As a member of the Corporate Marketing team, Daniel is responsible for overseeing the CBIZ data and analytics function with a focus on making organizational data more actionable and delivering greater insights and trends to drive our marketing and sales efforts. He works with a cross-functional team of sales and marketing leaders, as well as IT to implement sound data governance, best-in-class processes, and where applicable, automations to streamline functions and create business efficiencies.Daniel is a member of the acquisition team, where he assists in smoothly migrating sales and marketing data into the CBIZ environment. He is also an active member of the MarTech implementation team, ensuring data from different systems gets connected to provide a 360-degree view of the client/prospect and their activities and privacy preferences.

Daniel spearheaded the organic growth efforts for CBIZ MHM, LLC and Mayer Hoffman McCann P.C. (MHM). In this role, he worked with 35+ business units across the country facilitating, and consulting with their local leadership teams, on organic growth strategies. Daniel was involved in SWOT and market analyses, business plan development, budgeting and the mobilization of resources to execute on major local and national initiatives.Daniel also oversaw and coordinated the marketing, business development and core operations of the CBIZ & MHM national practice groups. Working closely with leadership across the country, he provided strategic direction to the National Tax Practice, MHM Executive Committee, Employee Benefit Plan Audit Practice and the Not-for-Profit and Construction industry groups. Daniel was responsible for the thought leadership efforts of these groups, collateral development, infrastructure maintenance, channel marketing, sponsorship activities and internal communication.Additionally, technology played a critical role in driving our sales and marketing activities and increasing operating efficiencies. A member of the Financial Services Process Improvement and Technology Task Force, Daniel had significant involvement with our Salesforce.com (CRM), e-mail optimization, web, social media and intranet development projects. He worked closely with the IT and legal teams and managed relationships with several outside vendors. Since joining the company in 2006, Daniel has been instrumental in the development of our national practice groups and expansion of CBIZ and MHM’s growth and innovation efforts.

Daniel oversaw and coordinated the CBIZ & Mayer Hoffman McCann P.C. (MHM) national industry and niche marketing initiatives. Since joining CBIZ MHM in 2006, he has been instrumental in providing marketing support and strategic direction to the National Tax Practice, Construction, Not-for-Profit, Real Estate and Investment Capital practice groups.Housed in the Kansas City office, Daniel worked with leadership across the country to develop innovative direct marketing campaigns, coordinated internal marketing and communication efforts, championed the CBIZ and MHM national industry/niche group model and drove the development of the CBIZ and MHM prospect pipeline. In addition, Daniel coordinated all CBIZ and MHM national industry group sponsorship and trade show activities. Daniel was responsible for the production of several CBIZ and MHM publications including the Construction Blueprint, Not-for-Profit Viewpoint, In Touch and CBIZ MHM Tax Alerts and authored numerous industry/niche group brochures and collateral materials. He was also responsible for the development of industry/niche content for the CBIZ website and serves as a liaison for PR/media opportunities.In 2007, Daniel served as a member of the National Tax Practice Strategic Planning Committee. He also served as a core member of CBIZ MHM National Marketing team, and on the Salesforce national marketing, strategic and operational teams.

Daniel managed the day-to-day operations for the $25 million annual campaign. He was instrumental in leading the effort to centralize customer service functions, resulting in the creation of the Donor Center, the rollout of donor service training for staff and the establishment of formal quality control measures for data entry and output. In this role, he supervised a staff of three professionals, where he had oversight responsibilities for quality control measures, all donor acknowledgments, financial adjustments, balancing pledge and payment batches, coordinating check deposits and credit card runs with the finance department and caging operations. Daniel worked closely with the marketing, database, finance and financial resource development teams to review existing processes and systems, resulting in the implementation of multiple system and procedural modifications to improve organizational efficiency. He was also responsible for the development and deployment of new reports using the Microsoft SQL Reporting Services platform.

Daniel managed an inventory of donor accounts who gave $1,000 or more annually, soliciting individuals through face-to-face meetings, direct mail and telephone calls. During his time in this role, he successfully increased contributions by more than six percent for his market segment. Daniel also directed the revitalization of Federation’s Corporate Sponsorship efforts, identifying the organizations’ marketable assets and programmatic needs. He conducted outreach efforts within a major retirement community, engaging a core leadership group, coordinating programming, a direct mail campaign and a trip to Israel for residents of the community. In addition, Daniel coordinated the mining effort of data from the prospecting database and oversaw the dissemination of quality leads to other members of the development team, resulting in numerous new and increased gifts.

Daniel served as a project manager, copy writer, designer and web master, producing multiple projects on time and within budget to meet client specifications. He worked with members of the financial resource development team to produce marketing collateral, event invitations, advertisements and other PR materials. Daniel drafted specifications for a website RFP and oversaw the review and selection of the web vendor. Following the selection of the CMS, he oversaw the implementation of the new web site, including redesigning the site architecture, visual elements and a complete overhaul of content. Daniel designed the PR campaign to promote the launch of the new web site and coordinated the production of all associated promotional, print and e-mail materials. In serving as Content Manager and Webmaster, he increased web site traffic and e-commerce transactions by over 400%, receiving national attention from the Chronicle of Philanthropy and United Jewish Communities for innovation and resourcefulness. Daniel also established and successfully implemented e-mail protocols for mass correspondence, resulting in less duplication of messaging and increased donor satisfaction. He remained on the front line with all web technologies, working closely with technical support services to remedy and upgrade features and functionality as new technologies evolved.

Daniel supervised 28 chapters with a membership of over 1500 junior high and high school students from across Maryland, Virginia, D.C. and North Carolina. He developed promotional materials for all regional youth programs as well as regular correspondence with all chapter personnel. Daniel also developed and maintained an annual budget for the youth department of the region. He was responsible for supervising two members of the regional youth department staff throughout the year, and oversaw a staff of 30+ people at regional conventions. He reviewed contracts from purveyors, and wrote grants for program subsidies. Daniel created a yearly calendar of events and conducted long-range calendar planning. He provided leadership training seminars for the youth group participants as well as ongoing staff development sessions. During his tenure, Daniel increased regional membership by 10% through innovative outreach and membership initiatives and successfully chartered three new chapters.