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David Kaplan Email & Phone Number

Senior Customer Success Manger at insightsoftware
Location: East Amherst, New York, United States 10 work roles 2 schools
1 work email found @insightsoftware.com LinkedIn matched
4 data sources Profile completeness 86%

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Work email d****@insightsoftware.com
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Current company
insightsoftware
Role
Senior Customer Success Manger
Location
East Amherst, New York, United States
Company size
2267 employees

Who is David Kaplan? Overview

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Quick answer

David Kaplan is listed as Senior Customer Success Manger at insightsoftware, a company with 2267 employees, based in East Amherst, New York, United States. AeroLeads shows a work email signal at insightsoftware.com and a matched LinkedIn profile for David Kaplan.

David Kaplan previously worked as Manager, Customer Success at Insightsoftware and Territory Sales Executive at Traderev. David Kaplan holds Ba, Urban And Public Policy Studies from University At Buffalo.

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Email format at insightsoftware

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{first}.{last}@insightsoftware.com
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Profile bio

About David Kaplan

I let customers do the talking. Then I present the right solution of products and services to ensure high customer satisfaction and the achievement of their business goals. I’m driven to achieve, build strong relationships and provide solutions. Working with high tech companies and building relationships with enterprise customers across industries, I know when I need to bring in other experts to develop a solution or new product that will resolve the client’s problem. It is gratifying to know when my team and I have delivered a solution that made a meaningful impact on the customer’s goal. ►►dpkaplan@hotmail.com ◄◄GIVE AND TAKEI’m a strong negotiator. I use negotiation throughout the sales process to get information I need to advance the opportunity. I know that in order to get, I need to give. My goal is to always move the process along keeping up momentum and advancing towards the close. RELATIONSHIPS AND RETENTIONRelationships are most important to me as a sales and customer success leader. People buy from people. I believe people sell to people. I get to know stakeholders within enterprise accounts as people first and prove myself trustworthy by being responsive. I provide answers and paint the picture of what a solution utilizing our other products and services look likes. Then I demonstrate what impact that will have on the achievement of the customer’s goals. I’ve closed a lot of deals and expanded the company footprint within accounts with my focus on relationships. People trust me therefore they trust my solutions which makes it easier to close the deal.TEAMS | TRENCHES | TOP PERFORMANCEAs a member of the larger team my focus is on doing what it takes to advance the ball. I look to do what’s best for the team and more broadly the company. As a leader, I possess that same mindset and actively work with the members of my team on achieving their individual goals and our divisional goals. My background as a hockey coach seeps into my leadership style with my teams as well. I’ll get on the ice and run drills with my teams to improve their performance. I’m a players’ coach. I’ll get in the trenches with my CSMs or Account Managers and walk alongside coaching them in sales processes, upselling, renewals and closing with the goal of improving customer satisfaction. As a result, they perform at a high level and we achieve our targets.Reach out to talk about customer success, cultivating exceptional teams and delivering meaningful solutions that increase profitability and customer satisfaction.

Current workplace

David Kaplan's current company

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insightsoftware
Insightsoftware
Senior Customer Success Manger
East Amherst, NY, US
Website
insightsoftware.com
Employees
2267
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10 roles · 20 years

David Kaplan work experience

A career timeline built from the work history available for this profile.

Manager, Customer Success

Current
Insightsoftware

Raleigh, North Carolina, US

Oct 2022 - Present

Senior Customer Success Manger

Current
Insightsoftware

Raleigh, North Carolina, US

Jul 2021 - Present

Territory Sales Executive

Traderev

Carmel, Indiana, US

Brought on to rebuild a decimated territory and restore broken customer relationships for a digital auction platform. KEY ACHIEVEMENTS◆ Resecured contracts with six previous clients.◆ Expanded business customers 183% and buyers 174%.RESPONSIBILITIES: Client Retention | Relationship Development | Relationship Management | Territory Expansion Pipeline.

2019 - 2019

Manager Inside Sales

Acv Auctions

Recruited by founder and CEO to lead and scale the Account Manager team for this new technology platform. I created the sales structure for the growing company and led the team to achieve monthly quotas. KEY ACHIEVEMENTS◆ Drove team expansion growing from 8 Account Managers to 48 over 10 months.◆ Increased revenue growth by $3 million a.

