Daniel J Sanche Email & Phone Number

Indiana, United States

Indiana, United States

- Lead client sessions, gathering and prioritizing requirements (user stories) to create solution documentation utilizing Jira, Confluence and Google Sheets. - Train the internal team on effective use of Jira to track and collaborate on work using a kanban board.- Lead sprint meetings to review enhancements, prioritize sprint backlog, and align project vision.- Design automations including flows, email templates, alerts, and integrations with Zapier and Google Forms to allow for external input to meet client requirements.- Maintain Salesforce Security through ongoing maintenance and structuring of roles/profiles/permission sets/sharing Settings- User Interface Customizations – lightning layouts and page layouts with conditional visibility to facilitate user management.- Reports & Dashboards - building custom report types and formula fields to ensure accurate reporting and to display KPIs on dashboards to meet client needs.- Organize and create end user training documentation and workshops to ensure understanding and user adoption of customizations.- Participate in professional development topics for Salesforce administrator / business analyst roles

Greater Indianapolis

Part of a small team responsible to operating all aspects of the business, working closely with and reporting to the owner. Areas of experince include:- CRM configuration and management- Opening and managing merchant accounts.- Maintaining relationships with merchant banks and ISO's- Working with Affiliate Networks to bring traffic to our offers.- Managing devlopers in India to complete projects needed to optimize our business operations.- Managing customer service agents - Managing 3 fulfillment providers in the USA and Canada

Greater San Diego Area

Brought in to the sales operations department on a 3-month contract, to optimize the student campaign at Altium and assist with other operational tasks.• Managed Student Campaign in Salesforce CRM, verifying eligibility information of 1000+ students.• Analyzed student campaign data and processes to find inefficiencies.• Optimized Student communication processes and automated follow-up with prospective students. • Managed Leads, Contacts, Opportunities, Accounts, issued quotes, dispatched licenses and collected payments via PayPal or Credit Cards within Salesforce.• Responded via email to inquiries and requests in a professional manner and document in Salesforce.

San Marcos, Ca

Brought in as an energy specialist sales representative and management consultant to learn the business operations to develop processes to optimize sales conversion and improve efficiency within the company.• Generated leads utilizing skills in cold-calling, door to door sales, and client follow-up. • Demonstrated extensive product knowledge and a high level of customer service. • Facilitated client acquisition from client introduction, through sale closure.• Educated clients on financing options available and assisted clients in the approval process.• Managed and tracked Leads, Contacts, Opportunities, and Accounts within Salesforce CRM.• Performed comprehensive analysis of sales team processes and data collection practices.• Increased sales conversion rates by optimizing data collection processes for reps in the field.• Increased efficiency of management oversight and sales team performance.

Greater San Diego Area

Utilized skills in organization, and computer software, demonstrated proficiency in Microsoft Office including Word, EXCEL, and Outlook to perform everyday office tasks in support of the marketing department. Responsible for improving efficiency by creating templates for various documents frequently used in bids and other areas of the business. (ex. SOQ). Given the task of redesigning full page ad for the Building Industry Association (BIA) Utilized skills in Adobe CC, including Adobe PDF, Photoshop, Illustrator, and InDesign.

Edmonton, Alberta, Canada

Communicated with project managers and planned scaffold builds to meet the needs of other trades.Consulted with engineers to build shoring systems and scaffolds to the required specifications.Responsible for safety documentation and daily tailgate meetings with crew.Drove truck and trailer to deliver scaffold gear to sites.Companies worked with in a leadership role: Ledcor, Kaefer Industrial, Clark Builders, Stuart Olson, Pacific Blasting, Acciona Pacer Joint Venture.

Certification, Salesforce Admin

After working in Salesforce at Altium as a part of the operations team in 2019, I developed my interest and started earning badges.

3 Year Certificate In Christian Humanities, Liberal Arts And Sciences, General Studies And Humanities

Activities and Societies: Volunteer Positions - 2014-2015 Sports Coordinator Coordinated activities in gym for 30-40 students. Included.

Bachelor Of Science (B.S.), Entrepreneurial Business, 3.91

Activities and Societies: Ultimate Frisbee Club Leader - January 2017-October 2018 Planned regular Ultimate Frisbee Club games 1-2 times.