Daniel Smith Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Manage all client meetings including Monthly Strategy Meetings, QBRs as well asmodule/functionality specific meetings (opportunities and in-flight projects)
• Maintain a detailed understanding of products and services, assist customers withquestions and suggest the best products for their needs
• Aid in product design and product development by providing early insight and adoptionrecommendations for new products and product features
• Analyze customer data to improve customer experience
• Develop new procedures designed to improve the client experience with a focus onimplementing new modules more effectively and proactively seeking to educate clientsso that less issues develop.
• Create and maintain collaboration spaces in Confluence to provide clients with a place toview all relevant information and create trust through transparency.

Toronto, Canada Area

• Developed a deep level of knowledge of multiple processes both from a technical and business perspective.
• Designed custom training programs for large scale implementations at bank level clients.
• Worked with clients to determine the business gaps and the strategies to close those gaps.
• Worked with clients on creation of workflow documentation that would be a key component of a "train the trainer"approach.

Toronto, Canada Area

Partnerships/relationship managementManaged all aspects of the client experience for 20+ independent mutual fund dealerships across Canada, including: support escalations, promoting additional functionality, and contract negotiationsNegotiated a deal with a major intermediary company that allowed Winfund to be the only back office vendor to import new.

Wilmslow, England

Worked as part of a change management team that was responsible for developing a web based software platform that would integrate all legacy functionality into one system for a large life insurance company in the UK.