Dana Soza Email & Phone Number

Los Angeles, CA, US

• At Customer Everything Solutions, we help mid-market and enterprise SaaS companies—and the VC and PE firms that back them—scale to their next stage of growth. If you’re a C-, VP-, or Director-level leader in Customer.
• Boost key metrics like NRR, GRR, and CLV
• Reduce churn and accelerate upsell/cross-sell revenue
• Optimize operations for scalable growthWhat We Specialize In:
• . Organizational Restructuring & Change Management: Aligning teams to scale efficiently and thrive through change.
• Customer Success as a Growth Engine: Transforming CS into a revenue driver with higher retention and faster expansion.

London, GB

INDUSTRY: Professional Training & Coaching

Calgary, Alberta, CA

Revolutionized Vitruvi's CS Group alongside the SVP of CS and Director of CS Ops, orchestrating a strategic overhaul from startup to growth-stage using a potent blend of my C.S.A.T. Growth-Engine model and ADKAR's Change Management framework.Key achievements include:✅Restructured CS into a cohesive group with four specialized teams aligned with customer.

Calgary, Alberta, CA

Customer Everything Solutions Consultant, advising Vitruvi Customer Success Group on health scores, customer journey, team and growth analysis, etc.

Chicago, Illinois, US

At this private Seed round Professional Training & Coaching SaaS startup, operating under Customer Everything Solutions, I spearheaded transformative strategies and standardized procedures to drive productivity, revenue, adoption, customer experience (CX), customer satisfaction (CSAT), and operational excellence. Notable achievements.

Linköping, SE

At this dynamic and high-growth B2B matrixed Enterprise SaaS/cloud provider, I played a pivotal role in shaping the organization's global CS/CX initiatives in collaboration with top leadership. I spearheaded the promotion of new customer success service delivery offerings within the Service Management Business Unit, North America (SMBU, NA) focusing on key.

San Ramon, California, US

At this distinguished $300 million field-service Enterprise SaaS solution provider established in 2007 and headquartered in Silicon Valley, I managed enterprise clients and contributed significantly to advising, developing, executing, and operationalizing customer success initiatives, both pre- and post-acquisition by GE Digital.Working closely with.

Jacksonville, FL, US

At this global $2 billion data and analytics insight SaaS provider founded in 1841 and headquartered in New Jersey, I spearheaded the execution of D&B’s global customer experience (CX) scaling operation, spanning sales, account management, customer success, and solution consulting.In collaboration with various stakeholders including finance, sales.

Irvine, California, US

At this recently acquired $6 million high-growth B2B2C dental practice management SaaS provider headquartered in Costa Mesa, I played a pivotal role in leading and collaborating with the leadership team to build, scale, and optimize customer success initiatives.My focus was on transitioning from primarily support to growth-oriented strategies, while.

At this bootstrapped SaaS product-sharing social startup founded in 2013, I spearheaded the building, scaling, and operation of the customer success organization, leveraging a hybrid product-led growth strategy with elements of high- and mid-touch engagements.In collaboration with Marketing and Product teams, I created an onboarding educational curriculum.

Madrid, Community Of Madrid, ES

• Developed curriculum, coached business executives, and increased English proficiency for students at L'oreal, Ernst & Young, Conde Nast, Coca Cola, Accenture, private universities, Cambridge Prep, and others.
• Motivated student learning by creating engaging projects, challenging exams, and creative team competitions.

Chicago, IL, US

At this recently IPO'd publicly traded $500 million global e-commerce marketplace headquartered in Chicago, IL, I played a pivotal role in developing close relationships and profitable contracts with local business owners in the South Orange County territory. My responsibilities included:✅Prospecting, consulting, and closing deals with local merchants to.

As a Regional Sales and Account Manager at Best Companies Inc., I excelled in driving growth and fostering profitable relationships in the highly-coveted South Orange County territory. My achievements include:✅Achieving an exceptional 153% growth rate within one year, securing recognition as a top sales producer.✅Successfully negotiating profitable.

Mba - Ledership Concentration Complete

B.A. Psychology, Minor Marketing, Psychology, Marketing

Continuing Education, 11 Courses In Personal Productivity, Leadership, And Communication Skills