Dan Ennis Email & Phone Number

San Francisco Bay Area

Lead the US Commercial Customer Success segment for Workato.

San Francisco Bay Area

San Francisco Bay Area

Work as part of a new team within monday.com building out the Scale Customer Success function from the ground up. Work closely with a subset of customers and to help them achieve their goals with the product at scale, while increasing adoption, expansion, and mitigating loss in revenue.The environment is fast-paced and operates with lots of ambiguity as new processes and tools are being built out, as well as working closely with cross-functional teams to ensure enablement of appropriate resources for the future of the role.Worked closely on high-impact projects that affect the entire group, including a framework for mitigating risk and solidifying the onboarding process for the new role.

Invited by CEO Edward Chiu and COO Kevin Chiu to participate in a private community of 100+ executives from CEOs, VPs of CS/Sales, CROs/CCOs, and more to discuss the future of revenue generation through a more cost-effective and powerful growth engine; your customers.

Customer Success Coach for the Catalyst Coaching Corner, an application-based program that pairs folks who are looking to break into CS or elevate their CS career with experienced industry leaders for monthly coaching sessions

San Francisco Bay Area

Worked as part of a dynamic, international team of Customer Success Managers who were responsible for the entire lifecycle of a customer, from implementation to ongoing success. Worked closely with internal partners across the globe to build out process for simplified handover of accounts from Sales to Customer Success, and helped develop the Account Management function as it was being introduced at Beekeeper.

San Francisco Bay Area

Conduct weekly one-on-one meetings with half of the Customer Success team to mentor, train, and develop their skills and role within ThinkHR. Assist in the development of training programs for the team and ensure team members' skills are being utilized to the fullest extent. Act as a first line of contact for escalated customer issues to assist in resolution. Take active leadership role on the Customer Success team, as well as in cross-department collaborative projects for the company. Work closely with the Director of Customer Success to help develop and implement processes that will allow the team to continue to scale and grow to meet the ever-changing needs of our partners and ThinkHR. Work with other internal teams to represent the "Voice of the Customer" and help ensure that our internal goals are aligning with our partners' needs. Work closely with Product, Marketing, Sales, and Engineering teams to obtain partner feedback regarding ThinkHR tools and processes. With these teams, actively work on providing customer feedback to constantly improve ThinkHR's offerings. Assist other teams in projects that require the perspective and feedback of the Customer Success team. Continue to work closely with ThinkHR's top Strategic Partners to drive engagement and ensure value received from ThinkHR tools. Partner with these key clients to develop campaigns to increase utilization among their employee populations, and provide general knowledge training. Find opportunities for our tools to better connect with the needs of our clients. Conduct meetings with top executives at ThinkHR's Strategic Partners to deepen our partnership and ensure that their goals are being met.

San Francisco Bay Area

Work closely with ThinkHR's top Strategic Partners to drive engagement and ensure value received from ThinkHR tools. Partner with these key clients to develop campaigns to increase utilization among their employee populations, and provide general knowledge training. Find opportunities for our tools to better connect with the needs of our clients. Conduct meetings with top executives at ThinkHR's Strategic Partners to deepen our partnership and ensure that their goals are being met.Take active leadership role on the Customer Success team, including providing training to other members of the Customer Success team and ensuring that best practices are being implemented. Work closely with the Director of Customer Success to help develop and implement processes that will allow the team to continue to scale and grow to meet the ever-changing needs of our partners and ThinkHR. Work with other internal teams to represent the "Voice of the Customer" and help ensure that our internal goals are aligning with our partners' needs. Work closely with Marketing, Sales, and Engineering teams to obtain partner feedback regarding ThinkHR tools and processes.

San Francisco Bay Area

Ensure active customer engagement through interaction with customers and their clients. Help partners meet their goals for utilization of the product. Conduct quarterly business reviews with partners to help set goals for ThinkHR partnership, as well as establish timelines to meet and exceed their expectations. Identify opportunities for up-sells of additional products. Ensure clients are aware of new products and customized solutions.Drive relationships with partners and registered users by delivering webinars, tutorials, and assisting with partners with the use of ThinkHR products. Train partners and their clients on best practice uses of ThinkHR products to meet their HR, benefits, and compliance related needs.

-Managed performance, coaching, and development of 9 direct reports.-Coordinated with senior leadership and other departments to perform capacity and headcount forecasting; hiring and onboarding new employees to meet the business need.-Implemented new processes to drive efficiencies of Client Success Team and ensure customers renewed.

San Francisco Bay Area

-Managed relationships for portfolio 150 customers with ARR ranging from SMB to Enterprise, driving successful outcomes and growing ARR of portfolio.-Coordinated with Implementation, Finance, and Management teams to improve client outcomes.

Work to create products to benefit universities.

-Managed customer relationships, adoption, and renewals through Workterra SaaS platform, ensuring successful customer outcomes.-Navigated complex challenges with multiple stakeholders, identifying cross-sell opportunities.

San Francisco Bay Area

-Resolved over 100 tickets/day via phone and email, leading the team with 90+ CSAT.-Trained all new hires on technology, best practices, and customer playbooks.