Dave Mullan Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

-Managing a Portfolio of 60+ clients (SMB + Enterprise)-Book of Business valued at $1.6m- < 1.5% churn Q1-3- NRR (Q1-3) 100%+ (including expansion)-Quarterly Retention Targets + Growth- Managing Renewals - Strong success in Multi-Year adoption- Client Visits: Onsite Training, QBRs and Relationship building (Europe, Canada, USA)- Growing businesses to meet their goals i.e. Expansion & Project Planning - Managing the client relationship and adoption of the platform- Presenting workflow enhancements by demoing new features as well as best practice methods of existing tools -In person on-site workshops & training -Proactive steps to prevent churn themes arising-Ensuring all stakeholders have visibility of the client journey -On-Going Kickoff, Go Live, and Cadence calls -Collaboration with Marketing on brand by bringing crucial logos to website to drive inbound clicks -Additional Stack usage: Vitally, Gong, Chilli Piper, Salesforce, PandaDoc, Notion

Vancouver, British Columbia, Canada

- Enhanced integration Knowledge of Netsuite - Interviewing new potential support advocates - Csat 95%+ - Ticket volume increase 30-50%- One touch resolution 50%+- First response <15min

Vancouver, British Columbia, Canada

-Navigating and Troubleshooting platform UI queries and questions from key stakeholders via email, slack, zoom or live chat-Working with the Product and Engineering Teams to diagnose and triage bugs or platform improvements-Enhancing and editing the customer Knowledge Base to increase self-serve resolutions-Collaborating with CSMs, Implementors, and AE's to build and maintain client relationships-Ensuring SLA's are met: (CSAT, Resolution Time, NPS, Retention, Referral)Key Areas of Work:- UI (Procurify Platform) - Request, Approve, Procure, Accounts Payable- Netsuite, ERP & other Integrations- Punchout's (Amazon, Staples, CDW, VWR and More)- Quickbooks Online & Desktop Integrations- JIRA- Codat- Zendesk, Sendgrid, Stripe, Chillipiper, Product Board, Salesforce, Notion, Asana, Lattice, Gong

Vancouver, British Columbia, Canada

- Collaborating with Team Lead, to coach and develop a growing team of accounting associates (9-11 people)- On-going training and mentorship programs for new and ramping associates - 1on1s with team members to ensure they are set up for success with their workflow and structure- Interviewing new candidates for career opportunities at Bench - Workshops on improving and growing company culture and organizational structure- Increased portfolio size- Internal Projects:-Establishing networks with UK & Irish Universities to assist in creating Graduate programmes for International Students. In collaboration with Bench Recruitment -Creation of an operations wide, tax season communications cadence. In collaboration with the Bench Tax team

Vancouver, Canada Area

-Managing a portfolio of 70+ US-based clients offering Bookkeeping and Accountancy Services-Reconciling bank accounts, financial audits, loan adjustments, payroll adjustments, monthly reviews-Consultation with clear and user-friendly analysis of a business' financial health and future strategy-Monthly and Year-End reviews to meet IRS compliance-A complete financial package each financial year-In-App Integration and communication between client associate-Full transparency and consistent client communication both verbal and online-COVID Relief guidance and process strategy for clients to obtain PPP, and SBA Emergency Disaster Loans-Offices based in Vancouver and Remote

Toronto, Ontario, Canada

Innovative Italian Coffee Roaster and bakery collaboration based in Toronto's "Little Italy", perfectly crafted coffee and diverse menu with expert staff and family run. Role - Barista (Part-Time)

Toronto, Canada Area

Manager of a newly established start-up Cafe/Bar located in the Entertainment District of Toronto. Housed within a unique fitness and wellness brand "BOLO"The role required developing the enterprise from scratch (brick and mortar) with the owner's vision in mind, which included liaising with government licensing bodies creation and networking of supply-chain, for coffee, liquor, and food-service within a short time frame of around 2-3 months. The role included data analysis and forecasting in finance, marketing, and strategy. Hiring and managing staff, writing and developing menus, events organization, implementation, and improvement. Cost optimization, market research, sales tracking, and inventory management

Toronto, Canada Area

Part of the management team in a fast-growing, lifestyle brand in Toronto, Canada. The services included were Coffee, Poke (sushi), and Smoothies.The role included traveling to various locations (5) in the Toronto GTA to ensure business practices and culture were consistent with the brand. A role that required long hours, strong leadership and dedicationOther roles included menu development, staff training, private events, inventory management, food preparation, cash control, marketing strategies, and key holding.

Coleraine, Northern Ireland

Barista at a high street chain called 'Caffe Nero'This is a role in a very fast-paced environment, I took this position in order to learn a new skill before traveling abroad.

Sydney, Australia

Team manager, Front Desk, Night Manager, Cleaner, and website development of a Top 5 Sydney HostelMaintaining and adding to bookings, being front of the house for information services on the city for backpackers, managing staff, cash handling, ensuring a positive guest experience, cleaning the premises, and helping the development of a new 'Classified' adverts based site.

Northern Ireland

Co-ordination of business enterprise events, targeted at youth in order to stimulate their knowledge of business practices

Coleraine, Northern Ireland

Development of sales, communication, and management in one of Northern Irelands largest independent retailers of footwear.The role itself was target driven, commission-based and had a particular drive for customer service and satisfaction Other duties included cleaning the premises, cash handling and lodging, staff management, staff training, and stock management Supplementary to this role was my duty as staff coordinator for events i.e. Team building events

Coleraine, Northern Ireland

Whilst completing my master's degree I was employed at one of the most successful BMW dealerships in the UK. I was given the opportunity of creating an advertising and marketing database for the marketing manager of the company. This role involved research into customer demographics, their needs, and what forms of marketing would drive the best engagement. It also included research into various advertising streams and analysis of which was best suited I.e. Print or Social Media, and discover their reach and cost to engage with these consumers. At the end of the project, I had completed a database that gave the most efficient marketing options for each consumer segment in terms of cost and reach in order to maximize their presence in their respective catchment area.Supplementary to this, the role was also completed whilst writing a 16,000-word dissertation on the process itself I was involved with and how I could apply it to management and marketing theory.

Coleraine, Northern Ireland

This job is included as it highlights my drive and ambition to work from a young age, creating a strong work ethic and the foundations for a future career. As an assistant in this very busy convenience store, i learned from an early age to communicate with all manners of customer type ensuring their needs where met to a satisfactory standard. I was introduced to basic management skills through observation of senior staff, and i was taught how to monitor and account for stock in order to streamline its rotation. On top of this i was a cleaner for the business. I was introduced to cash handling and solo job completion once my learning process was complete in my early teens.This role is important to note, not only because a grass roots business is something i desire to run in the future, but i believe it is fundamental learning experience in order to appreciate the realities of a business dynamic in a new role.

Master'S Degree, Msc Applied Management (Verified By University Of Toronto)

Activities and Societies: Institute of Directors, Internship at BMW, Field Study in Kempten, GermanyMarketing Management, Consultancy.

Bachelor'S Degree, Business Studies

Primarily a research-based degree on the foundations of business models. Direct application to business was offered in the form.