Dan Blanchard
Sales Operations Analyst at MeridianLink- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Lasse Thomsen
I have been working with Dan for 1 year at Labster and always appreciated Dans great drive for making processes and operations better for people around him. Actually so much that Dan became Operations Specialist. As Operations Specialist Dan excelled from the very beginning with perspectives and execution on key processes which made our operations more effective. Dan foind new ways to ootimize Backend Salesforce, but also integrating other systems to make the general experience fluent. Dan fast overtook many responsibilities and became the to-go-to guy in US. I have been extremely happy with Dans performance and progression on the operations side and would recommend Dan most possible. if you need any feedback you can contact me here or on +4542911459. With Best regards Lasse Thomsen
Alyssa Bowman
Dan has been an invaluable resource to me and my team of Customer Success Managers at Labster. The reporting templates & many other process improvements that he created helped me to gain a thorough understanding of my accounts, and played a key role in helping me and my teammates strategize to generate revenue and ensure positive customer experiences. I have never met anyone so passionate about data analysis & organization! There have been multiple scenarios where technical issues made it difficult for me to make sense of my customers' data, and Dan was always one quick Slack message away to promptly resolve the issue and create a permanent resolution (all with a patient, positive attitude). I have seen enormous operational improvements at our company in the 5 months since I've started, and a considerable portion of those improvements have been a direct result of Dan's efforts. He's made a GREAT impact on our company and would be an asset to any team.
Lasse Thomsen
I have been working with Dan for 1 year at Labster and always appreciated Dans great drive for making processes and operations better for people around him. Actually so much that Dan became Operations Specialist. As Operations Specialist Dan excelled from the very beginning with perspectives and execution on key processes which made our operations more effective. Dan foind new ways to ootimize Backend Salesforce, but also integrating other systems to make the general experience fluent. Dan fast overtook many responsibilities and became the to-go-to guy in US. I have been extremely happy with Dans performance and progression on the operations side and would recommend Dan most possible. if you need any feedback you can contact me here or on +4542911459. With Best regards Lasse Thomsen
Alyssa Bowman
Dan has been an invaluable resource to me and my team of Customer Success Managers at Labster. The reporting templates & many other process improvements that he created helped me to gain a thorough understanding of my accounts, and played a key role in helping me and my teammates strategize to generate revenue and ensure positive customer experiences. I have never met anyone so passionate about data analysis & organization! There have been multiple scenarios where technical issues made it difficult for me to make sense of my customers' data, and Dan was always one quick Slack message away to promptly resolve the issue and create a permanent resolution (all with a patient, positive attitude). I have seen enormous operational improvements at our company in the 5 months since I've started, and a considerable portion of those improvements have been a direct result of Dan's efforts. He's made a GREAT impact on our company and would be an asset to any team.
Lasse Thomsen
I have been working with Dan for 1 year at Labster and always appreciated Dans great drive for making processes and operations better for people around him. Actually so much that Dan became Operations Specialist. As Operations Specialist Dan excelled from the very beginning with perspectives and execution on key processes which made our operations more effective. Dan foind new ways to ootimize Backend Salesforce, but also integrating other systems to make the general experience fluent. Dan fast overtook many responsibilities and became the to-go-to guy in US. I have been extremely happy with Dans performance and progression on the operations side and would recommend Dan most possible. if you need any feedback you can contact me here or on +4542911459. With Best regards Lasse Thomsen
Alyssa Bowman
Dan has been an invaluable resource to me and my team of Customer Success Managers at Labster. The reporting templates & many other process improvements that he created helped me to gain a thorough understanding of my accounts, and played a key role in helping me and my teammates strategize to generate revenue and ensure positive customer experiences. I have never met anyone so passionate about data analysis & organization! There have been multiple scenarios where technical issues made it difficult for me to make sense of my customers' data, and Dan was always one quick Slack message away to promptly resolve the issue and create a permanent resolution (all with a patient, positive attitude). I have seen enormous operational improvements at our company in the 5 months since I've started, and a considerable portion of those improvements have been a direct result of Dan's efforts. He's made a GREAT impact on our company and would be an asset to any team.
