired teams to integrate product lines. Desk.com: Led team in architecture and development of bi-directional data synchronization service between Desk and Salesforce (Desk Connect); spearheaded design and development of merge cases/split cases functionality; extended platform with API endpoints to support mobile and new web UI functionality; worked with team to improve database performance and design; troubleshooted search related issues with elastic search. Do.com: Designed and built out project/deal template functionality and APIs; implemented billing integration and increased subscription processings through third-party integration; architected and created an android mobile app with an actionable feed functionality; worked with customers on product feature requests; implemented database designs and migrations. Platform: Designed and implemented platform integration, administration, and expansion for identity and permissions; established plan for long term identity management and connected applications in the platform; developed OAuth functionality, SCIM implementation, and maintained existing SAML functionality; designed and prototyped network automation application for building out a scalable datacenter solution; worked with customers on scaling solutions.

• Architect/Lead Software Engineer/Devops Manager · HSWI International01-01-2010 – 11-01-2010

  ● Mentored team members in technical, design, and system directions ● Worked with product and technology teams to innovate and evolve roadmap priorities ● Built systems in an ever-changing environment Sharecare: Drove design and implementation of a semantic health recommendation and search platform; Worked across teams to implement web platform for medical research; go to expert in system design and delivery; setup cdn integration. Devops/Operations: Managed devops team to deliver various web properties including: doctoroz.com, curiosity.discovery.com, howstuffworksinternational; designed and implemented business continuity and operations strategy across teams; documented and planned requirements for scaling application environment; drove design of auto scaling and delivery cloud platform using aws, puppet and ci systems; worked with teams to migrate existing projects to a cloud computing infrastructure.

• Senior Architect · T|SYS04-01-2008 – 01-01-2010

  ● Directed teams in technical and design directions; drove design of various product transformations ● Worked with product teams to build out and evolve priorities; coordinated delivery schedule, release plans, business continuity, and operation strategies ● Improved build process and integration strategies of platform applications including: version strategy, team communication, and tooling support ● Ensured platform was PCI and VISA compliant Loyalty Platform: Responsible for design and technical strategy on loyalty/rewards fulfillment and decisioning platform; built out drop shipment integration with legacy systems; created best practices for hardware and network configurations; expanded private labeling framework from prepaid platform to support loyalty catalog and fulfillment; projects included: reward processing system, administration, consumer catalog site(s), batch and job processing system, data warehouse. Prepaid Platform: Worked across teams to design and develop card and payment processing systems with a focus on high-throughput (VISA feedback: zero downtime and better than industry performance); contributed to platform's business direction and discussions; designed and developed online web architecture and framework to facilitate convention based development and support private labeling of consumer management sites; responsible for scalability of overall platform and application environment; innovated the parallel and distributed aspects of the platform; standardized business activity monitoring to improve checks and balances of the payment systems; implemented analytic and OLAP environment with database team; projects included: administration of customers, client API, authorization and payment processing system, business activity monitoring, consumer web application, data warehouse.

Education

• American Intercontinental UniversityBFA, Visual Communication

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