David Holeman

David Holeman Email and Phone Number

Director Marketing Operations and Technology @ Quanata
Danville, CA, US
David Holeman's Location
Danville, California, United States, United States
About David Holeman

A Senior executive with experience creating programs, process and infrastructure to support the full post sale life customer life cycle for SaaS based solutions providers. Experienced in creating direct and cross functional customer management teams that build long term trust based partnerships with customers that have lead to significant increases in customer satisfaction, retention, renewals and expansion of subscription services. More recently I've been responsible for setting up and our state of the art marketing technology platform and supporting our marketing operations.My prior background as a CIO, COO and Senior IT executive allows me to develop strong bonds with customers as I have been in their shoes and have direct experience with the pressures they deal with, concerns they have and decisions they must make in support of transitioning to SaaS based solutions.Initiatives have included:* Creation and implementation of Customer Success account management teams and programs* Created customer journey roadmaps for origination, onboarding and life cycle experience* Implemented end-to-end Customer Care and Marketing Technology stacks.* Built customer care, engineering and operations organizations from scratch* Introduced new products and technology solutions.Outcomes have included:* Signifiant improvements in customer satisfaction and NPS scoring* Improved retention and renewals* Improved adoption* Upgraded services and other revenue improvements* Healthy trust based partnerships with customers.Operations experience:* 99.95% Service SLA's for mission critical service delivery* AWS, Dimension Data and Azure* Security, operational and regulatory supportTechnologies include:* Saleforce.com, Marketing Cloud, Social Studio, Advertising Studio, LiveRamp* Zendesk, Qualtrics, Genesys Cloud* Optimizely and Contentful* AppsFlyerDevelopment:* Swift, SwiftUI, iOS