Lasse Thomsen
I have been working with Dan for 1 year at Labster and always appreciated Dans great drive for making processes and operations better for people around him. Actually so much that Dan became Operations Specialist. As Operations Specialist Dan excelled from the very beginning with perspectives and execution on key processes which made our operations more effective. Dan foind new ways to ootimize Backend Salesforce, but also integrating other systems to make the general experience fluent. Dan fast overtook many responsibilities and became the to-go-to guy in US. I have been extremely happy with Dans performance and progression on the operations side and would recommend Dan most possible. if you need any feedback you can contact me here or on +4542911459. With Best regards Lasse Thomsen
Alyssa Bowman
Dan has been an invaluable resource to me and my team of Customer Success Managers at Labster. The reporting templates & many other process improvements that he created helped me to gain a thorough understanding of my accounts, and played a key role in helping me and my teammates strategize to generate revenue and ensure positive customer experiences. I have never met anyone so passionate about data analysis & organization! There have been multiple scenarios where technical issues made it difficult for me to make sense of my customers' data, and Dan was always one quick Slack message away to promptly resolve the issue and create a permanent resolution (all with a patient, positive attitude). I have seen enormous operational improvements at our company in the 5 months since I've started, and a considerable portion of those improvements have been a direct result of Dan's efforts. He's made a GREAT impact on our company and would be an asset to any team.
Credentials
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AI Accountability Essential Training
LinkedInMay, 2020- Nov, 2024 -
Artificial Intelligence Foundations: Machine Learning
LinkedInMay, 2020- Nov, 2024 -
Content Marketing Foundations
LinkedInMay, 2020- Nov, 2024 -
Content Marketing: ROI
LinkedInMay, 2020- Nov, 2024 -
Six Sigma Foundations
LinkedInFeb, 2020- Nov, 2024 -
The Complete SQL Bootcamp
UdemyJul, 2019- Nov, 2024 -
Gainsight Associate Administrator
GainsightJul, 2022- Nov, 2024 -
Inbound Marketing
HubSpot AcademyApr, 2020- Nov, 2024 -
Google Ads Video Certification
Google AdsMay, 2020- Nov, 2024 -
Google Ads Display Certification
Google AdsApr, 2020- Nov, 2024 -
Google Ads Search Certification
Google AdsApr, 2020- Nov, 2024
Experience
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MeridianLink
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United States
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Software Development
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400 - 500 Employee
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Sales Operations Analyst
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Oct 2022 - Present
Analyzed and redesigned commission plans for 90+ quota-carrying reps across 10 sales roles Improved quality and ease of access of data in CRM (Salesforce) through mapping deal processes and providing unique IDs to accounts Coordinated and triaged needs of sales reps and leadership with appropriate departments and resources to help the sales team sell more, and faster Analyzed and redesigned commission plans for 90+ quota-carrying reps across 10 sales roles Improved quality and ease of access of data in CRM (Salesforce) through mapping deal processes and providing unique IDs to accounts Coordinated and triaged needs of sales reps and leadership with appropriate departments and resources to help the sales team sell more, and faster
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Kiddom
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United States
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E-Learning Providers
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1 - 100 Employee
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Customer Success Operations Manager
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Jan 2022 - Jun 2022
Completely revamped prospect sandbox process - increasing conversion rates by ~80% while reducing labor hours required to provision and service by 60% Empowered CSMs and leadership through reports, dashboards, forecasting methodologies, playbooks, and cleaned up SFDC data to drive system trust and adoption Mapped out and addressed significant gaps in customer journey ranging from lifecycle user guides and materials, to verification and delivery of products sold, and automating Tier 3… Show more Completely revamped prospect sandbox process - increasing conversion rates by ~80% while reducing labor hours required to provision and service by 60% Empowered CSMs and leadership through reports, dashboards, forecasting methodologies, playbooks, and cleaned up SFDC data to drive system trust and adoption Mapped out and addressed significant gaps in customer journey ranging from lifecycle user guides and materials, to verification and delivery of products sold, and automating Tier 3 client renewals Established NPS feedback program