Dan Scheffler

Chief Revenue Officer (CRO) at ByteTrail
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US

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Mike Jagla

Dan Scheffler would be an asset to any organization. His knowledge and insight into not only the organization he represents but the needs and challenges of customers he supports is top notch. Dan is able to bring all available assets to bear supporting the enterprise requirements of his customers both large and small. If Dan is supporting your organization, know that you are in good hands.

Adam Schlesinger

When I started at Microsoft, Dan and I were in the same team. He spent a great deal of time coaching mentoring me as a peer. He taught me how to approach customers, develop pitches and craft my strategies around a sales cycle - all on his spare time. He is an experienced seller across numerous industries and knows how to develop relationships quickly and strategically. I owe a great deal of what I learned about how to engage with clients and build sustainable, longer-term relationships from Dan. After working with him in different capacities over a number of years at Microsoft, our professional relationship has become personal, and I can vouch for him as a solid, honest and good-natured salesman as well as a genuine, reliable person that I have the honor of calling my friend.

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Experience

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Chief Revenue Officer (CRO)
      • Oct 2023 - Present

      Responsible for all top line revenue Responsible for all top line revenue

    • United States
    • Software Development
    • 700 & Above Employee
    • HCLS Enterprise Account Manager
      • Mar 2020 - Oct 2021

      Enterprise Healthcare & Life Sciences Account manager for five of S. Florida's largest hospital systems. Enterprise Healthcare & Life Sciences Account manager for five of S. Florida's largest hospital systems.

    • United States
    • IT Services and IT Consulting
    • 200 - 300 Employee
    • Sr Account Manager
      • Jun 2019 - Feb 2020

      Manage Strategic Sales cycles and Negotiate Cloud Migration Proposals • Worked with C-Level Executives at Enterprise and Mid Market Accounts to move critical workloads and applications to Public or Private Cloud • Providing End to End Managed Services to customers for their critical applications & ERP Systems in Public or Private Cloud • Supporting ERP consolidation and lift/shift to Public/Private Cloud… Show more Manage Strategic Sales cycles and Negotiate Cloud Migration Proposals • Worked with C-Level Executives at Enterprise and Mid Market Accounts to move critical workloads and applications to Public or Private Cloud • Providing End to End Managed Services to customers for their critical applications & ERP Systems in Public or Private Cloud • Supporting ERP consolidation and lift/shift to Public/Private Cloud • Providing functional & application Management Services for Mission Critical Applications • Working with Oracle, AWS, SAP, Remini Street to provide managed services and support sales cycles for migrations to Public Cloud Show less Manage Strategic Sales cycles and Negotiate Cloud Migration Proposals • Worked with C-Level Executives at Enterprise and Mid Market Accounts to move critical workloads and applications to Public or Private Cloud • Providing End to End Managed Services to customers for their critical applications & ERP Systems in Public or Private Cloud • Supporting ERP consolidation and lift/shift to Public/Private Cloud… Show more Manage Strategic Sales cycles and Negotiate Cloud Migration Proposals • Worked with C-Level Executives at Enterprise and Mid Market Accounts to move critical workloads and applications to Public or Private Cloud • Providing End to End Managed Services to customers for their critical applications & ERP Systems in Public or Private Cloud • Supporting ERP consolidation and lift/shift to Public/Private Cloud • Providing functional & application Management Services for Mission Critical Applications • Working with Oracle, AWS, SAP, Remini Street to provide managed services and support sales cycles for migrations to Public Cloud Show less

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Sr. Territory Account Manager - Focused Accounts
      • Apr 2014 - Feb 2018

