Daniel Lee Email & Phone Number

Naperville, Illinois, United States

• Business development representative for the PACE scheduler system which solves complex scheduling needs for public safety offices and employers with similar needs• Identify and qualify leads through various channels such as cold calling, email outreach, social media, and networking events• Research and understand prospective clients' business needs, challenges, and pain points• Conduct product demonstrations and presentations to potential clients• Collaborate with sales and… Show more • Business development representative for the PACE scheduler system which solves complex scheduling needs for public safety offices and employers with similar needs• Identify and qualify leads through various channels such as cold calling, email outreach, social media, and networking events• Research and understand prospective clients' business needs, challenges, and pain points• Conduct product demonstrations and presentations to potential clients• Collaborate with sales and marketing teams to develop targeted strategies for lead generation and conversion• Build and maintain relationships with prospects to nurture them through the sales funnel• Manage and update CRM (Customer Relationship Management) system with accurate lead and sales activity data• Stay updated on industry trends, market developments, and competitors' activities• Assist in creating sales collateral and marketing materials to support the sales process• Participate in sales meetings, conferences, and trade shows to promote the company's products and services• Meet or exceed monthly, quarterly, and annual sales targets and quotas• Provide feedback to the product development team based on customer insights and market feedback• Continuously improve sales techniques and product knowledge through training and self-study Show less

Bloomington, Minnesota, United States

• Provided Implementation Services to Payroll, Human Resources, and Benefit Clients• Guided clients through Ceridian Dayforce Methodology for software implementation• Documented and validated customer’s export requirements and mapped to Ceridian functionality• Configured Dayforce application to meet customer’s export requirements• Lead consulting sessions and internal meetings via Zoom and Teams• Analyzed export files for issues and conducts troubleshooting to make sure the… Show more • Provided Implementation Services to Payroll, Human Resources, and Benefit Clients• Guided clients through Ceridian Dayforce Methodology for software implementation• Documented and validated customer’s export requirements and mapped to Ceridian functionality• Configured Dayforce application to meet customer’s export requirements• Lead consulting sessions and internal meetings via Zoom and Teams• Analyzed export files for issues and conducts troubleshooting to make sure the file functions as expected• Responsible for the end-to-end management of delivering export files • Taught technical concepts to customers in clear and concise business language• Analyzed vendor feedback to determine root cause and next steps• Worked with software in a SaaS / Cloud computing environment including HRIS Systems• Effectively implemented an HRIS module or similar end-to-end solution• Understood common human capital management (HCM) business practices for many different industries Show less

•Lead transitioning new clients from their existing human capital management software to the Paycor product suite•Guided clients through Paycor Methodology for software implementation•Served as the subject matter expert and advocate for the Paycor product suite•Investigated, analyzed and recommended solutions for clients’ issues•Maintained accurate project status in Paycor project management software•Provided status update to key client, vendor, and internal… Show more •Lead transitioning new clients from their existing human capital management software to the Paycor product suite•Guided clients through Paycor Methodology for software implementation•Served as the subject matter expert and advocate for the Paycor product suite•Investigated, analyzed and recommended solutions for clients’ issues•Maintained accurate project status in Paycor project management software•Provided status update to key client, vendor, and internal stakeholders•Conducted telephone/web-based and/or face-face training sessions with new users•Trained and mentored new team members•Served as a thought leader for continuous improvement of the Implementation process•Consistently helped my manager and team in improving processes and efficiencies Show less

