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Results and data-driven customer success and account management leader with a track record of leading customer-facing teams to exceptional results in high-growth environments. Recognized for developing bold expansion and retention strategies that focus on business outcomes, accelerating growth and producing top-performing teams. Extensive experience working with C-suite leaders in large, complex, enterprise accounts. Passionate people leader with international experience scaling and leading teams across North America, APAC and EMEA.
Manager Method
View- Website:
- managermethod.com
- Employees:
- 7
- Company phone:
- 1(888) 938-7356
- Company email:
- hello@outreach.io
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Chief Customer OfficerManager MethodAtlanta, Ga, Us -
Vp, Global Customer SuccessOutreach Aug 2024 - PresentSeattle, Washington, Us -
Rvp, Enterprise And Strategic Customer SuccessOutreach Nov 2022 - Jul 2024Seattle, Washington, Us -
Customer Success CoachSales Impact Academy Jul 2023 - PresentSeattle, Us -
Executive MemberPavilion Jun 2021 - PresentNew York, Ny, UsPavilion (Revenue Collective) is a private membership for high growth operators who are looking to thrive in today's evolving business world. -
Rvp, Strategic AccountsWorkboard Inc. Jan 2022 - Nov 2022Redwood City, California, UsLed cross-functional account management team driving go-to-market strategy across Fortune 100.● Leader with retention and expansion accountability driving strategy to ensure optimal customer experience across customer journey from pre-sales through renewal and expansion.● Led development of strategic account expansion playbook driving operational excellence across internal teams and customer-facing motions.● Partnered with Customer Success and Strategic Services leadership to drive Fortune 100 adoption and achieve time-to-value targets at scale.● Developed and drove execution against team and cross-functional OKRs.WorkBoard is a Series D SaaS company that powers the digital operating rhythm of companies like Walmart, Microsoft, Ford, VMware and Workday. The WorkBoard solution enables companies to execute their strategies faster by aligning OKRs, simplifying MBRs, focusing weeklies, and learning from results analytics. WorkBoard has raised ~$141M from SoftBank, a16z, GGV Capital, Workday Ventures, and Intel Capital. -
Rvp, SoutheastWorkboard Inc. May 2021 - Jan 2022Redwood City, California, UsLed new business and expansion efforts, while coaching and supporting account management team in sales strategy, value selling and MEDDPICC methodology in pursuit of outsized ARR and professional services bookings growth. ● Responsible for building, scaling, and enabling new sales, expansion and account management team in Southeast.● Built world-class Enterprise SaaS sales team – growing by 60% in 8 months. ● Collaborated with Customer Success, Professional Services and Partnerships leadership to enhance expansion, value messaging, and customer engagement best practices. -
Vp, AdvisoryGartner Jun 2018 - May 2021Stamford, Ct, UsLed global team spanning U.S., EMEA, and APAC regions.● Oversaw strategy on client engagement and project delivery to achieve client renewal commitments totaling ~$15M in ARR.● Partnered with sales and client success leadership to enhance go-to-market plan, improve conversion rates and drive client retention, resulting in y/y division leading renewal rates.● Collaborated with Marketing, Sales and Pre-Sales teams to shape deliverables, services, and client events, including hands-on deal strategy in Tier 1 sales efforts.● Drove workforce planning initiatives addressing change management, capacity constraints, attrition, and career development.● Led advisory-based sales enablement programs, ensuring best practice application.● Drove initiatives with analytics team around development of client retention and growth KPI monitoring and reporting. -
Practice Leader And Head Of Advisory, ApacGartner May 2016 - Jun 2018Stamford, Ct, UsLed APAC Finance, Assurance and Operations practice spanning Australia, New Zealand and SE Asia, resulting in outsized growth and consistent goal achievement.● Member of APAC Leadership team; charged with scaling business in Mid-market and Enterprise space.● Led practice to 25% growth and 15% increase in client retention.● Led most successful product launch in region’s history yielding ARR 60% above plan.● Owned product, customer success strategy and business reporting accountability for practice.● Selected for multi-national executive leadership program. -
Senior Executive AdvisorGartner Feb 2012 - May 2016Stamford, Ct, UsProvided peer-based solutions to Fortune 500 executive clients to enhance product adoption, consumption and retention. Supported executives on engaging key stakeholders and executing key projects.● Industry expertise includes Fortune 500 executives in Technology, Health care, CPG, Energy, etc.● Managed digital presence and drove increase in web consumption, resulting in #1 usage out of 50 programs.● Facilitated executive forums; represented Gartner as guest speaker at industry conferences; led on-site executive education sessions for client leadership teams. -
Public Policy And Government Affairs Director- Finance And Legal PracticeGartner Aug 2010 - Feb 2012Stamford, Ct, UsRecognized market need and created new role advising Fortune 500 executives on legislative and regulatory issues ● Managed team of global analysts responsible for monitoring public policy issues and pairing current news items with insight and best practices from network of member companies.● Received “Force of Ideas” Award for weekly "Political Capital" series discussing the effect of pending legislation and recently passed laws on US-based businesses. -
Senior Public Policy AnalystFactset (Streetaccount) Mar 2007 - Aug 2010Norwalk, Connecticut, Us● Chief political/legislative analyst consulting on impact of new legislation on stocks and market sectors. ● Provided real-time market commentary, analyzed equity research notes and identified news-driven catalysts for stocks and profitable trading opportunities for international network of clients.● Created daily "Politics of the Market" column and provided clients with commentary on political developments, events and trends impacting commodities, foreign exchange and equity markets. -
Investment AnalystAon Investment Consulting Jun 2005 - Mar 2007London, Gb● Developed performance analysis reports, manager searches, investment policy statements and special studies for clients holding nearly $3B in assets. ● Analyzed asset allocation and investment structure for retirement plans and endowments. ● Monitored investment managers in multiple asset classes, including equities, fixed income, cash equivalents and REITS; presenting recommendations at client meetings. -
Account ManagerAon Investment Consulting Apr 2004 - Jun 2005London, Gb● Oversaw $10M in professional liability insurance renewal and new business premiums.● Maintained relationships with clients, brokers and carrier underwriters. -
Business Development RepresentativeGartner Jun 2003 - Apr 2004Stamford, Ct, Us● Secured $500k in new business from Global 1,000 executives ● Analyzed broad economic data and specific industry trends to develop ROI-driven sales strategies.● Led team to recruit CFOs to best-practices roundtables.
Dan Herd Skills
Dan Herd Education Details
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Unc Charlotte Belk College Of BusinessFinance And Political Science -
Mercer University Stetson-Hatcher School Of BusinessConcentration In Finance
Frequently Asked Questions about Dan Herd
What company does Dan Herd work for?
Dan Herd works for Manager Method
What is Dan Herd's role at the current company?
Dan Herd's current role is Chief Customer Officer.
What is Dan Herd's email address?
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What is Dan Herd's direct phone number?
Dan Herd's direct phone number is +170460*****
What schools did Dan Herd attend?
Dan Herd attended Unc Charlotte Belk College Of Business, Mercer University Stetson-Hatcher School Of Business.
What skills is Dan Herd known for?
Dan Herd has skills like Risk Management, Strategy, Management, Leadership, Analysis, Investments, Public Speaking, Government, Crm, Public Policy, Program Management, Management Consulting.
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