Danielle Cohen Email & Phone Number

Tel Aviv District, Israel

(*) End-to-End Onboarding: Oversee the complete onboarding lifecycle for new customers, tailoring the process to meet each client’s unique needs and ensuring they understand how to maximize the value of our platform.(*) Customer Relationship Management: Build strong relationships from day one by maintaining clear, responsive communication and serving as the primary point of contact throughout onboarding.(*) Training & Enablement: Deliver product training sessions and develop onboarding materials to empower customers to use the platform effectively.(*) Cross-Department Collaboration: Partner with product, marketing, and technology teams to ensure a smooth onboarding process that reflects organizational goals and capabilities.(*) Issue Resolution: Act as a customer advocate by troubleshooting and solving any onboarding issues, minimizing friction and maximizing customer satisfaction.

Tel Aviv District, Israel

(*) Strategic Agency Agreements: Manage and negotiate critical agreements with key strategic partners, directly contributing to the company's primary revenue channels and growth.(*) Relationship Management: Cultivate and maintain strong working relationships with Sales Directors, ensuring smooth communication and collaboration that aligns with overall business objectives.(*) Cross-Department Collaboration: Coordinate closely with the Legal and Commissions departments to ensure all agreements and operations comply with regulatory standards and internal policies.(*) Sales Division Projects: Actively participate in division-wide projects, leveraging my expertise in strategic partnerships to contribute to the success of sales initiatives and the achievement of key project goals.

Tel Aviv District, Israel

(*) B2B Portfolio Management: Oversee a wide-ranging portfolio of business clients, providing expert financial guidance and ensuring each client’s unique needs are met through customized financial product offerings.(*) Operational Workflow Improvements: Focus on streamlining internal processes to enhance the client experience, collaborating with cross-functional teams to implement workflow changes that improve efficiency and customer satisfaction.(*) Real-Time Solutions: Provide immediate and effective solutions to client issues, conducting extensive testing to ensure the reliability and functionality of new processes.(*) Customer Relationship Management: Cultivate deep, trust-based relationships with clients, ensuring ongoing engagement and satisfaction with the company’s financial products and services.(*) Referral Strategy Implementation: Design and execute successful customer referral programs, leading to increased adoption of additional financial products and boosting overall business growth.

High Advanced Business

International Business English Program

Education record

B.A in Economics & Business Administration