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Steven Shaer

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Professional Role and Company Overview


Steven Shaer serves as the Chief Executive Officer (CEO) of Atlantic CRM and Cloud Solutions, a position he has held since January 2017, marking over 8 years of leadership experience. The company is headquartered in Miami, Florida, and operates as a software and consulting firm specializing in Customer Relationship Management (CRM)-based systems tailored to diverse industries. Their core offerings include custom software solutions and outsourced Chief Information Officer (CIO) services, emphasizing CRM implementations and cloud-based infrastructures to drive operational efficiency and business growth.

Industry Positioning and Expertise


Under Shaer’s leadership, Atlantic CRM and Cloud Solutions focuses on delivering structured workflows combined with robust CRM technologies aimed at precision customer engagement and scalable business execution. Public and media references, including a recent May 2, 2024, presentation, highlight Shaer’s emphasis on the transformative power of combining CRM with disciplined execution to enhance business growth and customer satisfaction.

Shaer’s background includes prior experience as a Director of Information Technology at Incentive Travel Programs LLC, where he served from January 2015 to December 2016, providing him with a technical leadership foundation prior to his executive role.

Educational Background and Network


Steven Shaer attended New York University, which suggests a solid academic foundation supporting his technical and managerial expertise in information systems and technology management. His LinkedIn network comprises approximately 73 professional connections, indicating a moderate degree of industry engagement.

Market and Industry Context


Atlantic CRM and Cloud Solutions operates in a sector experiencing high demand for cloud-based CRM solutions, as confirmed by Information Services Group (ISG) research, which notes a continuing boom in Salesforce and related CRM platforms. This market environment positions Shaer’s company well to capture growth opportunities amid increasing client needs for digital transformation and customer-centric technologies.

Notable Engagements and Media Presence


  • CRM’s Catalyst: Steven Shaer on the Power of Precision, a video released on May 2, 2024 (Vimeo), features Shaer discussing CRM's strategic benefits, reinforcing his role as a thought leader in CRM precision and execution.

  • Featured in The Covert Code podcast (May 3, 2024), Shaer elaborates on CRM-driven business transformation, further demonstrating his articulation of CRM’s corporate impact in multiple media formats.


Company Capabilities and Services


Atlantic CRM and Cloud Solutions’ service portfolio includes:
  • Custom CRM software development tailored to client-specific industry requirements.

  • Outsourced CIO functions, enabling clients to leverage executive IT leadership on a flexible basis.

  • Integration of cloud solutions to support scalable, secure, and accessible CRM platforms.

  • Emphasis on business process optimization through technology, leveraging CRM as a growth catalyst.


Professional Summary


Steven Shaer possesses a strong blend of technical and executive experience, with a sustained focus on CRM technologies as tools for operational efficiency and customer relationship excellence. His leadership at Atlantic CRM and Cloud Solutions aligns with current market dynamics favoring cloud-based CRM deployments, positioning the company to capitalize on sustained industry growth. Shaer’s educational credentials and media engagements contribute to his authority in the CRM domain, while his prior IT director role underpins his comprehensive understanding of technology management.




Key actionable insight: Steven Shaer’s leadership in a specialized CRM consulting firm coupled with his active thought leadership in precision CRM presents Atlantic CRM and Cloud Solutions as a forward-thinking partner for organizations seeking to enhance customer management through tailored, cloud-enabled technologies.
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