Daniel Academia Email & Phone Number

Chula Vista, CA, US

• Manage 120 accounts worth a total of $2.2M in ARR (Annual Recurring Revenue), $185k in MRR (Monthly Recurring Revenue). Net Revenue Retention of 109%, Logo Retention of 83%, Upsell revenue of $370k. Collected $278k in.
• Oversee and close a portfolio of 58 renewal opportunities totaling $1.1M ARR, Average renewal of $19k ARR, and $1.4M Gross Contract Value. Create sales quotes, initiate contracts and cross-sells, and successfully.
• Act as a trusted advisor to clients, identify needs, communicate product value to their business, minimize churn, and provide problem-solving solutions
• Conduct and organize product demos to customer decision makers, on desktop and mobile, of the go-forward Fixed Route and OnDemand software products. Integrate customer feedback and ideas with product management through.
• Build out CSM playbooks in Confluence related to renewals, cancellations, onboarding; Advocate internally for customers, driving product adoption, usage, and expansion

San Diego County, California, United States

• Supported financial advisors in the Midwest region with AUM (Assets Under Management) up to $100M, managed between 50-100 accounts, evaluated existing software and identified opportunities to create an improved client.
• Handled over 5,300 calls, (660 relating to Technology), 25-30 inbound calls per shift from accounts in my region, took a creative problem-solving and investigative approach into service requests, anticipated additional.
• Educated advisors and clients of the required forms, procedures, and timelines to process requests; Advised how to best utilize TD’s technology platforms (VEO One/Advisorclient.com), Collaborated with internal teams.

Greater San Diego Area

• Saved the company $100k in commission payouts by partnering with management on a cost-savings project
• Analyzed reports and dashboards for management with Salesforce and Excel, Calculated commissions for Sales and Customer Success teams
• Evaluated pricing and product schedules, Account changes, Promotions, Discounts, Order modification
• Worked cross-functionally with Sales, Customer Success, Finance, Project Manager, and Business Analyst teams

China

• Fundraised $50k in 3 months by creating a pipeline of 100 individuals and organizations using MPDX and Mailchimp
• Mentored and conducted person and professional development for 25 students: Weekly curriculum and personal growth plans
• Collaborated, strategized, and executed team objectives and initiatives on a cross-cultural international team

Orange, CA

• Replied to approximately 50-100 student and parent emails per shift regarding applications, appointments, and questions about the university and the admissions process using Microsoft Outlook
• Answered questions on the phone and in person for students, parents, and counselors, presenting the values and resources of Chapman University, scheduled appointments over the phone, 10-15 calls per shift
• Executed projects in the Admissions department, tracked students’ progress in the admissions cycle through Microsoft Excel and the CRM systems Oracle, Slate, and PeopleSoft

Orange, CA

- Assisted in the recording of 20-25 on-campus concerts and recitals watched by 40-50 people per concert- Set-up mixer for sound and video camera for video recordings on the Macs and ensure there are back-ups for each- Edit audio and video clips using Logic and Final Cut Pro- Responsible for fading the sound and video in and out, naming the songs, bouncing.

Irvine, CA

- Recruited and reached out to potential job candidates through Indeed, scheduled interviews, and completed onboarding processes and new hire orientation using E-Verify and the Human Resource Information System, BambooHR- Gained knowledge of Benefits administration by auditing employees’ EPO and PPO Medical benefits plans- Exposure to employee.

Greater Los Angeles Area

- Established personal interaction with listeners, public speaking to crowds, and marketed the radio stations to broad audiences through word-of-mouth and Social Media campaigns- Involved in set-up and break down of station and promotions events, coordinating on site entertainment at events including giveaways and contest fulfillment

San Diego, CA

- Worked with District Management on HR project conducting qualitative and quantitative research and analysis by using data, surveying employees, and developing ideas on how to improve employee retention within the company- I presented my findings and recommendations to regional executives within the company and won the regional intern project competition.

San Diego, CA

- Prepared for opening by filling ice bins, sweeping, wiping tables and windows, setting up condiments and bar fruit- Greeted guests as the Host, opened doors when guests came in and left, sat servers based on a rotation, took guests to their table, provided kid’s menus, booster chairs or any other special accommodations to guests- Wiped and cleaned.

Bachelor Of Science (B.S.), Business Administration

- Office Assistant in the Chapman University Office of Admission - Sound and Video Recording Engineer with the Chapman University Music.

Chinese Language