Daniel Hynes
Chicago, IL 60625
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PROFILE
IT consulting professional with expertise in Commercial and Public Sector sales, business development and
account management. Worked with Fortune 1000 companies and state and local governments that were
looking for guidance with their digital transformations, software implementations, AI Solutions, data
integrations/migrations, Salesforce consulting and managed services. Known for bringing a high level of
energy and experience that motivates team to drive results. Excellent abilities in relating to clients/channel
partners, product positioning, sales process, and team building.
EXPERIENCE
CloudQnect
2023 to 2024
Technical Account Executive assisting mid-market commercial clients and PubSec (Federal and State &
Local) agencies with their business process automations, data integrations, Salesforce DevOps/DX, multicloud (Sales, Service and Marketing Cloud) implementations and development.
Develop relationships with Salesforce AVP’s, RVP’s and AE’s to get introductions with their
install base and new logos
Present CloudQnect services to Salesforce teams at QBR’s and Lunch and Learns
Established relationships with other SI partners to fill gaps in their service offerings like
Salesforce DevOps and DX work which is a niche skill set
Worked in channel sales to partner with product providers (Accounting Seed, Titan Forms,
Goldfinch…) on the Salesforce AppExchange co-selling their products when clients were looking
for a pre-built solutions for their business processes
Conduct sales proposals for CIO’s, CTO’s, IT Directors, and Business leaders in Commercial,
Federal and State and Local governments. Developed relationships with other SI’s in the PubSec
space to help them with their Salesforce delivery on a project basis or staff augmentation.
Assist the team in all aspects of pre-sales activities including marketing content creation,
opportunity qualification, email, and LinkedIn campaigns
Work with delivery to facilitate customer kick-off meetings, client status meetings, PSA/MSA
review, SOW creation and quarterly business reviews
Sell CloudQnet’s services related to the Salesforce Clouds, AI, Data Cloud, MuleSoft, RPA and
other Salesforce native tools like Copado, Gearset, AutoRABIT and Flossum
AVIO Consulting
2021 to 2023
Account Executive and Business Development professional helping mid-market and Fortune 500 clients
with their digital evolutions, data migrations, deployment strategies, full stack custom software
development and technology consulting.
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Developed a deep understanding of Salesforce platform and its capabilities to position the
company as a thought leader in the space
Developed & published thought leadership content in collaboration with the delivery
team
Sponsored conferences and engage in speaking events
Helped to develop solutions that address specific technical, or industry challenges the
client is experiencing
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Market our Salesforce services to our existing clients and to new prospects
Collaborate with Salesforce on joint marketing activities such as co-branded webinars,
conferences, and events
Work with marketing to create content and marketing collateral to enable sales that
highlights our experience and services
Align partnership goals with the company’s overall business strategy to ensure coherence
and focus
Identify Salesforce SMEs to work on pre-sales, develop the company’s Salesforce
services and thought leadership content
Engage with clients on a weekly or monthly cadence providing insights and
recommendations based on their specific need and build awareness of our capabilities and
needs
Work closely with Salesforce to identify strategic accounts and jointly manage client
relationships, business development needs to develop relationships with Salesforce
leaders in their markets or verticals and drive these actions
Developed customer Testimonials and use cases on Salesforce engagements
Spaulding Ridge
2020 to 2021
Director of Business Development and Global BDR Manager responsible for growing the firms
Salesforce Core, Salesforce CPQ, OneStream, Anaplan, Data & Analytics, Coupa and DocuSign
(eSignature and CLM) and global revenue.
