Michael Edelstein Email & Phone Number

San Francisco Bay Area

Customer Success Practice Lead / Strategic Operations

San Francisco, California, United States

MBA level course focused on Customer Success and SaaS

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.

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.

San Francisco Bay Area

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.

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.

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

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.

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.

Directed training activity for western regional accounts, managing daily activity and performance of 15 Client Trainers

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.

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

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.

Valued merger and acquisition transactions including exchange offers, stock swaps, tender offers, self-tenders, spin-offs and repurchases

Bachelor Of Science, Accounting

Activities and Societies: VITA Program

Education record