Adam Palmer
Vice President of Business Operations at Symatri- Claim this Profile
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Bio
Allison Tiscornia
I worked with Adam for two years as his leader at Zenefits. Adam is proactive, reliable and adaptable in any situation. Adam is an exceptional problem solver, he is always looking for better more efficient ways to do things. As a process oriented person, I could always look to Adam to figure out a simpler, more effective way to achieve a goal. As a people manager, I found Adam to be a skilled communicator, mentor and a source of humor and inspiration for his team. Adam knows as a leader when it’s time to listen and when it's time to cajole in order to move the team forward. It was a pleasure working with Adam and I highly recommend him as an asset to any organization.
Susan Trahan-Rankin
I had the great pleasure of working with Adam while we both worked at Zenefits. Adam wore many hats during his tenure on the Rocket Ship that contributed to his success and his team's success in many ways. As a member of the Implementation team, Adam was proactive in searching for solutions to help his clients have the best experience. He often encountered challenges, as you often do working for a start up rolling out new software, that required collaborating with other teams (Engineering, Ops, HR, etc.). He would work tirelessly to get answers quickly to his clients. He has passion for his clients, and his team members in all that he accomplishes. As a manager, Adam often sought out my advice, guidance and support in helping his team members grow in their careers. His enthusiasm for finding solutions, helping clients, supporting his team, is never ending. I enjoyed working with Adam very much. He always brought some laughter in the toughest of times, giving balance to the intensity of the business we were building. I know Adam will find success wherever he will go.
Allison Tiscornia
I worked with Adam for two years as his leader at Zenefits. Adam is proactive, reliable and adaptable in any situation. Adam is an exceptional problem solver, he is always looking for better more efficient ways to do things. As a process oriented person, I could always look to Adam to figure out a simpler, more effective way to achieve a goal. As a people manager, I found Adam to be a skilled communicator, mentor and a source of humor and inspiration for his team. Adam knows as a leader when it’s time to listen and when it's time to cajole in order to move the team forward. It was a pleasure working with Adam and I highly recommend him as an asset to any organization.
Susan Trahan-Rankin
I had the great pleasure of working with Adam while we both worked at Zenefits. Adam wore many hats during his tenure on the Rocket Ship that contributed to his success and his team's success in many ways. As a member of the Implementation team, Adam was proactive in searching for solutions to help his clients have the best experience. He often encountered challenges, as you often do working for a start up rolling out new software, that required collaborating with other teams (Engineering, Ops, HR, etc.). He would work tirelessly to get answers quickly to his clients. He has passion for his clients, and his team members in all that he accomplishes. As a manager, Adam often sought out my advice, guidance and support in helping his team members grow in their careers. His enthusiasm for finding solutions, helping clients, supporting his team, is never ending. I enjoyed working with Adam very much. He always brought some laughter in the toughest of times, giving balance to the intensity of the business we were building. I know Adam will find success wherever he will go.
Allison Tiscornia
I worked with Adam for two years as his leader at Zenefits. Adam is proactive, reliable and adaptable in any situation. Adam is an exceptional problem solver, he is always looking for better more efficient ways to do things. As a process oriented person, I could always look to Adam to figure out a simpler, more effective way to achieve a goal. As a people manager, I found Adam to be a skilled communicator, mentor and a source of humor and inspiration for his team. Adam knows as a leader when it’s time to listen and when it's time to cajole in order to move the team forward. It was a pleasure working with Adam and I highly recommend him as an asset to any organization.
Susan Trahan-Rankin
I had the great pleasure of working with Adam while we both worked at Zenefits. Adam wore many hats during his tenure on the Rocket Ship that contributed to his success and his team's success in many ways. As a member of the Implementation team, Adam was proactive in searching for solutions to help his clients have the best experience. He often encountered challenges, as you often do working for a start up rolling out new software, that required collaborating with other teams (Engineering, Ops, HR, etc.). He would work tirelessly to get answers quickly to his clients. He has passion for his clients, and his team members in all that he accomplishes. As a manager, Adam often sought out my advice, guidance and support in helping his team members grow in their careers. His enthusiasm for finding solutions, helping clients, supporting his team, is never ending. I enjoyed working with Adam very much. He always brought some laughter in the toughest of times, giving balance to the intensity of the business we were building. I know Adam will find success wherever he will go.
Allison Tiscornia
I worked with Adam for two years as his leader at Zenefits. Adam is proactive, reliable and adaptable in any situation. Adam is an exceptional problem solver, he is always looking for better more efficient ways to do things. As a process oriented person, I could always look to Adam to figure out a simpler, more effective way to achieve a goal. As a people manager, I found Adam to be a skilled communicator, mentor and a source of humor and inspiration for his team. Adam knows as a leader when it’s time to listen and when it's time to cajole in order to move the team forward. It was a pleasure working with Adam and I highly recommend him as an asset to any organization.
