David Fintel Email & Phone Number

San Luis Obispo, California, United States

As a Customer Success Manager with over 4 years of experience in the software industry, I specialize in serving clients in the moving and storage sector. I deliver sales, onboarding, support, and customer success management solutions that drive satisfaction, retention, and growth.Key Responsibilities: •Client Onboarding and Training: •Developed onboarding strategies tailored to businesses of all sizes, from single-person operations to teams of 100+ employees. •Designed a company-wide training academy using Talent LMS software, creating structured learning paths. •Conducted onboarding sessions to optimize CRM tools for sales, dispatching, and back-office operations. •Training Program Development: •Spearheaded the revamp of all training videos, handling scripting, recording, and production using Screenflow software. •Created an onboarding video strategy that simplified complex product features for diverse users. •Developed supplementary materials to enhance client understanding and product usage. •Customer Relationship Management: •Built strong relationships with clients ranging from family-run businesses to franchises with 100+ locations. •Engaged with CEOs, owners, and stakeholders to ensure alignment of CRM tools with business objectives. •Identified upsell opportunities and provided solutions to maximize product value and client success. •Project Leadership: •Managed cross-functional projects to streamline onboarding and training processes, delivering scalable solutions. •Adapted strategies to meet the unique requirements of varying client sizes and industries.Key Achievements: •Onboarded clients of all sizes, enabling full operational efficiency with CRM tools. •Created a robust training academy that improved client engagement and streamlined onboarding. •Produced high-quality training videos and materials, reducing support inquiries and empowering clients to achieve success independently.

San Luis Obispo, California, United States

As Co-Founder & Managing Partner my responsibilities & experiences include overseeing all operations, being the “holder of the vision”, dealing with new business, handling concerns of clients and third-parties, setting the tone for client-centered hospitality and service, company culture, providing a vision for future growth while navigating day-to-day obstacles, fostering cohesiveness and communication, analyzing business operations, watchdog, keeping the ship afloat while anticipating the rocks around the bend (and trying to plan a course around them), scouting for new associates, mentoring associates, inspiring trust among attorneys and support staff, promoting the company, ensuring operations run smoothly and consistently with the company’s mission, being accessible to other attorneys and staff, managing expectations, managing people, making sure company policies and procedures are followed, smart decision-making, & team building.

San Luis Obispo, California, United States

Responsible for managing customer service, purchasing, receiving, scheduling, and inventory control. Managing food production activities in compliance with Bliss Cafe policies and procedures. Supervise staff, training, conducts applicable rounding and manages the performance of the department to include the Kitchen & Front Team Leads and/or front line staff regarding food presentation, quality, cost control and food safety and sanitation. Ensure compliance to food safety, sanitation, and overall workplace safety standards. Manages and controls resources and materials to ensure quality, adequacy of supply and cost control within budgetary guidelines. Effectively communicate between the Managing Partners/Board of Directors, management team, staff & clients.

Pismo Beach, California, United States

Pismo Beach, California, United States

Pismo Beach, California, United States

Pismo Beach, California, United States

Bachelor Of Science - Bs, Food Science

Associate Of Arts - Aa, Transfer Studies

High School Diploma