
Timeline
About me
Customer Success Account Manager
Education
Cs education solutions
2006 - 2006Microsoft dynamics crm 3.0 service schedulingCs education solutions
2006 - 2006Microsoft dynamics crm 3.0 installation & configurationCs education solutions
2006 - 2006Microsoft dynamics crm 3.0 sales managementCs education solutions
2006 - 2006Microsoft dynamics crm 3.0 service managementCs education solutions
2006 - 2006Microsoft dynamics crm 3.0 marketing automationNetscope training
2006 - 2006Designing, deploying and managing a network solution for the small and medium sized businessInobits
2005 - 2005Sql server 2005Integrated development strategies
2001 - 2001Account service managementContemporary music, art and drama college
1997 - 1997Preparatory music year 1Music Arranging, Chord Construction, Classical Music, Melody Writing, Rudiments, Analysis, Ensemble, etc.
Pretoria technical college
1992 - 1994National senior certificateOffice Practice, Small Business Management, Computer Practice, Information Processing, Career Orientation, Business English, Business Afrikaans.
Experience
Business connexion
Jan 1998 - Mar 2005Tasks included the setup and maintenance of a SQL Server 2000 server (backups included). The server served maps via ArcIMS on the intranet (using a Servlet Connector to connect via ArcSDE to the SQL Database).I was also involved in the design of GIS web-solutions for various customers (including Sasol, City of Tswane, City of Johannesburg, CDE, Santam etc.). The sites are designed using DHTML, XML, JavaScript, ASP, and CSS. GIS solution (included making of maps and GIS systems were also custom build to our clients needs (using ArcView 3/8/9). These clients include Daimler Chrysler, BMW, NavTech, Land Rover and Vodacom. I was also involved in the launch and marketing of the new MobiTrack/Business Connexion electronic mapping software called HandyMap. Graphic Design were also an integral part of my job, as I had to create CD packages (using CorelDraw) for all the data that goes out to the clients.I also did the GIS divisions’ software- and server maintenance and configuration. Show less
GIS Consultant
Jun 2002 - Mar 2005Customer Engineer (Promoted to System Administrator)
Aug 1999 - May 2002IT Contractor
Jan 1998 - Jul 1999
Esteq business (pty) ltd.
Jan 2005 - Jan 2007It consultantMicrosoft CRM Consultant (Design, Implement, Customise of CRM systems).Exchange Server 2003 & SQL 2000 Administrator.
Fusion 5
Apr 2007 - Apr 2008It consultantMicrosoft CRM 3.0/4.0 and Oracle/Siebel CRM OnDemand Consultant (Design, Implement, Customisation of various CRM system in the Education-, Property and Charity sectors.
Gen-i / infosys
May 2008 - Sept 2011Senior crm developer / technology leadMicrosoft Dynamics CRM 3.0, 4.0 and 2011 Install, Configuration, Customisation. CRM Consulting using Microsoft Dynamics CRM SureStep methodology.Analysing, Managing, Designing, Implementing and Customising of 15+ CRM systems across South Africa, New Zealand and Australia.CRM implementations and consulting across the following sectors include:Construction, Mental Health Services, Transportation, Accommodation, Training, Automotive, Investment Services, Higher Education, Sports Trust, Health Care and Ambulance Services. Show less
Adaptable solutions
Sept 2011 - Dec 2011Business consultantConsulting, xRM, Microsoft CRM
Mint
Jan 2012 - May 2015Currently leading a team of +/- 15 CRM Consultants/Developers across all customer engagements in a major Financial Services client. Additionally acting as the technology lead/architect for this major South African financial institution.
Client Lead (CRM)
Jun 2013 - May 2015Specialist CRM Consultant
Jan 2012 - May 2013
Mint management technologies
Jun 2015 - Sept 2016Crm delivery leadResponsible for the pre-sales, forecasting and allocation of Mint's CRM team. Ensuring that all projects are delivered against Mint's high quality standards including adherence to Solution Architecture and integration patterns.
Microsoft
Oct 2016 - nowCustomer Relationship Management• Create strategic relationships with key customer stakeholders to enable quality solution delivery and health using partnerships with other Microsoft account team leaders. • Build plans to align the consumption strategy to customer priorities.• Capture and anticipate new customer needs and outcomes identified during the delivery of support programs and success engagements, across multiple planning horizons.• Ensure customers are current on technology, enabling cloud adoption and optimising cloud solutions. Account Planning• Align Microsoft's offerings with the customer's overall business and Information Technology short to long term objectives• Present the strategic business and technical need for change. • Lead development of customer consumption plans. • Lead support contract renewals and transformation Opportunity and Pursuit Management• Bring forward recommendations from customer insights to lead sellers in identifying and producing cloud consumption and support sales opportunities. • Consumption planning from envision to commitment. Consumption and Delivery Execution• Identify and mitigate blockers to customer success goals. • Accelerate consumption by driving solution and operational health for customers.• Accountable for the delivery of support for the resolution of critical escalated issues by partnering with Microsoft Incident Managers and Support teams. Share updates to the customer and manage customer expectations at a leadership level. • Analyse and leverage support outcomes and work with the customer organisation to implement long-term solutions that drive continuous process improvement.Technical Skilling• Leverage deep technical expertise to act as a technology advisor.• Ability to articulate Microsoft cross-cloud technology and services. Show less Leverage deep industry and functional expertise to enable Dynamics 365 and Power Platform customers to realise business value from their investments. Supporting the expansion of the Microsoft Business Applications digital footprint in the enterprise through industry focused, outcome based cross workload solutioning. Build, maintain and leverage strong relationships with Business Decision Makers (BDMs) and IT Decision Makers (ITDMs) to deeply understand the customer's business KPIs, assist with solution adoption and create support for new Business Applications opportunities. Assist customers to identify adoption gaps across the Microsoft Business Applications foot print and to create and execute an action-oriented Adoption and Change Management (ACM) plan. Show less
Customer Success Account Manager
Jul 2023 - nowCustomer Success Manager
Oct 2021 - Jul 2023Microsoft Dynamics 365 Architect
Jan 2018 - Oct 2021CRM Principle Consultant
Oct 2016 - Jan 2018
Licenses & Certifications
Xsol mapping 3.17 certified trainer
Xsol softwareMar 2008Microsoft certified business management solution specialist in microsoft dynamics crm 3.0 applications
MicrosoftDec 2007Oracle/siebel crm ondemand implementation bootcamp
Oracle universityOct 2007Microsoft business solutions certified professional in microsoft dynamics crm 3.0 install & config
MicrosoftAug 2006Microsoft business solutions certified professional in customization for microsoft dynamics crm 3.0
MicrosoftMay 2006Creating reporting solutions using microsoft sql server 2000 reporting services
MicrosoftSept 2005Basic course in fire protection and prevention
FireproMar 2005Graphic design
Afrigrafix school of photography and graphic artsApr 2000Cobol 85 programming diploma
Bryntirion computer collegeJul 1997Microsoft windows 3.1
Bryntirion computer collegeJul 1997
Honors & Awards
- Awarded to Jaco KofmanCertificate of Excllence in Service Mint Management Technologies Dec 2013 Received the 'Certificate of Excellence in Service' for 2013 at Mint Management Technologies
- Awarded to Jaco KofmanNewcomer of the year - 2012 Mint Management Technologies Dec 2012 Received the award for newcomer employee of the year for performance in 2012
Languages
- enEnglish
- afAfrikaans
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