resulting in increased visibility for GTM team and driving product improvements ultimately reducing specific negative keyword instances of “navigation” from 40% to 20% Show less Completely revamped prospect sandbox process - increasing conversion rates by ~80% while reducing labor hours required to provision and service by 60% Empowered CSMs and leadership through reports, dashboards, forecasting methodologies, playbooks, and cleaned up SFDC data to drive system trust and adoption Mapped out and addressed significant gaps in customer journey ranging from lifecycle user guides and materials, to verification and delivery of products sold, and automating Tier 3… Show more Completely revamped prospect sandbox process - increasing conversion rates by ~80% while reducing labor hours required to provision and service by 60% Empowered CSMs and leadership through reports, dashboards, forecasting methodologies, playbooks, and cleaned up SFDC data to drive system trust and adoption Mapped out and addressed significant gaps in customer journey ranging from lifecycle user guides and materials, to verification and delivery of products sold, and automating Tier 3 client renewals Established NPS feedback program resulting in increased visibility for GTM team and driving product improvements ultimately reducing specific negative keyword instances of “navigation” from 40% to 20% Show less
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Labster
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Denmark
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E-Learning Providers
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100 - 200 Employee
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Customer Success Operations
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Jun 2021 - Nov 2021
Created, analyzed, and continuously refined a variety of processes and systems ranging from customer onboarding and implementation, health scoring and adoption, ACV tracking, forecasting, and customer satisfaction. Administered and integrated systems including Salesforce, Gainsight, RingDNA, Chorus, and Jira Generated reports, dashboards, and presentations for CSMs and leadership Analyzed and improved CSM workflows to improve efficiency and identify both churn and upsell potential
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Customer Success Manager
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Sep 2020 - Jun 2021
Commercial customer success position focused on developing long term relationships with key stakeholders, driving product adoption, and renewing and expanding contracts. Ranked #2 out of 20 CSMs in Net Revenue Retention Managed 220 accounts totaling $1.8M in ARR
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BevSpot
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Greater Boston Area
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Team Lead, Customer Success Manager
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Feb 2018 - Sep 2019
Generates revenue and mitigates churn of Enterprise and SMB accounts by continuously optimizing customer experience and driving adoption from onboarding through Customer Champion status. Entrusted with carte blanche from Sr. Leadership to launch an onboarding and retention program for SMB market, which comprised about 50% of total company ARR and initially were churning significantly higher than enterprise level accounts (5.6% vs 3.6%) Within 8 months of encouraging metrics from… Show more Generates revenue and mitigates churn of Enterprise and SMB accounts by continuously optimizing customer experience and driving adoption from onboarding through Customer Champion status. Entrusted with carte blanche from Sr. Leadership to launch an onboarding and retention program for SMB market, which comprised about 50% of total company ARR and initially were churning significantly higher than enterprise level accounts (5.6% vs 3.6%) Within 8 months of encouraging metrics from health and usage scores (3Xed % of healthy accounts from 14% on day 1 to 42% "green"), we added two new members to the SMB team, whom I trained and mentored regarding the product, processes, sales and communication techniques, SFDC hygiene, up/cross-selling, saving at-risk accounts, and managing escalations. Within 12 months of launching the SMB program, churn had decreased from 5.6% to 4.4%, and as the SMB segment had expanded from about $1MM to $1.5MM in the interim, that 1.2% reduction in churn equated to about $20k savings per month. Show less Generates revenue and mitigates churn of Enterprise and SMB accounts by continuously optimizing customer experience and driving adoption from onboarding through Customer Champion status. Entrusted with carte blanche from Sr. Leadership to launch an onboarding and retention program for SMB market, which comprised about 50% of total company ARR and initially were churning significantly higher than enterprise level accounts (5.6% vs 3.6%) Within 8 months of encouraging metrics from… Show more Generates revenue and mitigates churn of Enterprise and SMB accounts by continuously optimizing customer experience and driving adoption from onboarding through