Daniel Willman Email and Phone Number
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Daniel Willman personal email
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A highly focused and multiskilled customer success expert with 10+ years of experience in technology, finance, and education industries. Proven champion of lasting client relationships. Dedicated to mentoring teammates, fostering sustainable client relationships, and driving product adoption.
Cdk Global
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Lead Customer Success ManagerCdk Global Nov 2022 - PresentRemote -
Customer Success Manager IiSmartsheet Jan 2022 - Nov 2022KEY 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• Work cross-functionally to identify new opportunities to expand customer use of Smartsheet as well asdocument existing use cases• Developed strong customer relationships with key stake holders by providing white glove service and fullaccount health transparencyKEY ACHIEVEMENTS:• Played pivotal role in uncovering and growing opportunities that totaled over $1M ARR• Managed the largest ARR account on the Commercial team• Managed customer enablement activities that resulted in increased platform adoption and license allocation• Q1-Q3 Net Retention Average – 116% to goal• Q1-Q3 Active User Ration – 130% to goal -
Senior Account ManagerSightlines, A Gordian Company Aug 2018 - Jan 2022Guilford, ConnecticutKEY 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 • Responsible for identifying and pursuing cross sell/upsell opportunities at existing clients• Forecasting future project revenue and milestones to align with company revenue goalsKEY ACHIEVEMENTS:• Personal client renewal retention rate: 90%• Achieved the highest cross sell/ upsell commission for Account Managers in 2019• Developed and implemented new technology that was adopted company wide, increasing operational efficiencies• Key member of project pilot team that spearheaded a new product approach resulting in $1.2M in new project revenue in 2020• Collaborated with existing client to use our work as an example to drive further product adoption throughout state system, resulting in an upsell of $3M in future revenue.• Achieved “Most Innovative” award in 2019
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Account ManagerSightlines Mar 2015 - Jan 2022Guilford, Ct
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Adviser IiSightlines Jul 2013 - Mar 2015Guilford, CtKEY 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• Assisted in design and implementation of pilot project which resulted in $1.4M in additional project revenue• 3 of 6 teammates during this time saw a promotion ahead of expectations• Provided actionable recommendations to clients which resulted in $12M in additional capital improvement or operational savings• Redesigned and streamlined internal project templates to increase operational efficiencies
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AdviserSightlines Jul 2011 - Jun 2013Guilford, Ct
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AnalystSightlines Jul 2010 - Jun 2011Guilford, CtKEY 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• Laid the foundation for new client relationships that endure to this day• Identified and implemented new processes around deliverable development resulting in additional operational efficiencies.
Daniel Willman Skills
Daniel Willman Education Details
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Political Science And Government
Frequently Asked Questions about Daniel Willman
What company does Daniel Willman work for?
Daniel Willman works for Cdk Global
What is Daniel Willman's role at the current company?
Daniel Willman's current role is Lead Customer Solutions Manager at CDK Global.
What is Daniel Willman's email address?
Daniel Willman's email address is dw****@****nes.com
What schools did Daniel Willman attend?
Daniel Willman attended Gettysburg College.
What skills is Daniel Willman known for?
Daniel Willman has skills like Microsoft Excel, Salesforce.com, Microsoft Powerpoint, Public Speaking, Team Leadership, Powerpoint, Data Analysis, Strategic Planning, Microsoft Outlook, Problem Solving, Creative Problem Solving, Technological Innovation.
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2kwil.com, usc.edu
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Daniel Willman
It Deskside Client Engineer, Principal At Allianz Technology Of America.Champlin, Mn2fingerhut.com, allianzlife.com3 +176358XXXXX
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