Michael Edelstein

Michael Edelstein Email and Phone Number

Managing Director at WestCap - Customer Success Advisory and Adjunct Professor @ WestCap
san francisco, california, united states
Michael Edelstein's Location
San Francisco, California, United States, United States
Michael Edelstein's Contact Details

Michael Edelstein work email

Michael Edelstein personal email

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About Michael Edelstein

An accomplished and motivated leader in Enterprise SaaS Customer Success with over 20 years experience across a variety of client types and industries, from small businesses to the Fortune 10; laser-focused on driving revenue retention, revenue expansion, business value, and lockstep alignment with Sales. As an advisor to Customer Success organizations, my vision on helping companies navigate a transformation of Customer Success is rooted in building a team of people with the ability to be the greatest advocate for their own business while earning trust with the customer that they are actually the greatest advocate for THEIR business; and helping the customer understand that both can be true simultaneously. I help companies increase organic growth and reduce churn by understanding how to hold Customer Success Managers accountable to their metrics and how to incentivize them to perform against them. To achieve this level of accountability, I enable CSMs with more efficient workflows. In turn, creating a model of behavior for the CSM that will allow them to run prescriptive plays with predictive actions to better serve their customers, establishing outcome-based relationships with executive stakeholders. I also have extensive experience in executing desktop user adoption programs and large-scale implementations, having managed successful multi-million-dollar training and retention initiatives, connecting a customer’s product adoption with a front-line business strategy. In connecting learning paths with an individual’s workflow, my approach to training and customer loyalty initiatives aims to drive product usage across end-user bases. Focused on a customer’s success, experience, and retention through designing consistent customer touchpoints, my teams and myself are managed to retain and incrementally grow revenue. A caring manager who is passionate about career development for my teams, I consistently find innovative ways to keep my teams motivated and loyal to the company.Customer Success Team ManagementCustomer Risk IdentificationCustomer Opportunity IdentificationCustomer Success Operations and Analytics DevelopmentCustomer Renewal/Retention ManagementCustomer Usage and Adoption StrategiesLarge and Small-Scale Customer ImplementationsCustomer Community Building1:Many Customer Deployment, Learning Strategies and ExecutionCustomer Reference ProgramsNPS/CSAT Customer Feedback LoopsRegional, National, and Remote Team and Client ManagementEmployee and Leader Coaching and MentoringFinancial Market Data PlatformsSalesforce.comGainsight

