Dan Bunch

Dan Bunch Email and Phone Number

Professional Services Consultant @ Latitude CX
Saint Paul, MN, US
Dan Bunch's Location
Austin, Texas, United States, United States
Dan Bunch's Contact Details

Dan Bunch personal email

n/a
About Dan Bunch

My name is Dan Bunch, and it's a pleasure to meet you! I'm a Salesforce expert based in Austin, TX, with over 10 years of experience in the SaaS, Home Improvement, Wealth Management, and Insurance industries. As a 3x certified Salesforce professional, I specialize in turning complex challenges into creative, streamlined solutions. I’m a seasoned mentor and SF product engineer who thrives on building systems that enhance efficiency, as well as leading cross-functional teams to success.I believe that leadership is about inspiring others to reach their full potential, while using SME knowledge to create a productive environment where collaboration and creativity can thrive.Outside of work, I’m a family man, cat dad, nature lover, and a huge advocate for celebrating and accommodating neurodiversity in the workplace.We are all part of one ecosystem; let’s make it easy on each other and inspiring to one another. 🤟🏻

Dan Bunch's Current Company Details
Latitude CX

Latitude Cx

View
Professional Services Consultant
Saint Paul, MN, US
Website:
latitude.cx
Employees:
2
Dan Bunch Work Experience Details
  • Latitude Cx
    Professional Services Consultant
    Latitude Cx
    Saint Paul, Mn, Us
  • Verifiable
    Implementation Engineer
    Verifiable Oct 2024 - Present
    Austin, Texas, United States
    Verifiable is a credentialing automation designed to optimize provider networks, powered by primary source verification technology.Responsibilities:-Configure Verifiable’s industry-leading SaaS solutions for clients.-Collaboration with Implementation Managers and stakeholders to ensure that projects are completed on time, within budget, and to the highest quality standard.-Providing support to clients during the implementation process.-Developing and maintain technical documentation related to the implementation process.-Participating in testing and quality assurance.-Developing and maintaining Salesforce automation, data, security, and operational best practices.
  • West Shore Home
    Business Systems Support Specialist Ii
    West Shore Home Nov 2022 - Oct 2024
    Austin, Texas, United States
    Providing support for several thousand users who have one mission - bringing happiness to every home. Responsibilities include:- Gathering requirements for, designing enhancements to, and implementing new Salesforce flow and integration automation.- Building automation for, and implementing new workflow processes with the Operations team utilizing flows, subflows, REST API, and Apex classes as well as Field Service Lightning.- Delivered rapid, high-quality solutions for high-priority C-level and Director-level initiatives, ensuring alignment with organizational goals and improving executive decision-making processes.- Providing SME knowledge to teammates in a leadership/mentoring capacity.- Utilizing waterfall methodology effectively while completing projects, as well as conducting workshops on documentation best practices and requirement gathering approaches, while highlighting the significance of implementing a QA process to ensure outstanding front-line support.- Supporting various systems and integrations such as Field Service Lightning, Conga, Five9, DocuSign, and Atlassian Jira Service Management/Confluence.- Developing AI assistants to address issues for both internal and end users in a fast-paced, high-volume setting.
  • Skience
    Product Support Specialist Tier I & Ii
    Skience Mar 2021 - Nov 2022
    Austin, Texas, United States
    Skience offers an industry-leading, enterprise-class digital platform on Salesforce for broker-dealers and RIAs. Responsibilities:- Spearheaded end-to-end process improvements for a highly customizable Managed Package on Financial Services Cloud, overseeing change implementations across multiple departments. This effort resulted in significant enhancements to product performance and elevated client satisfaction.- Provided expert team leadership in customization support, guiding the adaptation of our highly flexible product to meet unique client needs, which increased customer retention and satisfaction.- Managed and prioritized client requests and coordinated SEV-1 ticket resolutions through Jira Service Management, reducing critical issue response times by ensuring seamless communication across teams.- Led in-depth analysis and debugging efforts involving Apex, APIs, logs, Visualforce, and JSON, and produced comprehensive Root Cause Analysis reports that empowered clients with actionable insights.- Daily tasks included analyzing and troubleshooting Apex classes and batches, in-depth RCA reporting for clients, APIs for multiple integrations, debug logs, and JSON code within the product. - Chaired regular support meetings with clients, ensuring alignment on project goals, timelines, and deliverables, which contributed to smoother project execution and enhanced client relationships.
  • Rethink
    Product Support Specialist Tier Ii
    Rethink Feb 2020 - Dec 2020
    Austin, Texas, United States
    Tier II Product Support Specialist for Rethink, a Commercial Real Estate app on Salesforce. Responsibilities: - Orchestrated the successful migration and consolidation of multiple databases, ensuring seamless integration with Salesforce, which improved data accuracy and accessibility across the organization.- Actively collaborated with cross-functional teams to implement workflow optimizations, reducing system redundancies and enhancing overall operational efficiency.- Championed the development of a user-friendly knowledge base, empowering end-users with self-service solutions that decreased helpdesk inquiries by 25%.- Coordinated the deployment of new features and updates, providing hands-on training sessions and creating detailed user guides that facilitated smooth transitions for both internal teams and clients.
