Jacob Danielson Email & Phone Number

Omaha, Ne, Us

Omaha, Nebraska, United States

Omaha, Nebraska, United States

Greater Omaha Area

 Partner with strategic size financial advisory firms at the executive level to ensure adoption of the Orion technology to scale and grow their business. Maintain great relationships Orion’s top clients to ensure they are net promotors to their friends and colleges. Conduct client office visits twice a year demonstrating new development products, address service issues, make utilization and integration partner recommendations, and set obtainable goals and initiatives. Successfully attend and support partner conferences by conducting impactful presentations and vendor booth meetings.

Omaha, Nebraska

*lead a unique team of Senior Accounting Analyst to offer assistance to financial advisors to own and understand their account data. *Coach and develop each team member to further their own skills to drive the success of the team as a whole.*Collaborate with other Subject Matter Expert teams to find solutions to complex Financial Advisors firm needs. *Submit and test development project for efficiencies and software improvement.

Omaha, Nebraska

 Deliver exceptional customer service and support for a back office software to 15 Registered Investment Advisory firms that have more than 500 accounts on the Orion Software.  Empower Financial Advisors through Integrations partners and software’s so they can focus more on business development than back office account maintenance.  Research and resolve billing, performance and reporting inquires to ensure complete data accuracy.  Ability and restore satisfaction and save clients who were on had become unsatisfied with their service by being proactive and anticipating future needs.  Answer everyday questions and inquires within a two hour guaranteed service response time via phone or email while ensuring proper case management.  Facilitate meetings and organize meetings between different support teams and Advisors to ensure proper communication and needs are meet.  Quarter End processing of end client billing, performance and Reporting.

Greater Omaha Area

* Direct adequate control of over 30 million dollars of inventory. * Perform daily cycle counts to ensure correct perpetual inventory levels.* Research and escalate inventory variances across multiple systems ensuring we can sell what is available today while preventing controllable losses.* Physically make inventory adjustments in Retek Store Systems to reflect actual on hand inventory levels. * Finished physical year 2014 physical inventory at -.18% shrink on a -.43% budget. * Deliver customer service and sales support whenever needed to ensure no customer is going un-served.

Greater Omaha Area

* Established a loss prevention culture to ensure a safe, secure, and profitable store environment by educating employees on their direct impact on safety, P&L and margin. * Initiate, conduct, and research investigations with local law enforcement on asset losses and deterrence. *Increased close rate by 5% and margin by making sure that no employee goes untrained and no customers go un-served.* Deliver sales support whenever needed to capitalize on revenue and margin by maintaining product and service knowledge on leading edge technology. * Conduct weekly and monthly audits to ensure the store is in compliance with all safety and health regulations, while maintaining a secure and profitable environment.

Greater Omaha Area

Product Process Senior * Develop techniques and implement procedures to allow accurate and adequate flow of incoming and outgoing inventory.* Engage in customer sales and deliver excellent customer service, proven by 2011 achievers award for the top revenue store in the district.* Perform daily research and complete required administrative work. * 100% completion of product pulls and shipment under strict deadlines. * The use and mastery of multiple computer programs for research, inventory location, and customer service.*Team leader of teams to ensure accurate placement and correct pricing to reach and exceed the store environment assessment audit.* Achieved many department MVP awards as well as all store MVP awards. * Coordinate and schedule drop shipments with various venders (UPS, Fed-Ex, Truck Dispatch...) to ensure customers product arrives at various locations without delays. * Train and develop new employees to lower turnover and extend the average length of service of employees of a $40 billion fortune 100 company.

Greater Omaha Area

* Maintained customer satisfaction by ensuring safety and well-being of children.* Prepared classes for head teacher each day. * Provided a nurturing environment for preschool aged children.* Ensured sanitary conditions.* Substituted for head teachers when absent or as needed.

* Delivered excellent customer service while installing purchased products in customers' homes and businesses.* Cut and prepped materials for master plumber.* Prepared job sites to ensure an efficient and safe working environment. * Helped maintain customer service and satisfaction whenever possible.

Bachelor Of Science, Business Administration; Business Administration; Management Emphasis; Business Administration

Innovation and Entrepreneurship emphasis

Bachelor Of Science (Bs), Business Administration And Management, General