Daniel Johnson Email & Phone Number

Fresno, California, United States

Carlsbad, California

Abu Dhabi

ADS Securities is a licensed and regulated financial brokerage of the central bank of the United Arab Emirates that offers commodity trading, foreign exchange and multi-asset investment services. As BA and head of CRM includes overseeing all matters relating to ADS’s Salesforce CRM.• Managed a team consisting of Salesforce developers / admins and project manager• Designed, proposed and implemented corporate policy, processes, integrations with Salesforce• Merged two Force.com… Show more ADS Securities is a licensed and regulated financial brokerage of the central bank of the United Arab Emirates that offers commodity trading, foreign exchange and multi-asset investment services. As BA and head of CRM includes overseeing all matters relating to ADS’s Salesforce CRM.• Managed a team consisting of Salesforce developers / admins and project manager• Designed, proposed and implemented corporate policy, processes, integrations with Salesforce• Merged two Force.com instances within a single instance, data migration, object / process cloning, etc.• Organized and conducted requirements elicitation meetings with business to collect requirements• Lead requirement management planning, business and functional requirement documentation• Created data and process flow charts to facilitate better system understanding• Assisted in designing and creating training materials and conducted training sessions with users• Designed the organizational hierarchy, profiles, sharing rules and security implementation planning• Strong knowledge and experience working in teams with implementing agile methodologies • Planned testing strategies, created and signed off test-scripts, executed and organized UAT• Worked as production support engineer resolving production issues• Installing, managing Salesforce installed packages for solution implementation and testing• Implemented numerous standard Salesforce solutions through declarative developments• Skilled in customization of standard objects, Leads, Accounts, Contacts, Campaigns, Cases, Opportunities, Price Books, Products, etc.• Knowledge in Apex Classes, Apex triggers, Integration, Visual force, Force.com API and SOQL• Redesigned obsolete legacy Salesforce processes/code to improve the system on best practices Show less

Dubai, United Arab Emirates

• Train new and existing users.• Support end users with technical support and training.• Create training materials and user documentation.• Maintain accuracy and security for data.• Implement enhancements to salesforce.com; keep current on new features of salesforce.com to create recommendations for best practices and utilization of this program.• Maintain and apply working knowledge of Salesforce.com capabilities and best practices.• Work with management… Show more • Train new and existing users.• Support end users with technical support and training.• Create training materials and user documentation.• Maintain accuracy and security for data.• Implement enhancements to salesforce.com; keep current on new features of salesforce.com to create recommendations for best practices and utilization of this program.• Maintain and apply working knowledge of Salesforce.com capabilities and best practices.• Work with management team to identify new and creative ways to leverage salesforce.com to optimize capabilities and drive desired behaviors• Develop and create customized reports and dashboards.• Working with management, Operations and end-users to create and manage complex workflow rules, data validation and triggers.• Manage complex workflow rules, validations and triggers.• Perform daily administration and support of saleforce.com including managing user set, profiles and roles.• Analyze business requirements to build and implement customized solutions that support the firms’ business processes.• Customization of objects, fields, record types, page layouts and validations.• Upload leads from various marketing sources into and out of Salesforce.com.• De-duplicate, sort and distribute leads to various groups including our consumer and business publication teams and the marketing department.• Year on Year revenue comparison analytics by client and publication .• Sales prospect forecasting analytic reports across both consumer and business publications.• Manage marketing email campaigns through MailChimp with Salesforce..• Manage public relation email campaigns for consumer publication clients. Show less

