Gill Daniels Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

• Generated sales to new and existing accounts by discovering their needs and challenges, providing tailored demonstrations, and finding solutions for their key business needs. • Collaborated with cross-functional teams to successfully on-board new customers, resolve issues, and develop solutions to foster adoption and continued usage of specialized Mortgage industry SaaS technology.• Communicated with customers to keep them up to date with the latest enhancements and industry standards and promote customer-focused cross-selling and upselling opportunities.• Developed and maintained positive customer relations by being the key point of contact in my assigned region and ensuring consistent service and addressing problems head-on with successful corrective actions.• Utilized industry expertise, customer service skills and analytical thinking to connect with key decision makers and stakeholders to promote their team’s engagement with the product.• Monitored and analyzed customer’s usage of product to ensure retention and source opportunities for further business development.Achievement: Reduced churn rate by over 50% within the first 6 months of starting this role.

Mississauga, Ontario, Canada

• Provided clients with a professional, courteous, and positive experience to ensure timely closing of their mortgage and deepen their relationship with the bank.• Presented advice-based solutions by discovering the clients’ needs and leveraging a high degree of knowledge of products and services. • Accurately resolved client problems by providing them empathy and active listening so that they could be directed to the appropriate solution. • Performed independently and as part of a team in a fast-paced environment being accountable for tight deadlines. Achievements: Consistently ranked among the top three advisors in my region and nationwide for four consecutive years in a row (Average Quarterly NPS Score of 82). Exceeded all quarterly sales goals by a minimum of 20%.

Mississauga, Ontario, Canada

• Maintained a book of business of over 700 clients and consistently achieved top customer service rankings in my region.• Engaged with clients to develop strong relationships and provide sound financial advice.• Introduced clients to products and services that matched their financial objectives and maximized their satisfaction.• Analyzed the financial needs of clients and developed tailored strategies to meet their goals.

Toronto, Canada Area

• Implemented a new SaaS CRM system to manage the publication circulation and new advertising sales opportunities for multiple brands.• Conducted customer research to identify opportunities for growth and develop additional revenue generating strategies.• Collaborated with advertising group to create uniformity between advertising and audience development marketing initiatives.• Utilized CRM software to track sales progression and communicate project needs.

Mississauga, On

• Oversaw audience development marketing initiatives, customer service, fulfillment and e-commerce operations.• Implemented systems and procedures to increase customer engagement and revenue.• Built effective long-lasting relationships that expanded into future partnership opportunities and mutually rewarding ventures and industry events.• Managed advertising and circulation revenue models, process flows, and customer engagement strategies.• Resolved problems with high-profile customers to maintain relationships and increase return customer base.• Liaised with upper management, sales & marketing teams to develop solutions, accomplish shared objectives and implement continuous improvements to exceed team goals.

Bachelor Of Arts (Ba), Economics, Commerce

Registered Financial And Retirement Advisor Parts 1 And 2

Investment Funds In Canada (Ifc)

Social Media For Business Certificate