Kirk Chan

Kirk Chan Email and Phone Number

Client Engagement Manager @ Sierra Pacific Financial Advisors, LLC
Pleasanton, CA, US
Kirk Chan's Location
Pleasanton, California, United States, United States
About Kirk Chan

Technology industry business professional with cross-industry background in proposal management (RFP/RFQ), alliances, business development, strategy, sales, marketing and event management.From background in the defense industry, as a Raytheon Chief Systems Engineer for a Tomahawk Cruise Missile US Navy Command, Control and Communications application, I became a systems engineer at heart--with an ongoing passion for applying technology to meet business requirements. My experience includes alliances, business development, account management and strategy roles in the Cloud ERP and IoT supply chain logistics industries with large and small startup organizations, including PeopleSoft and SAP; partnering with IBM, Oracle, Microsoft, and Amazon Web Services; with clients in the public sector, higher education, and commercial industries such as the US State Department, State of Ohio, City and County of San Francisco, County of Napa, University of California, Florida International University, Allegis Group, Boise Cascade, United Airlines, Coca Cola, Dole Foods and Walmart. In all roles, mapping internal and third-party technology solutions and consulting services to meet current business requirements has been my focus.Accomplishments:- SaaS solution launches in HR automation, Financial processes, IoT supply chain logistics areas- Established and maintained mutually beneficial Alliance partnerships with Oracle, IBM and Microsoft- Led successful public procurement bids for the US Navy, US State Department, US Census Bureau, State of Ohio, State of Delaware, County of Alameda, County of Salt Lake, City and County of San Francisco, University of California, and Florida International UniversitySkills:- Proposal Management (RFx)- Alliances- Business Development/Sales/Marketing- Product Strategy

