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Case Studies

Director of Professional Services – Enterprise Software Company

With strong performance in SW license sales and demand for implementation support from customers, a US CRM vendor was now looking to build a structured Professional Services Organization.

The client was a leading vendor in CRM software focusing on all key sectors of the enterprise market. Having success in software license sales, the client was now looking to improve customer support through the addition of consulting services, which would also help to increase sales revenues. A number of consultants and project managers existed within the Japanese organization, however they were lacking in guidance and direction and headquarters felt there was a need to establish an organized Professional Service Organization with its own P&L. The Optia Partners Technology team took on the search with a view to identify a candidate who could build and manage a PSO focused on CRM applications. Fortunately the Technology team had a large pool of initial prospects from software vendors and consulting firms with experience and knowledge in the CRM, SFA and BI areas. Optia managed to introduce 3 strong candidates with a preference for one of the candidates having good experience in engagement and practice management, a critical factor if the client’s PSO was to be successful. The client agreed on the same candidate and fortunately the interview process ran smoothly. The candidate eagerly accepted the position of Director of Professional Services tasked with the challenge of building a new organization.

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