Michael Edelstein Email and Phone Number
Michael Edelstein work email
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Michael Edelstein personal email
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
Westcap
View- Website:
- westcap.com
- Employees:
- 29
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Managing DirectorWestcap Jan 2022 - PresentSan Francisco Bay AreaCustomer Success Practice Lead / Strategic Operations -
Strategic AdvisorHuman Mar 2023 - Present -
Adjunct ProfessorUniversity Of San Francisco School Of Management Jan 2023 - PresentSan Francisco, California, United StatesMBA level course focused on Customer Success and SaaS -
Member Of The Board Of Advisors, Customer Success And Insights Mba ProgramUniversity Of San Francisco School Of Management Jan 2020 - PresentSan Francisco Bay AreaAs 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. -
Customer Success Practice LeadSaasy Sales Leadership Jan 2022 - PresentInstructor 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. -
Director, Customer SuccessSalesforce Apr 2017 - Jan 2022San Francisco Bay Area -
Director, Customer Success, Strategic AccountsGuidespark Jul 2013 - Nov 2016Menlo Park, CaManaged 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. -
Director, Partner DevelopmentGuidespark Jul 2013 - Jun 2014Menlo Park, CaPartnered 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. -
Board Member, Bay AreaAmerica Scores Jul 2011 - Nov 2014San Francisco Bay AreaAmerica 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 -
Head Of Client Specialists, Us WestThomson Reuters Sep 2011 - Jun 2013San Francisco Bay AreaResponsible 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. -
Manager, Wealth Management Client Specialists (North America)Thomson Reuters Aug 2010 - Sep 2011San Francisco Bay AreaResponsible 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. -
Director Of Client Training, West RegionThomson Reuters May 2007 - Aug 2010Directed training activity for western regional accounts, managing daily activity and performance of 15 Client Trainers -
Regional Director, Client Training, New York Metro TerritoryThomson Reuters May 2006 - Apr 2007Designed, 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. -
Senior Client TrainerThomson Reuters Oct 2004 - Apr 2006Consulted 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 -
Assistant Research ManagerThomson Reuters May 2001 - Sep 2004Managed 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. -
Research AnalystThomson Reuters Sep 1999 - Apr 2001Valued merger and acquisition transactions including exchange offers, stock swaps, tender offers, self-tenders, spin-offs and repurchases
Michael Edelstein Education Details
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Accounting -
Parsippany High School
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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