Daniel Meoli
Elkridge
Summary
Dynamic leader in client partnerships with a track record of driving growth through optimized lead generation systems. Skilled in mentoring teams to exceed performance metrics and facilitating high-stakes meetings that align with organizational objectives. Google IT Support certified, dedicated to enhancing operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Director of Client Partnerships
Stone Hendricks Group
04.2024 - Current
- Scheduled and led high-stakes sales meetings and partnership reviews.
- Directed and optimized internal lead generation systems, enhancing pipeline quality and increasing conversion rates.
- Oversaw and mentored new team members, aligning training with company standards and KPIs to maximize team effectiveness.
- Utilized advanced case management software to efficiently track client lifecycles and streamline issue resolution.
Senior Benefits Consultant
Malden Solutions
04.2024 - Current
- Analyzed complex data sets to provide tailored solutions for high-level client accounts.
- Managed digital lead generation funnels, resulting in identification and capture of new market opportunities.
- Orchestrated weekly sales meetings, setting agendas and tracking team performance metrics to drive accountability.
- Guided onboarding process for new consultants, training on internal systems and client protocols to enhance integration.
Driver
DoorDash
01.2018 - Current
- Managed real-time order fulfillment and navigation via web-based applications to ensure timely deliveries.
- Maintained high customer satisfaction ratings by effectively managing time and resolving issues.
- Delivered food orders efficiently across designated routes.
- Navigated using GPS for optimal delivery paths.
- Communicated with customers for order updates and feedback.
Field Sales Support
Ergeon
03.2023 - 04.2024
- Partnered with sales teams to deliver targeted pre-sale and post-sale support, enhancing customer experience.
- Streamlined customer onboarding process while managing complex case workloads to improve client satisfaction.
- Handled cross-channel client inquiries (phone, email, chat) through Ergeon All platform, ensuring timely resolutions.
Laundry Attendant (Yellowstone)
Xanterra Travel Collection
06.2019 - 10.2019
- Managed high-volume inventory under strict deadlines, ensuring adherence to quality standards.
- Sorted and organized laundry items for efficient processing.
- Operated industrial washing and drying machines according to safety guidelines.
- Maintained cleanliness of laundry area to ensure a safe work environment.
Education
Google IT Support Professional Certificate -
01-2023
Bachelor of Arts - Philosophy, Psychology
University of Maryland, Baltimore County (UMBC)
12-2022
Associate of Arts - General Studies
Howard Community College
Skills
- Team Management
- Training programs
- Meeting Facilitation
- Strategic Planning
- Lead generation
- Case Management
- Data Analysis
- Workflow Optimization
- CRM Management
- Client Insights
- Client Solutions
- Stakeholder Engagement
- Client management
- Conflict Resolution
Core Skills
Team Management, Training & Onboarding, Meeting Facilitation, Strategic Planning, Lead Generation Systems, Case Management, Data Entry, Workflow Optimization, CRM Management, Google IT Support Professional Certificate, Technical Troubleshooting, Public Speaking, Client Relationship Management, Conflict Resolution
Certification
Life and Health Insurance License
Timeline
Director of Client Partnerships
Stone Hendricks Group
04.2024 - Current
Senior Benefits Consultant
Malden Solutions
04.2024 - Current
Field Sales Support
Ergeon
03.2023 - 04.2024
Laundry Attendant (Yellowstone)
Xanterra Travel Collection
06.2019 - 10.2019
Driver
DoorDash
01.2018 - Current
Google IT Support Professional Certificate -
Bachelor of Arts - Philosophy, Psychology
University of Maryland, Baltimore County (UMBC)
Associate of Arts - General Studies
Howard Community College