Jim Kozej Email & Phone Number

Tampa, Florida, Us

Burlington, Ma, Us

• Lead enterprise-level engagements, providing direction, project management and guidance in the Path to Cash Practice (CPQ), Sales, Service Cloud Voice, Marketingn Cloud/Pardot, Mulesoft and Field Service. • Project Management – Develop and manage all project artifacts – Project Charter, Project Plan, Risk Review, Change Management Plan, Training and Go live plans.• Implement and oversee the quality of our deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance across customer engagements• Drive innovation in the areas of solution delivery capabilities, enterprise delivery methodology, and reusable assets• Work in close partnership with our Delivery Excellence team to improve our ability to deliver complex solutions.• Provide executive level Business Consulting and Pre-Sales support.• Project Verticals – Health and Life Sciences, Manufacturing, Education.

Milan, Italy, It

As part of executive leadership team, define manage and execute the Salesforce CRM Program roadmap to help drive De Nora’s digital transformation strategy. Product Ownership of all CRM applications. Assess, refine and develop CRM strategy and roadmap in conjunction with business stakeholders.Ensure strategy is well communicated across the organization to drive adoption and alignmentEstablish Executive Program Committee and governance model to align and prioritize program initiatives.Manage project delivery and implementation of initiatives including Global Field Service Rollout SAP and Salesforce Integration Service Cloud Rollout and established Case Management process flows Install Base - define and build asset model Implementation of Pardot, 6Sense and SightCall Develop and Define CRM analytics strategy and roadmap

Ma, 01824, Us

Responsible for initial implementation of Salesforce.com for ZOLL Medical. Features include Health Cloud, Sales Cloud, for the Sales and Marketing Teams.• Vendor Selection – Lead evaluation and selection of Implementation partner for the first release.• Project Management – Develop and manage all project artifacts – Project Charter, Project Plan, Risk Review, Change Management Plan, Training and Go live plans.• Requirements gathering – Lead the gathering and development of the business requirements and formulated into user stories.• Governance – develop governance model to support Salesforce post go live. • Establish future roadmap and planning of future releases and enhancements.

Galway, Ie

As a trusted advisor to the Business, identify and plan technology solutions and processes that enable the business unit strategy to support growth, operational effectiveness, extraordinary customer experience and operating efficiency. • Lead the planning and implementation of Sales and Marketing Initiative for the Communications and Industrial Business Units.• Partner with TE’s global leadership team and direct reports with ownership for driving revenue growth by translating business objectives into Digital strategies embedding technology & business trends/upgrades for 3 year roadmap.• Define and execute IT Strategy and Technology roadmaps for Sales, Marketing, Supply chain, Engineering aligning with business goals.• Drive growth and create business value leveraging industry best practices, competition and analytics insights for Sales, Marketing & Demand platforms.• Global product owner for CRM and Marketing automation platforms including consolidation and integration activities.• Define and oversee Change Management activities to ensure business buy-in.

Pittsburgh, Pennsylvania, Us

Application System Manager Manage the Salesforce.com rollout for PNC Bank including functionality:• Sales Cloud - initial rollout of Sales process from prospect to opportunity closing targeted for commercial business units. • Service Cloud - Debit Card servicing, Compliants, New Account Opening. • Knowledge - migration and implementation of a Knowledge community to store and maintain all policy and procedure documentation for PNC Bank. This includes the rollout to 30,000 knowledge users.• Establish processes for Confidential and Highly Confidential Data.• Establish Cloud based Techology controls.• Support of 7 major two way integrations to support the new functionality.• Responsible for oversight of 4 agiles crews, and 2 project managers and 40 direct reports.• Vendor Management - AutoRabit, Coveo, Appirio

Chicago, Il, Us

Responsible for the Entire CRM system for KraftHeinz Food Services business including the FoodService websites.• Mobile Order Tracking – successfully rolled out Mobile Order Tracking system to the Sales Team and established a support framework.• Implement Sales Inititiatve process improvements improving Campaign quality and increase opportunity win volume and average win amount.• Data Cleanup – Established Data Cleanup processes to ensure Account data is clean and remains clean resulting in the reduction of 1.5 million duplicate and inactive accounts (70%).• Website Consolidation – initiate the Kraft Heinz website consolidation project combining the legacy food service websites and eliminating duplicate insight vendors saving $200,000 annually.• Analytics – Evaluate and implement Data Analytics using Tableau.

