Daniel Shehan Email & Phone Number

Houston, TX, US

Houston, TX

As the Director of Digital Banking at RCG, I provide digital and mobile banking thought leadership to guide solutions for our banking and credit union clients. I help financial institutions create their own digital roadmaps and guide them to vendors that will maximize results to meet their goals, using innovative strategies and the experience of the best.

As the Director of Digital Banking at Woodridge, I provide digital and mobile banking expertise and solutions to our banking and credit union clients. I help financial institutions create their own digital roadmaps and connect to the vendors of their choice, using innovative strategies and the experience of the best software engineers in the industry.

Monrovia, California, United States

• At FTSI, I pioneered digital transformation for FTSI customers as the first member of the FTSI Digital Team, revamping tools and processes for sales excellence.As the lead for digital sales, my responsibilities included:
• Streamlined operations by transitioning the team to Microsoft Teams, saving 20% in license fees and reducing email volume by 50-75%.
• Empowered the sales team with seamless collaboration through instant messaging and cloud services.
• Developed a robust sales strategy for innovative solutions, reselling Glia, L6, PortX, and id-go.
• Created compelling sales resources and managed pipeline using HubSpot and Salesforce.In my role as SME for product, onboarding, and integrations, I drove success in the following ways:
• Orchestrated successful implementation of solutions, ensuring customer satisfaction and retention.

Houston, Texas Metropolitan Area

• As a Digital Architect in the dynamic realm of Digital Banking, I guided and facilitated end-to-end project realization for financial institutions, enabling them to elevate their digital presence and surpass user.
• Developed bespoke solution strategies tailored to each prospect/customer, aligned with their objectives and providing clarity on scope, timeline, constraints, and decision impact.
• Crafted personalized, detailed demonstrations, collaborating with a proficient team of developers to bring projects to fruition.
• Served as the subject matter expert for digital banking, responded to RFIs and RFPs with up-to-date company and solution insights.Collaborating closely across teams, I contributed to ongoing success:
• Stayed attuned to the latest industry trends and product updates, bridging the gap between sales, product teams, and customer requirements.
• Represented the company at conferences, partner roundtables, and client meetings, imparting expertise on industry matters and innovative solutions.

Austin, Texas Area

• As a Digital Architect in the dynamic realm of Digital Banking, I guided and facilitated end-to-end project realization for financial institutions, enabling them to elevate their digital presence and surpass user.
• Developed bespoke solution strategies tailored to each prospect/customer, aligned with their objectives and providing clarity on scope, timeline, constraints, and decision impact.
• Crafted personalized, detailed demonstrations, collaborating with a proficient team of developers to bring projects to fruition.
• Served as the subject matter expert for digital banking, responded to RFIs and RFPs with up-to-date company and solution insights.Collaborating closely across teams, I contributed to ongoing success:
• Stayed attuned to the latest industry trends and product updates, bridging the gap between sales, product teams, and customer requirements.
• Represented the company at conferences, partner roundtables, and client meetings, imparting expertise on industry matters and innovative solutions.

Houston, Texas Area

• At Digital Insight, I drove technical excellence in the sales process, ensuring alignment between solutions and prospects' business models.
• Developed deep understanding of prospects' business models, evaluating fit for solutions and ROI.
• Collaborated with Account Executives & Relationship Managers, contributing to 2-4 successful onsite engagements per month.
• Conducted impactful WebEx demos, showcasing Digital Insight's value to prospects and clients.
• Leveraged solutions strategy knowledge to guide financial institutions in optimal solution use.
• Partnered with Product Management to inform sales tools, services, and product applications.

Virtual California

• Responsible for selling software solutions in the Community Financial Institution space.
• Focused on selling NCR ATM Marketing, E-receipts, Mobile Cash Withdrawal, Qnomy as well as any new products deemed to be Omni Channel software solutions.
• Assists with pipeline growth and development for Digital Insight as well as assisting in all stages of the Digital Insight sales process to close OLB business. This growth encompasses velocity of the pipeline, working.
• Develops business in the Western and Central US territory, works with consultants, leverages current partners, associations and the channel partner program. Local speaking engagements for associations and trade shows.
• Key Omni Channel spokesperson for the Western and Central US territory, presenting at sales opportunities, trade shows, regional meetings, association meetings, and channel partner lunch and learns.
• Manages sales and funnel reporting using data management tools, providing insights to leadership.

Virtual California

• Compare, consolidate, and perform high-level analysis of Big Data in Excel, Quickbase, and Salesforce to support global sales team.
• Manage customer and prospect database and quarterly updates to create dashboards and reports for prospect and marketing analysis, decision-making, and best practices to improve sales efficiency.
• Create and manage the company's first Global Marketing Calendar and Planner Tool, including event management, budget tracking for $7 million dollars, lead retrieval for hundreds of shows annually, and ROI analysis of.
• Design, implement, and train users in sales, marketing, analytics, and finance departments to multiple tools.
• Managed the Digital Insight Channel Partner Program to bring in and accelerate more than $4 million dollars through the sales funnel.

United States

• Managed environmental and energy supply related documents to improved efficiency of mass data migration for a $2 billion power line project.
• Analyzed CRM system data to improve data management of future projects and reduce document processing efficiency by over 300%.

San Diego, CA

Concentrations in Corporate Finance and Supply Chain Management

Solana Beach, CA

• Analyzed client’s supply chain and due diligence operations to promote sales and marketing of company’s cloud platform and services.
• Trained and managed a team of 20+ interns to research food service regulations and contact government agencies, leading to a logistics contract.
• Collected and maintained document databases for each client’s operational regulatory needs and created weekly reports for the COO.

New York City, NY

• Organized and mediated round-table meetings between international dignitaries and Fortune 500 corporations resulting in increased awareness of international business opportunities and enabling clients to affect.
• Developed the Associate Training Program, which increased efficiency and decreased training time from 1 week to 2 days.
• Planned and instituted finance department’s transition to an electronic file management system, increasing office storage space by 20% and reducing paper waste by 50%.
• Supported the company’s Annual Fundraising Gala, used to collect funding for annual operations of over $4 million.

• Managed and provided weekly reports for accounts payable and receivable, and inventory management for operations of over $2 million.
• Tracked payroll for 20+ employees across up to 15 separate work sites.
• Switched accounting practices to incorporate Quickbooks and streamline financial operations 3x faster.

International Masters Of Business Administration, International Business Administration, Corporate Finance, Global Supply Chain Management

Activities and Societies: Graduate Student Council Member, Graduate Business School Director of Events, Entrepreneurship Club, Management.

Bachelor Of Science In Business Administration, International Business