AeroLeads people directory · profile
Dan James Email & Phone Number
Head of Customer Success
at
Autopilot
1 work email found
@joinautopilot.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Customer Success
Location
Irvine, California, United States
Company size
Who is Dan James? Overview
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Quick answer
Dan James is listed as Head of Customer Success at Autopilot, a with 45 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at joinautopilot.com and a matched LinkedIn profile for Dan James.
Dan James previously worked as Customer Success Leader at Autopilot and Account Success Manager at Bluon. Dan James holds Bachelor Of Business Administration (B.B.A.), Finance, Economics from University Of San Francisco.
Company email context
Email format at Autopilot
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{first}@joinautopilot.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan James. Compare company email patterns before reaching out.
Profile bio
About Dan James
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.
Listed skills include Personal Assistant, Personable, Business Strategy, Money Management, and 5 others.
Current workplace
Dan James's current company
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Autopilot
9 roles
Dan James work experience
A career timeline built from the work history available for this profile.
Customer Success Leader
Current
Sep 2024 - Present
Account Success Manager
Client 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.
Mar 2024 - Sep 2024
Customer Success Manager - Integrations
Left this position due to company layoffs in the United States.
Feb 2023 - Mar 2024
Account Relationship Manager
Oct 2022 - Mar 2023
Relationship Manager
Company 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
Oct 2021 - Nov 2022
Regional Manager
NMLS 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.
Mar 2021 - Nov 2021
Police Officer
Served 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.
Aug 2018 - Mar 2021
Investment Banking Analyst
Provided 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
Feb 2018 - Jul 2018
2 education records
Dan James education
Bachelor Of Business Administration (B.B.A.), Finance, Economics
University Of San Francisco
Certificate In Financial Planning, Finance And Financial Management Services
Yale School Of Management
FAQ
Frequently asked questions about Dan James
Quick answers generated from the profile data available on this page.
What company does Dan James work for?
Dan James works for Autopilot.
What is Dan James's role at Autopilot?
Dan James is listed as Head of Customer Success at Autopilot.
What is Dan James's email address?
AeroLeads has found 1 work email signal at @joinautopilot.com for Dan James at Autopilot.
Where is Dan James based?
Dan James is based in Irvine, California, United States while working with Autopilot.
What companies has Dan James worked for?
Dan James has worked for Autopilot, Bluon, Poplar Homes, Abgi Usa, and Peerstreet.
How can I contact Dan James?
You can use AeroLeads to view verified contact signals for Dan James at Autopilot, including work email, phone, and LinkedIn data when available.
What schools did Dan James attend?
Dan James holds Bachelor Of Business Administration (B.B.A.), Finance, Economics from University Of San Francisco.
What skills is Dan James known for?
Dan James is listed with skills including Personal Assistant, Personable, Business Strategy, Money Management, Marketing, Management, Event Planning, and Negotiation.
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