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David Inglessis Email & Phone Number

Senior Customer Success Manager at BMC Helix
Location: Toronto, Ontario, Canada 8 work roles 1 school
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Role
Senior Customer Success Manager
Location
Toronto, Ontario, Canada
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Quick answer

David Inglessis is listed as Senior Customer Success Manager at BMC Helix, a with 682 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for David Inglessis.

David Inglessis previously worked as Partner Success Manager at Bmc Software and Customer Success Specialist - Onboarding (SaaS) at Bmc Software. David Inglessis holds Advanced Diploma In Business Administration Marketing- Bam, Business, Management, Marketing, And Related Support Services from Seneca College.

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Email format at BMC Helix

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BMC Helix

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Profile bio

About David Inglessis

I’m passionate about building lasting strategic relationships with C-level executives from both customers and partners, focusing on their success by thoroughly understanding their goals and challenges. Over the past 5+ years, I have grown from client services into customer success and partner management, always prioritizing advocacy and customer-centricity in everything I do. Whether it’s guiding customers through complex onboarding, evaluating their product utilization, or collaborating with partners to deliver the right solutions, I strive to drive real impact by aligning goals and creating value.Outside of work, I enjoy staying active through rock climbing, exercising, and hiking. I also love socializing, reading self-development and psychology books, and continually exploring ways to grow personally and professionally.

Listed skills include Sales Presentations, Marketing, Social Media, Customer Service, and 24 others.

Current workplace

David Inglessis's current company

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BMC Helix
Bmc Helix
Senior Customer Success Manager
Toronto, ON, CA
Website
Employees
682
AeroLeads page
8 roles

David Inglessis work experience

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

Senior Customer Success Manager

Toronto, On, Ca

Partner Success Manager

Current

Toronto, Ontario, Canada

Jul 2024 - Present

Customer Success Specialist - Onboarding (Saas)

Toronto, Ontario, Canada

• Orchestrate the successful onboarding of GovCloud customers at Federal and Provincial levels, as well as Commercial enterprise customers, managing the end-to-end journey from contract signing to go-live across North American and LATAM markets.• Led company initiatives to enhance onboarding efficiency and scalability through segmentation strategies and task automation, resulting in team capacity improvements and digitalization. • Introduce and guide customers in leveraging BMC tools and processes by conducting enablement sessions and documented material for optimal utilization of resources.• Capture and deeply understand customers' challenges and aspirations with BMC products, aligning their objectives with overarching success strategies to drive mutual growth and satisfaction.• Champion customer needs and advocate across multiple BMC teams to ensure alignment with present and future requirements, actively evaluating, communicating, and prioritizing product releases to deliver maximum benefit.• Work closely with customers, technical partners, and diverse BMC teams to complete new implementations and on-premises migrations into SaaS environments, proactively addressing challenges and minimizing risks to accelerate time-to-value.• Identify expansion opportunities during the onboarding phase (Qualified leads, licensing, new products/offerings).• Provide leadership visibility into ongoing projects by developing, managing, and executing customer success plans utilizing Gainsight, ensuring alignment with organizational goals and objectives.

Nov 2022 - Aug 2024

Account Manager

Toronto, Ontario, Canada

Account Manager at Connexions Software, responsible for: • Manage a pipeline of accounts constituted by multiple B2B clients (Banks, Brokerages and Appraisal Management Companies) • Find volume growth opportunities and cross-sale company products to existing clients• Meet customer expectations and work with the product team to develop platform enhancements required by customers• Complete comprehensive monthly and weekly statistical reports and analysis for major clients• Strength client relationships by holding regular meetings for training, reporting problems, and discussing status of the account. • Work with multiple internal teams to resolve customer issues, RFPs, and long-term projects. • Monitor the onboarding phase to streamline processes internally and track the go-live journey• Partner with new vendors to expand opportunities for existing clients

Dec 2021 - Nov 2022

Sales Coordinator/ Client Onboarding Specialist

Toronto, Ontario, Canada

• Utilize Salesforce for the US market to create segmented emails lists for marketing campaigns and own data entry for CRM Tools• Compile target lists of companies for partnerships for both Domestic and the US business lines• Assist in the annual sales planning process, including gathering client volume data.• Coordinate sales events, including preparing invitation lists, sourcing and securing venues, prizes, coordinating with marketing on communications and signage• Assist with conducting market research and analysis, keeping current with industry trends• Provide training to clients via Chime, Zoom, Microsoft Teams WebEx or in person• Review and update content in JIRA to stay on top of release schedules, client needs, and maintenance schedules• Support sales activity reporting and coordinate industry events calendar including Webinars, branch visits, realtor meetings and home buyer seminars etc. • Develop and run email campaigns via GetResponse, measure results of campaigns and report findings to various levels of management• Assist in the Onboarding process for new clients such as Lending institutions and AMCs in Canada, US and Latin America• Support coordination and review of Request for Information (RFI), Request for Proposals (RFP), and Due Diligence responses. Coordinate and collect responses from IT, Legal, HR and other departments, using the proposal software Loopio

May 2020 - Dec 2021

Sales Associate

Toronto, Ontario, Canada

• Engaged and interacted with customers in accordance with the G.R.E.A.T (Get ready, Engage, Add Value and Transact)• Detected and Fulfilled costumers needs• Promoted the company’s HBC credit and loyalty programs and achieves targets• Maintained a professional and productive work environment• Processed all Point of Sale (POS) transactions accurately and efficiently while maintaining a friendly and professional demeanour.

Oct 2017 - Sep 2019

General Coordinator

Everservice Hospitality Group

Toronto, Canada Area

• Booked, Organized and Coordinated staff for social events such as weddings, baptisms, and parties • Projected monthly transportation budget • Reduced 10% transportation expenses • Managed 30 employees, recording time-sheets, shifts and transportation • Supervised and evaluated staff performance• Generated weekly and monthly reports • Coordinated groups of up to 15 employees on more than 30 social events in different locations across the GTA

May 2018 - Nov 2018
1 education record

David Inglessis education

  • Seneca College
    Business, Management, Marketing, And Related Support Services
FAQ

Frequently asked questions about David Inglessis

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

What company does David Inglessis work for?

David Inglessis works for BMC Helix.

What is David Inglessis's role at BMC Helix?

David Inglessis is listed as Senior Customer Success Manager at BMC Helix.

Where is David Inglessis based?

David Inglessis is based in Toronto, Ontario, Canada while working with BMC Helix.

What companies has David Inglessis worked for?

David Inglessis has worked for Bmc Helix, Bmc Software, The Nationwide Group, Hudson'S Bay Company, and Everservice Hospitality Group.

How can I contact David Inglessis?

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

What schools did David Inglessis attend?

David Inglessis holds Advanced Diploma In Business Administration Marketing- Bam, Business, Management, Marketing, And Related Support Services from Seneca College.

What skills is David Inglessis known for?

David Inglessis is listed with skills including Sales Presentations, Marketing, Social Media, Customer Service, Sales And Marketing, Sales, Microsoft Word, and Microsoft Powerpoint.

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