We Open the Door. You Close the Deal.

Our Team

As a multi-channel lead generation agency, our team members come from a diverse background to provide our clients with a range of knowledge, experience, and strategy.

Dan Harsh

Founder and Owner

In 2002, I formed Concept Services, a leader in new business development, digital marketing, lead generation, and CRM design and implementation. I started Concept in the basement of my home, and we grew to over 100 employees.

Greg Harsh


Concept is a new business development agency providing companies qualified sales leads, CRM sales design and process, and digital marketing services.

Jeff Harsh


Jeff first started at Concept in 2010 as an SDR as Concept's 12th employee. Since then, Jeff has held leadership roles in nearly every department including various operations and account management roles before leading the creation of Concept's CRM and digital marketing agencies.

Tony Secreto

Director, Sales Development Operations

Tony Secreto has extensive experience in implementing sales strategies and processes, contract negotiation, supply chain management and successfully delivering solutions to clients based on their needs and objectives.

Jason Wisener

Director, Strategy and Implementation

Since 2012, Jason Wisener has worn many hats at Concept to provide valuable experience and creative strategies to clients. Jason’s focus is on understanding each client and delivering custom solutions inside of each sale development and marketing program.

Jerrod Workman


Jerrod Workman leads the company’s Financial and Human Resources operations. He joined Concept in August of 2017 as the Director of Human Resources before being promoted to his current position in the summer of 2018.

Joe Stephan

Director, CRM & Technology

Joe Stephan has worked in the software and technology industry for over 10 years, gaining experience in CRM and various other business applications. In addition to his role at Concept, he is also a Salesforce community group leader in Northeast OH.

Robert Canter

Sales Executive

Robert Canter has a successful history in Sales and Business Development in various industries including healthcare, logistics, managed IT services and B2B lead generation.

Adrienne Compton

Account Manager

Adrienne Compton has worked at Concept since 2014. She started as a Sales Development Representative, promoted to Production Manager and currently serves as an Account Manager. She focuses on customer retention and growth as well as employee development.

Kyle Moles

Account Manager

With a decade of experience in sales, cold calling, and business development, Kyle Moles serves as an Account Manager for Concept and focuses is on customer retention and employee growth/development. He has been with Concept for the last 5 years.

Jacob Porter

Account Manager

Jacob Porter draws from over 10 years of management and sales experience to help retain and grow Concept's Sales Development partnerships. Jake serves as the customer-facing primary point of contact for Concept's clients, as well as helping his SDR team reach their full potential through training and mentoring.

Erica Quinones

Account Manager

Erica Quinones is a Production Manager and has been with Concept since 2015. Erica helps drive the organizations production and oversees the talented SDRs. Once being an SDR herself, Erica knows the drive and determination required to have success for our clients.

Jared Soell

CRM Project Manager

Jared Soell is a driven, reliable and growth-oriented Salesforce professional with hands-on experience designing, implementing and re-building effective Salesforce CRM solutions to improve productivity, streamline business processes, and increase user adoption.

Kristi Stevens

Salesforce Administrator

Kristi is a certified Salesforce Administrator and is responsible for the ongoing support of our internal CRM as well as managing the ongoing support of our sales development projects, data, user and security management, process design, and training.

Shelby Smith

Solutions Engineer

Shelby Smith has worked in CRM for 6 years. She has been with Concept since 2016 and is the Solution Engineer on the team. My role is working with the clients and internal teams on creating solutions within CRM or Marketing platforms.

Megan Blackmer

CRM Analyst

Megan Blackmer has worked in IT & CRM technology for over 10 years & holds many Salesforce certifications. She helps customers with their CRM solutions, marketing initiatives, & other integrations. She is always looking for the next customer problem to solve.

Tangee Whapham

Sr. Digital Project Manager

Tangee Whapham is a marketing professional with 20+ years of diversified experience in marketing, communications, and account-based marketing program management. She focuses on developing and executing result-driven, effective marketing strategies for clients.

Niki Chance

Strategic Marketing Manager

Niki Chance is a marketing professional with over 10 years of experience, attributed by a diverse understanding of marketing strategies and techniques in various industries. She manages the execution of all marketing efforts that portray Concept’s brand consistency, internally and externally.

Tiffany Lewis

Digital Account Manager

Tiffany Lewis is a digital marketer with a passion for merging meaningful content with purposeful strategy to produce results. She is always looking for creative ways to position clients as the go-so solution within their industry.

Emily Beal

Digital Marketing Specialist

Emily Beal is a multifaceted digital marketing professional eager to assist with content creation and marketing strategies. With Emily’s design and communication background, she is always ready to conquer clients’ challenges.

Tim Williams

Recruiter and Sales Trainer

Manage recruitment for all positions. Train new employees on outbound calling on behalf of our clients. Also manage training new employees on various CRMs that assist with managing sales activities, pipelines, and generating new sales.

Carey Beck

Department Head, Information Technology

Carey Beck assists with daily operations of information technology and maintain Concepts technology products. Carey also helps external partners to arrive at the best system/integration for our technology and stays up to date with emerging technologies.