Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager
DAKOTA G. CHANDLER

DAKOTA G. CHANDLER

Columbus,Ohio

Summary

SaaS-focused sales professional with 6+ years of experience delivering exceptional customer service and driving adoption of banking products and SaaS solutions. Proven track record of customer-centric focus, leveraging technology and process optimization to grow revenue impact.

Overview

9
9
years of professional experience

Work History

Mid-Market Account Executive

FiscalNote
06.2022 - 10.2022

B2B SaaS Sales - Responsible for selling over 10 solutions to C-Suite via prospecting, discovery, demos, and negotiation

  • Managed territory of 300 accounts, generated $400K opportunity pipeline while ramping (goal of $200K)
  • Met with ~30 Directors/VPs/CxOs each month, becoming trusted advisor through deep dives into business needs
  • Onboarded new SDR and enabled SFDC, Gong, and territory strategy resulting in 300% increase in meetings held

Branch & Business Center Manager

PNC Bank
10.2021 - 04.2022

B2B & B2C Sales Management - responsible for branch's sales production, customer satisfaction, and operations

  • Achieved 5 consecutive regional Branch of the Month status for branch performance
  • Utilized Tableau reports to drive branch customer experience (CSAT/NPS) achieving highest CX scores in region
  • Drove adoption of new customer lobby check-in software achieving 90%+ client utilization vs goal of 50%
  • Served as voice of customer, relayed trends, presented best practices to 10+ regional leaders in weekly meetings
  • Developed employee career development plan tied to NPS KPIs that improved staff scores by 13%

Customer Experience Banker

Banker Huntington National Bank
02.2021 - 09.2021

B2B & B2C Sales & Account Management - responsible for generating revenue and expanding client relationships

  • Attained Director's Club status for hitting sales target within 3 months
  • Led district in new product insight conversion (upsells) at 42% (versus goal of 15%)
  • Revamped team calendar and appointment setting process producing 20% more client appointments
  • Introduced new branch customer care log to mitigate impact of potentially volatile client interactions

Branch Banker

PNC Bank
08.2019 - 02.2021

B2B & B2C Sales & Account Management - responsible for generating revenue and expanding client relationships

  • Exceeded quarterly target for volume of bi-annual account reviews, averaging 72 per quarter (vs goal of 60)
  • Improved CSAT across branch from 88 to 92 by acting as internal point of escalation for discontent customers
  • Partnered with mortgage, investments, and commercial banking teams to build strategic account plans

Patient Access Coordinator

The James Cancer Hospital & Solove Research Institute
06.2017 - 08.2019

Customer service revenue cycle role managing six provider's patient care and ensuring positive patient experience

  • Grew clinical patient volume by devising overbooking process to accommodate four additional patients per day
  • Supported new hire EHR training for four business units, decreased employee onboarding time by 33%
  • Elected President for JPAS Unit Council - created new council mission and increased fundraising by 500%

Audio Engineer / Music Producer / DJ

Koty Chandler Music Services
04.2015 - Current

Music production, performance, DJing, and consulting services

  • Design client process and strategy for recording and mixing music, song/album release, and event success
  • Collaborate with artists, producers, A&Rs, writers, to ensure project quality standards and timelines are met
  • Monitor industry production trends and market insights, recommend best practices

Education

Bachelor of Science - Communication

Ohio University
05.2016

Skills

  • Microsoft Office
  • G Suite
  • Salesforcecom
  • Asana
  • Tableau
  • Epic

Timeline

Mid-Market Account Executive

FiscalNote
06.2022 - 10.2022

Branch & Business Center Manager

PNC Bank
10.2021 - 04.2022

Customer Experience Banker

Banker Huntington National Bank
02.2021 - 09.2021

Branch Banker

PNC Bank
08.2019 - 02.2021

Patient Access Coordinator

The James Cancer Hospital & Solove Research Institute
06.2017 - 08.2019

Audio Engineer / Music Producer / DJ

Koty Chandler Music Services
04.2015 - Current

Bachelor of Science - Communication

Ohio University
DAKOTA G. CHANDLER