Dan L. Email & Phone Number

Canada

Ottawa, Ontario, Canada

Ontario, Canada

Ottawa, On, Canada

Ottawa

- Customer facing support team that uses thorough research, examination, and diagnosis of problems affecting merchant businesses with a focus on identifying the root cause so that we can solve their problems and provide next issue avoidance. - Solving technical issues present in Shopify software and uncovering solutions using internal tools and other, such as DNS, JSON, and (Rest) API. - Crafting business coaching conversations and techniques to help merchants maximize their time and effort using tools like Facebook Marketing, Google Adwords, SEO, and third party applications. - Updating merchants through email, and delegating between third party app and theme developers to provide the most pertinent solution possible.- Supporting Shopify’s product development teams by identifying areas of opportunity within the platform and facilitating merchant feedback through feature requests.

Ottawa, Ontario

- Direct assistant to the CEO and founder of the company. Helped prepare client portfolios for 1 on 1 appointments and managed the CEO’s personal appointment schedule for regular clients. - Fielding phone calls, coordinating Facsimiles with sensitive client information and helping to manage investment packages through companies like ManuLife and SunLife. - Helped implement a program to provide tax advisory services and remit personal tax returns for clients and client estates. The implementation of these services required a 3 month course on Canadian incomes taxes. - Developed a strong level of collaboration with higher management, and helped create presentations, summaries and other materials necessary for client functions.