Dave Andros Email & Phone Number

Bethel, Ct, Us

Fairfield, Connecticut, United States

Fairfield, Connecticut, United States

Enhances the relationship with 50+ family and corporate foundations across the United States, as a consultative business partner, understanding the clients' needs and matching Foundation Source services to those needs by conducting face-to-face, teleconference and video meetings.Proactively assist in coordinating, advising, problem solving, and servicing clients' concerns; ensuring sensitive client issues are resolved effectively; as well as assist and guide in the granting and expense process.Work with various internal departments, including but not limited to Tax and Legal, Accounting, and Implementation to successfully onboard new and existing clients; ensuring clients meet all necessary requirements in order to achieve private non-operating corporation status with the IRS.Energetic participant on the Client Services Executive Advisory team working with co-workers and senior management on company product offerings and the customer experience, both internal and external. Recognized for taking the lead in team prep meetings and advisory meetings.Partake in system sprint reviews to provide insight, both from the employee and client perspectives, to assist with the enhancement of the client experience in our client-facing portal.Active team member of the employee led Diversity, Equity and Inclusion (DEI) Committee, working with employees, management and senior management to provide avenues of knowledge, education and discussion in the DEI space. Lead company-wide presentations on various topics, including disabilities in the workplace and the meaning and examples of DEI in the workplace.

Shelton, Ct

Optimized the relationship with 85 clients across the United States and Canada, including Amazon, Columbia Sportswear, FedEx, Nike, Walmart, SunLife (Canada), Magna (Canada), Shell Oil (U.S. and Canada), ConocoPhillips, Phillips 66, Merck & Co., and Eli Lilly & Co. as a consultative business partner, understanding the clients’ needs and matching our services to those needs.Accolades received as an account manager in best advising the clients to expand the business relationship, resulting in $1 million in revenue growth and $1.2 million in revenue retention.Proactive assistance in coordinating, acting as an escalation point, troubleshooting, advising, problem solving, and servicing clients' concerns; ensure sensitive client issues are resolved effectively.Successful creation and maintenance of strategic account plans, working with the clients to determine short term, mid-term and long term goals necessary to achieve successful utilization of all the features the services have to offer, providing added efficiencies to the clients’ entity management.Achieved senior management visibility and acknowledgement for successfully coordinating the 2019 Client Annual Conference, held in Las Vegas, with approximately 150 attendees. Created the conference agenda, maintained the conference communications, managed the client participation, determined training and workshops provided throughout the 3 ½ days. Same responsibilities in place for the 2020 client conference which was cancelled due to COVID-19.Gained recognition for coordinating and managing the 2020 annual client regional meetings prior to COVID-19 cancellation of the events. Had events scheduled and agendas formulated for 7 locations, New York, Toronto, Chicago, San Francisco, Houston, Washington DC area and Boston.

Norwalk, Connecticut

Managed all aspects of 17 Relay For Life community events across two New York metropolitan area counties in Connecticut, aligning leadership and collaborative efforts to achieve $1.178 million overall goalConsistently delivered strategic planning, mission alignment, team management, talent optimization, volunteer recruitment, cross-department collaboration, and best practices compliance to exceed annual event goalsOversaw, trained, coached, mentored, and supported 5 community managers across 17 Relay For Life events while promoting innovative, team-specific initiative implementation to achieve enterprise- and team-targeted goals aligned with mission, cancer-control messaging, and key-constituent objectivesAppointed to Office Leadership Team, wherein collaboratively strategized with colleagues to improve office morale, and restructure office and corporate policies for increased efficiency and complianceSelected as office convener to oversee office weather and emergency closings, office staff logistics, office security access, and monthly and quarterly office and regional meetingsChosen as American Cancer Society ambassador, wherein promoted optimal training and tool usage to enhance organizational literacy and skill development, increase staff and volunteer engagement, foster confidence and learning, facilitate onboarding, endorse compliance and efficiency, encourage community participation, and solicit constructive feedback to advance mission fulfillmentAchieved monetary, volunteer recruitment, and management goals for Bethel, New Fairfield and Newtown, Connecticut Relay for Life events in 2014, including increasing monetary goal by 7.4%, and exceeding income performance targets through optimal client relations and staff motivationRe-established Newtown event, exceeding $100,000 event goal by 32%; grew participant goal by 95, team goal by 7, and survivor goal by 6; and recruited 6 new committee participants for 2015

Elmsford, Ny

Secured $10 million in annual revenue by cultivating, strengthening, and managing productive client relationships, including frequent site visits, attentive communication, in-depth client knowledge and needs assessments, and strategic alignment of services and goalsStreamlined and optimized internal operations to deliver best-in-class services to existing clients, improve client stickiness, and earn new clientsProvided senior-management support and administrative services, such as weekly business review updates, prioritized issue escalation, and organizational charts for at-a-glance client assessment

Newark, Nj

Cultivated optimal client relations and delivered superior consultative services through dynamic communication, efficient responses to inquiries and requests, proactive problem resolution, and extensive knowledge of products and regulationsResearched, selected, and onboarded new vendor to achieve improved customer service and quality while reducing annual costs by $20,000Generated approximately $400,000 in annual rebates through promoting rebate program participation with expert knowledge of program detailsProcessed monthly billing of approximately $5.2 million per invoice and ensured timely payments through consistent client communicationDelivered strict compliance with SEC and NYSE regulations throughout all phases of account management and reportingCaptured accounting activity and recorded client data and transactions using company SAP HR software for monthly reports and audits