Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Google
Timeline
Generic

Daniel Bos

San Diego,CA

Summary

Dynamic, result driven sales strategist with 20+ years of achievements and demonstrated success driving multimillion-dollar revenue growth while providing visionary sales leadership in highly competitive markets. A solid track record for securing key clients and increasing revenue to grow market share. Tenacious in building new business, securing customer loyalty and forging strong relationships. Consistently recognized as a trusted top performer searching for an opportunity to showcase my talents and passion within a new organization. Results-oriented executive with demonstrated record of accomplishment in streamlining operations, increasing profits and maximizing market penetration. Decisive leader promoting operational improvements, market expansion and positive corporate culture as keys to success.

Overview

19
19
years of professional experience
1
1
Certification

Work History

President of Revenue, Sales & Success

Aidium Fintech CRM
11.2022 - Current
  • Responsible for sales, success, support, implementation, strategic accounts teams and overall revenue for the company, launching the company rebrand.
  • Overseeing budgets, staff, and executives and evaluating the success of the company
  • Secured series (A) of $14 million to help the organization grow
  • Consulting with other board members, managing general activities associated with providing services and making products, establishing, and carrying out organizational or departmental procedures, goals, and policies, directing and overseeing an organization's budgetary and financial activities, work closely with the CEO to develop and implement sales strategies.
  • Recruiting and hiring new employees to meet the company's growth needs.

Vice President of Sales and Customer Success

Jungo Mortgage CRM
01.2019 - 11.2022
  • Supervised the day-to-day operations of the entire organization, Customer Success, Account Management, Sales, Marketing, Business Development, Pro Services, and Customer Support teams
  • Hired, held accountable, scheduled, mentored, and trained staff
  • Built and maintained relationships with key decision makers, establishing large volume accounts and ensuring clients retention and loyalty.

Vice President of Sales and Operations

Formula Funding
01.2016 - 02.2019
  • Developed, managed phase one ground operations for $40,000,000.00 company
  • Devise multi-million-dollar sales forecasts and oversee budgets
  • Conceptualize and present frameworks that focus on best practices
  • Tasked to rebrand organization and increase revenue through new marketing and sales tactics.

Director of Business Development

Titan SEO & Radd Interactive
12.2014 - 01.2016
  • Responsible for developing and implementing a comprehensive internal and external marketing plan that would increase revenues and profits
  • Lead a team of marketing & sales specialists that manage online and search marketing acquisition programs, which included Google, Ad Words, Yahoo, MSN, & Bing
  • Devise multi- million-dollar sales forecasts and oversee budgets
  • Conceptualize and present frameworks that focus on best practices, educate cross-functional partners on search drive synergies.

Director of Sales/Business Development - Admissions

Education Management Corporation - Argosy University
12.2012 - 11.2014
  • Responsible for leading and developing Argosy's Admissions, Academics and Finance teams, create and manage marketing and sales campaigns to increase student enrollment and retention while successfully exceedingly quarterly/annual budget goals and exceeding revenue expectations.

Director of Sales - Admissions

Bridgepoint Education - Ashford University
02.2009 - 12.2012
  • Lead 4 divisions of admissions / sales representatives to highest level of success during my tenure by creating a strong sales environment and goal-focused culture
  • Designed and ran new training courses to develop staff throughout the university which was implemented nationwide.

Executive Director of Sales - Player Development

Pala Resort & Casino
12.2006 - 01.2009
  • Create, present and drive marketing plans to recruit clientele, increasing sales and brand awareness
  • Organized and managed special events to a highly sophisticated marketplace to drive sales and increase customer base
  • Hired, developed and lead staff of 46 associates.

Director of Player Development & Sales

FANTASY SPRINGS RESORT & CASINO
03.2005 - 12.2006
  • Developed, implemented, and facilitated cross functional monthly Sales and Operation Planning (S&OP) process for the Downstream Business Divisions Drove consensus on customer demand and resource allocation with 100+ sales, events, operations, and executive management team reducing forecast bias by 10%.

Education

Masters in Organizational leadership -

Argosy University
San Diego, CA
01.2014

Bachelors in Communications -

Ashford University
San Diego, CA
01.2012

Skills

  • Revenue, Sales, Customer Success, Marketing & Business Development Leader - Motivator
  • Culture Developer, Team Builder and Organizational Values Promoter
  • Customer Relations and Retention Practices
  • Revenue Generation
  • Profit and Loss Management
  • Executive Performance Management
  • Performance Benchmarking
  • Relationship and Team Building
  • Quality Control Planning
  • Staff Management
  • Project Management
  • Partnership Development
  • Remote Team Management
  • Capital Expenditure Planning
  • Mergers and Acquisitions
  • Change and Growth Management
  • Employee Coaching
  • Investor Relations
  • Staff Training
  • Budget Management
  • Corporate Governance
  • Raising Capital
  • Turnaround Management
  • Product Development
  • Media Relations
  • Board Reporting
  • Strategic Planning

