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• International Professional Services and Logistics operations leadership and development at the forefront of multiple technology revolutions, including assignments in Canada, USA, Switzerland and France as an early employee with Silicon Valley innovators INTEL and SGI (Silicon Graphics Inc.). • CRM trailblazer/advocate with techno functional digital transformation experience; implementing integrated business process and technology solutions (incl. Salesforce.com + Cloud Apps) with clients ranging from Fortune 500 enterprises to dynamic medium and small businesses in various industries.• Customer success focused, versatile, self motivated, open communicator with client and partner/supplier facing proficiency gained nurturing highly productive relationships with diverse global stakeholders at all corporate levels in post-sales and delivery roles, including extensive "remote work" engagement.• Financial Services industry, Fintech, and Insurtech expertise gained in leadership and consulting roles delivering business strategy, practice management, operations, technology, and compliance solutions to leading Canadian financial institutions, and high performing financial advisor firms.
Planz Consulting
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Sr. Consultant (Customer Success, Crm And Cloud App Solutions)Planz ConsultingToronto, On, Ca
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Sr. Consultant (Customer Success, Crm & Cloud App Solutions)Planz Consulting 2011 - PresentGreater Toronto Area Metropolitan Area• Deliver business and technology management services to Clients from Fortune 500 companies to dynamic smaller businesses in various industries.• Implement and enhance practical CRM and related Cloud App solutions to align with sales and customer service operations, leveraging expertise gained through numerous successful multi-platform project engagements.• Specialized Financial Services, FinTech and InsurTech industry expertise delivering business, technology, and compliance practice management services to Canadian Independent Financial Advisors and Agencies.• Compliance consulting includes AML and Privacy program creation, risk assessments, disclosure and privacy consent tools, plus training aligned with government and industry best practices.• Roles include; Business and Technology Advisory, Customer Success, Sales and Service Operations Management, Project Management, Compliance Management, Business Analysis, Research, Technical Writing, Training.
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Business Development Manager (Sales & Service Operations, Compliance, Tech)Brian Gribben Insurance Planning (Bgip) 2019 - 2020Ajax, Ontario, Canada• Develop business strategy and lead general operations for sales support, client service, administration, and technology solutions. • Cultivate relationships with partner firms, life insurance carriers, and investment wholesalers. • Design business process workflows and enhance related IT infrastructure, including CRM platform, Microsoft Office 365 Exchange and SharePoint applications, financial planning SW, remote collaboration/meeting tools, and data security.• Implement and manage compliance programs to exceed regulatory requirements, including anti money laundering, privacy, and agent disclosures. -
Sr. Consultant (Salesforce.Com Cloud Solutions, Post-Sales Implementation & Enhancements)Cloudware Connections 2011 - 2018Toronto, Canada Area• Specialized in Salesforce.com Platform and related Cloud App solution delivery in collaboration with international peers, partners, and clients at all corporate levels.• Partnered in the execution of full-cycle CRM implementation and enhancement projects leveraging tools including Google G Suite and Atlassian JIRA, and involving cloud technology platform, business process, and organizational transformation initiatives with diverse clients in multiple industries.• Techno functional responsibilities: customer success management, project management, business analysis, requirements definition, solution design, app configuration, testing, data mapping and migration, technical writing, and user training. -
Sr. Consultant (Service Management, Compliance, Tech)Icon Advanced Capital & Estate Planning 2009 - 2010Toronto, Ontario, Canada• Defined strategy direction and develop operations within independent financial services firm providing tax, asset management, and estate planning solutions to high net worth families and corporate clients.• Recruited, trained, and managed staff while leading sales, service, administration, and technology operations.• Directed business infrastructure enhancements through implementation of CRM and Portfolio Management applications, business workflow automation, and strategic partnership development. • Adopted and updated compliance regimes in accordance with industry regulatory requirements.