Michael Edelstein's Current Company Details
WestCap

Westcap

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Managing Director at WestCap - Customer Success Advisory and Adjunct Professor
san francisco, california, united states
Website:
westcap.com
Employees:
29
Michael Edelstein Work Experience Details
  • Westcap
    Managing Director
    Westcap Jan 2022 - Present
    San Francisco Bay Area
    Customer Success Practice Lead / Strategic Operations
  • Human
    Strategic Advisor
    Human Mar 2023 - Present
  • University Of San Francisco School Of Management
    Adjunct Professor
    University Of San Francisco School Of Management Jan 2023 - Present
    San Francisco, California, United States
    MBA level course focused on Customer Success and SaaS
  • University Of San Francisco School Of Management
    Member Of The Board Of Advisors, Customer Success And Insights Mba Program
    University Of San Francisco School Of Management Jan 2020 - Present
    San Francisco Bay Area
    As part of its MBA Program, the University of San Francisco's School of Management has started the first academic program in the world to train Customer Success professionals. Our goal is to develop and grow USF's Customer Success educational programs, research efforts, and industry partnerships in order to stay at the forefront of this growing profession while serving the needs of the broader business community. This is just one of the many ways that Salesforce is giving back to our communities. We encourage others to do the same.
  • Saasy Sales Leadership
    Customer Success Practice Lead
    Saasy Sales Leadership Jan 2022 - Present
    Instructor for Customer Success Leadership and Customer Success Individual Contributor Courses.SaaSy Sales Management provides training, mentoring, and community to accelerate the development of SaaS sales professionals. With courses developed by leading practitioners, SaaSy Sales Management is the #1 global SaaS sales training and coaching provider.
  • Salesforce
    Director, Customer Success
    Salesforce Apr 2017 - Jan 2022
    San Francisco Bay Area
  • Guidespark
    Director, Customer Success, Strategic Accounts
    Guidespark Jul 2013 - Nov 2016
    Menlo Park, Ca
    Managed Customer Success team focused on strategic customers, representing 10% of the customer base and 33% of the company's annual recurring revenue. Focused on achieving forecasted retention rates and churn targets through the rigor of a sophisticated model of risk indicators to calculate customer health scores. Partnered with Account Executive team to identify leads and opportunities cross functionally within customers to drive company expansion goals. Championed reach and user adoption initiatives to partner with customers to deliver value and prove ROI. GuideSpark is on the Forbes list of Americas Most Promising Companies, was named the 7th fastest growing private company in Silicon Valley and named in Mary Meeker's 2015 State of the Internet Report.
  • Guidespark
    Director, Partner Development
    Guidespark Jul 2013 - Jun 2014
    Menlo Park, Ca
    Partnered with co-founder to design and execute initial channel sales strategy. Focused on educating Employee Benefit Insurance Brokers with the GuideSpark value proposition. Responsible for establishing and building relationships at the executive level. Worked closely with the Sales Executive team to build regional sales strategies through the channel.
  • America Scores
    Board Member, Bay Area
    America Scores Jul 2011 - Nov 2014
    San Francisco Bay Area
    America Scores: "Inspires urban youth to lead healthy lives, be engaged students & have the confidence and character to make a difference in the world."Board Duties:- Responsible for overseeing the planning & development of the annual budget- Involved in continuous fund raising and event planning for broader organizational development
  • Thomson Reuters
    Head Of Client Specialists, Us West
    Thomson Reuters Sep 2011 - Jun 2013
    San Francisco Bay Area
    Responsible for driving quarterly sales retention targets for $100 million book of business, across the entire markets-driven account base in the region, utilizing a blended approach of training strategy and relationship management. Deliver desktop retention through proactive, on-site engagement with key management, end users and market data managers at clients to ensure high levels of client satisfaction. Manage twelve Client Specialists in the western US region.
  • Thomson Reuters
    Manager, Wealth Management Client Specialists (North America)
    Thomson Reuters Aug 2010 - Sep 2011
    San Francisco Bay Area
    Responsible for driving team sales retention targets through a blended approach of training strategy and relationship management. Manage nine Client Specialists in US and Canada. CEO Circle selection for sales excellence, representing top 5% of Thomson Reuters global sales force.
  • Thomson Reuters
    Director Of Client Training, West Region
    Thomson Reuters May 2007 - Aug 2010
    Directed training activity for western regional accounts, managing daily activity and performance of 15 Client Trainers
  • Thomson Reuters
    Regional Director, Client Training, New York Metro Territory
    Thomson Reuters May 2006 - Apr 2007
    Designed, implemented and managed training rollout of real-time market data financial solution to over 12,000 wealth management advisors at bulge-bracket firm. Managed training, development and overall performance of 18 Client Trainers.
  • Thomson Reuters
    Senior Client Trainer
    Thomson Reuters Oct 2004 - Apr 2006
    Consulted with business-level decision makers to establish and deliver training programs in one-on-one, classroom and distance learning training settings for integrated financial solution
  • Thomson Reuters
    Assistant Research Manager
    Thomson Reuters May 2001 - Sep 2004
    Managed key database product lines marketed sold to investment banks, law firms, universities and corporates; including M&A, proxy fights, poison pills, and buybacks databases. Oversaw valuation of M&A transactions in database.
  • Thomson Reuters
    Research Analyst
    Thomson Reuters Sep 1999 - Apr 2001
    Valued merger and acquisition transactions including exchange offers, stock swaps, tender offers, self-tenders, spin-offs and repurchases

Michael Edelstein Education Details

Frequently Asked Questions about Michael Edelstein

What company does Michael Edelstein work for?

Michael Edelstein works for Westcap

What is Michael Edelstein's role at the current company?

Michael Edelstein's current role is Managing Director at WestCap - Customer Success Advisory and Adjunct Professor.

What is Michael Edelstein's email address?

Michael Edelstein's email address is mi****@****cap.com

What schools did Michael Edelstein attend?

Michael Edelstein attended Ithaca College, Parsippany High School.

Who are Michael Edelstein's colleagues?

Michael Edelstein's colleagues are Barrett Bourgeois, Georgia Brown, Sabrina Sotirhos, Damien Hart, Kamil Slaoui, Robert Kalik, James Dodwell.

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