Adam Schaffner Email & Phone Number

Dallas, Texas, United States

Toronto, On, Ca

Driving client success and business growth by aligning product strategies with customer needs and market trends. Lead cross-functional teams to launch impactful solutions. Manage customer advisory boards to gather feedback, strengthen client relationships, and deliver tailored solutions. Collaborate with sales and client success teams to develop retention and expansion strategies. Skilled in resolving escalations, improving customer satisfaction and fostering team growth through coaching and development. Proficient in Salesforce for reporting and analytics to track performance and inform strategic decisions.

Toronto, On, Ca

I work with an expert team to find creative solutions for our customer's needs. Our team supports pre-sale activities such as demos, solution designs, security reviews and more for a wide variety of Thomson Reuters' solutions. We provide expertise for ONESOURCE Indirect Tax, Direct Tax, and Checkpoint, Global Trade Management, Westlaw, Practical Law, HighQ and Legal Tracker.

Toronto, On, Ca

Broadly speaking I led Indirect Tax go-to-market and commercial policies and activities, provided sales support, training, and mentoring, and, led product vision for global sales, use, and VAT automation software.

Dallas, Texas, Us

Toronto, On, Ca

- Lead overall messaging strategy for the ONESOURCE Indirect Tax portfolio- Manage pricing, pricing tools, training, and contract changes - Sales support: Energy Practice Group Deal of the Quarter Award recipient- Digital Spearhead Subject Matter Expert driving messaging, content, and pricing for a new digital experience - Sales and Marketing enablement crafting sales aids, training, and marketing collateral- For 2017 & 2018 Product Launches; Authored 12+, sales guides, FAQs, brochures, whitepapers, and 6 new sales decks, 7 market facing videos, 3 blogs and multiple webinars- Co-lead internal sales efficiency project (Klapper), improved sales efficiency by 50% and redefined the Sales Associate role- Sought after speaker SAP Financials, SAP Ariba (AU), NetSuite, TEI, and Partner (KPMG, Deloitte, etc.) sponsored events

Toronto, On, Ca

- Managed assigned products lifecycle integrating stakeholder feedback, set road-map, and led scrum teams- Managed Indirect Tax Program Management as part of Corporate reporting- Launched rewrite of Exemption Certificate Manager and Determination UI – laying the groundwork for successful releases- Part of Mid-Market Leadership team creating mid-market model- Mid-Market sales training weekly sessions improving sales execution and product knowledge - Built strong customer relationships with stakeholders to identify key market features and functions

Toronto, On, Ca

- Team achieved 200% of quota in 2013 while onboarding 2 new Solution Consultants- Revamped hiring process introducing new demo framework resulting in 3 long-term hires (5+ years)- Provided team coaching, hiring, mentoring, and sales team coordination- Drove sales priorities with Product Management resulting in new reporting solution and dedicated release for sales- Built onboarding and training program with extensive library of PowerPoints and trainings (30+ Videos) – leveraged by Corporate Sales Training- Speaker at Oracle User’s Group, Oracle Open World SAP Financials, Aberdeen and IDC webcasts, and with Partners

Toronto, On, Ca

Thomson Reuters acquired Sabrix in 2009.- Key account wins: Nike, Thomson Reuters (Markets), American Airlines, CenterPoint Energy, Waste Management, & more- Delivered tailored demonstrations presenting global tax solutions- Led multiple all-day demonstrations covering technical, business, and tax processes- Active participation as sales representative in Product Lifecycle planning, Feature/Function reviews, Beta testing, and Operational Readiness

Midvale, Ut, Us

- Planned and deployed Active Directory infrastructure for new Active Directory roll-out- Oversaw data center move of over 400 servers to a new location with zero customer facing downtime - Managed servers and personnel across 4 data centers- Managed IT department in accordance with organizational policies and goals

Carrollton, Tx, Us

- Notable: $1,500,000 IT budget responsibility- Grew IT team and data center from 20 to over 300 servers- Negotiated special pricing with HP saving 33% on all orders, setup Microsoft licensing deal saving the company 25%- Negotiated 35% discount for Oracle database and application server software- Outsourced expensive Oracle Financials management cutting costs by 40%- Worked directly with CFO and Executive Team to align IT infrastructure with business and development processes

Bachelors Of Science, Business Management

Associates Of Science, Microelectronics