Daniel Marshall Email & Phone Number

Greater Chicago Area

• Develop and grow the channel partner relationships for CardinalCommerce’s core business products and services to optimize short term and long-term transaction volumes and revenue growth• Present and sell the CardinalCommerce suite of products and services to VP through C level contacts, both tactically and strategically using a consultative approach• Determine the technical capabilities of the partner and Cardinal integration to ensure compatibility with regional and global standards and mandates• Increase awareness of the CardinalCommerce Solution in the market and create sales opportunities for our channel partners• Collaborate on go-to-market strategies, marketing plans, sales and marketing collateral for CardinalCommerce Partners• Effectively navigate, motivate and lead internal partners to project completion• Work cross functionally with Data teams to create and present results and findings to partners related to platform efficiency• Negotiate contractual aspects with customers• Support Product Marketing by gathering market/product intelligence from existing and prospective customers• Understand assigned existing accounts’ plans, desires, and objectives• Arrange and lead quarterly business reviews with each assigned account

Schaumburg, Illinois, United States

Maintain and grow relationships with all ProTransport customers by learning about the business, identifying different ways to up-sell software feature by gaining . The Account Manager will be responsible for developing a deep understanding of our customer s needs, helping them get the most out of the existing products they have purchased, and increasing revenue by introducing additional products and services offered by RTS Financial and/or affiliates.• Lead point of contact for assigned customer base• Inside sales referrals from existing clients• Help desk tickets - Purchase requests, customizations, oversee SOW requests• Identify development potential in accounts by interacting with clientele; identify and evaluate additional needs; analyze opportunities• Initiate cross-selling opportunities by building relationships; qualify potential; explain product and service enhancements and additions; introduce new products and services• Contribute information to sales strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer relations• Experience in delivering client focused solutions based on customer needs• Proven ability to manage a diverse customer base• Strong relationship building skills

Elgin, Il

Manage large-scale initiatives by collaborating with business partners, focusing on demand mitigation for Client & Cardholder Services and creating a great client experience.Post-Transformation Chip Card Issuance (January 2017 - December 2018) - Commercial CardManaging the chip card issuance for the Mass Reissue Event waves, which mirrors the Chip Card Conversion. In addition, working with clients to confirm different shipping options.Chip Card Conversion (May 2015 – January 2017) Commercial Card PortfolioAttended JAD sessions with internal partners to create rollout strategy. Managed a small team during our Controlled and General Availability card issuance, who succeeded in meeting all key milestone target dates. Worked directly with our sensitive clients, level-setting expectations upfront to prevent escalations.

Elgin, Il

Responsible for actively working with various Clients, Bankers and Treasury Management Officers to enhance and maintain relationships. My main responsibilities include filing the necessary paperwork to process rebates, contract pricing, custom reports, as well as other complex and contractual items for my clients. In additional, I assess my clients’ needs and business situation, develop a trusted advocate role and act as a communication bridge between the client and JP Morgan. I take a proactive approach to address my clients’ needs and ensure satisfaction through active involvement. As a trusted ally to the Banker and Treasury Management Officer, I provide details regarding our clients’ Commercial Card program by addressing the all questions and concerns as the subject matter expert. Actively looked for ways to improve the client experience with JP Morgan and as a result, further enhance customer satisfaction.

Elgin, Il

Provide support to internal and external clients on a variety of technical issues involving a wide range of web based and internal applications, file transmissions, and automated reports. Responds to telephone and email requests for technical support. Documents, tracks and monitors problems to ensure timely resolution. Act as a liaison between our clients, internal customers, Technology and Product teams by providing a high level of intuitive problem-solving analysis. Partnered with our vendor to prioritize defects within the user interface, escalating issues appropriately to assure a great client experience.Top Performer2010 - Q42011 - Q1 & Q2

Elgin, Il

Handled calls by maintaining a thorough knowledge of the Policies and Procedures and all systems in order to assist other representative and handle escalated calls. Used a high level of customer service skills in order to defuse potentially difficult and/or upset customers and complex issues. Took initiative to escalate issues that could not be resolved on the call, protecting the firm's reputation. Created the training program for new hires and the quality guidelines. Identified trends within the calls/issues, which led to improvement opportunities in policies/procedures/processes along with potential recommendations and training opportunities.

Elgin, Il

Provide personalized service (telephone and written) that meets and exceeds clients' time and quality expectations. Assist by executing transactions promptly and accurately, responding to clients requests and inquiries.Top Performer 2009 - Q2 & Q4

Mathematics

High School Diploma, General Studies

Activities and Societies: Sports Teams: Soccer - 4 years Volleyball - 3 years Basketball 2 yearsMulti-sport student-athlete