Daniel Casey Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

• Led a team of 35 Sales Leaders and Consultants to drive SMB Sales performance, resulting in a successful transition from underperforming to outperforming in just 18 months.• Launched a new Payments Platform for SMB Sales, facilitating a migration from legacy systems and enhancing customer experience.• Developed and maintained strong stakeholder relationships with ANZ and other partners, leading to improved collaboration and support for SMB optimization.

Australia

• Led a team of 8 Account Executives in managing the largest customers in ANZ Worldline, successfully transitioning them to ANZ Worldline• Played a key role in roadmap development and supported CMO and Head of Enterprise in business strategy• Recruited CMO Leadership and Sales teams, managed the largest customers portfolio, and developed sales training documentation

Melbourne, Australia

Melbourne Area, Australia

Melbourne, Australia

Leading a team of 14 onboarding specialists and Merchant Credit Assessment Managers. The team looks after a customer base from Small Business to Institutuional.Other key areas of this role:• Recruitment of new staff• Performance and workload management• Reporting to all stakeholders• Process improvement projects• Impliementation of new policies | legislation | laws• Stakeholder management• Compliance management

Brisbane, Australia

• Analyse company or individual financial situation and related information and formulate and amend conditions, terms and recommendations relating to credit accordingly.• Develop and implement a program of cold calling to acquire new customers.• Acquire new customers through targeted lead generation and portfolio management using structured lead generation through internal and external referral sources and contacts established through existing portfolio relationships.• Proactively… Show more • Analyse company or individual financial situation and related information and formulate and amend conditions, terms and recommendations relating to credit accordingly.• Develop and implement a program of cold calling to acquire new customers.• Acquire new customers through targeted lead generation and portfolio management using structured lead generation through internal and external referral sources and contacts established through existing portfolio relationships.• Proactively manage a portfolio of customer relationships focusing on retention of existing customer relationships and increasing share of customer wallet. This includes monitoring performance of account groups and initiating actions to structure and administer the portfolio.• Maintain and enhance relationships with internal customers working collaboratively to identify leads where there is the potential to cross sell other Company products and services Show less

Brisbane, Australia

• Account Management of Corporate Health and AGRI Business Clients / Business Development of Specialised business.• Prospecting new clients with internal business partners.• Identifying customer needs and matching to appropriate solutions, closing the sale with the customer.• Creating and maintaining account plans for account managed clients and conducting regular reviews.• Educating Business staff in products and services.• Responsibility for determining priority of overall… Show more • Account Management of Corporate Health and AGRI Business Clients / Business Development of Specialised business.• Prospecting new clients with internal business partners.• Identifying customer needs and matching to appropriate solutions, closing the sale with the customer.• Creating and maintaining account plans for account managed clients and conducting regular reviews.• Educating Business staff in products and services.• Responsibility for determining priority of overall workloads to ensure that objectives are met.• Maintaining sales pipelines• Analyse company or individual financial situation and related information and formulate and amend conditions, terms and recommendations relating to credit accordingly.• Ensure that all work is performed in accordance with the requirements of the Health & Safety Policy, procedures and legislation. Take reasonable care for own health & safety, as well as that of others.• Coaching, monitoring, supervision of direct reports to ensure they have the skills and knowledge to perform their role to be compliant with FSRA requirements and external legislation in a professional & ethical manner. Show less

Brisbane, Australia

• Analyse company or individual financial situation and related information and formulate and amend conditions, terms and recommendations relating to credit accordingly.• Develop and implement a program of cold calling to acquire new customers.• Acquire new customers through targeted lead generation and portfolio management using structured lead generation through internal and external referral sources and contacts established through existing portfolio relationships.• Proactively… Show more • Analyse company or individual financial situation and related information and formulate and amend conditions, terms and recommendations relating to credit accordingly.• Develop and implement a program of cold calling to acquire new customers.• Acquire new customers through targeted lead generation and portfolio management using structured lead generation through internal and external referral sources and contacts established through existing portfolio relationships.• Proactively manage a portfolio of customer relationships focusing on retention of existing customer relationships and increasing share of customer wallet. This includes monitoring performance of account groups and initiating actions to structure and administer the portfolio.• Maintain and enhance relationships with internal customers working collaboratively to identify leads where there is the potential to cross sell other Company products and services. Show less

Brisbane Area, Australia

• Ensure appropriate internal and external documentation is complete for all client deals coordinating inputs from sales managers and other key operational support area• Maximise selling opportunities when dealing with internal and external customers quotations are accurately prepared and issued• Preparation and analysis of customer credit applications for approval authorities• Promote standard products and services over the phone identifying customer requirements and providing… Show more • Ensure appropriate internal and external documentation is complete for all client deals coordinating inputs from sales managers and other key operational support area• Maximise selling opportunities when dealing with internal and external customers quotations are accurately prepared and issued• Preparation and analysis of customer credit applications for approval authorities• Promote standard products and services over the phone identifying customer requirements and providing information on appropriate products and services to meet customer needs. With standard products there is limited discretion to modify the products or services.• Sell standard products and services over the phone from identifying needs, providing quotations to closing a sale with a customer.• Respond to customer requests for product, service and/or account information providing the answer either verbally or in writing.• Provide customer service consistent with company service standards and business values.• Receive and action enquires from customers calling in response to marketing campaigns including matching their inquiry to appropriate products and services and identifying cross selling opportunities as appropriate.• Action customer transaction and service requests received over the phone and process by applying standard procedures.• Maintain client files ensuring all appropriate documentation and information is available at all times.• Contact clients directly to obtain further information, clarity of issues/information as appropriate.• Liaise with key players in the supplier chain to ensure that clients receive optimum customer service at all times.• Liaise closely with branch staff ensuring that referrals are dealt with promptly and efficiently Show less

Brisbane, Australia

• Prepare training manuals and conduct training sessions, workshops and seminars nationally.• Responsible for archive management nationally.• Scheduling and conducting quality assurance audits nationally to 32 offices.• Reporting to senior executives in regards to business development and site performances.• Writing reports in response to Government and Internal audits.• Developing business practices and procedures and providing better strategies to increase staff and site… Show more • Prepare training manuals and conduct training sessions, workshops and seminars nationally.• Responsible for archive management nationally.• Scheduling and conducting quality assurance audits nationally to 32 offices.• Reporting to senior executives in regards to business development and site performances.• Writing reports in response to Government and Internal audits.• Developing business practices and procedures and providing better strategies to increase staff and site performance.• Investigation of non-compliance.• Maintain expense/dept management nationally.• Administering Internet – Online help desk support.• Development of the Internal Intranet site.• Providing support to over 400 management and staff nationally.• Compliance with Legislations and Acts. Show less

Education record

Senior Certificate, 1997