Aurora, Il

•Implemented a high volume of group benefit programs annually (45+ a year) •Achieved satisfaction scores are over 90% consistently•Meticulously scrubbed implementation information and data achieving a high-quality audit rating of over 95% •Implemented group benefits including Life, Disability, Dental, Vision, and Accident & Health insurances. •Managed project teams through the full life cycle of the project across broad technical and business disciplines •Tracked progress to… Show more •Implemented a high volume of group benefit programs annually (45+ a year) •Achieved satisfaction scores are over 90% consistently•Meticulously scrubbed implementation information and data achieving a high-quality audit rating of over 95% •Implemented group benefits including Life, Disability, Dental, Vision, and Accident & Health insurances. •Managed project teams through the full life cycle of the project across broad technical and business disciplines •Tracked progress to ensure on time completion of milestones to make sure we met the go live dates on time•Partnered with internal Managers and Executives during the sales and discovery phases to review technical & business requirements to ensure proposal accuracy•Acted as the customers technical support during Implementation and lead trouble shooting•Was a key contributor in process improvement which has included technical writing, updating work instructions, working across departments to improve efficiency, and participating in system testing/updating•Experienced in working with Section 125 cafeteria plans and employment laws including ACA, FLSA, FMLA, ADA and COBRA•Trained and onboarded new team members Show less

Downers Grove, Illinois

•Provided mortgage program overviews of our products and processes for people who were interested in learning more about purchase, refinance, and home equity solutions•Took inbound calls and converted them into Mortgage Sales at a conversion rate over 20%•Placed over 50 outbound calls a day to create self-generated leads •Provided detailed credit analysis for customers and made product recommendations based on the results•Managed the mortgage closing process between our… Show more •Provided mortgage program overviews of our products and processes for people who were interested in learning more about purchase, refinance, and home equity solutions•Took inbound calls and converted them into Mortgage Sales at a conversion rate over 20%•Placed over 50 outbound calls a day to create self-generated leads •Provided detailed credit analysis for customers and made product recommendations based on the results•Managed the mortgage closing process between our internal departments, external contractors, and the customer to ensure on time closing•Managed a multi-million-dollar self-generated book of business and consistently converted over 75% of my opportunities to closed sales•Acted as the customers technical support and helped them navigate our online platforms we used to process loans•Trained and onboarded new team members Show less

Naperville, Illinois, United States

•Took a high volume of inbound sales calls about open health care market dental plans and converted a high volume of those calls into sales•Worked on a multi department project teams tasked with developing and testing online enrollment platforms for the open healthcare market•Collected data in regards to our products ability to compete on the open healthcare enrollment portal•Performed SQL queries and analyzed data •Lead projects on developing process improvements that… Show more •Took a high volume of inbound sales calls about open health care market dental plans and converted a high volume of those calls into sales•Worked on a multi department project teams tasked with developing and testing online enrollment platforms for the open healthcare market•Collected data in regards to our products ability to compete on the open healthcare enrollment portal•Performed SQL queries and analyzed data •Lead projects on developing process improvements that increased my team’s efficiency and accuracy by over 100%•Consulted and provided technical support for our customers as they navigated the open health care enrollment portals•Completed trouble shooting and opened escalation tickets as necessary•Lead the on boarding and training of new members on our team as our team doubled in size•Completed the setup of new benefits for our customers by inputting their data manually into our systems Show less

Wausau, Wisconsin Area

•Managed the enrollment process from start to finish for new students. Provided technical support while they navigated online portals to complete their enrollment and financial aid.•Took inbound calls and converted them into College Program Enrollment at a conversion rate over 15%•Placed over 50 outbound calls a day to create self-generated leads•Analyzed sales statistics and customer data in order to develop effective sales strategies to boost enrollment. •Achieved converting… Show more •Managed the enrollment process from start to finish for new students. Provided technical support while they navigated online portals to complete their enrollment and financial aid.•Took inbound calls and converted them into College Program Enrollment at a conversion rate over 15%•Placed over 50 outbound calls a day to create self-generated leads•Analyzed sales statistics and customer data in order to develop effective sales strategies to boost enrollment. •Achieved converting my admission appointments to sales metric consistently above 75%. •Engaged with inquires and taught them how to get enrolled in the right programs to pursue their career goals.•Promoted Rasmussen College through local events and social media to help raise awareness about high education.•Completed setup for our students to begin their education with us. Show less

Bachelor'S Degree, Business Management Bachelor Of Science Degree

Activities and Societies: President and Deans List

Associates, Criminal Justice

Activities and Societies: Presidents List and Deans List