Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Daniel Moreland

Mentor

Summary

Results driven Implementation Consultant with over 3,000 hours of project delivery experience and a proven track record of successfully onboarding and supporting 250+ clients across various industries. Skilled in designing and deploying custom workflows using monday.com, Make (Integromat), and Zapier, as well as integrating platforms like Salesforce, HubSpot, and Excel to optimize business operations. Adept at translating complex processes into scalable solutions, leading client training, and driving high adoption rates through clear communication and strategic problem-solving. Passionate about automation, process improvement, and delivering long-term value through technology.

Overview

8
8
years of professional experience

Work History

Implementation Consultant

Carbonweb
10.2022 - Current
  • Collaborated with internal departments to confirm timely and accurate delivery and implementation of customer orders.
  • Delivered hands-on training sessions and documentation to improve user engagement and self-sufficiency.
  • Analyzed client processes to design and configure custom monday.com boards, automations, and integrations aligned with operational goals.
  • Designed and deployed automation workflows using Make and Zapier to streamline repetitive tasks, reduce manual effort, and improve operational efficiency across client systems.
  • Integrated monday.com with external platforms like Salesforce, HubSpot, and email tools to create seamless data flows and centralized dashboards.
  • Accumulated over 3,000 hours of project delivery while successfully implementing solutions for 250+ clients across diverse industries, ensuring high adoption rates and long-term platform value.

Loan Officer

Rocket Mortgage
09.2021 - 10.2022
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.

Associate

Best Buy
05.2017 - 09.2021
  • Provided exceptional services and pleasant shopping experiences to retail customers.
  • Developed strong rapport with customers and created positive impression of business.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Conducted product demonstrations to highlight features and redirect objections to positive aspects.

Education

Computer Science

Kent State University
Kent, OH

General Studies

Lakeland Community College
Willoughby, OH

High School Diploma -

Riverside High School
Painesville, OH
05-2014

Skills

  • Online training services
  • Technical consulting
  • Business analysis
  • Data migration
  • Software implementation
  • Reporting and documentation
  • Analytical thinking
  • Process improvement
  • Stakeholder management
  • Solution design
  • Project plan understanding

Software

Mondaycom

Make (Integromat)

Zapier

Salesforce

HubSpot

Excel

Google Workspace

Slack

Jira

Asana

Power BI

Microsoft Teams

Zoom

Timeline

Implementation Consultant

Carbonweb
10.2022 - Current

Loan Officer

Rocket Mortgage
09.2021 - 10.2022

Associate

Best Buy
05.2017 - 09.2021

Computer Science

Kent State University

General Studies

Lakeland Community College

High School Diploma -

Riverside High School

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Daniel Moreland