Thailand / Uae

Proprietary Equity Fund Trader / Manager, Profit-sharing Co-operative: A private fund for exclusive investors where fees / costs are shared, increasing profits per investor. Fund was created on the value of transparency, flat management, and close relationships with clients through consistent, prompt communication paired with building trust.• Established objectives, financial statement analysis, conducted extensive global market research for future investment • Acquired clients and… Show more Proprietary Equity Fund Trader / Manager, Profit-sharing Co-operative: A private fund for exclusive investors where fees / costs are shared, increasing profits per investor. Fund was created on the value of transparency, flat management, and close relationships with clients through consistent, prompt communication paired with building trust.• Established objectives, financial statement analysis, conducted extensive global market research for future investment • Acquired clients and produced returns to clientele on quarterly basis between 6-12% including dividend yields < 3%• Regularly sustained communication with clientele concerning returns, dividends and risk assessments (regional & global)• Produced records, cash/capital flow statements, transactions and clientele correspondence 24/7 availability Show less

Abu Dhabi / Dubai, Uae

Business development executive specializing in delivering optimized business turnover. Analyst of business operations, procedures / policies and sales team performances.• Built extensive network of potential clients, customers, leads, resulting in minimum monthly revenue of $100,000 USD• Designed and implemented sales performance analysis framework to increase productivity and evaluate team for improvement• Through the performance analysis, productivity increased by 15%, resulting… Show more Business development executive specializing in delivering optimized business turnover. Analyst of business operations, procedures / policies and sales team performances.• Built extensive network of potential clients, customers, leads, resulting in minimum monthly revenue of $100,000 USD• Designed and implemented sales performance analysis framework to increase productivity and evaluate team for improvement• Through the performance analysis, productivity increased by 15%, resulting in increased booked meetings and revenue• Processed clients through the investment payment process exceeding $1.3 million USD From July-December 2012 • Evaluated strengths and weaknesses of policies & procedures, created & implemented solutions, optimizing processes Show less

Thailand

Customer Relationship Management (CRM) of Import / Export SME Customers, Kasikornbank (KBank): Investigated the CRM policies, procedures and implementation of loan sales towards SME customers. • Investigated the implementation of ISQs towards employees & customer service quality to increase customer loyalty• Examined KBank manager’s perspective of CRM marketing strategies towards Thai SME customers• Analyzed the internal service qualities (ISQ) of KBank and the effectiveness… Show more Customer Relationship Management (CRM) of Import / Export SME Customers, Kasikornbank (KBank): Investigated the CRM policies, procedures and implementation of loan sales towards SME customers. • Investigated the implementation of ISQs towards employees & customer service quality to increase customer loyalty• Examined KBank manager’s perspective of CRM marketing strategies towards Thai SME customers• Analyzed the internal service qualities (ISQ) of KBank and the effectiveness towards employees• Proposed viable recommendations and proposals for improving KBank’s CRM towards internal and external customers Show less

Thailand

Real Estate Development Assistant: Specializing in residential, commercial and office real estate consultancy and development as well as brokering in global commodities and rare earth minerals.• Developed cash flow statements, balance sheet restructuring, sales projections and outlined future cost analysis• Designed floor plans using AutoCAD in accordance to customer specification for custom homes• Acquired visa / work permit paperwork preparation as well as field supervising

Fresno, California

Assistant to the VP of Construction: Trusted right hand of the VP of Construction in assisting with day to day real estate construction operations as well as liaison and company representative during meetings and conferences. • Performed services for new home buyers: walk through, request gathering, follow up and liaison • Corresponded between the VP, contractors, city hall, engineers, inspectors, escrow/loan officers, brokers and accountants• Trusted carrier of… Show more Assistant to the VP of Construction: Trusted right hand of the VP of Construction in assisting with day to day real estate construction operations as well as liaison and company representative during meetings and conferences. • Performed services for new home buyers: walk through, request gathering, follow up and liaison • Corresponded between the VP, contractors, city hall, engineers, inspectors, escrow/loan officers, brokers and accountants• Trusted carrier of architectural/engineering blue prints, permits, contracts, agreements and sensitive legal paperwork Show less

Master Of Business Administration (Mba), International Business/Southeast Asia

Activities and Societies: MBA Student Committee President

Bachelor Of Arts (B.A.), Arts And Humanities, Communication