Dan James work email
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Dan James personal email
Integrity - Building Relationships - Work EthicIndependent, collaborative Customer Success Manager with 5+ years driving relationships with customer satisfaction through all processes from onboarding, handoff, to completion. Manages multiple concurrent projects while acting as primary point of contact for customers. Manages a portfolio of client and provides the highest level of customer experience. Resolves issues arising within projects to ensure alignment of expectations.
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Head Of Customer SuccessAutopilotIrvine, Ca, Us
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Customer Success LeaderAutopilot Sep 2024 - PresentLos Angeles, California, Us
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Account Success ManagerBluon Mar 2024 - Sep 2024Irvine, California, UsClient Relationship Management: Develop and maintain strong, long-term relationships with key stakeholders and decision-makers within enterprise accounts. Act as the primary point of contact for all account-related inquiries and issues.Strategic Planning: Collaborate with clients to understand their business objectives, challenges, and requirements. Develop and implement strategic account plans to address their needs and achieve mutual goals.Revenue Growth: Identify opportunities for upselling and cross-selling our products and services. Develop and present proposals to clients that demonstrate the value and benefits of our solutions.Performance Monitoring: Track and report on account performance metrics, including client satisfaction, revenue growth, and project outcomes. Use data-driven insights to drive continuous improvement and optimize account strategies.Market Intelligence: Stay informed about industry trends, competitive landscape, and emerging technologies. Leverage this knowledge to provide clients with relevant and innovative solutions.Conflict Resolution: Address and resolve any issues or challenges that arise with enterprise accounts in a timely and effective manner, ensuring a positive client experience. -
Customer Success Manager - IntegrationsPoplar Homes Feb 2023 - Mar 2024Cupertino, Ca, UsLeft this position due to company layoffs in the United States. -
Account Relationship ManagerAbgi Usa Oct 2022 - Mar 2023Houston, Texas, Us -
Relationship ManagerPeerstreet Oct 2021 - Nov 2022Los Angeles, California, UsCompany filled bankruptcy, this is my reason for leaving.Manage multiple concurrent projects to structure deals, enhancecustomer experience, and ensure client success. Lead key strategic initiatives focused on white glove service to deliverretention, increased production, and improved communication with top volume accounts.KEY COMPETENCIES: PROJECT MANAGEMENT, INNOVATION, DATA ANALYSIS, COMMUNICATION, CROSS-FUNCTIONAL LEADERSHIP● Steered team to develop and execute communication strategy for key accounts● Documented outcomes for inclusion into Key Account Communication Strategy playbook● Streamlined client onboarding and handoff to increase customer survey results -
Regional ManagerRiver City Mortgage Nmls 142954 Full-Service Mortgage Firm Mar 2021 - Nov 2021Cincinnati, Ohio, UsNMLS 2128623Determined operational practices of all clients in area, ensuring customer satisfaction for each while enhancing marketing and sales campaigns. Created and maintained budgets and reported to senior management. Spearheaded a team-oriented environment with collaborative communication when discussing strategic initiatives for growth. Generated reports to communicate P&L to senior management to help develop sales strategies and set corporate targets. -
Police OfficerState Of California Aug 2018 - Mar 2021Sacramento, California, UsServed through community policing and outreach. Mapped and disseminated information on crimetrends, indicating areas requiring increased police presence. Received awards and recognition for proactive work in areas of stolen vehicles and gang activity. -
Investment Banking AnalystFirst Republic Private Wealth Management Feb 2018 - Jul 2018UsProvided wide range of sales, service, administrative, and relationship management support to assigned managers. Liaised between the clients, relationship managers, and operations team. Submitted files, wire transfers, financial modeling, and transactions. Prepared financial models and investment analysis for Wealth Managers to present to clients
Dan James Skills
Dan James Education Details
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University Of San FranciscoEconomics -
Yale School Of ManagementFinance And Financial Management Services
Frequently Asked Questions about Dan James
What company does Dan James work for?
Dan James works for Autopilot
What is Dan James's role at the current company?
Dan James's current role is Head of Customer Success.
What is Dan James's email address?
Dan James's email address is dj****@****fca.edu
What schools did Dan James attend?
Dan James attended University Of San Francisco, Yale School Of Management.
What skills is Dan James known for?
Dan James has skills like Personal Assistant, Personable, Business Strategy, Money Management, Marketing, Management, Event Planning, Negotiation, Strategic Planning.
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