  • Worksteps
    Tier Ii It Support Technician/It Assistant Manager
    Worksteps Oct 2018 - Feb 2020
    Austin, Tx
    - Tier II IT Helpdesk, Sr. Team member for ~100 users in remote locations, includinginternationally.- Innovated daily with the team to come up with long-term solutions for ourcolleagues using Salesforce, RingCentral, and setting up a Virtual network/virtualmachines.- Worked on system administration, project management with Jira, repairedmachines, created a helpdesk ticketing system, and continued to play an integralpart in the foundation and operations of a new department's startup.
  • Worksteps
    Salesforce Administrator
    Worksteps Jul 2018 - Feb 2020
    Austin, Tx
    - Spearheaded the successful Salesforce implementation across three locations, including a call center and international remote teams, laying the foundation for streamlined operations and improved data management.- Assumed a leadership role as the primary Salesforce Administrator, overseeing the platform's deployment and maintenance for a diverse user base, ensuring seamless access and functionality across all regions.- Designed and optimized user experiences by creating efficient pages, flows, apps, and integrations, significantly enhancing user productivity and engagement.- Launched Helpdesk access for all users and developed client community portals, improving internal support processes and fostering stronger client relationships.
  • Worksteps
    Onboarding Coordinator
    Worksteps Feb 2018 - Feb 2020
    Austin, Texas Area
    - Started Day 1 managing IT, oversaw development projects within the company portal, implented automated appointment scheduling via SMS, as well as homegrown app development.- Assisted with auditing medical reports, scheduling employment exams andcoordinating with provider teams nationally.
  • The Littleton Group
    London Operations Manager
    The Littleton Group Dec 2016 - Jan 2018
    Austin, Tx
    - Worked directly with TPA clients in London to manage their new trucking and cargoinsurance lines.- Managed and hired operations admins for the Transportation Insurance Department.- Spearheaded implementation and change management for ClaimPilot software.- Managed claims operations in-office and remotely for 20+ adjusters.- Trained, mentored, and assisted these adjusters with daily tasks and reporting aswell.- Managed and reported KPIs, produced and managed bordereau with a multi-million dollar book of TPAaccounts.- Printed and processed all claims for the department.- Assisted the IT department when needed with system admin, RingCentral admin,hardware and server setup.
  • Cece’S Veggie Co.
    Office Manager
    Cece’S Veggie Co. Sep 2016 - Dec 2016
    Austin, Texas
    - Assisted with daily tasks across Operations, Sales, Marketing, and Finance departments,using Quickbooks and Google Suite.- Created HR and training materials and developed an onboarding process for allemployees.- Processed payroll and introduced a bio scanner clock-in system.- Vetted services and vendors, handling everything from trucking decals tomachinery procurement.- Extensively documented SOPs, giving us the material we needed to pass our firstaudit.- Supported cross-departmental functions, contributing to overall startup growthand success.
  • Seneca Mortgage Servicing Llc
    Escrow Analyst
    Seneca Mortgage Servicing Llc Dec 2015 - Aug 2016
    Elma, New York
    - Began by auditing thousands of lines of insurance within the Escrow departmentand quickly became a key player during the transition to new documentation andinternal systems.- Conducted detailed audits of insurance documents, ensuring accuracy andcompliance.- Demonstrated and exemplified extreme attention to detail, rapid mathematicalcalculations, leadership, project management, FTP protocols, and MSP; all whiletraining my coworkers as well.- Assisted the IT team with the implementation of new documentation systems.- Collaborated closely with the tax team on escrow processes.- Promoted to Insurance Team Manager, though declined due to relocation plans to Texas; the position was offered regardless.
  • Total Tan
    Assistant Manager & Consultant
    Total Tan Apr 2014 - Mar 2016
    Buffalo, New York
    - Progressed from a Salon Tanning Consultant/Sales Team Member to Assistant Manager, eventually overseeing sales improvement at multiple locations.- Led a team to consistently exceed monthly sales goals, earning several awards. - Hired and trained all new staff members, ensuring a high standard of service andperformance.- Processed payroll through ADP and utilized social media and event planning tomarket locations.- Played a key role in all aspects of salon operations, from deep cleaning to assessing needs for website updates.
  • Hot Topic
    Lead Cashier
    Hot Topic Oct 2012 - Apr 2013
    Buffalo, New York
    - Joined the team part-time for the holiday season, driven by a passion for the company's culture, which made selling easy!- Engaged in customer transactions with successful suggestive selling techniques.- Maintained store cleanliness, even tackling tasks like cleaning dust in the rafters.- Assisted with cash counting, banking, fulfilling manager requests, and managingstore backstock.

Dan Bunch Education Details

Frequently Asked Questions about Dan Bunch

What company does Dan Bunch work for?

Dan Bunch works for Latitude Cx

What is Dan Bunch's role at the current company?

Dan Bunch's current role is Professional Services Consultant.

What is Dan Bunch's email address?

Dan Bunch's email address is da****@****nce.com

What schools did Dan Bunch attend?

Dan Bunch attended State University Of New York College At Buffalo, Trailhead By Salesforce.

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