David Lyons

Evaluator
DISC Type : dsc

Director of Professional Services at MSS Business Transformation Advisory

Greater Phoenix Area, United States

Overview

David Lyons is a digital transformation leader and the Director of Professional Services at MSS Business Transformation Advisory. He specializes in digital modernization and performance optimization, helping organizations align technology with business strategy to produce measurable results. He holds a Bachelor of Arts from Iowa State University and is a Certified SAFe® 5 Agilist.

Based on his recent activities, David appears to have a strong connection to Arizona, where he engages with local government leaders. He is an avid golfer and was looking forward to playing a round at a recent conference in Tucson.

Unique fact: At Charles Schwab, David managed a $12M annual investment portfolio and built a centralized prioritization framework from the ground up.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Digital Modernization
He leads teams delivering digital modernization and frequently posts about auditing legacy systems and integrating new technology to drive growth.
Strategic Execution
His focus is on translating strategy into execution, ensuring technology investments align with business priorities and produce measurable results.
Enterprise Architecture
He advocates for "right-sized" Enterprise Architecture, viewing it as a powerful tool to help teams make better and faster decisions.

Media Appearances

David has no verified media appearances

Work History

3-2025
Director of Professional Services at MSS Business Transformation Advisory
5-2022
Managing Director of Digital Modernization and Performance Optimization at MSS Business Transformation Advisory
11-2019 - 11-2020
Director - Technology Transformation Strategy at Ticketmaster
1-2017 - 11-2019
Managing Director and Chief Product Owner- Charles Schwab Bank at Charles Schwab
4-2009 - 1-2017
Director at American Express

Education

1986 - 1990
Bachelor of Arts - BA from Iowa State University - Ivy College of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Phoenix Area, United States Job Level : Mid-senior Designation : Director of Professional Services at MSS Business Transformation Advisory
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from David

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can David take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And David

Personality Compatibility


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