      Responsible for establishing C-level relationships, developing net new opportunities, and increasing the adoption of IaaS & PaaS solutions within the named account segment. Managed 20 accounts in Florida ('14-'15) & California ('16-'17). Exceeded quota and commitments. HIGHLIGHTS • Exceeded quota of 100M over a four-year period • Solicited, managed, and facilitated the migration of 4 different client data-centers comprising over 10k servers • Closed the largest enterprise… Show more Responsible for establishing C-level relationships, developing net new opportunities, and increasing the adoption of IaaS & PaaS solutions within the named account segment. Managed 20 accounts in Florida ('14-'15) & California ('16-'17). Exceeded quota and commitments. HIGHLIGHTS • Exceeded quota of 100M over a four-year period • Solicited, managed, and facilitated the migration of 4 different client data-centers comprising over 10k servers • Closed the largest enterprise deal in named segment (20M over 2 years) • Managed the largest AWS Healthcare Managed Service Provider with 50%+ YoY growth • Speaker at over 10 AWS conferences with a primary focus on competitive strategies • Never lost a competitive deal with established customer over a 4 year period

    • Mid-Market Territory Account Manager
      • Dec 2011 - Apr 2014

      Developed territory strategy to retire a quota of 55M (2013) including managing existing customers and net new customer acquisition. Responsible for strategy, marketing efforts and territory performance. In-depth knowledge of Amazon Web Services platform and proven ability to articulate from both business and technical perspectives. Deeply involved with the hiring and mentoring of other sales representatives conducting 56 interviews in the second half of FY13. HIGHLIGHTS… Show more Developed territory strategy to retire a quota of 55M (2013) including managing existing customers and net new customer acquisition. Responsible for strategy, marketing efforts and territory performance. In-depth knowledge of Amazon Web Services platform and proven ability to articulate from both business and technical perspectives. Deeply involved with the hiring and mentoring of other sales representatives conducting 56 interviews in the second half of FY13. HIGHLIGHTS • Directly managed top 20 billing accounts for Gulf States district representing 50% of all territory revenue • Converted seven medium size accounts billing less than 50k per month to XL accounts (billing more than 100k per month) through contract negotiation and customer commitments • Closed three of the largest Reserved Instance committed contract deals totaling 2.5M in revenue across the entire mid-market segment encompassing over 80 account managers • Migrated 3rd largest worldwide casual gaming site to AWS displacing competitive co-lo facilities in Europe and America resulting in over 2M in net new revenue • Solicited business and on-boarded one of the largest ETF securities trading platform to AWS

    • United States
    • Software Development
    • 700 & Above Employee
    • Windows 7 Client & MDOP SSP: US BMO
      • Apr 2011 - Aug 2011

      Created US strategy for MDOP (Microsoft Desktop Optimization Pack) adoption with a focus on existing customers and net new customers for Enterprise Agreements. Worked directly with marketing and sales team to craft messaging to be delivered Enterprise and Mid-Market segments. Created internal marketing message and instructional training for sales staff educating staff on benefits of MDOP as part of customer agreements. Key Highlights… Show more Created US strategy for MDOP (Microsoft Desktop Optimization Pack) adoption with a focus on existing customers and net new customers for Enterprise Agreements. Worked directly with marketing and sales team to craft messaging to be delivered Enterprise and Mid-Market segments. Created internal marketing message and instructional training for sales staff educating staff on benefits of MDOP as part of customer agreements. Key Highlights • Increased adoption rate across over 500 EA agreements from 5% to 8% generating over 1.5M in net new revenue • Created training to address needs of both Enterprise and Mid-Market customer which became part of the internal Microsoft sales curriculum • Led “call blitz” efforts for US HQ Sales with training, materials, and mentoring for 2 days across 40 inside sales representatives for 3000 phone calls. Developed as a template for similar efforts with other MS marketing initiatives Show less Created US strategy for MDOP (Microsoft Desktop Optimization Pack) adoption with a focus on existing customers and net new customers for Enterprise Agreements. Worked directly with marketing and sales team to craft messaging to be delivered Enterprise and Mid-Market segments. Created internal marketing message and instructional training for sales staff educating staff on benefits of MDOP as part of customer agreements. Key Highlights… Show more Created US strategy for MDOP (Microsoft Desktop Optimization Pack) adoption with a focus on existing customers and net new customers for Enterprise Agreements. Worked directly with marketing and sales team to craft messaging to be delivered Enterprise and Mid-Market segments. Created internal marketing message and instructional training for sales staff educating staff on benefits of MDOP as part of customer agreements. Key Highlights • Increased adoption rate across over 500 EA agreements from 5% to 8% generating over 1.5M in net new revenue • Created training to address needs of both Enterprise and Mid-Market customer which became part of the internal Microsoft sales curriculum • Led “call blitz” efforts for US HQ Sales with training, materials, and mentoring for 2 days across 40 inside sales representatives for 3000 phone calls. Developed as a template for similar efforts with other MS marketing initiatives Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Information Worker Solution Specialist
      • Nov 2007 - Dec 2010