Susan Trahan-Rankin
I had the great pleasure of working with Adam while we both worked at Zenefits. Adam wore many hats during his tenure on the Rocket Ship that contributed to his success and his team's success in many ways. As a member of the Implementation team, Adam was proactive in searching for solutions to help his clients have the best experience. He often encountered challenges, as you often do working for a start up rolling out new software, that required collaborating with other teams (Engineering, Ops, HR, etc.). He would work tirelessly to get answers quickly to his clients. He has passion for his clients, and his team members in all that he accomplishes. As a manager, Adam often sought out my advice, guidance and support in helping his team members grow in their careers. His enthusiasm for finding solutions, helping clients, supporting his team, is never ending. I enjoyed working with Adam very much. He always brought some laughter in the toughest of times, giving balance to the intensity of the business we were building. I know Adam will find success wherever he will go.
Credentials
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Green Belt in Lean and Six Sigma
Arizona State UniversityDec, 2009- Oct, 2024 -
Certified ScrumMaster® (CSM®)
Scrum AllianceJan, 2019- Oct, 2024
Experience
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Symatri
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United States
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Advertising Services
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1 - 100 Employee
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Vice President of Business Operations
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Apr 2023 - Present
Spearheaded strategic planning initiatives, aligning business operations with organizational goals and driving overall growth and profitability. Developed and executed business plans, including market analysis and entry strategies. Focused on successful market penetration and revenue growth. Implemented data-driven decision-making processes, leveraging analytics and key performance indicators to drive continuous improvement and informed business decisions. We have multiple… Show more Spearheaded strategic planning initiatives, aligning business operations with organizational goals and driving overall growth and profitability. Developed and executed business plans, including market analysis and entry strategies. Focused on successful market penetration and revenue growth. Implemented data-driven decision-making processes, leveraging analytics and key performance indicators to drive continuous improvement and informed business decisions. We have multiple crypto products with active user base growing daily! Please don't hesitate to ask about: Clear Ledger and Illuminex!! https://clearledger.io/ https://www.illuminex.trade/ Show less Spearheaded strategic planning initiatives, aligning business operations with organizational goals and driving overall growth and profitability. Developed and executed business plans, including market analysis and entry strategies. Focused on successful market penetration and revenue growth. Implemented data-driven decision-making processes, leveraging analytics and key performance indicators to drive continuous improvement and informed business decisions. We have multiple… Show more Spearheaded strategic planning initiatives, aligning business operations with organizational goals and driving overall growth and profitability. Developed and executed business plans, including market analysis and entry strategies. Focused on successful market penetration and revenue growth. Implemented data-driven decision-making processes, leveraging analytics and key performance indicators to drive continuous improvement and informed business decisions. We have multiple crypto products with active user base growing daily! Please don't hesitate to ask about: Clear Ledger and Illuminex!! https://clearledger.io/ https://www.illuminex.trade/ Show less
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BitGo
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United States
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Financial Services
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100 - 200 Employee
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Senior Customer Success Manager, Strategic Accounts
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Oct 2021 - May 2023
Maintain a book of business of 30+ strategic clients, and each having min. 1B$+ portfolio. Training new merchants on the benefits of using BitGo and how to most effectively use our system to grow their business. Effectively establish and develop successful client relationships. Ensure smooth transition from implementation to ongoing account management and support. Maintain a book of business of 30+ strategic clients, and each having min. 1B$+ portfolio. Training new merchants on the benefits of using BitGo and how to most effectively use our system to grow their business. Effectively establish and develop successful client relationships. Ensure smooth transition from implementation to ongoing account management and support.
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Sequoia Consulting Group
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IT Services and IT Consulting
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Manager, Professional Services
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Mar 2020 - Sep 2021
Oversee all projects for SMB market to ensure they are delivered successfully and serve as a point of escalation during and after client implementations. Oversee complex implementations, specially where new services offerings have been rolled out. Manage team members to ensure high client retention and renewal. Accountable for review cycles for the team members with clear goals and KPIs. Collaborate with Leaders within the organization to define and design Sequoia Services… Show more Oversee all projects for SMB market to ensure they are delivered successfully and serve as a point of escalation during and after client implementations. Oversee complex implementations, specially where new services offerings have been rolled out. Manage team members to ensure high client retention and renewal. Accountable for review cycles for the team members with clear goals and KPIs. Collaborate with Leaders within the organization to define and design Sequoia Services Offerings for SMB. Show less Oversee all projects for SMB market to ensure they are delivered successfully and serve as a point of escalation during and after client implementations. Oversee complex implementations, specially where new services offerings have been rolled out. Manage team members to ensure high client retention and renewal. Accountable for review cycles for the team members with clear goals and KPIs. Collaborate with Leaders within the organization to define and design Sequoia Services… Show more Oversee all projects for SMB market to ensure they are delivered successfully and serve as a point of escalation during and after client implementations. Oversee complex implementations, specially where new services offerings have been rolled out. Manage team members to ensure high client retention and renewal. Accountable for review cycles for the team members with clear goals and KPIs. Collaborate with Leaders within the organization to define and design Sequoia Services Offerings for SMB. Show less
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Opendoor
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United States
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Real Estate
