Daniel Wong Email & Phone Number

San Francisco, CA, US

• Launched premium boba brand in new Berkeley market, driving customer growth through customer segmentation analytics across multiple channels
• Hourly KPI tracking to identify inefficiencies and potential cost savings to maximize valuation to potential buyers and improve daily performance

Mountain View, California, US

• Managed competitive and go to market strategy for accountant channel, owning sales partnerships to optimize voice of customer response and product offering
• Utilized Machine Learning (ML) to drive improved conversion rates and higher order value by publishing and iterating on sales call flow to share key insights with sales leadership
• Drove revenue growth of +30% through go to market strategy and promoting benefits of cloud products over legacy applications
• Launched new SaaS product targeting underserved customer segments generating $2M ARR and developed pricing models through competitive intelligence and marketing campaigns to ensure influencer and customer adoption
• Leveraged multi-channel product expertise in payroll, payments, accounting, etc. to scale the sales channel discussions with clients and deliver on key benefits

San Mateo, CA, US

• Managed commercial and competitive strategy for key performance marketing verticals, owning client partnerships and initiatives to optimize business performance and future opportunities.Led cross-functional teams.
• Created new business cases to enhance client offerings, retention, and satisfaction in travel & financial verticals.
• Built product roadmap of business optimization requests for $500K of annual operational savings via improved reporting, client management tools, and UI/UX.
• Developed and launched new products, pricing strategy, and performance forecasting

San Mateo, CA, US

• Maximized partnership performance via the creation of new consumer data insights reports to augment pitches of performance marketing or consulting services across a wide range of clients and verticals.
• Integrated performance marketing and consumer insights teams to grow revenue by over $3M via developing new product lines to bolster current and future business opportunities.
• Developed financial model and consulting project for small beauty retailer to grow revenue 4X in 5 years.

San Mateo, CA, US

• Built and led strategy consulting practice to address client concerns outside of traditional performance marketing, driving key strategies and improving client advertising efficacy / retention.
• Developed consulting insights product to service the 30 top clients, leading to increased client satisfaction and lower churn.

Foster City, California, US

• Analysis, testing and optimizing performance improvements for key financial services clients.
• Led cross-functional strategic partnership to improve UI and UX of quarterly reporting processes focusing on 8 must-win clients representing 80% of US, which collectively saved clients over 1,000 hours annually.
• Designed and deployed a new analytical model that forecasted, identified, and collected $2M by resolving previously undiscovered reporting errors.
• Identified gaps in client training and developed and implemented a standing training platform quarterly that increased customer engagement and efficiency 10X.

Evanston, IL, US

• Competitive analysis and business performance optimization for pharmaceutical and medical companies. Built incentive compensation models with customizations to address four major clients in different industries that.
• Reduced client sales force churn and minimized cost growth by structuring compensation model to incentivize key desired behavior.

Boston, MA, US

• Competitive analysis and business performance optimization for strategic small business insurance
• Collaborated across Claims, Field, and Systems departments to build tool, recommendation, and executive presentation assessing program profitability for $20M+ in annual premiums
• Designed customer, competitor, and field research studies to develop small business discount strategy

New York, NY, US

• Analysis, reporting, and account management for global media clients
• Reduced business processing errors by 90%; improved on-time reporting to 100% by developing a financial operations manual; managed audit submission creation leading to 100% satisfaction rating.

Master Of Business Administration (M.B.A.)

Education record

Bachelor Of Arts (Ba), Business Economics