Dan Foley Email & Phone Number

Boston, Ma, Us

Inspired by my son, created a mission driven endeavor to champion transgender support and awareness everywhere.Handled all aspects of building and launching a website, including site configuration, copywriting, and the design and creation of brand logo and products.Donated to a camp for transgender and non-binary kids through online sales, pop-up events, and personal donations.

Greater Boston Area

Epsilon provides the data, technology and services that the world’s top brands need. We help marketers understand consumers, engage them with one harmonized voice across channels, and learn from each interaction—all at an individual level.𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:- Managed Day to Day relationships with senior client sponsors, as well as senior members of contributing internal teams- Established and managed clear understanding of account KPIs- Responsible for client satisfaction by ensuring client needs were heard while actively engaging in solutions and forward-thinking strategies- Enabled client retention by providing levels of service to actively maintain client business𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:- Led multiple mid-market retail accounts totaling $4.5MM in annual revenue, driving customer success by ensuring smooth onboarding, training, and support- Measured by Net Revenue and Contribution Margin, achieved key revenue and margin targets across 2018-2021 by building trusted client relationships and identifying opportunities for upselling and renewals - Secured ARR for Epsilon with CRM contract renewals from mid-market retail clients, in lengths of 3-5 years, on the strength of earned trust garnered over the years with strong leadership and exemplary delivery.- Secured new 3 year PeopleCloud Messaging (ESP) contract from a mid-market retail client by leveraging trusted relationships to understand pain points with the previous vendor and working with our product team to present a winning RFP.

Greater Boston Area

𝐊𝐞𝐲 𝐑𝐞𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:- Point of contact for both internal and client teams for managing day to day activities, leading projects, and troubleshooting issues- Coached / Mentored peers and team members- Developed and implemented training / on-boarding plans- Assisted the Account Director on various client relationship tasks both with internal and external teams𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:- Working with marketing, IT, and stores teams, led successful implementation of e-Receipts for a mid-market retail client that drove increased data capture, improved customer matching, and provided deeper insight with improved metrics- Identified client frustration with lack of understanding and tracking of resource and project hours, built a comprehensive workbook to address the pain point resulting in a strengthened relationship because of the reduced friction on the important client need

Greater Boston Area

𝐊𝐞𝐲 𝐑𝐞𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:- SME on client solutions, leveraged as such by both internal and external client teams- Responsible technical lead for all client deliverables; including day to day processing, net new change or process enhancements, and large scale implementations.- Lead analyst on various responsibilities including, but not limited to - discovery sessions, scope definition, business and technical requirements documentation, code development and troubleshooting, and unit and smoke testing.𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:- Led successful ESP conversion from Cheetahmail to Epsilon’s Harmony platform for a mid-market retail client by leading design, managing resources, and clearing roadblocks, keeping the client in compliance with consent requirements and maintaining desired contact cadence.- Built a process to ingest files from Epsilon Data Team, eliminating manual intervention and enforcing processing rules, thereby greatly reducing errors and improving client satisfaction for important campaign audience selection work.

Greater Boston Area

Collaborative Consulting is a business and technology consulting firm serving clients across the US. We deliver a comprehensive set of consulting services to clients in multiple industries, focusing on business enablement, information management, technology enablement, and program management. Collaborative employees are in locations across the country including our new CDSC (Domestic Solution Center) in Wausau, WI. Collaborative is at the forefront of bringing IT jobs back to the US. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬: Auxilium Pharmaceuticals | Workflow conversion project Massachusetts Executive Office of Education | Data Warehouse and Mart build Harvard Business Publishing | Production and development SME Avid Technology | MDM initiative Fidelity Investments | Customer Data integration Harvard Business Publishing | ERP implementation Boston Coach | Report conversion project

• Converted client compliance deliverables for large corporate acquisition, with the major task to convert users onto a new compliance application.•Was involved in gap analysis of the two corporations’ data models and creating solutions for identified gaps.•Developed a comprehensive client-facing workbook, for each client, tracking the major steps and developments necessary to complete their individual conversions.•Performed daily analysis and support for Mutual Fund Administration Reporting & Compliance, as well as answering general data flow and application inquiries.•Trained and assisted Mutual Fund Administration with new system enhancements.•Acted as a liaison between Mutual Fund Administration and the End User Computing group•Received Superior Talent Award for outstanding service and innovation

Greater Boston Area

Prior to becoming a compliance specialist I was a Fund Accountant in the Custody Fund Accounting department. I was responsible for daily reconciliation and pricing for both foreign and domestic funds with varying types of investments. This experience led to a natural progression to move onto the compliance side of the industry.In my compliance role I was responsible for daily/weekly/monthly compliance on both 40 Act mutual funds, as well as funds in Dublin subject to UCITS requirements.