Manage the Global BDR group creating emailing and calling campaigns to increase warm lead
flow to sales teams
Work with our channel partners (Salesforce, Salesforce CPQ, MuleSoft, Jitterbit, OneStream and
DocuSign eSignature, DocuSign CLM) to grow their software licenses and increase professional
services fees for Spaulding Ridge
Call on and create relationships with CIO’s, CTO’s and department heads to help resolve their IT
challenges
Establish relationships with partner Account Executives to come up with Go-To-Market
campaigns and strategize on the best way to help their clients
Learn the different selling points of the Spaulding Ridge practices (Salesforce, Anaplan, Coupa,
Onestream, Netsuite, DocuSign and CPQ) to ensure alignment with company goals and determine
the best type of client for prospecting
Create marketing campaigns for the different Salesforce business lines, Sales Cloud, Service
Cloud, Revenue Cloud, Marketing Cloud and Communities
Extensive outreach to target firms via email, marketing campaigns and phone calls to establish
relationships and determine IT needs
Was instrumental in foster long lasting relationships with Salesforce clients which led to a CSAT
score of 4.8 out of 5
Lead all the integration sales for the firm across the entire US.
Work with internal colleagues to cross sell integration work within the other practices and find
ways to determine sales opportunities for the other practices while discussing Salesforce and
integration work
Work on marketing materials, proposals, RFP’s, RFI’s, MSA’s and SOW’s
Coordinate the pre-sales efforts, resource gathering and discussions and kickoff meetings
Mountain State Software Solutions (MS3)
2018 to 2021
Sales and Account Management professional with expertise in selling and servicing API enablement, ERP
integration, Salesforce (Sales and Service Cloud), DevOps, CI/CD, Portal, IoT, ETL, ML, Big Data/AI
and RPA work to commercial and State and Local governments agencies.
Lead business development and client management capture efforts within the Midwest which
includes initiating calls to prospective clients, preparing capability statements and conduct client
meetings to create opportunities that lead to new business and expand relationships
Manage and support channel partners to grow the number of new logo wins and increase
revenues. This includes developing sales strategies, setting a regular cadence, develop
relationships with partner representatives and perform administrative tasks when needed
Responsible for increasing revenues by providing companies with architects, developers, project
managers and business analysts that assist with API led integrations, DevOps, internet of things
and robotic processing automation
Created relationships with new logos and heads of technology (CIO’s, CTO’s…) within current
Fortune 1000 clients to help them solve their IT challenges
Established relationships with our strategic partners Salesforce/Mulesoft, Google/Apigee, AWS,
UiPath and Clearblade to create a bigger presence with their clients and prospects
Work with project management, facilitate customer kick-off meetings, client status meetings,
PSA/MSA review, SOW creation and quarterly business reviews
Provide current clients and prospects with consultations that give organizations a review of their
IT architecture and provide solutions that will create a better client experience and streamline the
development process
Cross sold current clients with a cutting edge technical and development operations support
service
Help firms facilitate the transformation of traditional technology stacks into container based,
micro-servicing frameworks, leveraging technologies such as Kubernetes, Redhat OpenShift,
Mesosphere DC/OS, or AWS EC2 Container Service
Successfully delivered system modernization and migration programs by subscribing to a serviceoriented architecture framework and incrementally evolving the environment in step with the
client’s budget and work environment
Christian Brothers Investment Services
2012 to 2018
Managing Director, Relationship Management
Responsible for servicing and cross-selling to existing clients and consultants.
Served as the business point person for our ERM software conversion from Saleslogix to BPM
Online. This entailed submitting user requirements to a third party consulting firm (SS&C) that
was employed to oversee the conversion
Worked with ADP software for the companies back office functions such as payroll, medical
benefits and company compliance
Northern Trust Global Investments
2007 to 2012
Investment Relationship Manager
Responsible for selling products and services to DB and DC Public Fund clients.
Worked on several enterprise-wide technology projects as a member of the sales and client
service team including working with internal IT developers to enhance our CRM system and
statistical software analytics (Vestek)
Served as the main business point of contact for submitting functional requirements to internal
development team.
Served as main business point of contact for user testing during system development
Hynes Investment Advisers, Inc.
2004 to 2007
Principal
Independent Financial Advisor that developed, implemented and monitored investment plans for small
institutional and retail clients.
Initiated client contacts through cold calling efforts and investment consultant referrals
Established long-term, low-cost investment asset allocations to meet individuals’ retirement goals
and expectations
Completed due diligence on several investment management platforms and performance
reporting software providers. This included cost/benefit analysis, data analytics, end user
reporting and risk controls.
