Dan Pfeiffer

I am a seasoned sales and account management professional with extensive experience in financial services, business development, and customer relationship management. I focus on consultative selling, client acquisition, and building long-term client relationships to drive revenue and retention.

As a Director of Strategic Solutions and a top closer on national sales teams, I have managed high-value accounts, developed tailored product offerings, and executed targeted upsell strategies that increased adoption and transaction volumes for financial clients.

As Founder and Lead Analyst at Metron Services, I designed an autonomous AI negotiation agent for debt collection and launched EnrichAI for AI training and prompt engineering. I engage industry leaders, present at trade shows, and refine product roadmaps to align AI solutions with compliance and market needs.

I bring hands-on experience with Salesforce, HubSpot, Microsoft Dynamics, SQL, Power BI, and financial data platforms, and I thrive in cross-functional teams that translate technical capabilities into measurable business impact and operational efficiency.