Dan Nelson
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Dan Nelson Email & Phone Number

Sr. Customer Success Manager at LeanData, Inc.
Location: San Francisco Bay Area, United States 4 work roles 1 school
1 work email found @yp.com 6 phones found area 925, 415, and 541 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 6 phones

Work email d****@yp.com
Direct phone (925) ***-****
LinkedIn Profile matched
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Role
Sr. Customer Success Manager at LeanData, Inc.
Location
San Francisco Bay Area, United States

Who is Dan Nelson? Overview

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Quick answer

Dan Nelson is listed as Sr. Customer Success Manager at LeanData, Inc. based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at yp.com, phone signal with area code 925, 415, 541, and a matched LinkedIn profile for Dan Nelson.

Dan Nelson previously worked as Sr. Customer Success Manager at Leandata, Inc. and Customer Success Manager at Qasource. Dan Nelson holds B.S., Journalism from University Of Oregon.

Company email context

Email format at yp.com

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{first_initial}{last}@yp.com
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Profile bio

About Dan Nelson

Customer Success Manager with 10+ years of experience in Customer Success, Account Management and Sales. Areas of expertise include increasing Revenue, Retention, Customer Loyalty, Upsells, Cross-sells, and Mentoring. I consider myself someone who is always 'passionately curious' as I always been adept at learning new technologies. From learning about websites as a Product Manager to studying about the software development life cycle and how QA testing can speed up a release. One of my clients called me RAM (random access memory) because of all the details I could remember from a meeting with him three months previously.

Listed skills include Online Advertising, Marketing, Online Marketing, Advertising, and 35 others.

4 roles

Dan Nelson work experience

A career timeline built from the work history available for this profile.

Sr. Customer Success Manager

Santa Clara, Ca, Us

LeanData is the leader in enterprise Revenue Ops solutions delivering a more holistic and unified go-to-market approach to business-to-business (B2B) enterprises seeking to accelerate growth. As the leader in Lead-to-Account Matching, Routing and Marketing Attribution solutions, LeanData stands at the center of CRM connecting the right data to the right people, so businesses can accelerate time to revenue.I serve in a dual role as a CSM/TAM.2024 OpsStars Presenter on how to implement Buying Groups in LeanData2023 Super Success CSM - Enterprise Award Recipient2022 #Win as a Team Award Recipient- CSM TeamVoted LeanData CX Star of the Month - November 2022Voted LeanData CX Star of the Month - May 2021LeanData Collaboration Award Winner - November 2021 - nominated by the product team.CX Representative on the LeanData Product Tiger Team.Help mentor, train and onboard new members to the CSM team.

Jan 2020 - Dec 2024

Customer Success Manager

Pleasanton, Ca, Us

QA Source is a comprehensive QA provider that has successfully completed hundreds of QA engagements. We believe in forming strong partnerships and providing our clients with experienced QA engineers. Our retention rate is 91%. Automated Testing Services - Mobile QA - Manual/Functional Testing Services - Security Testing Services - Performance Testing Services - API Testing Services - QA Analysis2019 - Started five new projects on my own from maintaining relationships with past clients and increased the number of engineers I added to projects by 300% from 2018. Ongoing Customer Relationships and Connecting with Key Stakeholders.Implementing Success Programs and Executing Customer Success Plan (CSP).Contributing to Sales.Renewals and Identifying Additional Growth Opportunities with Each Client.Onboarding Clients and Kicking-Off Projects.Recurring Monthly/Quarterly Check-ins with Clients to Discuss Their Future Roadmap and Report on Key Metrics.Minimizing Churn.Collaborating with Distributed Engineering, Support and Services Teams in Asia and Latin America to deliver on Customer Business and Technical Challenges.Partner with a Diverse Customer Base from Startups to Enterprise Level Clients.

Apr 2017 - Jan 2020

Account Manager Central/West

Lehi, Utah, Us

Manta is the largest online community dedicated to small businesses with over 2 million verified small businesses and 20 million unique monthly visitors. As the Account Manager: Support new and existing clients in the pre and post sales process.Manage timelines and projects and collaborate with marketing, operations and sales on creating and delivering campaigns. Prepare and Deliver comprehensive media plans for digital brands to engage with the Manta Audience. Reserve media space and issue/executive insertion orders, cancellations and change requests. Collect all assets associated with a digital campaign and deliver to ad ops and/or marketing. Create and deliver detailed reports to clients using Excel, Word and Power Point. Help optimize brand campaigns based on Agency of Records KPI's or Brand Direct. Resign clients at end of campaign to additional media plans.Research and find New Prospects while continually looking to up sell Manta products and services

Dec 2015 - Dec 2016

Digital Advertising Consultant

Yp

Atlanta, Ga, Us

Prospect and identify potential new clients for YP's full suite of products including the yellow pages, local search, mobile advertising, search engine marketing and web site development. Ranked in the First Quartile (out of four) for all sales reps in our office, including being rated as high as number six out of 100. Also one of the top generators in our office for new sales and prospecting for new accounts. Consulted with new and current clients to create an effective and results driven marketing campaign for their business; used a consultative sales approach to contact current YP Advertisers to maintain or increase their current advertising and marketing program.Also a member of the Employee Engagement Team for our office which is tasked with creating suggestions and improvements to help grow the business and improve results.

Feb 2009 - Mar 2015
1 education record

Dan Nelson education

  • University Of Oregon
    University Of Oregon
    Journalism
FAQ

Frequently asked questions about Dan Nelson

Quick answers generated from the profile data available on this page.

What is Dan Nelson's role at their current company?

Dan Nelson is listed as Sr. Customer Success Manager at LeanData, Inc..

What is Dan Nelson's email address?

AeroLeads has found 1 work email signal at @yp.com for Dan Nelson.

What is Dan Nelson's phone number?

AeroLeads has found 6 phone signal(s) with area code 925, 415, 541 for Dan Nelson.

Where is Dan Nelson based?

Dan Nelson is based in San Francisco Bay Area, United States.

What companies has Dan Nelson worked for?

Dan Nelson has worked for Leandata, Inc., Qasource, Manta, and Yp.

How can I contact Dan Nelson?

You can use AeroLeads to view verified contact signals for Dan Nelson, including work email, phone, and LinkedIn data when available.

What schools did Dan Nelson attend?

Dan Nelson holds B.S., Journalism from University Of Oregon.

What skills is Dan Nelson known for?

Dan Nelson is listed with skills including Online Advertising, Marketing, Online Marketing, Advertising, Digital Marketing, Sales, Salesforce.Com, and Sem.

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