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Preston Lau

Account Executive · AI Builder

Preston Lau

I build things for the betterment of Humanity.

Builder, athlete, husband, dad. Omaha raised, Utah based. Account Executive at Qualtrics, and a serial builder shipping AI products. Five years of enterprise CS receipts and founder aspirations.

Preston Lau

About

I'm an Omaha native and former competitive swimmer who studied Political Science at BYU. I've spent the last five years at Qualtrics, growing from Enterprise Support Specialist to Account Executive in financial services and insurance.

I build AI products on the side, starting with SoulScribe (privacy-first journaling) and Vett (legal conflict screening with hierarchical RAG and ABA-compliant audit trails). At Qualtrics I run a Center of Excellence AI group for GTM and build agentic tooling, including an expansion opportunity builder adopted by 3K+ employees.

Outside of work I'm an endurance athlete. Marathons, triathlons, same mindset as shipping: show up consistently and figure out the rest along the way.

Preston Lau with friends after an Ironman 70.3 triathlon

Experience

  1. August 2026 to PresentProvo, UT
    Qualtrics

    Account Executive, Financial Services & Insurance

    • Carry a $500K annual quota across banks, credit unions, and insurers under $2B in annual revenue, spanning net-new acquisition and installed-base expansion
  2. January 2025 to August 2026Provo, UT
    Qualtrics

    Senior Customer Success Manager

    • Founded the AI Center of Excellence within GTM; built an AI-powered expansion opportunity builder on agentic frameworks, adopted by 3K+ employees across all of Services and saving ~5 hours/user/week across the suite
    • Managed a $13M book of business with 100% retention and $1.1M in expansion revenue; earned Exceeds Expectations (5/5) performance rating
    • Led full-cycle technical implementations for 10 Fortune 200 companies including Fidelity/USAA, reducing customer churn by 10% and increasing CLTV by 15%
  3. May 2024 to January 2025Provo, UT
    Qualtrics

    Senior Technical Account Manager

    • Led a TAM team covering Qualtrics' top 1% of clients ($10M+ ARR), driving 150% YoY growth in expansion and renewals across a financial services and insurance portfolio
  4. April 2022 to May 2024Provo, UT
    Qualtrics

    Technical Account Manager, Financial Services & Insurance

    • Managed a $6.1M book of business, achieving 120% YoY growth through strategic renewals and expansions
    • Drove $2M+ in consumption-based cloud revenue for a newly established support team within the first year
  5. June 2021 to April 2022Provo, UT
    Qualtrics

    Enterprise Support Specialist

    • Achieved 4.8 CSAT and first call resolution of 91%, resulting in being the top 1% of support specialists

Work

Case studies: problem, what I built, and results.

  • AI / Legal Tech

    Vett

    Problem

    Small and mid-size law firms spend hours on manual conflict checks: high-effort, error-prone work that scales poorly and creates compliance risk under ABA guidelines.

    What I built

    Designed and architected a RAG-based conflict-checking system with ABA-compliant audit trail generation, integrated as a compliance layer on top of legal practice management software. Ran customer discovery across 10 firms before winding down after validating the integration path.

    Result

    Prioritized evidence over sunk cost. Validated that conflict-checking workflows mirror CRM integration patterns, informing how I evaluate build vs. buy decisions as a founder.

    ABA-Compliant Audit TrailsHierarchical RAGClaude APILLM OrchestrationPythonVector Search
    Vett conflict-check interface
  • Consumer / Wellness

    SoulScribe

    Problem

    Spiritual and reflective journaling apps often compromise privacy or ship bloated UX. Users want a calm, private space without their inner life becoming ad inventory.

    What I built

    End-to-end product: React Native mobile app (Expo), Next.js web surface, Supabase backend, shadcn/ui components. Privacy-first architecture with lean scope, built to ship, not to pitch.

    Result

    Shipped to real users at soulscribe.info. Demonstrates full-stack execution from mobile to web with a modern TypeScript stack.

    Expo / React NativeNext.jsshadcn/uiSupabaseTailwind CSSTypeScript
    SoulScribe wordmark
  • Internal AI / Enterprise

    Qualtrics Internal AI Tooling

    Problem

    GTM teams across Services spent hours each week assembling account context manually. QBR prep, expansion research, and CRM updates pulled reps away from clients, while meeting notes, news signals, and account data lived in disconnected systems.

    What I built

    Internal AI tooling I built after founding the AI Center of Excellence within GTM. The flagship workflow is an AI-powered expansion opportunity builder on agentic frameworks. The QBR deck builder shown here is one example: LLM orchestration turns client data and templates into draft decks. The broader system uploads enriched account data into Salesforce and Gainsight, surfacing intelligence from meetings, news articles, and external signals so CS and Sales reps can tie insights back to qualified buyers and expansion opportunities.

    Result

    Adopted by 3K+ employees across all of Services, saving ~5 hours/user/week across the suite. Production workflows replaced manual prep and gave GTM teams a live view of account health tied to revenue motion.

    Claude APIAgentic FrameworksLLM OrchestrationSalesforceGainsightCustomer Success
  • E-commerce / Apparel

    Precision Running

    Problem

    Performance running gear for male runners with larger chests is underserved. Support apparel is marketed almost exclusively to women, leaving a real product gap.

    What I built

    Self-funded apparel brand concept: product design, e-commerce planning, and brand positioning for performance gear that breaks that stigma.

    Result

    Brand in development. Product design and go-to-market strategy underway; site launch planned.

    ApparelE-commerceProduct Design
    Precision Running brand cover
  • Real Estate

    PAL Capital

    Problem

    Building a cash-flow-focused rental portfolio requires disciplined underwriting and tenant operations, not just buying properties, but running them as a business.

    What I built

    Co-own and manage a residential rental property with structured underwriting, tenant relations, accounting, and long-term asset strategy.

    Result

    100% occupancy since launch while underwriting the next deal. Operator mindset applied outside tech.

    Cash Flow UnderwritingProperty ManagementReal EstateS-Corp Operations
    PAL Capital logo

Mistakes I've made

Broad lessons from building: themes, not highlight reels.

  • Customer discovery

    I built before I validated

    Mistake
    Built Vett's RAG stack and audit trails before doing enough direct outreach to law firms.
    Lesson
    Momentum comes from outbound conversations, not more architecture.

    From Vett

  • Product-market fit

    I mistook a chat UI for a product

    Mistake
    SoulScribe's AI guidance fought the use case. A generic chat interface doesn't guide a spiritual journey.
    Lesson
    Format and behavior matter as much as stack; learn how users actually use the thing.

    From SoulScribe

  • Distribution

    Building is easier than getting users

    Mistake
    Shipped SoulScribe to real infrastructure but struggled to move from "interesting idea" to consistent usage.
    Lesson
    Shipping is step one; distribution and retention are the real product work.

    From SoulScribe

  • Capital discipline

    I underweighted cash flow math

    Mistake
    At PAL Capital, I focused on the appreciation story before the deal truly penciled on cash flow.
    Lesson
    Operator math beats narrative when you're underwriting real assets.

    From PAL Capital

  • Demand validation

    I assumed the gap was the hard part

    Mistake
    With Precision Running, the market gap was clear, but unproven whether men will buy support apparel at scale without a big budget.
    Lesson
    A real problem doesn't remove manufacturing, sizing, or purchase-intent validation.

    From Precision Running

Get in touch

Open to conversations with recruiters, collaborators, and founders, whether it's AI product work, enterprise CS leadership, or what I'm building next.

Say hello