Daniel Adler Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

-Leads Quote to Cash Salesforce team, responsible for delivery of CPQ solutions.-Primary contact for cross-team engagements (Private Equity, Mergers and Acquisitions, Management Consulting, etc.) where CPQ is involved.-Responsible for development of other CPQ resources within the Salesforce practice.

Chicago, Illinois, Us

-Supports presales efforts with extensive platform and technical expertise. Go-to practice resource for technical CPQ demos. Leads scoping, SOW creation and proposal presentations for potential Salesforce clients, with a focus on Revenue Cloud.-Contributes to Revenue Cloud practice through presales, methodology, and ongoing customer support.-Gathers and translates business and technical requirements into well-architected solutions that best leverage the Salesforce platform and product. Provides guidance and mentorship to junior resources learning Salesforce.

Chicago, Illinois, Us

-Lead project teams through requirements gathering, solution design, and implementation of customize Salesforce implementations. -Provided Salesforce expertise on design, development, testing, and implementation throughout project lifecycle.-Participated in business process due diligence, requirements gathering, designing solutions, creation and documentation of end user requirements of new and/or existing customer application implementation projects and implementing configurations.-Lead a Configure, Price Quote (CPQ) project to implement highly customized quoting process for agricultural credit association, creating the flexibility to quote multiple insurance providers products, each with 140k+ price points based on geographical location, as well as automated process to guide policy renewal process. This customer-first solution increased automation, eliminated reliance on multiple systems, and providing insight reporting by integrating current and historical data from external sources.-Lead Salesforce assessment analyzing a major US credit card company's instance of Salesforce and created a 3-year roadmap based on business, governance and process requirements discovered during course of project.

Oak Brook, Il, Us

-Consulted with business leaders to provide technology solutions, predominately SalesForce, to solve complex business problems as part of the professional services group. Presents customized technology solutions based on individual business needs.-Created business requirements and detailed design documentation, constructs and presents proof of concept/demos, implements functional and technical requirements, provides end-user training, documentation, and ongoing enhancements based on feedback from clients.-Created overall Salesforce implementation plan, including technical architecture strategy, to replace software developed in-house over the past 40 years. Acts as Salesforce lead, directing development team on creating customized solutions to replace complex existing business processes.-Managed a $1.8M financial CRM implementation project across multiple business units. Managed overall project and development team, and ensured timely delivery of milestones throughout project lifecycle.

Northbrook, Il, Us

-Administrator of $1M+ instance of SalesForce with over 1,000 users.-Consulted with senior leadership to discuss business problems and provided new solutions through Salesforce customization.-Lead enhancements projects throughout all phases; requirements gathering, design sessions, user design feedback, implementation and follow-up.-Responsible for data management, modeling, and security.-Provides customer-focused support to end users; leveraged as subject matter expert.

Northbrook, Il, Us

-All duties listed under Sales Associate, as well as:-Workflow management of content services team (Gateway administrators)-Coordination with communicators across the enterprise to develop and execute agency-facing communication strategies-First level of escalation on my team for problems or issues that arise during any time of the publication process

Northbrook, Il, Us

-Acted as project manager on a countrywide standardization project touching 20 percent of our knowledge management system for agencies (Gateway; user base approx 40k). -Day-to-day maintenance of Gateway, acting as publisher and administrator for content. -Developed communication strategies for contributors throughout the enterprise.-Created comprehensive communication summaries, metrics and feedback reports.-Provided consulting services to contributors to help achieve their communication goals.

Northbrook, Il, Us

-Investigation of property claims throughout the continental United States.-Independent claims administration including coverage determination, investigation, negotiation and final resolution.-Coordination with third party contractors, adjusters and other customer representatives.-Maintaining all aspects of the claim process, ensuring a high level of productivity, confidentiality and excellent customer service. -Independent organization of all required licenses, travel arrangements, and expenses.-Ability to work in any market nationwide, independently with minimal supervision.

B.S., Psychology

Education record