Dan Moore Email & Phone Number

Pleasanton, CA, US

Pleasanton, CA, US

Denver, Colorado, US

In my recent most role of Account Manager: Managed multiple large accounts of company to facilitate and improve product adoption for clients, as well as spearheaded client-facing market research initiatives to recommend engagement strategies as per customer objectives. I coordinated closely with key clients in CPG, tech, retail, and healthcare industries.

Comstock Park, Michigan, US

In my previous role of Assistant Regional Manager:I planned, determined, and directed implementation of new processes to evaluate sales metrics and fuel consumption to improve operational insights and increase efficiency/accuracy. I led, trained, and mentored team of seven direct reports for executing strategic initiatives and meeting/exceeding set.

San Francisco, California, US

• Reached out to existing accounts and provide expert guidance on selecting insurance carriers and plan options for medical and ancillary lines of coverage across the entire United States.
• Conducted extensive research and analysis to craft proposals that met specific clients’ needs while adhering to regulations for all 50 states and their associated underwriting requirements.
• Worked closely with clients to overcome problems with underwriting, plan requirements, cost analysis, existing budgets, and customer service escalations.
• Built and managed the release and support of new product features for new tax advantage accounts, such as HAS, FSA, and DCFSA.
• Trained over 50 employees on tax advantage plans and sales strategies for upselling existing clients.

San Francisco, California, US

• As one of the original five founding members of the Customer Success Team, instrumental in establishing the policies, procedures, and practices that would define the team’s operations and strategic growth initiatives.
• Created effective client onboarding processes for new clients to implement their payroll services, which expanded into all 50 states.
• Updated procedures for Gusto’s expanded service offerings into benefits administration.
• Trained and developed team members to successfully handle both inbound and outbound calls for 8,000 to 10,000 customers each.
• Collaborated with founding team members to establish key performance indicators (KPI) targets, standards of performance, and quantifiable metrics to gauge customer satisfaction.
• Drove customer conversion by assisting with all technical and procedural onboarding; improved customer’s success by personally running first payroll and solving any technical difficulties.

Cambridge, Massachusetts, US

• HubSpot offers a full platform of marketing, sales, customer service, and CRM software plus the methodology, resources, and support to help businesses succeed. As the Sr. Account Manager, led inside B2B sales in.
• Conducted client onboarding with new accounts to increase product implementation and adoption.
• Managed over 200 accounts, deepening client relationships, driving retention, renewals, and upselling services.KEY ACHIEVEMENTS:
• Exceeded quota every month and achieved an average of 175% of quota for last 6 months.
• Led the team in customer calls, talk time, quality engagement, and account activity.
• 2015: Won company-wide Account Management performance contest by exceeding quota by the highest percentage.

Cambridge, MA, US

• Developed and managed relationships with executives of $1 billion+ organizations
• Achieved revenue targets in collaboration with account management team
• Successfully promoted customer satisfaction and loyalty by understanding critical business issues and delivering products and services that helped clients meet their business objectives
• Identified and qualified new business opportunities within client companies
• Partnered with Account Management team to develop strategies that drive usage and revenue
• Built name and organizational pipeline of accounts via phone, email, and LinkedIn

• Executed an average of 70 outbound calls daily to prospective leads.
• Exceeded quarterly sales quota by up 160%.
• Initiated conversations proactively with decision makers; identified and understood business needs.
• Maintained accurate opportunity data to allow management to forecast and report accurately.
• Collaborated with Marketing and Sales Management to identify opportunities and create a pipeline through demand generation and targeted campaigns.
• Related products to customer specific needs, dealt successfully with objections, and highlighted features/benefits.

• Intern
• Generated business for agency through innovative advertising campaigns using both direct mail and email marketing.

Bachelor Of Business Administration (B.B.A.), International Business Management

International Business

Education record