Salesforce Sales

Adam Kitzis

Newton, MA 978-***-**** ****.******@*****.*** https://www.linkedin.com/in/adamkitzis/ RESULTS ORIENTED BUSINESS SYSTEMS LEADER

Strategic CRM and Project Management professional with broad Salesforce.com experience across a range of industries, including Capital Equipment, Medical Devices, Higher Education and Not for Profit. KEY SKILLS

Project Management Salesforce Leadership Executive Relations Sales Process Business Process Analysis Stakeholder Consensus Building

PROFESSIONAL EXPERIENCE

GRAX, Burlington, MA Octotober 2019 - Present

Head of Implementations

Responsible for leading, developing and managing the team of 6 to 8 Implementation Leads and developing positive relationships with the customers during their GRAX implementation, onboarding process.

Create short and long term resource planning model for Implementation Engineers.

Develop and track performance metrics at both the project and individual levels including CSAT scoring and project closeout.

Act as the escalation point for any project moved to an “at risk”

Create Salesforce reports and dashboards to provide in-depth analysis of Implementations and Onboarding teams.

Oversaw the creation of the customer training videos and online FAQ portal

Work with department heads to create the customer journey from intro call all the way through renewal.

Solutions Engineer

Develop and actively manage implementations with current and prospective Enterprise clients using Salesforce, Heroku and data stroage applications, including AWS and Azure.

• Deployed the GRAX application, which includes Salesforce configuration, Heroku or AWS runtime configuration and Data Lake (AWS, Azure, GCP) setups.

• Work with customer stakeholders on defining project success criteria and driving the implementation to meet the success outlined.

• Perform pre-sales support including product demos to prospects and technical Q&A sessions with prospects

• Responsible for proof-of-concept deployments with high qualified prospects to identify feasibility of the GRAX solution.

• Work with the Product team to develop product enhancements, acting as the “Voice of the Customer”, to document and define requests to be added to product backlog. ERT, Somerville, MA April 2016 – August 2019

Director, Business Systems

Directed the companies Salesforce, Oracle EBS, Oracle HCM, and Project Management Software

(Smartsheet) while managing a team of 12, including international staff.

• Deployed Salesforce projects including Opportunity Object re-design for optimization of the Sales Process, Lighting Readiness Conversion, Contracts Processing within Salesforce and Custom Designed Functionality for industry specific use.

• Work with sales stakeholders and executive management, including Chief Commercial Officer, Chief Financial Officer and Chief Marketing Officer to define priorities and deliver solutions for Salesforce including Sales Forecasting and third-party integrations.

• Selected third party tools for Salesforce including: GearSet, Funnel Source, HighSpot, CRM Fusion.

• Performed five CRM migrations into Salesforce in an environment focused on mergers and acquisitions.

• Identify and recommend that the business maximize the value of Salesforce, identifying new Adam Kitzis ****.******@*****.*** Page Two

opportunities to use the application, monitor overall usage and health of the Salesforce application

• Work with senior leadership to deploy a proof of concept for both Salesforce CPQ and Apptus CMS.

• Through a defined Governance process using Jira, gather, evaluate and design the business user needs and ensure Salesforce functionality meets user requirements.

• Negotiate contracts with Salesforce, Oracle, Microsoft and Smartsheets and third-party consultants for maintenance, services and solutions.

TripAdvisor, Needham, MA August 2015 – April 2016

Sr. Product Manager

Served in a senior level position within the TripAdvisor for Business Division focused on Salesforce Process Improvement.

• Defined all business requirements for Salesforce implementations, working with Salesforce developers and TripAdvisor Sales Enablement team.

• Conducted weekly scope meeting with sales and marketing leaders to define the next sprint of work being done in Salesforce.

• Oversaw user acceptance testing that was performed bi-weekly.

• Build training material and conduct training classes on custom Salesforce solutions for all internal departments, including the creation of the training materials ERT (formerly PHT Corporation), Somerville, MA April 2014 – August 2015 Manager, Business Systems

Managed Internal Business Systems, which included overseeing staff across multiple projects with competing priorities and concurrent deadlines. Projects have included Salesforce Knowledge, Service Cloud Console, ClickTools and several custom builds within Salesforce.

• Developed Salesforce Training Documentation and trained Sales, Project Management and Customer Service departments on Salesforce features, functionality and custom development.

• Designed, improved and deployed custom Salesforce solutions for all internal departments

• Worked with stakeholders and executive management, including the Chief Revenue Officer and Chief Operations Officer, to define and deliver business systems, including, Salesforce, Oracle EBS, SharePoint and Business Intelligence.

• Created and deployed agile project methodology and release cadence for all Sales Cloud and Service Cloud work, including bug fixes, major deployments and enhancements

• Built Agile project methodology and release cadence for all Salesforce work, including bug fixes, major deployments and enhancements

•

roundCorner, Cambridge, MA February 2011 – April 2014 Senior Consultant

Served as the Senior Consultant and lead for Enterprise level clients, within the Nonprofit and Higher Education sector.

• Acted as the Project Lead for key customers within the US and UK.

• Built functional Salesforce training manuals and conducted training with End Users, along with delivering the training to end users.

• Analysed, defined and deployed Business and Process Flow Analysis for over ten clients

• Conducted Business Process Reviews and Audits with the Senior Management of the clients

• Conducted and oversaw user acceptance testing

• Executed pre-sales activities, including writing SOWs, client analysis meetings and demonstrations. ZOLL Medical, Chelmsford, MA December 2006 – January 2011 Manager, Sales Systems and Development

Managed a team of 11 inside sales representatives and product managers for the companies CRM system (Salesforce.com).

• Responsible for the overall Project management of Salesforce implementation across nine (9) business units and six (6) countries.

• Deployed and trained Salesforce.com to over 300 people across 6 countries

• Oversaw Salesforce administration, including sales data analytics, forecasting and pipeline management

• Oversaw all customization and configuration of Salesforce application Adam Kitzis ****.******@*****.*** Page Two

TECHNICAL SKILLS

Certified Salesforce.com Admin

Certified Salesforce Application Platform Builder

CRM Project and Program Management

Salesforce.com Configuration

EDUCATION

Bachelor of Science, Community Development/Urban Planning University of New Hampshire, Durham, New Hampshire

Contact this candidate