Dana Duncan Email & Phone Number

Tulsa, Oklahoma, United States

Sapulpa, Oklahoma, United States

Established business operations and implemented new B2B sales, compliance, and client-centric sales and marketing initiatives for a wellness start-up company. Notable achievements include:* Strategically coordinated and represented the brand at various marketing events, including trade shows, fundraisers, parties, and promotional pop-ups, to complement 60+ product launches. Invited to speak at several public functions to provide educational information and enhance brand visibility.* Created event concepts and coordinated details with clients and vendors building engaging rapport and achieving 95% client retention. Proven ability to anticipate client needs and address concerns tactfully and professionally.* Generated B2B sales revenue of $1.5M from Q2 2019 through Q3 2023. Consistently meet monthly targets by 95-100% and optimized fulfillment processes resulting in a notable 15-30% increase in monthly orders.* Managed all GAAP financial accounting processes, including invoicing, AR/AP, budget management, revenue and expense tracking, and forecasting for strategic planning. Established SOPs for large cash handling procedures.* Demonstrated acute attention to detail and adaptability in a highly regulated industry, maintaining a flawless compliance record with state governing bodies for 4 years, ensuring small business stability and mitigating client risk.

San Diego, California, United States

Phivida is a functional food and beverage company that infuses non-psychoactive CBD from Hemp into a variety of foods and beverages to help consumers return to plant based foods and beverages and focus on holistic health and wellness.* Orchestrated seamless product launches and vendor coordination for 8 beverage products, maintaining impeccable order fulfillment, shipping logistics, and consistently meeting vendor deadlines.* Collaborated on Go-To-Market strategies and collateral design with marketing team, managing promo merchandise procurement and inventory as well as sample requests for special events, F&B buyers, and digital influencers.* Optimized operational processes, enhanced quality assurance, and improved efficiency of the CRM sales order lifecycle to deliver exceptional customer support across all touch points.

Las Vegas Valley, Nevada, United States

Caltrol specializes in Process Automation and Reliability operation solutions, leveraging status as an Emerson Impact Partner to deliver unmatched products and services in the Southwest US. * Provided essential support by drafting an Excel sales tracking report (pivot tables, VLOOKUP) for senior leadership, contributing to strategic sales growth.* Played a key role in ensuring the renewal of their 9001 ISO certification and adherence to global quality standards during client audits.* Assisted in safety pre-qualification for new clients and conducted monthly analysis of OSHA safety data.* Led the conceptualization and refinement of marketing collateral to align with the company's new branding initiatives, enhancing overall brand image.

Breckenridge, Co

The Breckenridge Distillery, located in the Tenmile Range of the Rocky Mountains, holds the title of the "World's Highest Distillery." Established in 2008, it gained recognition with the intro of its vodka and bourbon 3 years later. Founder and former CEO Bryan Nolt always emphasized a commitment to quality, stating, "Philosophically for me, quality is the only thing that matters."* As the National Sales Coordinator, I managed monthly B2B wholesale orders up to $2M, optimizing operations with Zoho CRM. I successfully launched six new spirit products and a bespoke bourbon "Reserve Blend" for 75+ accounts, utilizing "sorceress-level" project management and marketing skills.* Expanded sales into 14 new states and 3 international markets as well as ensured compliance with all federal & state regulatory requirements and completing all licensing applications. These initiatives supported our growth trajectory plans with great success.* Led a 1-year long initiative to optimize our access to distributor depletion data. I sourced different SaaS platforms and selected VIP's route accounting platform as it most aligned with our reporting needs. Together we built our full product database to pair with distributor product info. * The effort and time saved from manually collecting depletion data (3-4 weeks) to VIP's data collection methods (1 week) had enormous ROI not only for my work schedule but for the distillery as well. It allowed us to automatically capture critical business data, enabled mobile reporting capabilities, identified placements and lost accounts, and rectified inventory outages for the whole national sales team and broker network.* As primary sales liaison, I fostered great communication among our clients, internal departments, brokers, distributors. I received in custom orders and QA/QC issues and established root cause analysis processes to minimize future issues.

Breckenridge, Co

* Efficiently managed bi-weekly payroll operations and reporting for all departments utilizing the ADP platform, ensuring timely and accurate processing* Oversaw Accounts Receivable (A/R) with meticulous attention to detail, including preparing customer statements, generating weekly status reports, issuing invoices, and systematically posting customer payments within the Zoho CRM system, thereby supporting financial management* Managed new employee onboarding, guiding them through a seamless orientation process to facilitate swift integration into the company culture, fostering a positive start to their journey with the organization* Managed benefit programs, tracked disciplinary actions, and processed terminations with proficiency in HR administration, ensuring compliance and efficiency in all processes* Maintained secure and confidential personnel records, prioritizing data integrity and safeguarding sensitive information to uphold privacy standards and compliance regulations* Demonstrated exceptional problem-solving abilities and outstanding customer service, leading to a promotion from HR/Admin Assistant to National Sales Coordinator. Played a pivotal role in defining the responsibilities of the new position, resolving challenges and streamlining processes to enhance sales and operational efficiencies

Fairplay, Colorado

Park County Development Services is dedicated to fostering a safe, sustainable, and prosperous community. By enforcing building codes, ensuring environmental health standards, and promoting sustainable development practices, they strive to protect public welfare, support economic growth, and enhance the overall quality of life for residents while preserving natural resources.* This role required deep knowledge and involvement in prioritizing sustainable and safe land use principles. It involved daily reviews of planning and zoning applications, where I utilized GIS and planning software to ensure alignment with the county's master development plan.* Worked closely with various departments including Building, Environmental Health & Safety (EHS), GIS/Mapping, and Cultural Resources to streamline development processes. By fostering collaboration among these teams, we significantly enhanced applicant success. * Evaluated broader planning requests including outdoor event permit applications reviewing location, accessibility, proposed layout, capacity, facilities, amenities, contingency and risk plans for adherence to required regulations.* Updated data management through the implementation of a new electronic document asset system. This system not only reduced data retrieval time by 50%, but it also enabled us to efficiently capture and organize 80 years' worth of land records, ensuring their accessibility and integrity for years to come.

Longmont, Co

* Conducted real estate title research to gather property data, including mortgage payoffs, tax assessments, liens, and foreclosures. Pro-actively identified and resolved title issues enabling 20-25 property closings/week* Streamlined the real estate closing process for 2 closing managers by pro-actively identifying and resolving title issues helping to facilitate the closings of 20-25 properties/week* Acted as a liaison between the closing manager and stakeholders by serving as a central point of contact, facilitating seamless communication, collaboration, and a high level of confidentiality* Collected and verified financial information, prepared and delivered settlement statements, and handled wire and check deposits with utmost accuracy and diligence for data security

Tulsa, Oklahoma Area

* Researched and composed technical planning proposals for environmental restoration projects, mitigating hazardous waste damages significantly and restoring natural resources while adhering to federal environmental legislation (NRDA, NEPA, ESA, CWA, CERCLA) guidelines* Researched science journal archives and ecological guidelines from EPA, USFWS, and OK Department of Wildlife to determine appropriate restoration parameters.* Completed 40 hr Natural Resource Damage Assessment and Restoration (NRDAR) training at USFWS National Conservation Training Center* Navigated environmental compliance and permitting regulations for federal agencies such as EPA, USFWS, BLM, NPS, and USGS, resulting in improved regulatory compliance and enhanced environmental impact assessments