Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Daniel Prouty

San Diego

Summary

Dynamic Business Analyst with 6+ years expertise in CRM administration and a proven track record of analytical skills and business process optimization. Strong focus on stakeholder engagement with a commitment to driving efficiency and delivering impactful solutions.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Business Analyst

CARET
San Diego
04.2023 - 05.2026
  • Enhanced business systems (Zendesk, Domo, Atlassian) to align with evolving business requirements through comprehensive administrative support.
  • Led a Zendesk from onboarding to full maturity, implementing complex but structured business rules, integrations with CRM and Development tools, and custom API connections
  • Collaborated across departments using Zendesk's tools and functionality to manage complex multi-ticket workflows and approval processes.
  • Championed growth and change within Zendesk through quick adoption of new system features and participation in Early Access Programs
  • Streamlined Jira by standardizing project creation, revamping role and user permissions, and eliminating operational redundancies.
  • Reduced operational complexity by separating internal-facing and external-facing departments that operated in Zendesk into separate instances
  • Reduced consumption based costs by 70% in Domo by eliminating wasteful reporting practices

Technical Operations Coordinator

CARET
San Diego
04.2019 - 04.2023
  • Administrated various Business Systems including Zendesk, JIRA, & Domo
  • Established organizational standards for CCPA and GDPR compliance, ensuring regulatory adherence.
  • Created vendor tracking tools for documenting software stack and designed onboarding protocols for integrating new business systems.
  • Drafted and implemented SOP through MS Visio, providing clear visual end-to-end processes.
  • Supported KPI initiatives by connecting, drafting, and analysis of relevant data into clear reports and dashboards for executive audiences

Business Operations Analyst

American Specialty Health
San Diego
05.2018 - 02.2019
  • Identified trends in member attrition and retention, delivering focused reports that informed strategic decisions for CEO and Operations VP
  • Isolated key areas for improvement in product/service delivery through in-depth analysis of satisfaction surveys, enabling targeted action plans
  • Enhanced leadership understanding of trends and barriers to issue resolution by redesigning report and creating interactive Tableau dashboard, streamlining access to insights

Operations Support Specialist

American Specialty Health
San Diego
05.2016 - 05.2018
  • Reduced average call time by >30 seconds for outbound dialer and improved member experience by restructuring Telephony systems with new messaging and workflows
  • Reduced sunk costs of product fulfillment by 82% by revamping projection model
  • Developed and enhanced tracking tools for system monitoring and issue escalation
  • Facilitated transition of company store from physical space to online management

Education

Bachelor of Science - Management Science

University of California, San Diego
La Jolla, CA
06-2009

Skills

  • CRM Administration
  • Agile software
  • Business Intelligence Tools
  • Microsoft Office proficiency
  • Business process optimization
  • API integrations
  • Stakeholder engagement
  • Process documentation
  • Data migration
  • User access management
  • Scalable problem solving
  • Adaptability and flexibility

Accomplishments

  • "Golden CARET - Succeeding Together" Award Nominee - June 2024
  • ASH “Winning With Teamwork” Award – August 2018
  • ASH Achievement Award: Quality – August 2017

Certification

  • UCSD Extension Certification in Business Intelligence Analysis - 2023
  • Zendesk Administrator Certification 2021-2023

Timeline

Business Analyst

CARET
04.2023 - 05.2026

Technical Operations Coordinator

CARET
04.2019 - 04.2023

Business Operations Analyst

American Specialty Health
05.2018 - 02.2019

Operations Support Specialist

American Specialty Health
05.2016 - 05.2018

Bachelor of Science - Management Science

University of California, San Diego
Daniel Prouty