Summary
Overview
Work History
Education
Skills
Timeline
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Danielle A. Lubin

Scotch Plains,New Jersey

Summary

Portfolio Specialist at Hewlett-Packard Enterprise Financial Services with a proven track record in driving revenue growth through strategic relationship management and business analysis. Expertise in Microsoft Excel and Salesforce enables identification of opportunities and enhancement of operational efficiency. Strong leadership and collaboration skills support successful cross-functional initiatives.

Overview

12
12
years of professional experience

Work History

Portfolio Specialist

Hewlett-Packard Enterprise Financial Services Company
Berkeley Heights, New Jersey
03.2022 - Current
  • Develop relationships with customer base and collaborate with HPEFS Sales Team, Strategic Business Partners, and internal teams within HPEFS to identify all portfolio opportunities
  • Assist in the development for Go to Market Strategy for their solution and provide assistance and support for the sales teams
  • Partner with the enablement team for end of lease processes related to the roll out of Odessa, starting with the United States, as a subject matter expert
  • Represents services on product or solution core teams and provides service requirements into product development stages/phases, ie. Product warranty support and cost analysis, and Service Product Marketing content/collateral
  • Performs business analysis, identifies root cause, and develops recommendations with solutions to drive business improvements and margin
  • Proactive manage the ongoing pipeline of portfolio opportunities for stated territory to deliver monthly forecast for Revenue and Margin
  • Utilizes understanding of customer business requirements to develop business case, validate the solution, and demonstrate services added value
  • Leads key business initiatives in support of operational or financial improvement, including areas of improvement for our systems
  • Collaborate globally with other Community Leaders leading projects to enhance all areas of the business

Customer Delivery Specialist

Hewlett-Packard Enterprise Financial Services Company
Berkeley Heights, New Jersey
01.2017 - 02.2022
  • Assist three to nine small/medium business Financial Area Managers with the documentation for new Master Lease and Financing Agreements, schedules, interim financing agreements, electronic business lease agreements and name change amendments
  • Match forecasted deals throughout the month in Phoenix
  • Process fundings in a timely upon customer’s acceptance within SOA up to one million dollars independently
  • Transfer invoices from Basware into Phoenix
  • Issue vendor authorization letters and follow up with vendors to receive asset detailed invoices
  • Collaborate with the customer relationship managers regarding special customer requests and redline reviews with legal
  • Follow custom guidelines set forth by credit for each customer
  • Act as team representative on the Eerything Online Team to ensure our customer base is invited and utilizing the customer portal
  • Regenerate expired pricing prior to funding through the sales pricing excel tool

Administrative Coordinator for Relocation

Automatic Data Processing, LLC.
Roseland, New Jersey
10.2016 - 12.2016
  • Assist Relocation Counselors with associate moves internally with processing necessary payments
  • Coordinate multiple providers with internal associates for logistics of their cross country moves
  • Prepare and update policy documentation as well as PowerPoints for Senior Management
  • Update software with transferee’s status and critical documents

Mobile Solution Team Manager

doForms, Inc.
Cranford, New Jersey
05.2016 - 10.2016
  • Manage over five hundred accounts ranging from startup corporations to Enterprise
  • Co-managing the team of consultants to enhance sales, procedures, and product
  • Create pitch decks for partnership calls used by entire team
  • Develop projections for forecast sales
  • Train all new employees on operating and sales procedures
  • Understanding customer’s processes to assist ways to improve and enhance while going paperless
  • Manage the partnership with the largest wireless carrier by attending events across the country as a sell with product
  • Assist the CFO with quarterly commission payouts, as well as quarterly commission targets
  • Participate in product development to suit growing needs of customers, while working with development team to test out new functionality
  • Run reports twice a month for leads and opportunities to track growth
  • Support existing customer accounts day to day with questions and account maintenance
  • Process credit card payments for subscription fees as well as one-time payments
  • Troubleshoot bugs within our product and make suggestions to improve core product
  • Wrote doForms New Employee Training Handbook

Account Manager

doForms, Inc.
Cranford, New Jersey
05.2014 - 05.2016
  • Manage over five hundred accounts ranging from startup corporations to Enterprise
  • Co-managing the team of consultants to enhance sales, procedures, and product
  • Create pitch decks for partnership calls used by entire team
  • Develop projections for forecast sales
  • Train all new employees on operating and sales procedures
  • Understanding customer’s processes to assist ways to improve and enhance while going paperless
  • Manage the partnership with the largest wireless carrier by attending events across the country as a sell with product
  • Assist the CFO with quarterly commission payouts, as well as quarterly commission targets
  • Participate in product development to suit growing needs of customers, while working with development team to test out new functionality
  • Run reports twice a month for leads and opportunities to track growth
  • Support existing customer accounts day to day with questions and account maintenance
  • Process credit card payments for subscription fees as well as one-time payments
  • Troubleshoot bugs within our product and make suggestions to improve core product
  • Wrote doForms New Employee Training Handbook

Accounting Associate

National Financial Partners
New York, New York
07.2013 - 05.2014
  • Track revenue received by clients and carriers in commission software ensuring proper payout structures
  • Run reports for all financials to close out the month, matching all the different bank accounts with what was entered in software
  • Process submitted excel forms for different lines of coverage, following up with directors on a weekly basis for commission structure approval
  • Process accounts payables twice a week, receiving approval from the CFO
  • Remotely depositing checks into numerous legacy accounts, as well as allocating the next day
  • Project future receivable commissions monthly

Education

Bachelor of Science - Management Information Systems, Global Enterprise Technologies, Operation Management

University of Delaware
Newark, Delaware
05.2013

Skills

  • Microsoft Office Programs (Access, Excel, Word, PowerPoint)
  • Basic knowledge of SQL
  • Basic knowledge of HTML
  • Microsoft Visual Basic Studio
  • Google Analytics
  • Intermediate knowledge of SalesForcecom
  • Business Catalyst

Timeline

Portfolio Specialist

Hewlett-Packard Enterprise Financial Services Company
03.2022 - Current

Customer Delivery Specialist

Hewlett-Packard Enterprise Financial Services Company
01.2017 - 02.2022

Administrative Coordinator for Relocation

Automatic Data Processing, LLC.
10.2016 - 12.2016

Mobile Solution Team Manager

doForms, Inc.
05.2016 - 10.2016

Account Manager

doForms, Inc.
05.2014 - 05.2016

Accounting Associate

National Financial Partners
07.2013 - 05.2014

Bachelor of Science - Management Information Systems, Global Enterprise Technologies, Operation Management

University of Delaware

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