Customer Champion status. Entrusted with carte blanche from Sr. Leadership to launch an onboarding and retention program for SMB market, which comprised about 50% of total company ARR and initially were churning significantly higher than enterprise level accounts (5.6% vs 3.6%) Within 8 months of encouraging metrics from health and usage scores (3Xed % of healthy accounts from 14% on day 1 to 42% "green"), we added two new members to the SMB team, whom I trained and mentored regarding the product, processes, sales and communication techniques, SFDC hygiene, up/cross-selling, saving at-risk accounts, and managing escalations. Within 12 months of launching the SMB program, churn had decreased from 5.6% to 4.4%, and as the SMB segment had expanded from about $1MM to $1.5MM in the interim, that 1.2% reduction in churn equated to about $20k savings per month. Show less
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Constant Contact
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United States
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Advertising Services
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700 & Above Employee
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Inside Sales Representative
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Nov 2015 - Feb 2018
High volume consultative sales position focused on converting prospects who initiate a trial of software into paid customer subscriptions. Dedicated adviser for B2Bs, B2Cs, and Non-profits, helping to increase sales, donations, and create manageable growth through robust email marketing and social media integration Routinely exceeded sales goals Maintained overall productivity within top 10 percentile of the department Regularly generated customer referrals by providing an exceptional… Show more High volume consultative sales position focused on converting prospects who initiate a trial of software into paid customer subscriptions. Dedicated adviser for B2Bs, B2Cs, and Non-profits, helping to increase sales, donations, and create manageable growth through robust email marketing and social media integration Routinely exceeded sales goals Maintained overall productivity within top 10 percentile of the department Regularly generated customer referrals by providing an exceptional customer experience, and producing successful and measurable marketing solutions Show less High volume consultative sales position focused on converting prospects who initiate a trial of software into paid customer subscriptions. Dedicated adviser for B2Bs, B2Cs, and Non-profits, helping to increase sales, donations, and create manageable growth through robust email marketing and social media integration Routinely exceeded sales goals Maintained overall productivity within top 10 percentile of the department Regularly generated customer referrals by providing an exceptional… Show more High volume consultative sales position focused on converting prospects who initiate a trial of software into paid customer subscriptions. Dedicated adviser for B2Bs, B2Cs, and Non-profits, helping to increase sales, donations, and create manageable growth through robust email marketing and social media integration Routinely exceeded sales goals Maintained overall productivity within top 10 percentile of the department Regularly generated customer referrals by providing an exceptional customer experience, and producing successful and measurable marketing solutions Show less
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Lawless Chrysler Jeep Dodge
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United States
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Motor Vehicle Manufacturing
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1 - 100 Employee
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Internet Sales Manager
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Nov 2014 - Nov 2015
Hired, coached, and managed a team of business development agents to engage with prospects, provide exceptional customer service, and partner with sales to exceed goals Analyzed, rebuilt, and optimized sales and retention processes resulting in overall department improvement of 12% year over year Developed training and produce guides, scripts, and other collateral to increase sales performance and reduce onboarding ramp time • Launched marketing campaigns to increase customer… Show more Hired, coached, and managed a team of business development agents to engage with prospects, provide exceptional customer service, and partner with sales to exceed goals Analyzed, rebuilt, and optimized sales and retention processes resulting in overall department improvement of 12% year over year Developed training and produce guides, scripts, and other collateral to increase sales performance and reduce onboarding ramp time • Launched marketing campaigns to increase customer retention • Tracked daily and monthly performance, and generated reports • Consistently maintained 100% of all internet lead response time under one hour; best in district Show less Hired, coached, and managed a team of business development agents to engage with prospects, provide exceptional