Michael Leinweber Email & Phone Number

Greater New York City Area

Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the.

San Mateo, California

• Project Leader & Relationship Manager at a leading Salesforce & Microsoft Applications Partner. Responsibilities included:
• Delivering major Business Impact projects in Financial Services, Health Care, and Retail/Marketing focused on increased Sales Efficiency & Effectiveness
• End to end Project ownership of complex Salesforce & Microsoft implementations working with a variety of in-house/partner/client resources and responsible for the full project life cycle (requirements, design.
• Executive/Stakeholder relationship management communicating at the appropriate levels with the various team members to demonstrate Subject Matter expertise, technical expertise, and strong communications/transparency
• Multi-million dollar budget and revenue target responsibilities

New York, New York

Project & team management focused on delivering a roadmap of Sales & Marketing & Client Service effectiveness improvements and integrations in support of over 550 global users in the Asset Management/Wealth Management areas. Related responsibilities included the design, implementation, and migration from the Access Data Salesreporting platform to the DST.

Greater New York City Area

Focused on a rebuild of the Sales and Marketing operations/technology infrastructure including putting the first CRM/SFA and eMarketing systems in place (SalesForce.com & Eloqua – that later became the global standard with over 700 financial services sales teams/asset managers/wealth managers in 25 countries). This effectively modernized the operational.

(RFP And Proposal Automation In CRM Space)

Responsibilities included implementing a revenue planning and resource management process resulting in a significant immediate revenue influx as numerous open engagements, pre-paid services & training, and short term up-sells were identified and delivered. Additional efforts included the creation of a scalable and repeatable implementation methodology and.

(Client Service And Call Center Technology)

Responsible for building Eyretel North America’s Services organization including Professional Services, Customer Support, and Education.

(Internet Hosting And Web Services)

Founding member of a startup Internet infrastructure provider focused on delivering Web & Applications Hosting, Storage Hosting, Co-Location, and Managed Services to regional mid-market companies in technically underserved cities (with New Haven CT as the initial location with Providence RI and Pittsburgh PA as second round sites).

Greater Boston Area

Recruited pre-IPO to increase sales/pre-sales organization success through use of process and technology including the successful implementation of the companies first sales process and rollout of a CRM/SFA system, hands-on development and implementation of the companies first and second generation multi-tier Oracle based demo’s showcasing vertical.

(CRM And Salesforce Automation)

Recruited Pre-IPO and promoted to regional manager position responsible for hiring and training Application Consultants for Eastern United States and Canada. Responsibilities included area resource allocation and technical sales strategy development, direct involvement with C-level selling and support in critical technical and competitive situations..

(Data And Analytics)

Responsible for all phases of development for IBI’s Data Warehousing products within the EDA/SQL family of Middleware and Client/Server products. Provide field support and customer related activities including customer support, customer presentations, pre-sales proof of concept, competitive analysis, field technical training, and management of critical.

(Networking And Communications)

Recruited pre-IPO, responsibilities included coordination, deployment, and scheduling of regional systems engineers. Additional responsibilities included customer technology selection, prototyping and installation and implementation, Beta and Pilot systems coordination and member of the product planning committee.

(Systems Integrator)

• Designed, and implemented applications using 3 GL’s (“C” and COBOL), 4GL’S (FOCUS and ORACLE) across a variety of platforms (IBM Mainframe, Unix, VAX, and various networks). The applications included sales tracking and.
• Speaker: at national and international FOCUS user conferences (FUSE) and seminars on Information Technology.