Daniel Paley Email & Phone Number

Saint Paul, Mn, Us

Birmingham, Al, Us

* Managed a portfolio of Salesforce solution customers, driving retention, utilization, and $825,905 in Annual Recurring Revenue (ARR) through personalized engagement strategies.* Developed and presented Scopes of Work to C-level stakeholders, building executive communication skills and strengthening project alignment with customer objectives.* Partnered with Delivery teams to onboard customers, ensuring smooth adoption and utilization.* Delivered customized enablement programs to educate customers on solutions, enhancing client satisfaction and retention.* Executed customer retention strategies to reduce churn by identifying at-risk accounts and proactively resolving concerns.

San Francisco, California, Us

* Managed a portfolio of Salesforce solution customers, driving retention, utilization and $195,734 in Annual Contract Value through personalized engagement strategies.* Achieved 150%+ quota, earning the FY22 Q4 Rookie Rockstar Award.* Utilized exceptional communication skills to simplify complex concepts, driving adoption of CRM solutions.* Collaborated with Independent Software Vendors and System Integrators to align solutions with client growth strategies.* Analyzed client data and pain points to design effective solutions, securing client buy-in and establishing trust for ongoing partnership growth.* Delivered presentations to stakeholders across Legal Ops, IT, and Finance teams to demonstrate ROI and product relevance.

Bellevue, Wa, Us

* Oversaw complex FinTech deals from qualification through negotiation, achieving $755,525 in ARR through strategic sales processes.* Enhanced client retention by 30% through data-driven strategies in partnership with Client Success Managers, focusing on long-term value for clients.* Recognized as FY18 President's Club Winner for outstanding results in client acquisition and financial alignment.* Advocated for customer needs, contributing to the development of additional client-desired features.

Eden Prairie, Mn, Us

* Averaged 12 home sales per year in the West Metro MN area, primarily representing buyers and investors.* Negotiated and closed real estate transactions, consistently meeting client and investor goals.* Built a client base through effective lead generation and referrals, demonstrating strong sales acumen.

Minneapolis, Mn, Us

* Gained foundational experience in financial products, compliance, and regulatory standards—skills critical for managing and assessing financial deals.* Opened deposit accounts and cross-sold products, including credit lines, contributing to branch revenue growth.* Assisted territory leadership with compliance testing, audit preparation, and sales strategy/operations, ensuring adherence to bank standards and protocols.* Analyzed customer financial needs to recommend tailored banking solutions, enhancing client satisfaction and retention.* Processed high-value transactions with accuracy, supporting the bank's reputation for reliable and secure financial services.