Subject Areas
Sales
Locate and curate the data needed to assess customers’ propensity to buy new or additional products, and provide that information to salespeople and their management in concise, actionable forms.
Customer Service
Identify and productionalize the data needed to assess customer attrition risk, and provide actionable insights to success managers and their executives.
CRM
Decades of experience with Customer Relationship Management systems; locating data, tying it to contacts and accounts, and providing reporting and insights to key stakeholders. Salesforce, Oracle Siebel as well as custom CRM solutions.
Finance
Reporting and dashboards based around finance and sales data across management hierarchies, being mindful of data governance.
Lending
Monitoring the conversion rate of pipeline within online lending processes. Segmented reporting on the overall portfolio of mortgage and other lending.
Banking
A decade’s experience in banking, supporting dashboards and reporting around lending, CRM client portfolios, project and product management.
About Dan Flanery
Business Analytics product owner, project manager, data and business analyst and developer with over 2 decades’ experience at both Fortune 500 companies and startups. Specialized in identifying, processing and productionalizing metrics to power machine learning models. Also worked to deliver the results of machine learning to key stakeholders as actionable insights and targeted dashboards and reports. These predictive models were utilized to reduce attrition and increase tens of millions in revenue.
Adept at working with data warehouses, architecting datamarts, prototyping solutions and providing requirements to developers onsite and offshore. Small team leadership of analysts, developers and quality assurance. Building and managing UAT processes and test scripts.
Extensive experience with Salesforce, including Administration, Standard Reports and Dashboards, SOQL, CRM Analytics Dataset, Lens and Dashboard development. BusinessObjects Universe, Report and Dashboard development, including derived tables.
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