Daniel Willman

Daniel Willman Email and Phone Number

Lead Customer Solutions Manager at CDK Global @ CDK Global
hoffman estates, illinois, united states
Daniel Willman's Location
Newtown, Connecticut, United States, United States
Daniel Willman's Contact Details

Daniel Willman work email

Daniel Willman personal email

About Daniel Willman

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.

Daniel Willman's Current Company Details
CDK Global

Cdk Global

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Lead Customer Solutions Manager at CDK Global
hoffman estates, illinois, united states
Employees:
8471
Daniel Willman Work Experience Details
  • Cdk Global
    Lead Customer Success Manager
    Cdk Global Nov 2022 - Present
    Remote
  • Smartsheet
    Customer Success Manager Ii
    Smartsheet Jan 2022 - Nov 2022
    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• 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
  • Sightlines, A Gordian Company
    Senior Account Manager
    Sightlines, A Gordian Company Aug 2018 - Jan 2022
    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 • 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
  • Sightlines
    Account Manager
    Sightlines Mar 2015 - Jan 2022
    Guilford, Ct
  • Sightlines
    Adviser Ii
    Sightlines Jul 2013 - Mar 2015
    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• 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
  • Sightlines
    Adviser
    Sightlines Jul 2011 - Jun 2013
    Guilford, Ct
  • Sightlines
    Analyst
    Sightlines Jul 2010 - Jun 2011
    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• 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

Microsoft Excel Salesforce.com Microsoft Powerpoint Public Speaking Team Leadership Powerpoint Data Analysis Strategic Planning Microsoft Outlook Problem Solving Creative Problem Solving Technological Innovation

Daniel Willman Education Details

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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