Accomplishments

  • Focused on results and increased revenues by over $35.3 million dollars.
  • Spearheaded efforts to develop new products and continuously deliver profit driven revenue models.
  • Streamlines technical service and logistics aspects of the company which saved over 1.2 million.
  • Revamped Customer Success department - complaints dropped by 95% and efficiency increased by 98%.
  • Enterprise retention is at an all-time high of 140%.
  • Consistently exceeded monthly goals by 175%. Developed and managed a team of 75 employees.
  • Developed marketing and sales communication strategies which increased brand recognition.
  • Managed the company's financial performance by operating reports, budget variance reports, and other appropriate financial information to monitor attainment of financial goals.
  • Voted leader of the year for 2020, 2021 & 2022 by my peers, COO and CEO.
  • Delivered 240%-month growth with a 21% decrease in spending.
  • Recorded a record number in revenue in first quarter of $1.2 million.
  • Managed multiple PR campaigns, communications, media inquiries, press releases and special projects.
  • Managed the company's sales / business development performance by reviewing operating reports, budget variance reports, and other appropriate financial information to monitor attainment of financial goals.
  • Create and develop a monthly meeting with key leadership to review the commercial state of our business globally. This includes market dynamics (size of markets, market share, market KPIs) as well as sales/margin actuals and forecasts of all subsidiaries.
  • Oversees the consolidation and distribution of monthly financial performance reporting, variance reporting of financial & statistical information (actual to budgeted and/or forecasted results).
  • Acquired, cultivated, and managed a significant client base offering an array of solutions including letters of guarantee, letters of credit, discounts, and loans.
  • Sales generated 40% Growth in unbranded search traffic by planning, launching, and directing complex SEO projects to increase our targeted audience unaware of our products.
  • Collaborated internally with risk management, operations, credit & legal to meet compliance protocols and maximize clients' experience.
  • Spearheaded the development of a VIP customer loyalty program which was implemented company wide.
  • Trained existing staff, hired additional business development executives and increased productivity.
  • Personally, grew a handful of large/key accounts by over 25%.
  • Redefined departmental operational procedures increasing efficiency and decreasing production errors.
  • Implemented marketing/sales plan to increase inbound leads to support initiative of increasing new business by over 20%. New sales have increased by 25%, exceeding goal.
  • Launched a new product category, successfully reached goal of $500,000+ in sales in the first 3 months.
  • 2013 Leader of the Year Award
  • Leader of the Year Award 2010, 2011 & 2012
  • Built and managed a team of sales and account managers. Created highly interactive training at the app level, resulting in a significant increase in new sales. Increased sales by $30MM in 2011 & 2012.
  • Designed and implemented processes to enhance sales productivity, through pipelines, CRM tools, and targeted education. Increased viable lead generation by 47% in first year.
  • Built corporate relationships with customers and the industry/market leaders.
  • 2008 YE (as of December P&L) room revenue up $1.3MM
  • 2008 YE (as of December P&L) Group results: Revenue $1.1MM
  • 2007 - first year in over 10 years, entire sales team exceeded room revenue booking goals
  • Developed marketing plan to increase incremental revenue and add to Pala value proposition
  • Awarded Leader of the year 2008
  • Created and implemented new commission infrastructure and systems to support the success of sales profitability; that translated to a 25% increase in key performance metrics, while cutting labor expenses.
  • Established performance budget for all sales divisions, analyzed results, and provided feedback on a continual basis, to proactively improve top line revenue, as well as Gross Profit.
  • Increased Gross Profit per transaction by 30% in 2013; this translated into an improved $1.8MM in EBITDA.
  • Developed and implemented a new strategy for a Customer Loyalty Programs which resulted in an addition $1.5MM in profitability.
  • Employee of the month for March, April, June, July, September, November, & December.
  • Employee of the year for the Player Development department.

Certification

Google

Google

Professional certifications span key technical job functions and assess advanced skills in design, implementation, within the Google sphere of influence. 

Timeline

President of Revenue, Sales & Success

Aidium Fintech CRM
11.2022 - Current

Vice President of Sales and Customer Success

Jungo Mortgage CRM
01.2019 - 11.2022

Vice President of Sales and Operations

Formula Funding
01.2016 - 02.2019

Director of Business Development

Titan SEO & Radd Interactive
12.2014 - 01.2016

Director of Sales/Business Development - Admissions

Education Management Corporation - Argosy University
12.2012 - 11.2014

Director of Sales - Admissions

Bridgepoint Education - Ashford University
02.2009 - 12.2012

Executive Director of Sales - Player Development

Pala Resort & Casino
12.2006 - 01.2009

Director of Player Development & Sales

FANTASY SPRINGS RESORT & CASINO
03.2005 - 12.2006

Masters in Organizational leadership -

Argosy University

Bachelors in Communications -

Ashford University
Daniel Bos