Dan Marinari

Experience

• 

  Auckland Council

  Mar 2013 - Feb 2014

  Rates Transactions Coordinator
• 

  Essendant

  Jun 2014 - May 2015

  Customer Service Representative

  -Prepared quotes for clients and satisfied their requests for competitive wholesale pricing-Entered clients’ orders into ERP system and provided clients with their order acknowledgment

• 

  PRN Vision Group

  May 2015 - Sept 2018

  -Analyzed sales trends to provide the Sales team with direction on business partners to target.-Created CRM dashboards that provided an average of 40 new prospects per month.-Provided analytics for business partners to show their potential revenue.-Simplified lead generation processes for business partners which increased leads by 30%.-Worked with Marketing to target webinar attendees with strategic campaigns. -Provided individual feedback and analytics for both the Sales and Customer Service teams-Partnered with Marketing to develop more impactful messaging for Sales team-Developed SOP’s and training documentation for the Customer Relations Department-Conducted meetings to coach underperforming agents to increase their sales -Answered an average of 60 calls and responded to 75 customer emails daily-Maintained a customer retention rate of less than 10 subscription cancellations a day

  • Sales Operations Analyst

    Mar 2018 - Sept 2018

  • Quality Assurance Analyst

    Feb 2016 - Mar 2018

  • Customer Service Representative

    May 2015 - Feb 2016
• 

  Filtration Group

  Jan 2019 - Feb 2021

  Sales Operations Analyst

  -Developed sales reports to forecast month end performance using advanced Excel skills.-Created sales variance reports to identify opportunities to win back lost business.-Supported the Sales team by providing them with customer data and analysis of their territory.-Collaborated with Customer Service and Sales to resolve customer concerns promptly.-Developed reporting to provide monthly service level metrics to improve the customer experience.-Managed contract pricing for key accounts and maintained online customer product catalogs. Show less

• 

  Pinterest

  Feb 2021 - Nov 2021

  Sales Operations Manager

  -Created Salesforce reports and dashboards for sales management to track performance and OKRs.-Regularly audited Salesforce data to ensure customized features in the sales process were functioning properly.-Partnered with Salesforce Admins to perform UAT testing before deploying updates to production.-Audited current user records for correct permission level settings.-Performed bulk updates using Dataloader.-Documented Sales Ops processes and trained new team members.

• 

  Vercel

  Nov 2021 - Feb 2023

  Salesforce Administrator

  -Developed advanced solutions using Apex, SOQL and Visualforce-Configured Salesforce CPQ including Price books, Product Bundles, Discount Schedules, Product Rules and Price Actions-Integrated Sales Cloud for Slack and trained end users to update SFDC records directly from Slack-Automated complex business processes using Flow and converted legacy workflows and process builders to flows-Integrated 3rd party tools with Salesforce such as LeanData, ZoomInfo, Outreach, Gong, Highspot and PagerDuty-Implemented and maintained the org's role hierarchy, allowing for record sharing and restricting data access Show less

• 

  Alloy

  Feb 2023 - now

  Salesforce Administrator

  -Created automation to integrate Salesforce CPQ with Ordway Billing -Developed advanced solutions using CPQ API and Custom Scripts -Designed custom quote templates in CPQ to meet customer requirements-Built dynamic screen flows to automate and assign internal requests-Automated business processes using Flow, SOQL and Apex-Designed custom pages using Visualforce, HTML and CSS-Supported 250 Salesforce users with requests and user administration