DAN GOLDSTEIN
Client Success Manager
CHARLOTTE,NC
Summary
4+ years of Client Success experience influencing technology adoption in the financial sector. Innovative manager skilled in developing value-add processes to boost client satisfaction and NPS. Achieved greater than 96% retention through effectively leading the client relationship. Collaborative leader seeking to create a win-win experience for employees and clients.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Client Success Manager
Donnelley Financial Solutions LLC
02.2019 - Current
- Managed client support strategy and communications for strategic accounts BoNY, Invesco, StateStreet (17MM ARR)
- Key Accomplishments:
- Developed & implemented recovery plan for international account. [FY2021]
- Leader of Voice of Customer practice within Services for serviceability initiative for further client enablement. [FY2022]
- Contributed on team responsible for developing and delivering platform-wide KPIs to Executive Leadership [FY2022]
- Grew primary accounts revenue 27%, 23% [FY2022, FY2023]
- Traveled internationally to train partner network for 2 weeks [FY 2024]
Analyst
Donnelley Financial Solutions LLC
05.2017 - 02.2019
- Identified client pain points and developed targeted solutions, including cross‐functional work with development and engineering.
- Key Accomplishments: 25% reduction in error tickets. Identified automation cost savings of 5 hours/month
Sales, Marketing, and Market Research Associate
Magellan Aviation Group
04.2015 - 01.2016
- Presented valuation models to senior management. Developed system to manage aging inventory.
Education
B.S - Aerospace Engineering, Finance
North Carolina State University
Raleigh, NC 09.2012 - 05.2017
Skills
Technology Adoption
Risk Mitigation
QBR/EBR
ZenDesk
Salesforce
Training and Upskilling
Timeline
Client Success Manager
Donnelley Financial Solutions LLC
02.2019 - Current
Analyst
Donnelley Financial Solutions LLC
05.2017 - 02.2019
Sales, Marketing, and Market Research Associate
Magellan Aviation Group
04.2015 - 01.2016
B.S - Aerospace Engineering, Finance
North Carolina State University
09.2012 - 05.2017
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