Kirk Chan's Current Company Details
Sierra Pacific Financial Advisors, LLC

Sierra Pacific Financial Advisors, Llc

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Client Engagement Manager
Pleasanton, CA, US
Website:
sierrapfa.com
Employees:
6
Kirk Chan Work Experience Details
  • Sierra Pacific Financial Advisors, Llc
    Client Engagement Manager
    Sierra Pacific Financial Advisors, Llc
    Pleasanton, Ca, Us
  • Sierra Pacific Financial Advisors, Llc
    Client Engagement Manager
    Sierra Pacific Financial Advisors, Llc Jun 2023 - Present
    Pleasanton, California, United States
    Kirk covers client engagement for Sierra Pacific Financial Advisors. His passion is connecting with clients on a personal level to avail to them the best guidance and resources to realize their ideal financial futures. A veteran of the software industry, he came to the firm to best direct his own retirement investments toward local Bay Area fee-only financial experts, and strives to help others achieve similar success.
  • Deltatrak
    Director Of Business Development
    Deltatrak Aug 2022 - Jan 2023
    Pleasanton, California, United States
    Business development activity including strategy, government procurements (RFP/RFQ), market analysis and go-to-market tactics for SaaS supply chain visibility and IoT logistics solutions. Includes new market development operations including federal/state procurements/grants, alliances, channel development and sales strategies for global logistics in the produce, healthcare and technology industries. - Led new-product launch, Competitive/Financial analysis and strategy for IoT SaaS offerings in the cold-chain integrity logistics space.- Manage and develop third-party relationships and alliances increasing partner channel revenue by 100% via go-to-market, joint-development and partner programs for commercial and public sector offerings.
  • Smart Erp Solutions
    Vp, Business Development
    Smart Erp Solutions Sep 2008 - Apr 2020
    Pleasanton, California, United States
    Responsible for all aspects of business development including marketing, sales, public/commercial proposal management (RFx), alliances, and go-to-market strategies/tactics for a SaaS solutions and services provider comprised of former Oracle/PeopleSoft executives. Includes internal, external, direct channel development and marketing for public sector/higher education and commercial industries. - Responsible for public procurements (RFP/RFQ) at local, state and federal level, increasing successful bids by over 300%. - Led proposal management (RFP/RFQ) across public sector, higher education and commercial industries including successful competitive bids for the US State Department, State of Ohio, State of Delaware, City and County of San Francisco, County of Alameda, Salt Lake County, University of California system and United Airlines.- Led joint proposal and alliances efforts with the Oracle Corporation culminating in the first ever cloud-based licensing of Oracle technology for delivering SaaS HCM process automation offerings based on the PeopleSoft technology platform.- Managed corporate online presence, CRM (SalesForce), marketing and communications positioning the company as a leader in the Oracle enterprise business applications space for employee onboarding automation and efficient ERP consulting service delivery across commercial, higher education and public sectors.
  • Sap
    Director Of Strategic Alliances
    Sap 2005 - Aug 2008
    Pleasanton, California, United States
    Responsible for alliance strategy, marketing and tactics for TomorrowNow, a wholly-owned SAP subsidiary delivering third-party software support and maintenance services for business applications Oracle/PeopleSoft/J.D. Edwards, Siebel and Baan. Includes internal, external, joint proposals and channel development with leading technology, solution and service providers such as BEA, Citrix, HP, IBM, Microsoft, Sybase, et al. - Established partner go-to-market strategies and global programs to ensure client success increasing partner relationships by 66% with ISVs, technology vendors and consulting service providers.- Assembled channel and lead referral programs, generating a 15% increase in new business revenue worldwide.- Led product strategy, marketing and program management for new business services endeavors including mobile alerting technology, remote systems management and enterprise application data migration. - Created partner messaging adopted for use by SAP Alliances for all SAP partners.
  • Peoplesoft, Inc.
    Business Development & Alliances
    Peoplesoft, Inc. Dec 1997 - Jan 2005
    Pleasanton, California, United States
    Managed alliance and partner go-to-market efforts, including marketing, joint-developments, OEM/VAR relationships and contract negotiations, with vendors such as AOL, BEA, BMC, CA, Citrix, EMC/Documentum/VMware, Entrust, HP, IBM, Intel, Mercury Interactive, Microsoft, Novell, OuterBay, Princeton Softech, RSA, Tidal Software, TIBCO, Quest Software, Veritas, Verity, Vitria, Watchfire, Yahoo, et al. - Quadrupled fee revenue and created new recurring license revenue stream by developing partner programs with application management, automated test and data/storage management vendors. Saved company over $100K in licensing costs through creative negotiation strategies with Instant Messaging vendors Yahoo!, AOL and Microsoft.- Led company negotiations towards mutually beneficial closure of IBM WebSphere agreements.- Drove cross-functional business development efforts and led go-to-market planning in systems management/job scheduling, security/identity management, automated test, information lifecycle management, portal/e-commerce/web content, search technology, and enterprise application integration. - Identified new partnering opportunities including security/identity management partner integrations and network appliance vendors creating certified integrations, novel third-party solutions for customers, and adjunct joint revenue streams.
  • Raytheon
    Staff Systems Engineer
    Raytheon Jun 1985 - Dec 1997
    San Jose, California, United States
    Responsible for the overall systems engineering efforts and US Department of Defense procurements for the organization's Tomahawk Cruise Missile related software application programs for US Navy. - Led military specification full-scale engineering developments including requirements analysis/system design/implementation/integration/test/installation/maintenance and proposal management efforts. Efforts accounted for 65% of division's revenue.- Directed overall technical effort for 50-person team developing RDBMS and satellite communications intensive Java/C/C++/Ada based Command, Control and Communications applications. As Chief Systems Engineer for all Tomahawk Cruise Missile related projects, accomplishments included successfully managing as many as 10 direct report lead systems engineers.

Kirk Chan Skills

Product Management Enterprise Software Strategy Business Alliances Saas Channel Partners Erp Strategic Alliances Business Intelligence Integration Partner Management Management Sales Enablement Enterprise Resource Planning Go To Market Strategy Professional Services Leadership Software Industry Direct Sales Software As A Service Identity Management Salesforce.com Cross Functional Team Leadership Security Lead Generation Functional Requirements Demand Generation Solution Selling Complex Sales Contract Negotiation Sales Process It Service Management Crm Mobile Devices Pre Sales Channel Strategic Partnerships Customer Relationship Management

Kirk Chan Education Details

Frequently Asked Questions about Kirk Chan

What company does Kirk Chan work for?

Kirk Chan works for Sierra Pacific Financial Advisors, Llc

What is Kirk Chan's role at the current company?

Kirk Chan's current role is Client Engagement Manager.

What is Kirk Chan's email address?

Kirk Chan's email address is kc****@****rak.com

What schools did Kirk Chan attend?

Kirk Chan attended University Of California, Berkeley.

What are some of Kirk Chan's interests?

Kirk Chan has interest in Cooking, Medicine, Gardening, Exercise, Investing, Electronics, Home Improvement, Reading, Crafts, Fitness.

What skills is Kirk Chan known for?

Kirk Chan has skills like Product Management, Enterprise Software, Strategy, Business Alliances, Saas, Channel Partners, Erp, Strategic Alliances, Business Intelligence, Integration, Partner Management, Management.

Who are Kirk Chan's colleagues?

Kirk Chan's colleagues are Yun Cho Messina, Frm®, Jacob Rodriguez, Karl Salocks, Cfp®, Cpwa®, Janet Wan.

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