Daniel Perry

Daniel Perry Email and Phone Number

Customer Success Leader | Builder of Teams & Processes | CS Consultant Driving Growth from the Ground Up @ Dietitian Live
Daniel Perry's Location
Ooltewah, Tennessee, United States, United States
Daniel Perry's Contact Details
About Daniel Perry

Well educated, effective employee with leadership abilities, who is resourceful and focused on driving business results. With a 15+ year background in Healthcare, SaaS, Customer Success, Implementation, Account Management and Sales, I have developed my skills to be proactive, adaptable, and collaborative when working with both internal and external business partners to meet goals.*Monday.com guru - Love a good workflow! *Trained on several CRM platforms*Healthcare is my second language

Daniel Perry's Current Company Details
Dietitian Live

Dietitian Live

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Customer Success Leader | Builder of Teams & Processes | CS Consultant Driving Growth from the Ground Up
Daniel Perry Work Experience Details
  • Dietitian Live
    Partner Success Manager
    Dietitian Live Sep 2024 - Present
    Minneapolis, Mn, Us
  • Regpack
    Client Relations Lead
    Regpack Nov 2023 - Jun 2024
    San Diego, California, Us
    Online Registration and Payment Software
  • Tjoapack
    Manger Of Customer Success
    Tjoapack May 2023 - Sep 2023
    Etten Leur, Nl
    Monitor client performance and ensure Tjoapack standards are metUtilize KPI’s and other analytics to manage and provide reporting and visibility on the performance and health of all internal and external clientsMentor Assigned Client Success Managers (CSMs) in managing assigned clients to meet expectations, and exceed when opportunities ariseEstablish and ensure client face-to-face meetings occur with CSM at a regular frequencyAnalyze client results proactively to identify revenue cycle and client services related issues and work collaboratively with the Operations, Quality Assurance teams, and leadership to implement solutions; ensure client concerns are escalated and resolved in a timely mannerAssist implementation team and CSM/Project Team on new client/expansions implementationsCompliance and adherence to applicable healthcare and security regulations and responsible for staff’s compliance and adherenceResponsible for the oversight, mentorship, and growth of assigned CSM staffCompliance and adherence to applicable healthcare and security regulations and responsible for staff’s compliance and adherencePerforms special projects and other duties as assigned
  • Conductiv
    Senior Customer Success Manager
    Conductiv Mar 2020 - Feb 2023
    Walnut Creek, Ca, Us
    Manage, renew and renegotiate terms with existing subscribersIdentify savings opportunities for clients and create an opportunity roadmapRun projects (including RFP’s, RFI’s, RFQ’s) for clientsCommunicate with suppliers directly on behalf of client to answer questions and submit proposals based on the above project typesPull Proposal Summaries for clients including all details of each project ran, and present the Analysis completedCreate and present quarterly EVR (Executive Value Reviews) for clientsSubmit benchmark requests on behalf of clientsTrack all projects utilizing Monday.comCollect AP Spend and Contract Expiration reports from clients on quarterly basis and update existing data to show new opportunitiesImplement new clients on all modules Complete client trainings when requested
  • Md Ranger, Inc.
    Customer Success Manager / Account Executive
    Md Ranger, Inc. Jul 2018 - Mar 2020
    Burlingame, California, Us
    Manage, renew, and renegotiate terms with existing subscribersAssist subscribers in managing their subscription to maximize value addedCollaborate with the marketing and product teams on customer needs and new product developmentCultivate exceptional relationships with new and existing clientsMeet revenue objectivesIdentify business opportunities and prospective customersSell MD Ranger through prospect relationship developmentRecognizing product improvements or new products by remaining current on industry trends, market activities, and competitorsPrepare sales and sales activity reports to direct manager and Board on at least a monthly basisMaintain technical knowledge of the product, physician compensation, and the healthcare industryCollaborate with the MD Ranger marketing and technical support teamContribute to the growth and development of the MD Ranger and product
