Adam Schaffner

About Adam Schaffner

I have the opportunity to work with an expert team to find creative solutions for our customer\'s needs. Our team supports pre-sale activities such as demos, solution designs, security reviews and more for a wide variety of Thomson Reuters\' solutions. We support Thomson Reuters\' ONESOURCE Indirect Tax, Direct Tax, and Checkpoint, Global Trade Management, Westlaw, Practical Law, HighQ and Legal Tracker.

Experience

1. Sr Director, Client Success

   Tax Advisors Group Llc

   Jan 2025 — Present · Dallas, TX, US

   Lead and mentor a high-performing client success team to drive exceptional client satisfaction and experience resulting in retention and expanded relationships.Develop and implement strategic initiatives to better meet client needs, ensure measurable success, and build long-term relationships.Champion the voice of the client and collaborate internally to deliver seamless client experiences.

Education

• Portland Community College

  Associates of Science, Microelectronics

  1999 — 2001

• Marylhurst University

  Bachelors of Science, Business Management

  2002 — 2004

Skills

• Customer Relationship Management (Crm)
• Business Analysis
• E-Commerce
• Disaster Recovery
• Business Process
• Saas
• Consulting
• Databases
• Management
• Virtualization
• Data Center
• Enterprise Resource Planning (Erp)
• Software as a Service (Saas)
• Erp
• Microsoft Sql Server
• Business Process Improvement
• Vendor Management
• Software Project Management
• Crm
• Active Directory
• Oracle E-Business Suite
• Solution Selling
• Integration
• Professional Services
• System Architecture
• Process Improvement
• Business Intelligence
• Solution Architecture
• Enterprise Software
• Oracle
• Requirements Analysis
• Cloud Computing
• Server Architecture
• Product Management
• Pre-Sales
• IT Management
• Infrastructure Management
• IT Strategy
• Project Management