Edison, New Jersey, Us

Manage the delivery and implementation of multiple Salesforce.com projects on time and within budget with excellent customer satisfaction survey results.Account Management – Own the relationship with the client and ensure client satisfaction.Project Management – Execute the project and manage budget, scope and timeline.• Health Care – Refund and Patient Estimator system, Patient Analytics• Manufacturing – Sales enablement and integration.• Software and Training – Pricing and Quote automation.• Education – Campaign Management Management

Manage evaluation, implementation and maintenance of Salesforce.com customer relationship management (CRM) system for enterprise to ensure strategic safeguard for Ventyx.• Migrated 7 companies purchased by Ventyx / ABB into Salesforce.com. • Established corporate governance model which included executive STECO to collaborate with business and IT executives, initiating project roadmaps and prioritization for all Salesforce.com projects• Reduced case resolution time 20% by centralizing all support on service cloud and streamlining defect tracking by automating communication between customer support and product.• Managed successful implementation of Salesforce.com across all product lines, including consolidation of 3 legacy CRM systems (Siebel, Remedy and issue.net). • Eliminated duplicate systems and saved software license costs by rolling out Salesforce.com to all companies acquired by Ventyx, centralizing all customer information on Salesforce.com and providing single-point-of-contact for all customer data.• Evaluated, selected and implemented systems and processes that supported business functions, including maintenance contracts and renewals; simplified pricing within Salesforce.com, customer support and release delivery, IT ticketing / managed services (Remedyforce), commissions–Xactly, marketing communities and sales force knowledge and deal approvals.• Provided single-point-of-contact within company for Salesforce.com by creating Salesforce.com Center of Excellence, and a global support model, which became cornerstone application for company and primary tool used by sales, marketing, finance, product management, professional services, customer support and release delivery.• Improved business processes, increased collaboration between business units and enhanced adoption of Salesforce.com by providing corporate strategic vision and recommendations of new Salesforce.com functionality and products to executive leadership for entire organization.

Managed and controlled product release and delivery of all company products by establishing central release delivery team to ensure accurate deliver and improve revenue recognition.• Ensured product release dates were met on time 100% by establishing configuration management processes and managing cross-functional teams through all phases of configuration management processes, including source control, environment creation, QA, documentation and packaging and delivery.

Led and managed cross-functional teams through all phases of applications development, including investigation and definition, design, development, system test, QC, product delivery and production support; projects included mobile work management and scheduling product, time entry web portal and web-based services oriented architecture. Acted as project management liaison between project managers and project office for TE site / MS project integration.• Improved communications and visibility into project progress and potential risks by creating and coordinating detailed project plans specifying project scope, strategy, staffing required, timeframe and allocation of available resources, ensuring projects were delivered on time and within budget.• Administered and managed business relationships with external resources such as software and hardware vendors, which led to participating in selection process and negotiating favorable rates and costs while ensuring project progressed on schedule and within budget.• Improved customer satisfaction by providing customer support and product maintenance for existing clients.• Streamlined development process and reduced rework by leading definition, documentation and approval of product documentation, including product description, program specifications, installation guide, reference and implementation guide.

Cranberry Township, Pennsylvania, Us

Analyzed systems to develop and implement enhancements and initiatives for projects.• Established new Giant Eagle Advantage Card Feed for point-of-sale transaction detail, which resulted in more detailed snapshot of customer buying habits that improved pricing decisions and marketing campaigns.• Developed data warehouse scan rate system, providing analytics into product movement used to assist store managers in stocking and inventory decisions.• Led implementation of LBMS project management methodology software, resulting in standard project methodology used by entire IT organization.