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    Terence Daniels

    Terence Daniels

    Account Manager Scottsdale Grand Canyon Universi...
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    Experience
    PersonaFi
    PersonaFi
    Chief Operating Officer 2021 - Present (over 5 years)
    PersonaFi helps people of any level of experience invest with more confidence and success.
    • Create new company policies and processes
    • Design and implement business... more strategies, plans and procedures
    • Set comprehensive goals for performance and growth
    • Oversee daily operations of IT, Marketing, Sales, Finance etc.
    • Evaluate performance by analyzing and interpreting data and metrics
    • Manage partner relationships
    • Optimize business workflows
    JFQ Lending
    JFQ Lending
    Customer Experience Specialist 2020 - Present (over 6 years)
    JFQ is a group of mortgage professionals dedicated to serving those that served our country. They use their expertise and streamlined technology to make the process as effortless... more as possible.
    • Generates rapport with clients and escorts them through each step of the loan process, ensuring excellent customer service and efficiency
    • Obtains necessary documentation from borrowers to complete the loan application, as well as manages the daily pipeline
    • Partners with internal departments to assist with loan transactions, and in addition, develops referral sources for loan officers
    CoachNow
    CoachNow
    Head of Customer Experience 2018 - 2020 (over 1 year)
    Managed 6+ lines of communication with 2000+ paid users and 100,000+ users
    <12hr median issue close times | >90% CSAT | <10% annual churn rate
    Created Customer... more Advisory Board to get detailed feedback from “Power Users”
    Executed strategic vision for customer onboarding, feedback, technical support
    Implemented organic digital marketing strategy that increased engagement by 30%
    Improved acquisition conversion rate by 15%
    TrackMan
    TrackMan
    Customer Support Manager 2016 - 2018 (almost 2 years)
    Managed 4+ lines of communicate with 7500+ customers
    <12hr median issue close times | >90% CSAT
    Managed unit pool consisting of $1 million+ in inventory
    Created... more and managed the companies 1st knowledge-base
    Tested related hardware and software to provide quality feedback to QA department
    Founder
     
    Employee
    TrackMan, CoachNow, JFQ Lending, PersonaFi
    Investor
     
    Incubator
     
    Advisor
     
    Attorney
     
    Board Member
     
    Mentor
     
    Member
     
    Acquired
     
     
    Education
     
    About
    Skills
    Management Strategic Vision Technical Support Sales and Marketing Digital Marketing Customer Service Customer Relationship Management Project Management Application Support Sales Support
    Locations
    Phoenix
     
    Q&A
    What's the most useful business-related book you've ever read?

    Shoe Dog - Phil Knight

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