Daniel Steinman
Summary
Over 10 years of experience in diverse business roles, including management of customer service departments and operations. Proven track record in sales and business development, with a focus on driving company success through effective leadership and problem-solving. Expertise in team building, employee engagement, and performance optimization through training and morale-boosting strategies.
Overview
15
15
years of professional experience
Work History
Manager of Customer Success
Convoso
Woodland Hills
04.2021 - Current
- Manage a team of 10+ Customer Success Managers and Customer Success Advocates
- Create process flow and coordinate interdepartmental collaboration
- Oversaw efforts to sustain and grow Net Revenue Retention
- Execute high level projects and go to market product launches
Manager of Account Care
CannaSafe
Van Nuys
09.2020 - 04.2021
- Led team of account managers and account executives to enhance client engagement through targeted initiatives.
- Planned and executed business development and marketing strategies to align with client needs.
- Oversaw lead generation distribution and analyzed reporting to optimize outreach effectiveness.
- Conducted hiring interviews and built training process
Senior Customer Success Manager
Convoso
Woodland Hills
08.2018 - 09.2020
- Handled a portfolio of more than 50 accounts, contributing to approximately 10M in annual recurring revenue
- Led account onboarding and client training to ensure smooth transitions and foster long-term relationships
- Delivered product demos and managed trials to showcase value and drive user engagement
- Supported recruitment and training of new Customer Success managers to build a competent team
Director of Consultations
Tried & True Tutoring
Calabasas
01.2018 - 08.2018
- Led sales team to increase enrollment in personalized home tutoring programs
- Oversaw hiring, coordinated facilities management, handled payroll, and developed business initiatives to streamline operations
- Presented at college fairs and workshops to attract prospective students and engage with parents
Product Analyst
iPayment
Westlake Village
06.2011 - 12.2017
- Commercialized key products in merchant services, enhancing market reach and customer engagement
- Managed a 100M+ book of business as Premier Account Manager, driving client satisfaction and retention
- Served as Retention Specialist, ROI Analyst, Subject Matter Expert, and Training Coordinator, optimizing customer retention strategies and training processes
Education
B.A - Psychology, History
University of California San Diego
San Diego06.2009
Skills
- Customer success strategy
- CRM software
- Product knowledge
- Customer Service
- Conflict resolution
- Adaptability
- Teamwork
- Leadership
Timeline
Manager of Customer Success
Convoso
04.2021 - Current
Manager of Account Care
CannaSafe
09.2020 - 04.2021
Senior Customer Success Manager
Convoso
08.2018 - 09.2020
Director of Consultations
Tried & True Tutoring
01.2018 - 08.2018
Product Analyst
iPayment
06.2011 - 12.2017
B.A - Psychology, History
University of California San Diego