Dan Krenecki Email & Phone Number

United States

Pacific Northwest

CFO Systems is a team of CFO’s, controllers, accountants, finance, operations, procurement and human resources Directors offering our clients practical experience because we’ve been there. Combined, we have over 3,500 years of experience across multiple industries. We’ve led clients through mergers and acquisitions, turnarounds, restructuring, spend management, steep growth, capital raises, organizational changes and more. Our clients rely on us to be objective partners and strategic leaders who are as interested in seeing their organizations succeed as they are.

Oregon, United States

Oregon, United States

*Scaled the department's operations from supporting 8 sales personnel to over 100, handling exponentially increased contract volumes daily.*Managed legacy TTR client portfolio amidst the merger, proactively addressing client inquiries and escalated concerns, ensuring maximum retention during a period of significant change.*Conducted tailored training sessions on the software solution and its user interface for over 350 internal stakeholders, fostering enhanced collaboration between the sales and servicing departments and elevating client satisfaction. *Facilitated client implementation of tax automation software and financial infrastructure software through APIs into enterprise resource planning systems, automating financial processes for a diverse range of companies.*Transitioned integral customer support department through the acquisition of TTR by Avalara, ensuring the retention of team members and adeptly addressing their unique challenges and needs during the merger.*Maintained frequent direct client interactions, ensuring their needs were met and concerns addressed promptly, further solidifying client trust and loyalty.

Portland, Oregon Area

*Helped build and lead the department responsible for the ongoing support and servicing of a $3 million portfolio, encompassing a diverse range of corporate clients, including many from the Fortune 1000, spanning various industries, geographies, and corporate asset sizes.*Championed customer retention, achieving impressive rates exceeding 92% through proactive client management and tailored support.*Conducted over 1,100 tailored customer training sessions annually, providing in-depth taxability insights using the software solution. *Engaged in deep dives into clients' corporate finances, resolving issues, and spotlighting use cases for both new and existing clients.*Developed a profound expertise in tax research and taxability, becoming a go-to resource for Controllers, CPAs, and other finance professionals, aiding them in addressing their tax queries and maximizing the software's utility.*Addressed and resolved client issues and escalations personally, working hand-in-hand with team members to ensure optimal client outcomes.*Implemented, enhanced, and optimized servicing protocols grounded in key risk indicators and key performance indicators. *Skillfully anticipated client challenges and opportunities through astute usage data analysis.*Authored client contact copy, meticulously engineered to communicate effectively at various risk points, playing a pivotal role in enhancing retention rates and client satisfaction.*Fostered a collaborative environment, liaising closely with both the sales and development teams. *Offered invaluable suggestions for solution enhancements based on client feedback and provided critical insights to the sales team, boosting business results.*Pursued in-depth taxation and accounting knowledge through completion of college-level CPE coursework relied upon by tax professionals.

Portland, Oregon Area

*Designed and implemented a zero-cost enhanced marketing email process, enabling the dispatch of 500 curated marketing emails within a 30-minute window, leading to a direct surge in sales results.*Obtained and maintained over 50 subscriber accounts, including high-profile clients, in a dynamic B2B sales environment, specializing in tax research software solutions.*Achieved more than $250k in revenue within a year, showcasing proficiency in sales and account management.*Recognized for exemplary client feedback and outstanding customer service skills*Conducted cold calls, emphasizing proactive outreach and business development.*Proactively engaged in professional education opportunities to enhance sales and business operations expertise.

Mcminnville Or

After graduating high school in 2008, I started a commercial/residential window cleaning company called; Clearly Better Window Cleaning. I was the sole proprietor of the business and every duty from client acquisition and finances to dragging the squeegee for that "Clearly Better Clean". My commercial clientele consisted primarily of local winery tasting rooms and facilities as well as some local businesses, but the majority of my work was residential. I was a member of the Chamber of Commerce of McMinnville (yes, I cleaned their windows too!) and enjoyed the networking opportunities and friendships gained.