Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Kopczynski

Middleton

Summary

Sales Operations Manager skilled in developing and implementing sales strategies and analytics at Springs Window Fashions. Focused on driving EBITDA value creation in Private Equity PortCos with a history of profitable transactions. Successfully executed go-to-market strategies, refined compensation structures, and streamlined CRM processes. Contributions led to marked improvements in sales performance and operational effectiveness.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Sales Operations Manager

Springs Window Fashions
Middleton
06.2017 - Current
  • Designed and executed go-to-market strategy to boost sales force collaboration with Sales and BU leadership.
  • Analyzed customer data to identify trends and opportunities for sales growth.
  • Optimized sales structure, territory mapping, and compensation model to achieve short-term goals and support future growth.
  • Oversaw analysis of sales metrics and KPIs to develop comprehensive reporting for leadership and field sales.
  • Managed account investment opportunities while executing premium partner program and maintaining account processes.
  • Ensured adoption of sales processes and improved workflows by identifying opportunities within existing methodology.
  • Developed and deployed Microsoft Dynamics CRM solution for seven teams, serving 700 users across multiple functions.
  • Led monthly reviews of key performance indicators related to sales operations functions such as budgeting and forecasting.

Financial Lead Analyst

US Cellular
Rosemont
12.2016 - 06.2017
  • Develop and uphold analytical model focused on predicting consumer behavior influenced by handset lifecycle, new product launches, and pricing/promotional strategies
  • Developed long-term strategies for managing risks associated with investments.
  • Identified opportunities for process improvement through root cause analysis techniques.

Sales Operations Manager

CPG International
Skokie
09.2015 - 12.2016
  • Established team delivering technical, analytical, and administrative support to executive suite and sales team.
  • Created monthly reports tracking key performance indicators such as revenue goals and customer satisfaction ratings.
  • Analyzed sales results, variance, team member activities, and compliance using CRM tools.
  • Implemented process improvements within CRM, enhancing annual early buy procedures and management reporting.
  • Developed sales effectiveness models, emphasizing customer profitability and P&L impacts from sales concessions.
  • Coached, developed and motivated team to achieve revenue goals.

Sales Operations Analyst

CPG International
Skokie
06.2014 - 09.2015
  • Provided technical and analytical support to executive team and sales management through process improvement initiatives.
  • Reviewed annual early buy process, analyzing regional sales, costs, and profitability metrics.
  • Led CRM integration projects to systematize processes and enable multi-system functionality.
  • Implemented CRM best practices organization-wide and conducted training sessions for staff.
  • Conducted financial analysis, including operating results, short- and long-term forecasts, and monthly reporting.
  • Facilitated quarterly bonus program for sales team to enhance performance incentives.

Senior Specialist, Sales Accounts and Financial Services

Merck & Co.
Summit
12.2012 - 06.2014
  • Managed pricing strategies and customer terms for Footcare therapeutic area.
  • Ensured accuracy of government pricing accounting for Medicaid participation and conducted management analysis.
  • Verified data integrity across MCC Sales, Trade, and Accounting systems, including SAP and Siebel.
  • Investigated discrepancies and tested new processes to enhance reporting reliability.

Senior Specialist, Customer Finance Manager

Merck & Co.
Summit
06.2011 - 12.2012
  • Analyzed and managed budgetary funds for sales and promotional activities across over 50 retail corporations.
  • Reviewed sales data to plan for $200MM in sales, including variance analysis and production planning.
  • Managed relationships with third-party vendors and sales representatives, overseeing $20MM in spend.
  • Conducted forecasting, invoice analysis, and contract reviews to enhance budget planning accuracy.

Risk & Internal Controls Specialist

Merck & Co.
Whitehouse Station
06.2009 - 01.2011
  • Facilitated planning, execution, and completion of SOx 404 financial internal controls audits worldwide, covering engagements in North America, Europe, Asia, and South America
  • Implemented process improvements to increase efficiency and reduce costs.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Maintained positive working relationship with fellow staff and management.

Intern and Staff Auditor

Baker Tilly Virchow Krause, LLP
Milwaukee
01.2007 - 04.2009
  • Conducted annual audits for midsized manufacturing and distribution companies with revenues between $20 million and $220 million.
  • Audited company's legal documents to verify compliant policies and procedures.
  • Tested internal controls and segregation of duties during financial audits.
  • Reviewed compliance with plan documentation and regulations for employee benefit plans.
  • Conducted walkthroughs and risk assessments of internal control systems.
  • Gathered audit data to compile into reports, which were disseminated to the correct personnel and clients.
  • Reviewed company financial statements for accuracy, completeness, and compliance with legal and regulatory requirements.

Education

Bachelor of Science - Accountancy

University of Wisconsin - La Crosse
La Crosse, WI

Skills

  • Sales strategy
  • Sales analytics
  • CRM management
  • Data analysis
  • Performance metrics
  • Go-to-market strategy
  • Sales forecasting
  • Territory management
  • Process improvement
  • Budget management
  • Training and development
  • Customer relationship management
  • Sales process optimization
  • Customer segmentation
  • Sales leadership
  • Sales technology
  • Salesforce CRM
  • Team leadership
  • Compensation modeling

Certification

Certified Public Accountant – Licensed in Wisconsin as of May 2009

Timeline

Sales Operations Manager

Springs Window Fashions
06.2017 - Current

Financial Lead Analyst

US Cellular
12.2016 - 06.2017

Sales Operations Manager

CPG International
09.2015 - 12.2016

Sales Operations Analyst

CPG International
06.2014 - 09.2015

Senior Specialist, Sales Accounts and Financial Services

Merck & Co.
12.2012 - 06.2014

Senior Specialist, Customer Finance Manager

Merck & Co.
06.2011 - 12.2012

Risk & Internal Controls Specialist

Merck & Co.
06.2009 - 01.2011

Intern and Staff Auditor

Baker Tilly Virchow Krause, LLP
01.2007 - 04.2009

Bachelor of Science - Accountancy

University of Wisconsin - La Crosse

Similar Profiles

CREATE PROFILE
Daniel Kopczynski