David Holeman's Current Company Details
Quanata

Quanata

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Director Marketing Operations and Technology
Danville, CA, US
Website:
quanata.com
Employees:
282
David Holeman Work Experience Details
  • Quanata
    Director Marketing Operations And Technology
    Quanata
    Danville, Ca, Us
  • Quanata
    Director Marketing Operations & Technology
    Quanata Aug 2022 - Present
    San Francisco, California, Us
    Doing great things with amazing people! Rethinking and reengineering the insurance industry, while helping people live longer and more fulfilling lives.Continued responsibility for our marketing technology platform and its support with additional responsibilities for operations and project management services within the greater Marketing and Experience organization..
  • Quanata
    Director Digital Growth Solutions
    Quanata Mar 2020 - Aug 2022
    San Francisco, California, Us
    Responsible for building out our state of the art digital marketing technology stack and support team that puts us at the forefront of audience targeting, digital marketing, lead nurture, conversion, product feedback, ideation, innovation and analytics.Platforms implemented include:* Salesforce SalesCloud, Marketing Cloud, Advertising Studio, Sprout Social* LiveRamp* Zendesk and Qualtrics* Optimizely and Contentful* AppsFlyer and Amplitude
  • Quanata
    Director Customer Success
    Quanata Sep 2016 - Mar 2020
    San Francisco, California, Us
    Responsible for the creation of our customer care team and the selection and implementation of advanced technologies to support them.* Led the site selection team and the buildout of our first office in Providence, RI* Implemented Zendesk for issue tracking and multichannel communications with our customer including: email, SMS, Social, chat, talk and online knowledge base* Later led the migration from Zendesk Talk to Genesys Cloud (PureCloud) and implemented sophisticated IVR and call handling solution.* Developed Xcode implementation of the Zendesk iOS SDK in our mobile application as well as other mobile customer care support experiences and technologies.
  • Hiroad
    Director Marketing Operations & Technology
    Hiroad Sep 2016 - Present
    Providence, Ri, Us
    Doing great things with amazing people! Rethinking and reengineering the insurance industry, while helping people live longer and more fulfilling lives.
  • Cloudcraze
    Vp Professional Services And Customer Success
    Cloudcraze Sep 2014 - Apr 2016
    CloudCraze is a SaaS based B2B and B2B ISV eCommerce solution for Salesforce.com serving A-List international customers. Responsible for the post sale life cycle experience for our customers. Functional oversight includes Professional Services, Support and ongoing Customer Success. The company was sold to new private equity investors and then sold to Salesforce.• Senior Executive responsible for the post sale relationship with the customer.• Responsible for customer satisfaction, renewals and additional service revenues.• Restructured and standardized our new customer on boarding process to include Customer Success oversight, better communications with the customer and more efficient collaboration.• Implemented the Service Cloud support portal and community to improve engagement with customers and track SLA commitments real-time.• Led product development significantly improving product quality, created a customer driven product road, formalized release cycles and revamped documentation.
  • Shotspotter, Inc.
    Sr. Director
    Shotspotter, Inc. Apr 2014 - Sep 2014
    Fremont, California, Us
    Responsible for providing Customer Support, Implementation Support and Forensic Services.• Oversaw real-time support services via our 24x7 Network Operations Center• Responsible for customer satisfaction and immediate resolution of issues. • Implemented rapid response guidelines for officer involved shootings• Acting voice of the customer providing input on product enhancements and service needs.• Improved compliance by implementing formal SLA performance metrics and reporting.• Responsible for providing high quality forensic services and expert testimony at trial for law enforcement.
  • Aerohive Networks
    Vp Technical Operations
    Aerohive Networks Dec 2011 - May 2013
    Milpitas, Ca, Us
    Responsible for the cloud infrastructure and high availability service delivery for this market leader in enterprise wireless network solutions. Managed international teams in Support, Operations and Information Technology. The company completed a successful IPO.• Implemented a follow-the-sun global support model with staffed 24x7 with resources in the UK, US and China.• Implemented online services including customer portals, partner portals, knowledge bases, FAQ's and online ticket tracking.• Implemented standard CSAT and NPS reporting and customer engagement programs that increased those scores to consistent levels over 95% and 90% respectively.• Provided support and engagement for both direct customers and our partner network of distributors and integrators.• Implemented license tracking and renewal programs.• Expanded data center cloud operations to a global high availability model growing to over 350 servers in 7 data centers in 5 countries using a dual provider model (Amazon and Dimension Data) while increasing the online SLA performance to a consistent run rate of over 99.95%• Developed real time cost modeling to accurately capture the cost of service delivery• Restructured, upgraded and secured the IT infrastructure for SOX compliance and IPO readiness.• Completed the implementations of Salesforce.com (CRM) and NetSuite (ERP) platforms to support end-to-end order transaction flow.• Managed an Operations and support budget over $10M
  • Echopass
    Chief Operating Officer/Chief Customer Officer
    Echopass Mar 2006 - Dec 2011
    Us
    Led product development, daily operations and the ongoing customer success lifecycle of this rapidly growing privately held company, providing cloud-based call center solutions to an international customer base. Managed over 40 people covering key areas such as Development, Operations, Engineering, Professional Services, Provisioning, Support, and Account Management. The company was sold to Genesys at a gain for its shareholders.• Created a cross functional Customer Engagement Management team, providing clients with a structured ongoing model of continuous engagement and success. Increased customer satisfaction from 65% to 95% and reduced account turnover to less than 5%.• Personally engaged with customers face-to-face, developing strong personal and professional partnerships. This increased loyalty, satisfaction and revenues.• Developed a proprietary large data repository that provided benchmarks and detailed analytics helping customers improve the efficiency and service levels in their call centers. • Responsible for multi-tenant product development with products including 100% SIP soft phone, server based call handling and IVR design.• Responsible for post sale service revenue and renewals of over $20M annually.• Led cross-functional teams responsible for the large time-critical implementations for accounts such as The Hartford, Aon, and Overstock.com and integration projects with other customers using solutions such as Siebel, Oracle, and Saleforce.com • Led the migration new technologies, allowing the company to cut operating and licensing costs by as much as 30% per seat.• Home shored development cutting costs by 30% and reducing delivery times by as much as 50%.• Implemented infrastructure and change control procedures that increased service availability from from 99.95% to 99.99%.• Implemented and maintained SAS 70 certification.
  • Sentient Jet, Inc.
    Vp, Information Technology/Cio
    Sentient Jet, Inc. Jun 2004 - Dec 2005
    Quincy, Ma, Us
    Responsible for leading IT Operations, Development and Support. Led the development of mission critical applications. Company was sold for a profit to another private venture equity firm.• Led a $2 million effort to modernize the infrastructure and applications while supporting a move to a new offices. Completed on schedule and on budget. Availability increased from 99.5% to 99.99%.• Implemented an IT steering committee to provide governance over large scale development projects and assure alignment between users, leadership and IT resources. • Led the implementation of Salesforce.com tracking the sales teams deal flow and Pega Systems workflow tools to automate the processes for arranging catering, ground transportation, airport services, refueling, maintenance, etc.
  • Self - Employed Consultant
    It Management Consultant/Cio
    Self - Employed Consultant Oct 2002 - May 2004
    Developed an independent consulting practice, providing interim CIO level resources to early stage start-up companies. Performed assessments, IT audits, developed strategy, and development roadmaps.• Provided interim CIO leadership for a home care technologies company, developed the IT infrastructure strategy, and provided counsel to the CEO.• Performed an IT audit and product development assessment for a start-up funded by Ray Kurzweil in the medical training market space.
  • Monitor Group (Now Monitor Deloitte)
    Chief Information Officer (Cio)
    Monitor Group (Now Monitor Deloitte) Jul 2001 - Oct 2002
    Led global IT resources for a 1,300 person management consulting firm with offices in over 30 countries. Developed and implemented the IT strategy. Managed data center operations in Hong Kong, London, and Boston. Led a staff of over 50 direct and an additional 50 indirect reports.• Reduced the operating budget from $14 million to $11.5 million through contract negotiations, realignment, and reductions in staff as well as savings from an aging ISDN data to a global MPLS based WAN.• Created a data and operations center in Hong Kong, creating a third data center that allowed for continuous operations and eliminated $500,000 in outside disaster recovery costs.• Led the selection, acquisition, and global implementation of the Lawson accounting system.
  • Viaticus, Inc
    Chief Information Officer (Cio)
    Viaticus, Inc Sep 1996 - Jan 2001
    Created the IT department for this early stage start-up, providing reverse insurance products for high net worth individuals and corporate owned insurance instruments. Led a staff of 12, responsible for underwriting, portfolio management, and customer service applications. Led a staff of 45 customer service call center agents. • Led the creation of custom underwriting, portfolio management, and customer service applications to provide end-to-end tracking of the application process, taking the process from 60 days to as little as 14.• Cut costs by pioneering the implementation of Unified Messaging to consolidate and route customer interactions. This effort saved 45 minutes a day per agent.• Grew the portfolio to over $2 billion in assets. This was achieved in five years and company was sold to CNA.
  • Allscripts Healthcare Solutions, Inc.
    Chief Information Officer (Cio)
    Allscripts Healthcare Solutions, Inc. Oct 1991 - Jun 1996
    Chicago, Il, Us
    Created the IT department for this start-up, originally providing prepackaged medications for distribution through doctors offices to patients. Led a staff of 13 located in Chicago and Philadelphia. The company had a successful IPO.• Created TouchScript(TM) application that automated prescription fulfillment, claims processing and copy management. This grew from $8 million/year to over $17 million/year in revenues.• Created a custom DEA compliant production, packaging and inventory management system.• Participated in the due diligence and acquisition, and successfully led the integration of six competitors.• Participated in road show presentations to investors such as Hambrecht and Quist, Alex Brown, and Piper Jaffrey, raising over $10 million in a private funding. The company later went public with a market cap of over $2 billion.
  • Deloitte & Touche
    Sr. Management Consultant
    Deloitte & Touche Oct 1989 - Oct 1991
    Worldwide, Oo
    Provided counsel and advice to clients in the aviation, insurance, distribution, and publishing industries.

