Dan Herd Email & Phone Number

Atlanta, GA, US

Seattle, Washington, US

Seattle, Washington, US

Seattle, US

New York, NY, US

Pavilion (Revenue Collective) is a private membership for high growth operators who are looking to thrive in today's evolving business world.

Redwood City, California, US

• Led 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.

Redwood City, California, US

• Led 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.
• 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.

Stamford, CT, US

• Led 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.

Stamford, CT, US

• Led 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.

Stamford, CT, US

• Provided 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.

Stamford, CT, US

• Recognized 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.

Norwalk, 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.

London, 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.

London, GB

• Oversaw $10M in professional liability insurance renewal and new business premiums.
• Maintained relationships with clients, brokers and carrier underwriters.

Stamford, 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.

B.S., Finance And Political Science

Mba, Concentration In Finance