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A hard working customer success manager with thirteen years of experience seeks a challenging position with a dynamic organization. My goal is to maximize customer retention and satisfaction by providing world-class customer service while ensuring that customers are supported and up to date with the latest product and marketing information. An energetic & creative individual with a stellar track record for superior performance in the workplace, that has a Bachelor's degree focused in Marketing Management from Western Governors University.
Sumo Scheduler
View- Website:
- sumoscheduler.com
- Employees:
- 63
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Customer Success ManagerSumo SchedulerLayton, Ut, Us -
Director Of Customer SuccessDocument Compliance Network Jul 2023 - PresentHobe Sound , Fl, Us -
Program Manager & HostDungeon Crawlers Radio Dec 2008 - PresentAs the founder, and one of the hosts for Dungeon Crawlers Radio, I conduct in interviews of guest's with the assistance of my co-hosts, give insight on trends in popular culture, report on news pertaining to the topic of the show, book talent/guests for the show, oversee the social media site traffic and add content, provide an entertainment/humorous factors to the program, aid in content coverage at conventions, contact potential sponsors/guests, edit audio and video segments for the show, and write up reviews/editorials for the show’s web site.
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AuthorAuthors May 2015 - PresentOakland, Ca, Us -
Customer Success ManagerSumo Scheduler Feb 2023 - Jul 2023Atlanta, Georgia, UsBuilt relationships with customers, advised customers on how to maximize the value of the program by driving increased usage and services through responsiveness, expert product knowledge, and keen management of the customer journey.- Hosted Quarterly Business Reviews for all Enterprise accounts to assess progress against desired business outcomes, determine opportunities for deeper feature engagement and measure and communicate the impact of SUMO on the customer’s business.- Developed strong customer relationships that promote retention, stimulate growth(up-sell), recurring revenue, loyalty, and expansion.- Monitored and analyzed the adoption of Enterprise accounts, proactively identifying any potential challenges and working with both clients and internal teams to bring about resolutions.- Identify and anticipate expansion opportunities with existing customers. -
Customer Success ManagerHh2 Cloud Services Jul 2022 - Nov 2022Kaysville, Utah, Us -
Manager Of Account ManagementHh2 Cloud Services Feb 2019 - Aug 2022Kaysville, Utah, Us -
Hcm Associate Service ConsultantAdp Nov 2014 - Jan 2019Roseland, New Jersey, Us- Manage health and welfare benefits for 9 national client accounts. Act as liaison between clients and internal teams to provide a seamless experience, ensuring clients receive the full benefit of all products purchased and product issues are resolved.- Oversee distribution of all various insurance carrier data files. QA benefit files, payroll & HR data on each of my clients daily. Resolve and identify any issues on the carrier files, payroll runs and HR Data.- Manage discrepancy errors, correct data file errors, request haste benefit enrollments and communicate with carriers to resolve issues. Once data is corrected or looks clean transmit files to their appropriate destination as scheduled.- Resolve client requests and system issues in a timely manner. Ensure that clients are informed of progress and resolution of each request.- Prioritize daily processing and client requests. Organize each task and request in accordance to severity of the issue and client rules/requirements.- Collaborate with clients and internal teams to resolve issues, provide updates on out-standing requests, review and set expectation, receive feedback in order to provide stellar service and improve client experience.- Annual Enrollment projects for all 9 national client accounts. Worked with client and internal team to plan and implement project. Conduct internal system testing prior to start date to ensure proper function of system configuration and rules. Partnered with Senior Benefits Consultant and Project Manager to resolve all issues and client concerns that arose, prepared, QA and sent all Annual Enrollment benefit files to the various carriers. Aided Project Manager in completing project assessment and giving/receiving feedback internally and with client.- Advise and train clients in system usage and benefits management.- Document client and internal requests daily to ensure compliance to client contracts, company policies and government regulations. -
Benefits SpecialistAdp Nov 2014 - Jan 2019Roseland, New Jersey, Us -
Group Services Account ManagerTda (Total Dental Administrators) Oct 2010 - Oct 2014Phoenix, Arizona, UsTDA account managers service and promote TDA’s products to those who will be directly selling or using them, such as brokers and groups. It is an account manager’s role to develop relationships with this groups and brokers to create a learn service cycle to help service the groups and brokers.Insurance account managers work with a caseload of several groups, building up long-term relationships with them. They play a central role in meeting and developing relationships with new groups, while also seeking to maintain the relationship and growth of addition products with the existing groups. TDA account managers have a detailed knowledge of their TDA’s portfolio of products and can target products to their groups to supply the most appropriate product. -
Customer Success Agent/TrainerQqest Software Systems Mar 2008 - Jul 2010
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Senior Tech SpecialistMstar Llc Aug 2006 - Aug 2007
Daniel Swenson Skills
Daniel Swenson Education Details
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Western Governors UniversityGeneral -
Itt Technical Institute-Murray -
Jordan High School -
Western Governors UniversityBusiness -
Western Governors UniversityGeneral
Frequently Asked Questions about Daniel Swenson
What company does Daniel Swenson work for?
Daniel Swenson works for Sumo Scheduler
What is Daniel Swenson's role at the current company?
Daniel Swenson's current role is Customer Success Manager.
What is Daniel Swenson's email address?
Daniel Swenson's email address is jd****@****ail.com
What is Daniel Swenson's direct phone number?
Daniel Swenson's direct phone number is +180152*****
What schools did Daniel Swenson attend?
Daniel Swenson attended Western Governors University, Itt Technical Institute-Murray, Jordan High School, Western Governors University, Western Governors University.
What skills is Daniel Swenson known for?
Daniel Swenson has skills like Customer Service, Marketing, Account Management, Team Building, Insurance, Radio, Health Insurance, Claim, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Communications.
Who are Daniel Swenson's colleagues?
Daniel Swenson's colleagues are Anton Antonovich, Manuel Francisco López Imizcoz, Margareth Alberto, Valentina Yarmolchik, Reid Muntz, Aleksey Kosov, Vladislav Prudnikov.
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