Daniel Plain Email & Phone Number

Auxvasse, Mo, Us

Columbia, Missouri, United States

The Director of Advancement Records Management requires a high level of independence while engaging continuously in creating, interpreting, and implementing institutional policies. Ensuring the accurate and timely acceptance and handing of charitable gifts and biographical information in support of the University’s fund-raising goals. Leading the gift management team responsible for processing more than $100 million in gifts annually. Directing the biographical records team to manage and maintain a biographical database with more than 700,000 records. The development of practices that maintain accurate donor records while collaborating with both internal and external partners to leverage donor information to maximize fundraising efforts. Working with Advancement Services leadership to construct a strategic vision for Advancement Records Management.

Columbia, Missouri, United States

Reporting to the VP of Enrollment Management & Marketing I am responsible for tracking student enrollment, building future enrollment projections, monitoring and evaluating location performance. Emphasis on improving reporting capabilities surrounding enrollment and marketing performance. Analysis of enrollment performance focusing on time in funnel, lead conversion rate, enrollment trends, recruiting performance. Develop student enrollment forecast across all of our 40+ nationwide locations through monitoring industry trends and historic enrollment performance. The Project Manager for the implantation of Tableau Cloud and Columbia College’s Enterprise Data Management Solution. I was responsible for vendor and program research as well as leading the ongoing communication between outside vendors and senior leadership

United States

Responsible for ensuring all donations to Columbia College are recorded and processed in alignment with the College’s polices as well as federal guidelines.Management of the CRM fundraising software (Raiser’s Edge) which contains all donor and alumni information with responsibilities of overseeing the recording and maintaining of gift records, donor contact information, prospect research, and wealth screening information. Overseeing the Advancement Services Coordinator who was responsible for processing and recording all gifts as well updating donor gift information.Analysis of fund-raising efforts, donor and alumni events, prospect research, as well as developing targeted audiences to aid gift officers in their fundraising efforts.Staying current on industry trends through connecting with industry professionals, vendor and research, continued education surround fund raising laws.

As the Marketing Analyst I was responsible monitoring digital marketing campaign performance focusing on audience engagement, lead generation, cost per lead for all nationwide and regional marketing efforts.I development customer profiles for our diverse student population breaking down unique differences between both traditional college students and our large non-traditional student population to be used in targeted marketing initiatives.Perform campaign performance analysis focusing on marketing platform, demographic structure, geographic location, and target population.Assist with the planning and management of at $4,000,000+ annual digital marketing calendar and budget.

Fulton, Missouri

As the Loan Servicing Manager, I oversaw the Loan Servicing Department which was responsible for processing and maintaining all consumer and commercial loans from the time of closing until pay off. I lead a team of 9 employees who worked to ensure all loans were documented, funded, collateralized, reported on, and paid off correctly. My focus was on driving continuous improvements to optimize efficiency while maintaining the highest level of accuracy to meet both state and federal regulations.

The lead of customer data management for marketing, CRM administration and implementation at First United – a bank that grew to be $6B in assets by end of 2016.Responsible for the implementation, administration, and enhancement of a CRM (Synapsys) with an emphasis in marketing automation, campaign management, sales enabling/lead management, customer analytics, and reporting. During my tenure, I have helped First United grow from less than $3B in assets to more than $6B through M&A and organic production growth (+~30% net of M&A). Retention has also increased by 12.5% with an obtained a Net Promoter Score (NPS) of 60+.Enhancement of CRMBridging the gap between CRM software and the users who interact with it. Including but not limited to implementation, user training of all customer facing employees, and ongoing enhancement.Marketing AutomationThe creation and implantation of a customer onboarding process with a focus on individualized upselling, cross selling, capturing customer NPS in effort of improving the customer experienceCampaign ManagementExperience with the design, identification target population, orchestration, fulfilment, and reporting of multichannel campaigns; including brand awareness, customer rewards, upselling, and cross selling campaigns. Sales Enablement / Lead ManagementThe creation and on-going administration of a strategic lead management process with commercial and retail sales teams, focusing on the transformation of prospects to leads to sales.Customer Analytics and Reporting• Cross Sell/Upsell Campaigns• Brand awareness• Customer Rewards• Customer Retention• Product Promotion• Customer Satisfaction• Commercial and Retail Sales Performance

Spending short periods of time rotating though multiple departments to gain experience and understanding from both the employee's and manager's perspective in a corporate bank.

Manage the annual sales requirements and coaching of team members.Create a welcoming, professional and friendly environment for customers while enhancing customer experience through trust, communication, product knowledge, accountability and exceptional customer service. Plan and execute sales meetings to highlight best practices, review of products, sales, and customer service training to uncover new sales opportunities. A leader with an emphasis on full service retail and business banking and new deposit relationship acquisition.

Columbia, Mo