Daniel Veloz
San Dimas,CA
Summary
Dynamic and results-driven professional with a proven track record at Renaissance Learning Inc. in sales and CS, adept in pipeline development and inter-department collaboration. Excelled in enhancing customer experiences and streamlining processes, leveraging analytical reporting skills and a vast wealth of product and industry knowledge. Demonstrated leadership in cross-functional initiatives, significantly contributing to business growth and customer satisfaction.
Overview
10
10
years of professional experience
Work History
Customer Success Manager (CSM)
Renaissance Learning Inc.
01.2022 - Current
- Resolved escalated customer issues in a timely manner while maintaining high levels of professionalism.
- Analyzed customer data to identify trends and inform business decisions.
- Developed plans and strategies to grow business and achieve company portfolio goals.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Led cross-functional initiatives to streamline processes and enhance customer experience.
- Utilized CRM tools to track customer interactions and report on progress towards goals.
Program Manager
FastBridge Learning Inc.
01.2020 - 01.2022
- Managed external client and business partner relationships.
- Developed project plans, identified risks, set objectives and monitored progress towards completion.
- Negotiated scope changes with stakeholders, managing expectations and ensuring program deliverables remained aligned with strategic goals.
- Coordinated the integration of multiple projects within the program, ensuring cohesive progress and efficient resource allocation.
- Provided training and support for team members on how to use the CRM system effectively.
Project Manager
Illuminate Education Inc.
01.2019 - 01.2020
- Reviewed project risks and devised proactive strategies to avoid potential roadblocks.
- Identified project needs by reviewing project objectives and schedules.
- Conducted regular status meetings with internal teams and external partners to track progress against established milestones.
- Managed multiple projects with competing deadlines simultaneously.
- Participated in cross-functional teams responsible for developing innovative solutions for complex problems.
- Presented findings from data analysis in a clear, concise manner that was easily understood by stakeholders at all levels of the organization.
Senior Support Specialist
Illuminate Education Inc.
Irvine, CA
01.2016 - 01.2019
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Performed variety of clerical and administrative duties pertaining to on-site support.
- Installed and performed minor repairs to hardware, software or peripheral equipment.
- Maintained positive working relationship with fellow staff and management.
- Provided technical support to customers via phone and email.
- Supervised and directed workers engaged in installation of data communication equipment and software.
- Assisted in the development of user training materials and FAQ documents.
Inside Wireman, Electrician
Morrow Meadows Corporation
01.2015 - 01.2016
- Performed preventive maintenance tasks such as cleaning contacts or lubricating moving parts on motor starters or generator controls.
- Assisted in the training of apprentice electricians by demonstrating proper techniques for tasks such as measuring voltage drops or testing continuity of circuits.
- Installed, connected, and tested electrical wiring for power distribution systems.
- Rebuilt transformers by dismantling, removing and assembling core components.
- Worked with others in a team environment to complete complex projects safely and efficiently.
- Performed maintenance on all types of electrical equipment and systems.
- Assembled electrical control panels according to customer specifications.
Education
Apprentice Certification - Electrical Engineering
Electrical Training Institute
Commerce, CA11-2015
Biology
Mount San Antonio College
Walnut, CA01-2015
Skills
- Analytical Reporting Skills
- Database Management (SQL)
- Customer account management
- Change management
- Relationship building
- Google workspace
- Team management
- Experienced Sales Professional
- Inter-department collaboration
- Program leadership
- Customer service
Languages
English
Native/ Bilingual
Spanish
Professional
German
Limited
Timeline
Customer Success Manager (CSM)
Renaissance Learning Inc.
01.2022 - Current
Program Manager
FastBridge Learning Inc.
01.2020 - 01.2022
Project Manager
Illuminate Education Inc.
01.2019 - 01.2020
Senior Support Specialist
Illuminate Education Inc.
01.2016 - 01.2019
Inside Wireman, Electrician
Morrow Meadows Corporation
01.2015 - 01.2016
Apprentice Certification - Electrical Engineering
Electrical Training Institute
Biology
Mount San Antonio College
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