Kirk Chan
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Kirk Chan Email & Phone Number

Client Engagement Manager at Sierra Pacific Financial Advisors, LLC
Location: Pleasanton, California, United States 7 work roles 1 school
1 work email found @deltatrak.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email k****@deltatrak.com
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Role
Client Engagement Manager
Location
Pleasanton, California, United States
Company size

Who is Kirk Chan? Overview

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Quick answer

Kirk Chan is listed as Client Engagement Manager at Sierra Pacific Financial Advisors, LLC, a with 6 employees, based in Pleasanton, California, United States. AeroLeads shows a work email signal at deltatrak.com and a matched LinkedIn profile for Kirk Chan.

Kirk Chan previously worked as Director of Business Development at Deltatrak and VP, Business Development at Smart Erp Solutions. Kirk Chan holds Bachelor Of Arts - Ba, Applied Mathematics from University Of California, Berkeley.

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Email format at Sierra Pacific Financial Advisors, LLC

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{first_initial}{last}@deltatrak.com
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Profile bio

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

Listed skills include Product Management, Enterprise Software, Strategy, Business Alliances, and 34 others.

Current workplace

Kirk Chan's current company

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Sierra Pacific Financial Advisors, LLC
Sierra Pacific Financial Advisors, Llc
Client Engagement Manager
Pleasanton, CA, US
Website
Employees
6
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7 roles · 22 years

Kirk Chan work experience

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Client Engagement Manager

Current

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.

Jun 2023 - Present

Director Of Business Development

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.

Aug 2022 - Jan 2023

Vp, Business Development

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.

Sep 2008 - Apr 2020

Director Of Strategic Alliances

Sap

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.

2005 - Aug 2008

Business Development & Alliances

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.

Dec 1997 - Jan 2005

Staff Systems Engineer

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.

Jun 1985 - Dec 1997
Team & coworkers

Colleagues at Sierra Pacific Financial Advisors, LLC

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1 education record

Kirk Chan education

FAQ

Frequently asked questions about Kirk Chan

Quick answers generated from the profile data available on this page.

What company does Kirk Chan work for?

Kirk Chan works for Sierra Pacific Financial Advisors, LLC.

What is Kirk Chan's role at Sierra Pacific Financial Advisors, LLC?

Kirk Chan is listed as Client Engagement Manager at Sierra Pacific Financial Advisors, LLC.

What is Kirk Chan's email address?

AeroLeads has found 1 work email signal at @deltatrak.com for Kirk Chan at Sierra Pacific Financial Advisors, LLC.

Where is Kirk Chan based?

Kirk Chan is based in Pleasanton, California, United States while working with Sierra Pacific Financial Advisors, LLC.

What companies has Kirk Chan worked for?

Kirk Chan has worked for Sierra Pacific Financial Advisors, Llc, Deltatrak, Smart Erp Solutions, Sap, and Peoplesoft, Inc..

Who are Kirk Chan's colleagues at Sierra Pacific Financial Advisors, LLC?

Kirk Chan's colleagues at Sierra Pacific Financial Advisors, LLC include Jacob Rodriguez, Janet Wan, Yun Cho Messina, Frm®, and Karl Salocks, Cfp®, Cpwa®.

How can I contact Kirk Chan?

You can use AeroLeads to view verified contact signals for Kirk Chan at Sierra Pacific Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kirk Chan attend?

Kirk Chan holds Bachelor Of Arts - Ba, Applied Mathematics from University Of California, Berkeley.

What skills is Kirk Chan known for?

Kirk Chan is listed with skills including Product Management, Enterprise Software, Strategy, Business Alliances, Saas, Channel Partners, Erp, and Strategic Alliances.

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