      • Consulted with C level executives to craft collaborative solutions demonstrating the value of Microsoft information worker solutions based on business needs. • Worked closely with district team to develop sales strategy to achieve revenue and scorecard metrics. Deep integration with partner eco-system to ensure deployment of solutions • Lead team member in technical knowledge and presentations skills providing ongoing guidance & training for team members. Worked with numbers… Show more • Consulted with C level executives to craft collaborative solutions demonstrating the value of Microsoft information worker solutions based on business needs. • Worked closely with district team to develop sales strategy to achieve revenue and scorecard metrics. Deep integration with partner eco-system to ensure deployment of solutions • Lead team member in technical knowledge and presentations skills providing ongoing guidance & training for team members. Worked with numbers customers both onsite and online presenting the value of Microsoft technologies with live product demonstrations Key Highlights o Exceeded revenue goals three years in a row at 122%, 100% & 109% and achieved all score card metrics o #1 in attainment for SharePoint for both revenue and server licenses sold o Several awards for both revenue & licensing attainment goals. Demonstrated value by showing the “how & why” of managing your business o People Committee Lead for IW inside sales representing 12 people as management liaison for employee issues and sponsoring all moral events Show less • Consulted with C level executives to craft collaborative solutions demonstrating the value of Microsoft information worker solutions based on business needs. • Worked closely with district team to develop sales strategy to achieve revenue and scorecard metrics. Deep integration with partner eco-system to ensure deployment of solutions • Lead team member in technical knowledge and presentations skills providing ongoing guidance & training for team members. Worked with numbers… Show more • Consulted with C level executives to craft collaborative solutions demonstrating the value of Microsoft information worker solutions based on business needs. • Worked closely with district team to develop sales strategy to achieve revenue and scorecard metrics. Deep integration with partner eco-system to ensure deployment of solutions • Lead team member in technical knowledge and presentations skills providing ongoing guidance & training for team members. Worked with numbers customers both onsite and online presenting the value of Microsoft technologies with live product demonstrations Key Highlights o Exceeded revenue goals three years in a row at 122%, 100% & 109% and achieved all score card metrics o #1 in attainment for SharePoint for both revenue and server licenses sold o Several awards for both revenue & licensing attainment goals. Demonstrated value by showing the “how & why” of managing your business o People Committee Lead for IW inside sales representing 12 people as management liaison for employee issues and sponsoring all moral events Show less

  • eHome Integration
    • Sammamish, WA
    • Technical Architect & Sales/Marketing
      • Jun 2006 - Nov 2007

