Dan Merchant

Experience

• 

  Sewell Lexus - Dallas

  May 2007 - Aug 2007

  Summer Intern
• 

  Vail Resorts

  Dec 2007 - Jan 2008

  Winter Intern
• 

  CLEAResult

  May 2008 - Aug 2008

  Intern

  • Undertook a variety of tasks and supplied directors & managers with monthly program summaries and industry research analysis• Data entry for the benchmarking team that supported Energy Master Planning sessions conducted for school & city program participants

• 

  CLEAResult

  Jun 2009 - May 2015

  Managed SCORE (Schools/Universities), OPEN (Small Business), and Commercial Solutions (Commercial & Industrial) energy efficiency programs for our Northeast Texas electric utility client • Program management & implementation• Work with schools, cities, and commercial customers and consult on HVAC, lighting, & roofing system upgrades• Measure and Verify (M&V) energy savings for compressed air, welding, and injection molding process improvements • Work with schools, cities, and commercial customers and consult on HVAC, lighting, & roofing system upgrades• Measure and Verify (M&V) energy savings for compressed air, welding, and injection molding process improvements • Met with a variety of utility customers and conducted existing system audits • Provided energy savings estimates, recommendations, and opportunity assessments to partners enrolled in our energy efficiency programs• Coordinated with program participants, contractors, ESCO’s, architectural, and mechanical firms • Coordinated the documentation of hundreds of energy efficiency projects for our Texas investor owned utility clients• Supported outside consultants, specialists, and field engineers and maintained employer’s internal database and documentation

  • Program Manager

    Aug 2014 - May 2015

  • Senior Program Consultant

    Aug 2013 - Aug 2014

  • Program Consultant

    Jul 2011 - Aug 2013

  • Program Specialist

    Jun 2010 - Jul 2011

  • Program Coordinator

    Jun 2009 - Jun 2010
• 

  AIQUEOUS

  Feb 2015 - Sept 2019

  • Oversee sales, operations, strategy, and forecasting of company performance • Contract management and proposal development• Design, creation, and modification of AIQUEOUS software platforms • Implement software integration, data management, and requirements gathering for Utility clients • Brand development, marketing strategy• Client on-boarding and retention • Supervise employee and sub-contractor performance • Manage employee on-boarding and performance• Direct operations and forecasting of company performance • Oversee AIQUEOUS contracts related to conservation, consulting, and drought management programs• Implement data management and analytics strategies for utility clients utilizing proprietary Salesforce CRM products

  • Vice President of Operations

    Oct 2016 - Sept 2019

  • Director of Operations

    Feb 2015 - Sept 2016
• 

  Agentis

  Nov 2019 - May 2021

  Director of Customer Success

  • Lead the Agentis CS team to ensure satisfied clients, high quality solutions, and company revenue growth • Develop and deploy technology strategies, action plans, and processes to improve CX, increase customer retention, and enable account growth • Lead cross-functional teams to achieve objectives for on-time, on-budget solution delivery

• 

  Emerson Commercial & Residential Solutions

  May 2021 - Jul 2022

  Business Development Manager

  • Outside sales for North America focusing on on DR, EE, and DER solutions forinvestor-owned utilities, municipalities, cooperatives, implementers, aggregators,and marketplaces

• 

  Resource Innovations

  Jul 2022 - now

  Principal

  • Develop consulting and software solutions for state, federal, electric, and gas utility clients• Drive growth for our energy efficiency (EE), demand response (DR), and other distributed energy resources (DER) services with electric and gas utility clients