Daniel Grimes Email & Phone Number

New York, NY, US

Greater New York City Area

• Drive increases in customer retention while aggressively identifying revenue through simplification efforts and compliance-related initiatives to contribute to the Americas yearly growth and retention goals.
• Led migration and onboarding efforts for 1,000+ clients, leveraging innovation, and improved product design to enhance the user experience.
• Strengthen customer relationships by directly working with and migrating 250+ customer to the company’s newest commercial framework.
• Work to identify leads of non-compliant or zero-billed users and partner with sales and other stakeholders to ensure the clean transition of knowledge and data.
• Develop and execute strategic campaigns and projects to further advance and support go-to-market functions.
• Manage contracted summer employees, providing pathways for success via strategic guidance, goal creation, and weekly meetings. Notable achievements while in the position have included:- Recipient of the Thomson Reuters.

Greater New York City Area

• Drive increases in customer retention while aggressively identifying revenue through simplification efforts and compliance-related initiatives to contribute to the Americas yearly growth and retention goals.
• Led migration and onboarding efforts for 1,000+ clients, leveraging innovation, and improved product design to enhance the user experience.
• Strengthen customer relationships by directly working with and migrating 250+ customer to the company’s newest commercial framework.
• Work to identify leads of non-compliant or zero-billed users and partner with sales and other stakeholders to ensure the clean transition of knowledge and data.
• Develop and execute strategic campaigns and projects to further advance and support go-to-market functions.
• Manage contracted summer employees, providing pathways for success via strategic guidance, goal creation, and weekly meetings.

Greater New York City Area

• Led in the education, sales, and enrollment of numerous benefit plans for PEO employees and served as a key contact for the company’s clients and employees, assisting them with daily needs and access to products and.
• Scheduled client visits in addition to managing both current employees and new hire enrollments.
• Strengthened customer relationships with the firm through the delivery of the appropriate product and creation of strategic partnerships.
• Worked to correctly identify client needs and expectations while maintaining open lines of communication with the upper management team on specific needs and expectations.

Florham Park, New Jersey

• Engaged and supported clients for the Chairman’s Council Financial Consultants.
• Created client proposals in addition to supporting the development of new client relationships with top-performing financial consultants.
• Compiled and presented a detailed stock report consisting of the 10 best opportunistic stocks and organized and maintained detailed clientele information, made readily accessible.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Pi Kappa Alpha, Economics Club

Education record

Study Abroad School. Gained experience in International Business