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Planning Consultant, Wealth Strategies Group (Sales Support, Para-Planning, Compliance, Crm)Qualified Financial Services 2005 - 2008Toronto, Canada Area• Managed projects to enhance client engagement processes and technology solutions with a team of top producing life insurance and investment advisors, sponsored by and in partnership with a leading Managing General Agency (MGA).• Implemented advisor CRM and Financial Planning software, plus earned recognition as an expert in several proprietary financial planning methodologies and software applications.• Delivered “Para-planner” consulting services including reviews of advisor clients’ insurance and investment financial documents, and the production of financial planning software models.• Created sales engagement, marketing, and compliance form templates for advisor team use.• Engaged in recruiting, training, and coaching high performing sales support team members. -
Sr. Consultant (Client Engagement, Compliance, Tech)Brian Gribben Insurance Planning (Bgip) 2003 - 2005Toronto, Canada Area• Directed projects to expand financial advisor and sales support team capabilities within a high performing life insurance and wealth planning agency. • CRM system administration including successful migration to Microsoft CRM Cloud based solution. • Financial “Paraplanner” responsibilities including creation of financial models and projections for clients, applying expert knowledge of several specialized financial planning systems.• Leadership responsibilities included training admin team members, workflow planning, and performance coaching.• Developed and adopted compliance regimes for consistent adherence to industry requirements.
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Sr. Business Analyst, Global (Crm-Erp-Analytics Transformation Project)Sgi 1998 - 2002San Francisco Bay Area• Led and collaborated with international project teams comprised of internal personnel and suppliers/vendors, and customers; consulting through all project phases on global enterprise tech implementation initiatives (CRM, ERP, Analytics). • Worked in Canada, USA, and Europe on high visibility CRM project engagements within cross-functional global business units, developing effective mission-critical support operations relied upon by 2,000+ users worldwide. • Partnered in revamping entire international services and parts logistics/supply chain program model to create global operational efficiencies and consistencies, while expanding customer service capabilities and offerings.• Recognized with global CRM project “Valued Contributor” Award. -
Customer Support Program Manager, National (Field Services, Service Parts Logistics)Sgi 1986 - 1998Toronto, Canada Area• Developed dynamic Canadian professional services operations for customer success including; field service, help-desk, support contract sales/renewals, customer education, marketing, and service parts logistics. • Led team of national service parts logistics personnel to achieve 95%+ on-time service levels.• Managed supplier partnerships, including establishing cutting-edge 3rd party service parts logistics programs with leading global logistics vendors. • Cultivated loyal customer relationships and exceptional satisfaction survey ratings during technical field support of a broad portfolio of 3D graphics, super-computing, video rendering, mass storage and high-speed networking equipment.
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Field Service Technician & Service Parts Logistics Specialist, NationalIntel Corporation 1981 - 1984Toronto, Canada Area• Managed national customer service account relationships to achieve industry leading satisfaction survey results.• Performed installation and technical maintenance services on a broad range of technical computing systems in multiple industries.• Led Canada service parts logistics operations to achieve both high parts availability levels and inventory turns.
Michael Lanz Skills
Michael Lanz Education Details
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Logistics Management -
Service Logistics Management -
Control Data InstituteComputer Maintenance Technology
Frequently Asked Questions about Michael Lanz
What company does Michael Lanz work for?
Michael Lanz works for Planz Consulting
What is Michael Lanz's role at the current company?
Michael Lanz's current role is Sr. Consultant (Customer Success, CRM and Cloud App Solutions).
What is Michael Lanz's email address?
Michael Lanz's email address is mi****@****ons.com
What schools did Michael Lanz attend?
Michael Lanz attended Schulich School Of Business - York University, Wisconsin School Of Business, Control Data Institute.
What skills is Michael Lanz known for?
Michael Lanz has skills like Crm, Cloud Computing, Professional Services, Program Management, Business Analysis, Consulting, Leadership, Management, Business Development, Project Management, Business Process Improvement, Business Strategy.
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