2018 - 2018

Customer Success Manager

Oracle

Austin, Texas, US

This was a fulfilling job providing solutions for customers in multiple industries including insurance, furniture, financial, telecommunication and non-profits in a new territory. Building relationships at every level of the organization and leveraging my strong internal relationships, we were able to deliver meaningful solutions that increased customer.

2016 - 2018 ~2 yrs

Business Sales Specialist

Microsoft

Redmond, Washington, US

I led the sales team at the retail Microsoft location in Phoenix and supported their efforts by expanding the store’s B2B business with customers in healthcare, education, finance and technology. KEY ACHIEVEMENTS◆ Closed the largest deal in the western region in the fourth quarter of 2016.RESPONSIBILITIES: Relationship Development | Relationship Management.

2014 - 2016 ~2 yrs

Senior Manager Of National And Mid-Market Account Managers

Yelp

I was hired to lead the Account Managers and guide them in deeper sales penetration for 700 customers with annual revenue of $13 million. KEY ACHIEVEMENTS◆ I led the team to achieve quota each quarter.RESPONSIBILITIES: Leadership Relationship Management | Upselling | Renewals | Customer Retention | Sales Strategies | Sales Process | Client Education

2013 - 2014 ~1 yr

Sr. Manager Enterprise Accounts

Limelight Networks

Tempe, Arizona, US

After about a year in my previous role, I was asked to take on leadership of the account management team and train them to be more effective in sales. They were exceptional at problem solving, but needed help with presenting value propositions, upselling and closing. KEY ACHIEVEMENTS◆ Led the team to exceed quota for five years in a row.◆ Awarded a Rolex.

2007 - 2013 ~6 yrs
Team & coworkers

Colleagues at insightsoftware

Other employees you can reach at insightsoftware.com. View company contacts for 2267 employees →

SM Surya Mahesh Mylavarapu Surya Mahesh Mylavarapu Colleague at Insightsoftware Hyderabad, Telangana, India, India View → SB Srikanth Babre Srikanth Babre Colleague at Insightsoftware Hyderabad, Telangana, India, India View → DM Darriana Mccrary Darriana Mccrary Colleague at Insightsoftware Irving, Texas, United States, United States View → RK Rahul Kumar Rahul Kumar Colleague at Insightsoftware Hyderabad, Telangana, India, India View → WE Will Earman Will Earman Colleague at Insightsoftware Raleigh-Durham-Chapel Hill Area, United States View → SK Sourav Karmakar Sourav Karmakar Colleague at Insightsoftware Hyderabad, Telangana, India, India View → NK Nigel Khan Nigel Khan Colleague at Insightsoftware Greater Toronto Area, Canada, Canada View → DD Daryl Drelaud Daryl Drelaud Colleague at Insightsoftware Sydney, New South Wales, Australia, Australia View → AL Andrea Lowery Andrea Lowery Colleague at Insightsoftware Dallas-Fort Worth Metroplex, United States, United States View → SK Shaifali Kashyap Shaifali Kashyap Colleague at Insightsoftware Bengaluru, Karnataka, India, India View →
2 education records

David Kaplan education

Ba, Urban And Public Policy Studies

University At Buffalo

Education record

State University Of New York At Fredonia
FAQ

Frequently asked questions about David Kaplan

Quick answers generated from the profile data available on this page.

What company does David Kaplan work for?

David Kaplan works for insightsoftware.

What is David Kaplan's role at insightsoftware?

David Kaplan is listed as Senior Customer Success Manger at insightsoftware.

What is David Kaplan's email address?

AeroLeads has found 1 work email signal at @insightsoftware.com for David Kaplan at insightsoftware.

Where is David Kaplan based?

David Kaplan is based in East Amherst, New York, United States while working with insightsoftware.

What companies has David Kaplan worked for?

David Kaplan has worked for Insightsoftware, Traderev, Acv Auctions, Oracle, and Microsoft.

Who are David Kaplan's colleagues at insightsoftware?

David Kaplan's colleagues at insightsoftware include Surya Mahesh Mylavarapu, Srikanth Babre, Darriana Mccrary, Rahul Kumar, and Will Earman.

How can I contact David Kaplan?

You can use AeroLeads to view verified contact signals for David Kaplan at insightsoftware, including work email, phone, and LinkedIn data when available.

What schools did David Kaplan attend?

David Kaplan holds Ba, Urban And Public Policy Studies from University At Buffalo.

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