Dan Goldstein Email & Phone Number

San Francisco Bay Area

Plaid has lots of new solutions across payments, credit and identity verification. I lead of team of specialist sellers, client engineers and customer support engineers that introduce prospects to these solutions and make them successful when they adopt them.

San Francisco, California, United States

Raised venture funding from Sequoia and a top-tier group of angels to pursue an idea that ended up not sticking. After pivoting around for a while in search of new problem to work on I decided to step away and pursue opportunities that would be better for me and my family. Bummed it didn't play out as expected but I learned a lot about starting a company, raising venture capital and problem hunting.

Started at Cloudflare as a CSM managing our largest accounts and created a new role focused on bringing new solutions to market and selling them. That journey started with me as an IC rubbing two sticks together to get our first deals across the line to leading a team of 30+ globally focused primarily on selling Cloudflare's Zero Trust products. I worked on and drove just about everything in-between -- ICP build out, target market identification, value prop building, competitive analysis, pricing and packaging, different acquisition strategies, closing, hiring, planning, budgeting, managing, the list goes on. After 5.5 years this work crescendoed with us landing our solution in the Magic Quadrant and earning the right to work with Apple to support their Private Related product. I then made a purposeful move to our Product team to learn more how that side of the world worked and contribute my knowledge on GTM to product strategy broadly. A $50M --> $1B+ ride is not something many people get to experience and I'm honored to have played a part in it. Very grateful for my time at Cloudflare. Incredible people, product and company.My official roles were:Customer Success Manager -- May 2016 – Jan 2018Head of New Product GTM -- Jan 2018 – Jan 2020Head of Zero Trust and SASE (Secure Access Service Edge) Sales -- Jan 2020 – July 2022Head of Product Operations -- July 2022 – July 2023

Washington D.C. Metro Area

Client relations lead for five- and six-figure political affairs and technology engagements. Managed several of the company's largest and most complex accounts ($3M+ ARR) at optimal profitability rate (~70%). Play leading role in business development efforts including proposal drafting and pitch presentations; assisted in securing multiple five- and six-figure customers. Served as customers' primary day-to-day contact; coach and scale internal teams to onboard and service new account acquisitions and existing accounts. Work with product, engineering, and data teams to provide onboarding and adoption guidance; help customers more effectively use in-house CRM software and third party add-ons.