Daniel Snow

Daniel Snow Email and Phone Number

Business Manager at A Special Needs Plan @ A Special Needs Plan
Daniel Snow's Location
Charlotte, North Carolina, United States, United States
Daniel Snow's Contact Details

Daniel Snow personal email

n/a
About Daniel Snow

Daniel Snow is a Business Manager at A Special Needs Plan at A Special Needs Plan. He possess expertise in salesforce.com, sales, account management, b2b, sales process and 11 more skills.

Daniel Snow's Current Company Details
A Special Needs Plan

A Special Needs Plan

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Business Manager at A Special Needs Plan
Daniel Snow Work Experience Details
  • A Special Needs Plan
    Business Manager
    A Special Needs Plan Dec 2023 - Present
    Charlotte, North Carolina, United States
    As Business Manager, my goal is to ensure a positive experience for the families we serve. I manage the day-to-day operations for our team of advisors and am responsible for communicating with our families and keeping them updated on the progress of their Action Plan.
  • A Special Needs Plan
    Client Services Associate
    A Special Needs Plan Aug 2022 - Dec 2023
    United States
  • Tsw Wealth Management
    Client Services Associate
    Tsw Wealth Management Jul 2021 - Jul 2022
    United States
    Responsibilities include: Quality communication daily with clients over the phone, via email, and in-person to help with service requests, answering questions, and problem-solving across a wide variety of financial account typesPreparing and following-up on client paperwork, financial applications, and transactionsWorking directly with investment companies to help service client accounts, identify and resolve any potential issues, and obtain investment product informationAssisting in compiling portfolio reviews for clientsCollaborating with advisors, as well as gathering client data and investment information foradvisors
  • Bank Of America
    Relationship Manager
    Bank Of America Nov 2016 - Jul 2021
    Worcester Ma
    Developing and deepening relationships using products and services to meet individual consumer and small business needs Ensuring all clients’ needs are met while staying inside operational guidelinesIdentifying and uncovering leads to improve financial lives of customersCollaborating with financial center staff, financial advisors, and lending officers to maintain both customer and operational success
  • Fastenal
    Outside Sales Rep
    Fastenal May 2016 - Nov 2016
    Marlborough, Massachusetts
    Assisting with sales and customer service Managing inventory Placing and fulfilling orders Performing local sales calls and deliveries with a company vehicle
  • Staples
    Staples Account Manager
    Staples Jan 2014 - Apr 2016
    Framingham Ma
    Managing the sales growth and customer development for 750 Staples.com accountsCollaborating with internal resources to overcome obstaclesDeveloping and maintaining relationships with customers to build growthActively listening to customers to determine needs and suggest appropriate solutionsDocumenting pertinent information obtained during sales calls
  • Seven Hills Foundation
    Instructional Assistant
    Seven Hills Foundation Aug 2007 - Aug 2014
    Worcester Ma
    Supervised young adults with developmental disabilities to assist with completion of ADLs and develop educational skills.Provided on-site job coaching.Planned and executed daily student schedules and educational plans in collaboration with fellow employees.Adhered to goals and objectives on Individualized Education Plans.Promoted independence of daily living skills.Transported and supervised students during community involvement
  • Olympia Sports
    Store Manager
    Olympia Sports Jul 2009 - Jan 2014
    Auburn Ma
    Store Manager October 2012 – Dec 2013 Manager Trainee July 2011 – October 2012 Assistant Manager July 2010 – July 2011Developed weekly staff schedules and managed schedule changes to maximize sales and minimize shrink.Interviewed potential employees.Hired and trained new, quality employees. Consistently aided customers and upholding customer satisfaction as a top priority.Performed monthly loss prevention audits and staff scouting reports. Received weekly shipment.Reconciled cash drawers, assemble nightly bank deposits. Set up and opened new stores.

Daniel Snow Skills

Salesforce.com Sales Account Management B2b Sales Process Sales Management Cold Calling Solution Selling Customer Service Direct Sales Retail Sales Operations Customer Satisfaction Management Leadership Customer Retention

Frequently Asked Questions about Daniel Snow

What company does Daniel Snow work for?

Daniel Snow works for A Special Needs Plan

What is Daniel Snow's role at the current company?

Daniel Snow's current role is Business Manager at A Special Needs Plan.

What is Daniel Snow's email address?

Daniel Snow's email address is da****@****les.com

What skills is Daniel Snow known for?

Daniel Snow has skills like Salesforce.com, Sales, Account Management, B2b, Sales Process, Sales Management, Cold Calling, Solution Selling, Customer Service, Direct Sales, Retail, Sales Operations.

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