Years of experience: 18

Business OwnerUndergraduate Student👍 Sales & BizDevCustomer Success Manager🎓 Student

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Daniel's Career Path
Account ManagerJun. 2024 -
Present
ConstraforAccount Manager
New York, New York, United States · RemoteAs a SaaS and fintech innovator purpose-built for construction, Constrafor is setting new standards of productivity and cost-efficiency for the way GCs and subcontractors manage essential back-office tasks and financial transactions. For GENERAL CONTRACTORS, Constrafor’s robust cloud platform streamlines and standardizes subcontractor procurement & administration, including contracts, COIs, i...
Customer Success Manager, Mid-MarketApr. 2022 -
Jun. 2024
Levelset, a Procore CompanyCustomer Success Manager, Mid-Market
New Orleans, Louisiana, United StatesA Customer Success Manager is a strategic and supportive partner for our customers at every stage of the buying process. They're focused on building loyalty to ensure long-term client retention by presenting product information, addressing customer issues and helping the sales team with upsells and renewals. Beyond the relationship, however, I'm also their advisor of best practices, a resourc...
Account ManagerJul. 2021 -
Apr. 2022
New Orleans, Louisiana, United StatesSome SaaS companies refer to this role as an "Install Base Account Executive". In this role I worked with our existing customers to grow their plans with Levelset and to help craft new plans to fit their business' growth trajectories and strategic goals. In my time in this role I netted Levelset over $100k in total new annual revenue. This was a formative time in my career, especially coming ...