Daniel Katz

National Director, Crm & Sales Operations @Atlas

San Diego, CA, US

I’m responsible for providing corporate leadership with full visibility to sales data so they can measure progress towards goals, and make informed decisions on sales strategy. I own CRM strategy and management, driving data capture for critical sales KPIs. • Upon acquisition, I planned and implemented an expansion of our CRM system from a single local unit to 100+ business units across the US to provide consistent oversight of sales functions. This included extensive revisions to design and configuration, development of new tools and procedures to accommodate a massive increase in data capture and management, and company-wide training. • Developed an analytics dashboard consolidating large volumes of data from multiple sources to provide real-time visibility of sales operations, helping to drive sales efficiency, and inter-office and cross-functional collaboration.• Coordinated on the development of monthly, quarterly, and annual KPIs and top client reporting. I compile data from our CRM and ERP systems to produce these reports for the corporate leadership team on a monthly/quarterly basis. I work closely with our CGO to analyze the data, identify trends and gaps, develop system/process updates, and implement solutions. • Guide regional CRM Managers on quality control of system data. I’ve implemented reporting functions to identify data gaps and discrepancies, and work with our CRM Managers to focus cleanup efforts.

San Diego Mesa College

AA, General Studies