  • Meditract
    Customer Success Manager
    Meditract Feb 2014 - Jul 2018
    Chattanooga, Tennessee, Us
    Management of 80+ client relationships throughout the Mid-Atlantic regionAchievement of a 94% retention rate each quarterDemonstrating and selling of additional modules to clientsResponsible for meeting quarterly and yearly sales goalsHelp clients meet organizational objectives regarding compliance and contract managementAttend regional and national conferences on behalf of the company
  • Meditract
    Technical Customer Success Manager
    Meditract Feb 2014 - Dec 2014
    Chattanooga, Tennessee, Us
  • Meditract
    Client Solutions Director
    Meditract Jan 2014 - Feb 2014
    Chattanooga, Tennessee, Us
    Same responsibilities as listed below for the Advisor RolePromoted to Coordinator soon after the Client Solutions team was assembledResponsible for designating assignments regarding client projectsResponsible for completing database mergersAssist with streamlining client acquisitions /additions to existing database
  • Meditract
    Client Solutions Advisor
    Meditract Mar 2013 - Jan 2014
    Chattanooga, Tennessee, Us
    Completing client requests for short and long-term projectsDocumenting and tracking project status in Microsoft Visual StudiosAssist the Help Desk with daily client requests
  • Meditract
    Inside Sales Represenative- Meditract
    Meditract Jun 2010 - Jan 2013
    Chattanooga, Tennessee, Us
    - Book meetings with C-Level Executive of health care facilities.- Reach a monthly sales goal- Display a great deal of product information to potential clients and show them the benefits that their company could achieve by implementing our product.- Research of a specific region to develop a spreadsheet of health care facilities and their leadership team.
  • Home Depot
    Sales Associate
    Home Depot Apr 2009 - Jun 2010
    Atlanta, Georgia, Us
    Assist customers throughout store.Reach monthly sales goals while promoting great customer service.Place new freight in appropriate place throughout store.Achieve a Grand Opening look for the store before leaving each night.
  • Ymca
    Membership Associate/Cyc Coordinator
    Ymca Jun 2006 - Dec 2008
    Chicago, Il, Us
    Sell, set up, and maintain memberships.Promote customer satisfaction through personal interaction.Answer phones, filing, and other clerical work.Engage in networking with local companies to promote B2B relationships.Manage night membership staff.Work with Human Resource Department in creating job descriptions and establishing an internship in the HR Department.Chattanooga Youth Corps CoordinatorCoordinate and manage a group of teens for community projects.Work with underprivileged youth to promote a sense of hard work and discipline.Network with other non-profit agencies to gather work experience for youth in and through the YMCA.Sign off and turn in payroll information and weekly hour reports.

Daniel Perry Skills

Sales Account Management Customer Satisfaction Healthcare Leadership Management Microsoft Office Powerpoint Microsoft Excel Public Speaking Salesforce.com Networking Sales Management Market Research Microsoft Word Marketing B2b Payroll Human Resources Html Windows Profit File Management Social Media Budgets

Daniel Perry Education Details

  • The University Of Tennessee At Chattanooga
    The University Of Tennessee At Chattanooga
    Business Administration

Frequently Asked Questions about Daniel Perry

What company does Daniel Perry work for?

Daniel Perry works for Dietitian Live

What is Daniel Perry's role at the current company?

Daniel Perry's current role is Customer Success Leader | Builder of Teams & Processes | CS Consultant Driving Growth from the Ground Up.

What is Daniel Perry's email address?

Daniel Perry's email address is da****@****tiv.com

What schools did Daniel Perry attend?

Daniel Perry attended The University Of Tennessee At Chattanooga.

What skills is Daniel Perry known for?

Daniel Perry has skills like Sales, Account Management, Customer Satisfaction, Healthcare, Leadership, Management, Microsoft Office, Powerpoint, Microsoft Excel, Public Speaking, Salesforce.com, Networking.

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