Northeastern Illinois University
Adjunct Professor – Investment Analysis 300 Level Class
2005 to 2005
Responsible for teaching students capital markets and investment analysis.
Introduced students to the primary and secondary equity and fixed income markets
Showed them the benefits of diversification and the capital market theory
Gave a tutorial on how to use online brokerage accounts
Brought them through the basics of the CAPM
Students were graded on their knowledge of the text material and the results of a stock picking
contest
Ariel Capital Management, Inc.
2001 to 2004
Institutional Marketing and Client Service Specialist.
Integral team member supporting all aspects of sales and client service efforts.
Led a team that initiated and completed a statistical software conversion (Zephyr to Vestek). This
entailed cost analysis, establishing user requirements, checking data integrity during conversion
and training staff on the user interface
Continually reviewed investment agreements to ensure adherence to client investment guidelines
Reviewed all quantitative portfolio characteristics pertaining to client statements as well as
prospect/finals presentations
Ran portfolio attribution analysis to use for quarterly and monthly market commentary
Coordinated with operations when opening and closing accounts
Northern Trust Global Investments
1998 to 2001
Consultant Liaison
Team leader in the institutional sales and marketing group.
Worked with the IT team to establish an integrated ERM and reporting platform (PACE) for
internal partners and clients
Business point person for internally developed software that was used by the sales and client
service team. The tasks included verifying data for accuracy, managing daily data downloads and
reviewing final reports
Automated the process getting data from a legacy mainframe system into third party databases
and marketing materials
Utilized statistical tools to formulate product positioning strategies for the sales force and
management team
Partnered with product management and sales in the creation of presentation materials and
product marketing booklets
EVEREN Securities (Now Wachovia)
1994 to 1998
Managed Money Product Specialist
Provided support to retail brokers regarding investment solutions for their high net worth clients.
Worked with the retail brokers providing asset allocation modeling and investment guidelines
for their high net worth and institutional clients
Was instrumental in the implementation of a mutual fund reporting platform that grew from 20
accounts and grew to over 2000 in two years
Led a team of users and programmers that set user requirements, checked data integrity and
compiled reports for the new performance reporting system
Responsible for the daily inquiries and ad hoc requests that would come in from the brokers and
their clients
Worked with product management to develop sales and marketing strategies to sell the
institutional products and services
SEI Capital Resources
1989 to 1994
Senior Performance Analyst
Provided performance reports for institutional pension fund clients.
Worked on a twelve-month project that entailed bringing a local performance reporting
package from Dallas to the central office in Chicago. This entailed working with
programmers to merge the old data into the new system, check the validity of the
data/calculations and review internal/external reporting
SYSTEMS/
SOFTWARE
ADP, Salesforce (Sales Cloud, Service Cloud), BPM Online, SalesLogix, Google
Docs, Gmail, Google Meet, Google Hangouts, Google Calendar, LinkedIn,
LinkedIn Sales Navigator, WeWorked, Jira, Slack, Expensify, Concur, Pipedrive,
Zoom, Skype, Microsoft (Excel, Word, PowerPoint, Access, Teams, Outlook),
Zoominfo, Outreach.io and Financial Force
CERTIFICATIONS/
TRAINING
Salesforce – Data Modeling, Platform Development Basics, Data Management,
User Management, User Authentication, Certified AI Associate
KONG – Foundation Module, Sales Module, Solutions Module, Learning Labs
Module, Kong Essentials Module, Kong Terminology Module
Apigee - Apigee Edge API Management platform Training, API Innovation with a
Consumer Mindset Module, Virtual Sales Training Bootcamp
Mulesoft – Composer (Slack, NetSuite, Workday, Tableau, Google Sheets),
Anypoint Platform 101, Selling at Mulesoft Course, C4E Delivery 101,
Technology Delivery 101, Intro to API Community Manager, What is Mulesoft,
Go-To-Market Automation Champion.
Google – Certified Google Cloud Sales Representative.
EDUCATION
M.B.A. Finance, DePaul University
B.S. Finance, Illinois State University