Daniel Terwilliger Email & Phone Number

Boston, Ma , Us

Reading, Berkshire, Gb

Support the sales team in sales presentations and product demonstrations of on-premise and SaaS solutions.• Act as a trusted advisor with prospects and customers• Assist the sales team in developing ROI and business cases as part of the sales cycle• Support the production process for RFI, RFP, and ITT responses

Shelton, Ct, Us

Deliver customized demonstrations to Executive teams and technical leaders. Play a lead role in hands-on evaluations, demonstrating the value of the solution through discussing integration, embedding, architecture, performance, data security, and complex report design.• Senior member of a team that achieved YOY growth of 68% and reduced sales cycle time by 53%• Team increased closing rate from 12% to 35%

Shelton, Ct, Us

Served as point person for client data services. Analyzed client data and assisted clients with imports of user data, purchase data, and reporting from SaaS based ticket sales platform.• Designed and implemented data processing tool, reducing processing time and data errors.• Collaborated with UX designer and QA team, actively developing products.• Functioned as ambassador between onshore and offshore development teams and clients, increasing customer satisfaction by identifying system issues and helping to resolve.• Created client invoices based on SQL data, efficiently and accurately.• Tracked billing and receivables for senior management, providing information for revenue analyzation.

Managed equipment distribution, analyzed and supported yearly and seasonal clients. Received, loaded and managed client data for 300+ clients.• Handled equipment logistics for clients on event, season or yearly basis, developing tracking system from Excel to integrated forms improving accuracy and efficiency.• Analyzed and forecasted equipment needs and shipping during high volume periods, ensuring shortest turn-around rental time reducing equipment costs.• Coordinated venue and season ticket data processing in SQL for 300+ clients, loading events into system allowing client to build assigned seating events, sell tickets, and load user data, providing easy use for clients.• Updated client accounts on monthly basis to process invoices, quickly and efficiently, by designing quality control reports and running on daily basis to catch data errors improving accuracy.

Nashville, Tn, Us

• Transitioned to portfolio management and promoted to senior team leader.• Translated portfolio management across client accounts• Initiated equity, mutual fund, fixed income and currency trades• Helped develop, contribute and lead a newly created team which oversees the management and trading of commingled vehicles

Nashville, Tn, Us

• Reconciled private and institutional accounts on a daily and monthly basis within a team environment