      • Created strategy and vision of home automation company servicing the Seattle area • Inception & creation of all marketing and branding for products and services offered including print materials and developing corporate website • Technical Architect working with various engineering tools to create holistic home automation approach for a variety of clients incorporating audio/video, lighting, shade control and security technologies • In-depth knowledge of Microsoft consumer platform… Show more • Created strategy and vision of home automation company servicing the Seattle area • Inception & creation of all marketing and branding for products and services offered including print materials and developing corporate website • Technical Architect working with various engineering tools to create holistic home automation approach for a variety of clients incorporating audio/video, lighting, shade control and security technologies • In-depth knowledge of Microsoft consumer platform technologies (Windows, WHS, XBOX, Phone) and their integration with partner offerings from companies such as LifeWare, mControl, Crestron Key Highlights o Design & implemented one of Seattle’s largest home automation systems covering 20,000 square feet covering all facets of home automation (audio/video, comfort, security, access) o Created the vision of the Microsoft Consumer Platform using as a model for successful implementing Microsoft technologies. o Recognized as one of Seattle’s fasted growing home automation companies Show less • Created strategy and vision of home automation company servicing the Seattle area • Inception & creation of all marketing and branding for products and services offered including print materials and developing corporate website • Technical Architect working with various engineering tools to create holistic home automation approach for a variety of clients incorporating audio/video, lighting, shade control and security technologies • In-depth knowledge of Microsoft consumer platform… Show more • Created strategy and vision of home automation company servicing the Seattle area • Inception & creation of all marketing and branding for products and services offered including print materials and developing corporate website • Technical Architect working with various engineering tools to create holistic home automation approach for a variety of clients incorporating audio/video, lighting, shade control and security technologies • In-depth knowledge of Microsoft consumer platform technologies (Windows, WHS, XBOX, Phone) and their integration with partner offerings from companies such as LifeWare, mControl, Crestron Key Highlights o Design & implemented one of Seattle’s largest home automation systems covering 20,000 square feet covering all facets of home automation (audio/video, comfort, security, access) o Created the vision of the Microsoft Consumer Platform using as a model for successful implementing Microsoft technologies. o Recognized as one of Seattle’s fasted growing home automation companies Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Information Worker Solution Specialist
      • Jul 2002 - Sep 2006

      Demonstrated, consulted and sold Enterprise Project Management and Data Visualization solutions to Line of Business Managers and Executives in the EPG and State & Local Government space. Built, strategically managed and reported on sales pipeline by working with Account Managers, HQ Telesales, Field Sales and the Partner community. Drove deployment of solutions and articulate the value they bring in solving business problems. Key Highlights o Managed and exceeded a $60M sales… Show more Demonstrated, consulted and sold Enterprise Project Management and Data Visualization solutions to Line of Business Managers and Executives in the EPG and State & Local Government space. Built, strategically managed and reported on sales pipeline by working with Account Managers, HQ Telesales, Field Sales and the Partner community. Drove deployment of solutions and articulate the value they bring in solving business problems. Key Highlights o Managed and exceeded a $60M sales quota o Created several unique customer campaigns including: 7 Habits of Highly Effective Project Managers in conjunction with Steven Covey’s organization, “Why Switch” campaign for State & Local Government resulting in over 4M in incremental revenue for Microsoft and 1M in revenue for partners o Co-authored the “CIO discussion framework” including original content and presentation materials training HQ Sales account managers how to properly evaluate customer’s needs & identify sales opportunities at the strategic level within an organization. o Guest speaker at PMI events highlighting Project Management integration with visual solutions at various Microsoft Project User’s Group locations o Developed sales programs and contests with Large Account Reseller channel to motivate and help sales teams achieve revenue and licensing targets o Designed & implemented “Knowledge Quest” training program for 40 employees substantially increasing awareness and understanding of Microsoft business productivity software and related server technologies

    • Account Manager
      • May 2000 - Jul 2002

      • Account manager for two districts encompassing over 1500 accounts covering Higher Education & K-12 markets. Developed and executed district account plan leveraging partners to scale to the demands of territory. • Developed different sales strategies based on Higher Education or K12 customers. Key Highlights o Exceeded revenue goal for both years at 103% and 109% o Co-developed marketing campaign with Large Account Strategy to help convert over 30 Select licensing customers… Show more • Account manager for two districts encompassing over 1500 accounts covering Higher Education & K-12 markets. Developed and executed district account plan leveraging partners to scale to the demands of territory. • Developed different sales strategies based on Higher Education or K12 customers. Key Highlights o Exceeded revenue goal for both years at 103% and 109% o Co-developed marketing campaign with Large Account Strategy to help convert over 30 Select licensing customers to annuity agreements securing additional 2M in future revenue o Worked closely with product & marketing teams facilitating quarterly training events for all HQ public account managers to give sales team the technical knowledge to be more effective with their accounts. o Spoke at various educator events on the value proposition of the Microsoft platform

Education

  • Olympic College

Community

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