Daniel Coar Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

Atlanta, Georgia

Alpharetta, Ga

- Built extensive series of queries in Access to automate existing reports- Provided visibility into daily activity for sales and management teams- Analyzed lead data with Marketing team for campaigns and churn- Worked in tandem with senior management on quarterly board meeting reports- Developed commissions report for VP of Sales based on monthly sales data and existing commissioning plan

Ashburn, Va

- Promoted from Support Rep position for Indiana branch (Aug. ‘08) to Financial Analyst position at headquarters in Ashburn, VA (Nov. ’09)- Improved company-wide processes including review/update of departmental policies and procedures- Developed company dashboard for high level reporting of daily sales, churn, and forecasts- Implemented non-pay report to prevent customers from terminating due to delinquent accounts- Rehabilitated cancellation reports to give accurate snapshot of daily customer churn- Overhauled commissions report to give timely and accurate data detailed by market and employee- Key point of contact for all ad-hoc reporting- Assisted with budgeting/forecasting/planning, including participation in business development and financing projects- Collaborated in special projects, automation and other efforts to streamline reporting processes- Created/approved/funded PO’s and expense reports for senior management via Accounting

- Key point of contact and resource for sales and technical teams- Aided in analysis of company provided reports regarding customer churn and inventory- Assisted sales team with incoming requests for new services and facilitated warm hand-off to respective account executives- Handled requests from customers and ensured issues were resolved both promptly and accurately - Collaborated in training all sales channels on operational processes, applications and troubleshooting- Prepared daily/weekly/monthly sales metrics for multiple sales distribution channels- Gathered and distributed sales leads and customer contact information

- Learned Reynolds proprietary software and was taking thirty calls per day within four weeks- “Rookie of the Month Award” for second month on phones- Averaged in top three, 35-45 calls, daily for entire job term- Provided help desk support for finance and insurance function of Reynolds dealer software

- Responded to customer service questions or issues- Prepared HUD-1 statement per closing instructions provided by lender- Troubleshot issues that were disseminated through e-mail or voice mail- Provided training and guidance for new Client Service Processors

- Built Access database template for future R&D projects- Built and maintained an additional custom Access database for GM and Reysource clients- Ran queries and compiled customer contact information for Teleresearch Department- Built Word templates for SQL/web integration- Help Desk for online test support

- Manager's Choice Award for 1st Quarter 1998- Involved in developing training for sales managers and fellow sales support team members- Processed sales reports and hierarchies for over 100 directories

Cerificate, Data Science And Analytics

Education record

Education record