Dan Scott Email & Phone Number

New York, Ny, Us

Minneapolis, Mn, Us

Minneapolis, Mn, Us

New York, New York, Us

Retain and grow a portfolio of over 120 accounts through consultative selling and promoting business opportunities; 34% growth in account revenuePartner with Marketing on projects to design, implement and measure the success of educational campaigns; 22% increase in customer response and engagementSpearhead competitive market research analysis in the mid-market segment, identifying major players and positioning software products to increase win conversion rates of inside sales team; increased win rate by 30%

Managed project timelines, developing client relationships on over 25 yearly projects across the countryPresented specialized deliverables to Presidents' councils, Board of Trustees, and c-suite leadershipManaged roles and responsibilities of 12 team members, identifying opportunities to progress both individual and departmental professional development initiativesPartnered with Product Development and Marketing in the launch of a new service vertical catering to small to mid-market customers; successfully piloted the first project for a private liberal arts college in the Northeast

Compiled and analyzed large client data sets, leveraging multiple software programs to identify trending and bench-marking KPI's against a database of peers and the industrySynthesized current BI data to produce reports highlighting business challenges and recommending changesBuilt library of models and reusable knowledge-base assets to produce consistent and streamlined data analysis, resulting in a 20% increase in department efficiency

• Ownership of over 15 projects with colleges and universities across the U.S., handling a range of responsibilities such as technical analytic work, client correspondence, story boarding, and presenting deliverables to senior campus administrators.• Diagnose and document client needs to develop and deliver solution based recommendations to varied campus audiences, including presidents’ councils, board of trustees, and other senior leadership to drive their investment decisions.• Additional work within our institutional sustainability initiative, a separate vertical to quantify institutional carbon mitigation impact through a comprehensive analysis of all carbon footprint related activity.

Menlo Park, Ca, Us

Identified and recommended changes to existing processes to improve accuracy, efficiency and responsiveness of mortgage servicing department, resulting in an increase of 20% in organizational efficiencyEvaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity

• Assisted in the relationship management of over 35 clients while also dealing directly with banks, brokers, and institutions to satisfy client’s corporate governance and proxy management needs through a wide range of integrated security holder services.• Developed in-depth shareholder profiles, identifying larger institutional shareholders to predict voting outcomes and take corrective action to ensure all proposals received the required votes to pass for Annual and Special Meetings, Proxy Contests, Tender Offers, Mergers and Special Purpose Acquisition Corporations (SPACs).