customer service, and partner with sales to exceed goals Analyzed, rebuilt, and optimized sales and retention processes resulting in overall department improvement of 12% year over year Developed training and produce guides, scripts, and other collateral to increase sales performance and reduce onboarding ramp time • Launched marketing campaigns to increase customer… Show more Hired, coached, and managed a team of business development agents to engage with prospects, provide exceptional customer service, and partner with sales to exceed goals Analyzed, rebuilt, and optimized sales and retention processes resulting in overall department improvement of 12% year over year Developed training and produce guides, scripts, and other collateral to increase sales performance and reduce onboarding ramp time • Launched marketing campaigns to increase customer retention • Tracked daily and monthly performance, and generated reports • Consistently maintained 100% of all internet lead response time under one hour; best in district Show less
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Group 1 Automotive
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Internet Sales Representative
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Feb 2012 - Apr 2014
Converted potential customers into showroom traffic by quickly and professionally responding to phone and email inquiries for vehicles of interest. • Consistently managed 350+ leads per month, averaging nearly 500 sold units per year • Specialized in delivering targeted results to dealerships ranging from those with an inundation of leads or smaller clients with fewer leads with greater emphasis on personalizing the customer's experience. • 32% Internet conversion and 65%… Show more Converted potential customers into showroom traffic by quickly and professionally responding to phone and email inquiries for vehicles of interest. • Consistently managed 350+ leads per month, averaging nearly 500 sold units per year • Specialized in delivering targeted results to dealerships ranging from those with an inundation of leads or smaller clients with fewer leads with greater emphasis on personalizing the customer's experience. • 32% Internet conversion and 65% phone conversion vs. 25% and 55% department averages Show less Converted potential customers into showroom traffic by quickly and professionally responding to phone and email inquiries for vehicles of interest. • Consistently managed 350+ leads per month, averaging nearly 500 sold units per year • Specialized in delivering targeted results to dealerships ranging from those with an inundation of leads or smaller clients with fewer leads with greater emphasis on personalizing the customer's experience. • 32% Internet conversion and 65%… Show more Converted potential customers into showroom traffic by quickly and professionally responding to phone and email inquiries for vehicles of interest. • Consistently managed 350+ leads per month, averaging nearly 500 sold units per year • Specialized in delivering targeted results to dealerships ranging from those with an inundation of leads or smaller clients with fewer leads with greater emphasis on personalizing the customer's experience. • 32% Internet conversion and 65% phone conversion vs. 25% and 55% department averages Show less
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CVS Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Customer Service Representative
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Sep 2011 - Jan 2012
Friendly and professional Customer Service Representative assisted retail customers with finding and purchasing household items, and developing photos. • Ensured product displays we fully stocked and faced appropriately • Top salesperson for every promotional upselling competition Friendly and professional Customer Service Representative assisted retail customers with finding and purchasing household items, and developing photos. • Ensured product displays we fully stocked and faced appropriately • Top salesperson for every promotional upselling competition
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Village Sub and Pizza
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Georgetown MA
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Delivery Driver
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Sep 2008 - Sep 2011
Enthusiastic kitchen prep cook and delivery driver ensured customers' orders were delivered quickly, safely, and accurately. • Trained new coworkers • Maintained clean work environment meeting or exceeding strict sanitation codes • Prepared food to be cooked Enthusiastic kitchen prep cook and delivery driver ensured customers' orders were delivered quickly, safely, and accurately. • Trained new coworkers • Maintained clean work environment meeting or exceeding strict sanitation codes • Prepared food to be cooked
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Education
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2015 - 2016
University of Massachusetts Lowell
Bachelor’s Degree, Information Technology -
2007 - 2012
Northern Essex Community College
Associate's Degree, Business
Community
