Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

DANIEL HOLTZ

Cleveland

Summary

Results-oriented Director of Implementation Services with over five years of expertise in leading teams to successfully implement and adopt enterprise SaaS solutions. Demonstrated proficiency in project management and stakeholder engagement, aligning implementation strategies with key business objectives. Proven track record in managing enterprise-wide projects that enhance operational efficiency through effective resource allocation and risk mitigation. Aiming to leverage strategic leadership skills to drive continuous improvement in implementation processes.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Director of Implementation Services

AmpliFund
Cleveland
03.2023 - Current
  • Managed the Implementation Department of 11 individuals to successfully implement AmpliFund grant management software across the company’s diverse customer base.
  • Designed and developed the implementation methodology and strategy leveraged across the entire customer portfolio.
  • Managed all department resources and budget to ensure efficiency while delivering customer success.
  • Developed and maintained the company’s Partner program with third party consultants to expand the company’s partnerships from sales through services and implementation.
  • Standardized the project management methodology and implementation tools and assets to assist in accelerating customer time to value.
  • Worked cross functionally to develop and deploy processes for delivering customer integrations.
  • Communicated with management on a weekly basis regarding project statuses and team performance.

Manager, Implementation

AmpliFund
Cleveland
01.2020 - 02.2023
  • Led a team of five Implementation Leads and provided the training and resources needed to successfully implement AmpliFund.
  • Managed the day-to-day operations of team resources to ensure all projects were delivered timely and within budget.
  • Led complex and enterprise software implementation projects to ensure the successful and on-time adoption of AmpliFund.
  • Provided training to internal team members on the software and strategies to implement customers.
  • Spearheaded process improvements in software implementation methodology, driving substantial efficiency gains and enhanced team performance.

Implementation Team Lead

AmpliFund
Cleveland
05.2017 - 01.2020
  • Designed and executed streamlined implementation frameworks for grant management platform, reducing deployment time while enhancing client adoption rates.
  • Orchestrated seamless coordination between development, support, and client success teams to ensure successful software deployments.
  • Performed requirements gathering and designed workflows to ensure the successful configuration of customer business processes.
  • Led Integration efforts with third party ERP systems to provide customers value in onboarding AmpliFund as a grant management software.

Financial Systems Analyst

Department of Defense
Indianapolis
03.2009 - 04.2016
  • Identified system modifications, prepare test analysis and propose new developments to meet the requirements of DoD clients and Financial Management Regulations.
  • Coordinated with various defense agencies to develop the software for the Affordable Care Act in 2016.
  • Provided management with research and analysis to develop workable recommendations to internal and external clients.
  • Led a Six Sigma Greenbelt project which created a time and cost-efficient testing environment for fellow systems analysts within the department.
  • Operated in a team environment supported by version control, configuration management, and workload estimation and tracking technologies.

Education

Master of Arts - Political Science/Internal Relations

OHIO UNIVERSITY
Athens, OH
12-2008

Graduate Certificate - Middle Eastern Studies

GALILEE INTERNATIONAL MANAGEMENT INSTITUTE
Nahalal, Israel
07-2008

Bachelor of Arts - Political Science, Minor in Spanish

OHIO UNIVERSITY
Athens
06-2007

Skills

  • Grant Management Software
  • Enterprise Software Implementation
  • Integration with Third-Party ERP Systems
  • System Integration
  • Business Process Mapping
  • Workflow Design
  • Team Leadership
  • Resource Management
  • Cross-Functional Collaboration
  • Stakeholder Management
  • Budget Management
  • Mentorship
  • Training Development
  • Strategic Planning
  • Methodology Development
  • Client Relationship Management
  • Communication
  • Time Management
  • Change Management
  • Risk Mitigation
  • Quality Assurance

Certification

  • CERTIFIED GRANT MANAGEMENT SPECIALIST
  • LEAN6 GREENBELT CERTIFICATION

Timeline

Director of Implementation Services

AmpliFund
03.2023 - Current

Manager, Implementation

AmpliFund
01.2020 - 02.2023

Implementation Team Lead

AmpliFund
05.2017 - 01.2020

Financial Systems Analyst

Department of Defense
03.2009 - 04.2016

Master of Arts - Political Science/Internal Relations

OHIO UNIVERSITY

Graduate Certificate - Middle Eastern Studies

GALILEE INTERNATIONAL MANAGEMENT INSTITUTE

Bachelor of Arts - Political Science, Minor in Spanish

OHIO UNIVERSITY

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