Daniel Willman Email & Phone Number

Remote

• KEY RESPONSIBILITIES:
• Routinely coordinated enablement activities with Smartsheet users including quarterly business reviews,trainings, and on-boarding
• Responsible for customer retention, lead generation, license allocations, and active users
• Manage customer escalations, downgrades, and provide best practice use case examples
• Partner with Account Executives to define long-term strategic account plants to maximize customer ROI anddrive net retention
• Support accounts in realizing and quantifying ROI through adoption of Smartsheet

Guilford, Connecticut

• KEY RESPONSIBILITIES:
• End-to-end ownership of all client engagements throughout product lifecycle across 40+ renewing clients
• Developed sustaining relationships with enterprise-level clients, including strategy, training, and platform adoption
• Accountable for annual customer retention through yearly contract negotiations
• Direct oversite of all customer communications and engagement strategies
• Deliver recommendations to C-Suite level to maximize product impact and enhance client relationships

Guilford, CT

Guilford, CT

• KEY RESPONSIBILITIES:
• Hybrid role responsible for both project management and data processing/analysis
• Utilize excel modeling to provide KPI’s and strategic direction for clients
• Identify and implement improvements for internal project tools
• Routinely engaged C-suite/Board-level audiences to deliver data-driven strategies and investment scenarios
• Coach and mentor new employees through on boarding and team integrationKey Achievements

Guilford, CT

Guilford, CT

• KEY RESPONSIBILITIES:
• Collect, cleanse, and analyze data streams across different formats using excel and SQL
• Cultivate relationships with increasingly difficult new and existing clients
• Develop C-Suite level project deliverables and recommendations
• Lead data verification sessions with clients to ensure database integrityKey Achievements
• First person in hiring class to be promoted to Adviser/Project Lead