David Holeman Skills

Cloud Computing Saas Enterprise Software Start Ups Strategy Professional Services Crm Integration Telecommunications Leadership Product Management Salesforce.com Cross Functional Team Leadership It Strategy Mobile Devices Project Management Strategic Planning Data Center Disaster Recovery Program Management Outsourcing Vendor Management Management Software As A Service Customer Relationship Management Networking Solution Selling Strategic Partnerships Account Management It Management Call Centers Software Development Analytics Business Development Venture Capital Call Center Management Consulting Contract Negotiation Product Development Mergers Business Strategy Business Process Improvement Team Leadership Business Analysis Managed Services Executive Management Process Improvement Security Team Building

David Holeman Education Details

  • Kenyon College
    Kenyon College
    Psychology

Frequently Asked Questions about David Holeman

What company does David Holeman work for?

David Holeman works for Quanata

What is David Holeman's role at the current company?

David Holeman's current role is Director Marketing Operations and Technology.

What is David Holeman's email address?

David Holeman's email address is dh****@****ent.com

What is David Holeman's direct phone number?

David Holeman's direct phone number is +140898*****

What schools did David Holeman attend?

David Holeman attended Kenyon College.

What skills is David Holeman known for?

David Holeman has skills like Cloud Computing, Saas, Enterprise Software, Start Ups, Strategy, Professional Services, Crm, Integration, Telecommunications, Leadership, Product Management, Salesforce.com.

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