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700 & Above Employee
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National Program Manager
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May 2018 - Mar 2020
National Vendor Invoicing/Payments Identify and prioritize process inefficiencies and shortfalls to best meet company’s market expansion and growth goals. Design processes and implement systems to make step-change improvements in program efficiency. Implement process improvements, including managing implementation projects with both internal and external stakeholders. Develop procedural documentation and train users to execute the improved process. Software Admin: JIRA… Show more National Vendor Invoicing/Payments Identify and prioritize process inefficiencies and shortfalls to best meet company’s market expansion and growth goals. Design processes and implement systems to make step-change improvements in program efficiency. Implement process improvements, including managing implementation projects with both internal and external stakeholders. Develop procedural documentation and train users to execute the improved process. Software Admin: JIRA Admin // Confluence Admin // Salesforce Admin // Helpscout Admin Projects: Hired, built and provided continued support to HOA, Utilities, and Vendor operational teams. Centralized HOA invoicing model for electronic and physical mail documents across all markets. Developed ticketing system for high risk HOA Violation and Fines across all markets, allowing visibility cross departmentally and increasing TOT on resolution over 200%. Created a streamlined Vendor On-boarding process focusing on compliance, education and payments. Discovery, scope and implementation of invoice project. Estimate cost savings of $1.3M/yr in transaction costs alone. Automated Property vendor on-boarding experience both internally and externally. Reducing 100% of manual entry internally and reduction of duplicate W-9 gathering externally. Standardized procure to pay process for utility vendors nationwide saving. Implemented an electronic payment process nationwide which reduced TOT for approval by 10 business days and physical check delivery time by 2 weeks. Admin Confluence - Built and maintained data base for all internal finance team's process and training documentation. Show less National Vendor Invoicing/Payments Identify and prioritize process inefficiencies and shortfalls to best meet company’s market expansion and growth goals. Design processes and implement systems to make step-change improvements in program efficiency. Implement process improvements, including managing implementation projects with both internal and external stakeholders. Develop procedural documentation and train users to execute the improved process. Software Admin: JIRA… Show more National Vendor Invoicing/Payments Identify and prioritize process inefficiencies and shortfalls to best meet company’s market expansion and growth goals. Design processes and implement systems to make step-change improvements in program efficiency. Implement process improvements, including managing implementation projects with both internal and external stakeholders. Develop procedural documentation and train users to execute the improved process. Software Admin: JIRA Admin // Confluence Admin // Salesforce Admin // Helpscout Admin Projects: Hired, built and provided continued support to HOA, Utilities, and Vendor operational teams. Centralized HOA invoicing model for electronic and physical mail documents across all markets. Developed ticketing system for high risk HOA Violation and Fines across all markets, allowing visibility cross departmentally and increasing TOT on resolution over 200%. Created a streamlined Vendor On-boarding process focusing on compliance, education and payments. Discovery, scope and implementation of invoice project. Estimate cost savings of $1.3M/yr in transaction costs alone. Automated Property vendor on-boarding experience both internally and externally. Reducing 100% of manual entry internally and reduction of duplicate W-9 gathering externally. Standardized procure to pay process for utility vendors nationwide saving. Implemented an electronic payment process nationwide which reduced TOT for approval by 10 business days and physical check delivery time by 2 weeks. Admin Confluence - Built and maintained data base for all internal finance team's process and training documentation. Show less
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Zenefits
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United States
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Human Resources Services
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200 - 300 Employee
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Regional Operations Manager
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Sep 2017 - May 2018
Responsible for overall performance of Central and West coast internal regional teams and book of business within these 26 states. Monitor and analyze CSAT for central and west coast regions. Provide production output in line with company metrics and customer service needs. Review and develop processes to prevent churn and increase retention. Work side by side with Product, Engineering, and CSM leadership to deliver an exceptional client experience.
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Operations Manager - Implementation Team Manager
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Jun 2016 - Sep 2017
Increase the effectiveness and efficiency of Broker Services and software departments through improvements to each function (Sales, Implementation, Product) as well as coordination and communication between functions. Manager of 15 Implementation project managers with a book of business 300+ projects. Streamline efficiency between Sales and Operations. Strong focus on case volume reduction within core platform. Drive initiatives in the management team and… Show more Increase the effectiveness and efficiency of Broker Services and software departments through improvements to each function (Sales, Implementation, Product) as well as coordination and communication between functions. Manager of 15 Implementation project managers with a book of business 300+ projects. Streamline efficiency between Sales and Operations. Strong focus on case volume reduction within core platform. Drive initiatives in the management team and organizationally that contribute to both short and long-term operational excellence. Manage a team of 8+ Benefit advisors Increase efficiency and CSAT of group renewals within implementation as well as coordination and communication between departments. Increase the effectiveness of Broker Services through improvements to both open enrollment processes and broker of record implementations.
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Sr Software Implementation Manager
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Feb 2015 - Jun 2016
Responsible for implementing new business through proven product management methodologies. Effectively establish and develop successful client relationships. Ensure smooth transition from implementation to ongoing account management and support. Responsibilities include quality implementations of new and existing insurance, HR platform, and payroll services.
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Education
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2005 - 2009
Arizona State University
Bachelor of Science (B.S.), Industrial Systems and Operations Engineering
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