Daniel Zack
Phoenixville
Summary
Organized and detail-oriented professional with strong problem-solving abilities, effective communication skills and the ability to quickly learn new systems and processes. Experienced with CRM platforms, quality control, and managing workflows in financial and technical operations.
Overview
9
9
years of professional experience
Work History
Inside Sales Support
Konecranes
Collegeville, PA
02.2025 - Current
- Worked alongside inside sales advisor to efficiently manage a CRM funnel through strong organizational skills and allocating the adequate amount of time and effort to meet each customer’s needs
- Quickly acted upon breakdowns and customer emergencies to find rapid but cost-effective solutions to their problems, build trust and prevent further safety or production risks at their facilities
- Quoted part requests and repairs, processed purchase orders and provided scheduling and purchasing teams necessary information all in a timely and accurate manner
- Communicated daily with service technicians, field operations managers and various types of customers to collect information relevant to their repairs and gain technical knowledge
- Strengthened the ability to adapt to change and learn new concepts quickly through multiple structural and operational changes as well as new technical processes
- Worked productively in a fast-paced environment both independently and collaboratively; built a strong team setting and thrived on the knowledge and experience of others
Operations Analyst
SEI Investments Co
Oaks, PA
03.2021 - 01.2025
- Acted as liaison between investments managers and banks, overseeing and processing account changes and opening new investment accounts in a timely and accurate manner
- Performed daily trade and transaction reconciliations to ensure securities are priced correctly and shares accurately reflect client holdings
- Communicated with external and internal teams to review and correct discrepancies in account information, transactions or investment types
- Conducted quality control checks of new accounts and maintenance items to establish multiple levels of data validation and reduce trade errors
- Monitored inboxes and managed workflows of over 20 different financial institutions
Digital Marketing
Basement Solutions
Pottstown, PA
05.2017 - 08.2019
- Indpendently designed and created new company website as well as multiple social media profiles
- Oversaw social media accounts and improved search engine optimization to increase site traffic and engagement
- Wrote and managed daily informational blogs on company services and products
- Communicated with local realtors, insurance agents and structural engineers to create leads via general marketing strategies
Education
Bachelor of Arts - Economics
Pennsylvania State University
University Park, PA2021
Skills
- Operational efficiency
- CRM software experience
- Microsoft office proficiency
- Attention to detail & orginizational skills
- Effective written and verbal communication
Timeline
Inside Sales Support
Konecranes
02.2025 - Current
Operations Analyst
SEI Investments Co
03.2021 - 01.2025
Digital Marketing
Basement Solutions
05.2017 - 08.2019
Bachelor of Arts - Economics
Pennsylvania State University