Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Fandl

Revenue Operations Consultant
Beacon,NY

Summary

I am an experienced revenue operations professional with a demonstrated history of working in the B2B SaaS space. Skilled in CRM Administration, Marketing Automation, and Sales Enablement. I have experience working with stakeholders across various departments including sales, marketing, client services and production departments to analyze business needs, elicit requirements and design solutions.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Revenue Operations Consultant

RenderTribe
Beacon, USA
02.2021 - Current
  • Collaborate with clients to define and implement lead and sales processes within CRM system
  • Manage marketing automation systems, including; campaigns, prospects, reporting, integrations, and general upkeep of platform
  • Aid clients in aligning analytics and executing marketing attribution models through the CRM to revenue outcomes
  • Dig into channel performance data related to customer revenue objectives to help uncover opportunities to scale or adjust
  • Effectively communicate insights and results to customers

Sales Operations Specialist

IBISWorld
New York, USA
04.2017 - 02.2021
  • Leverage Salesforce.com to deliver quality data and insights via reports, dashboards, and communications
  • Contribute to data analysis projects to assess cross-sell opportunity, pipeline health, sales velocity, penetration, conversion rates, and other KPIs
  • Identify and implement methods to improve efficiency in data integrity, data retrieval, and utilization
  • Find the 'story' in the data, and communicate insights and opportunities to internal stakeholders within sales, client services and marketing departments
  • Support Sales and Marketing by ensuring Lead and Prospect information route to the appropriate team channels promptly
  • Maintain a holistic view of all business processes and users in Salesforce to understand cross-functional impacts regarding configuration, process, workflow, and reporting

Sales Lead Researcher- Independent Contractor

Contractors Register, Inc.
Jefferson Valley, USA
09.2015 - 06.2017
  • I researched company websites and qualified them to become members of the Blue Book Building & Construction Network
  • My duties include data entry, URL research, harvesting company information, contact information, company line-of-business, and other information that can be used to qualify companies
  • Qualified companies were then forwarded to the Blue Book sales team as advertising prospects

Financial Services Representative

First Investors Corp.
Newburgh, USA
06.2015 - 09.2015
  • I was responsible for cold calling, meeting with potential clients, discussing client’s financial goals, and suggesting suitable financial products based on the client’s specific needs
  • I earned my Series 6, Series 63, and New York State Life Insurance Licenses

Client Associate Intern

Merrill Lynch
West Nyack, USA
06.2014 - 08.2014
  • I worked with members of the Mahoney-Clancy group within a wealth management office
  • My duties included contacting clients, generating wealth outlook reports, portfolio performance reports, and attending weekly meetings with financial wholesalers

Sales Research Analyst Intern

Contractors Register, Inc.
Jefferson Valley, USA
05.2013 - 08.2013
  • I worked with members of the data communications department within an office setting
  • My duties included data entry, filing, and attending meetings regarding the general operations of the company

Education

Bachelor of Arts - Economics, Business

University at Albany
Albany, NY
05.2015

Skills

  • CRM administration - Salesforce & HubSpot certifed admin
  • Marketing automation administration
  • Sales process mapping
  • Pipeline reporting and analysis
  • Excellent interpersonal and communication skills

Certification

  • Certified Salesforce Administrator

Timeline

Revenue Operations Consultant

RenderTribe
02.2021 - Current

Sales Operations Specialist

IBISWorld
04.2017 - 02.2021

Sales Lead Researcher- Independent Contractor

Contractors Register, Inc.
09.2015 - 06.2017

Financial Services Representative

First Investors Corp.
06.2015 - 09.2015

Client Associate Intern

Merrill Lynch
06.2014 - 08.2014

Sales Research Analyst Intern

Contractors Register, Inc.
05.2013 - 08.2013

Bachelor of Arts - Economics, Business

University at Albany

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Daniel FandlRevenue Operations Consultant