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 to identify strategic business needs and provide targeted solutions. I was also responsible for developing and deploying tracking dashboards to increase partner and vendor user engagement.Below were my Key Achievements in this role: Accomplished sales revenue of $357K within first month of employment. Positioned business on track to meet quota of $1.2M for year 2020 before COVID shutdown.

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 performance goals, while ensuring delivery of best-in-class services to elevate customer satisfaction, promote loyalty/retention, and secure repeat business. I identified and resolved escalated complaints within strict time constraints, while overseeing all customer interactions.Below were my Key Achievements in this role: Consistently overachieved sales quota by acquiring new key accounts and securing repeat business from existing clients through delivery of superior customer service. Received promotion as Assistant Regional Manager for continually exceeding performance expectations and in recognition of ability to excel in roles of higher responsibility.

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.• Increased sales by deepening customer relationships, specifically calling on accounts to conduct needs analysis and suggest additional Gusto services.• Hired, trained and mentored new employees as the team grew to 25 – 30 Customer Success and Small Business Sales Associates.KEY PROJECTS:• Improved team efficiency by implementing cutting-edge customer service technology to efficiently manage a large customer load, such as in-app chat applications.• Spearheaded splitting the team into two separate divisions: Inbound Customer Success and Outbound Small Business Sales. Directly managed the Outbound Division.• Developed a clear succession plan for the Small Business Sales Team to become Account Executives.• Assisted with opening the Denver location, including overseeing buildout of office infrastructure.

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 collaboration with the Inbound Marketing Consultant.• 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•Closely tracked account and pipeline information

• 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.• Maximized sales performance by assessing and evaluating the best strategy and approaches to individual customers.• Resolved issues and maintained customer loyalty with at-risk clients. • Provided efficient and professional customer service while achieving sales targets

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