Daniel Marti
Summary
Proactive and meticulous customer success/account manager with a proven track record of executing strategic plans to meet company objectives. Highly effective and efficient in handling multiple tasks in fast-paced environments. Takes a proactive approach to identifying and addressing issues, optimizing processes, and supporting team objectives. Possesses excellent communication and interpersonal skills to build strategic alliances.
Overview
11
11
years of professional experience
Work History
Customer Success Manager
Procurant USA LLC
04.2021 - 08.2024
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Delivered exceptional user experiences by consistently exceeding customer expectations in problem-solving efforts.
- Developed comprehensive training materials that facilitated faster customer proficiency with the product.
- Conducted periodic user training sessions to support customer understanding and product feature utilization.
- Collaborated with the R&D team to design and develop high-quality applications for the food supply chain industry.
- Worked closely with clients throughout the development process to gather feedback, ensuring that final products met their expectations.
Technical Services Supervisor
Procurant USA LLC
05.2020 - 04.2021
- Negotiated pricing for equipment purchases securing favorable terms for the company while maintaining budget constraints.
- Created and updated regular inventory reports and records.
- Maintained sufficient inventory levels to meet customer demands at all times.
- Ensured accuracy in measurement data by regularly calibrating equipment, performing maintenance checks, and updating software as needed.
- Participated in regular cycle counts to confirm accuracy of inventory records.
- Streamlined order fulfillment processes by implementing efficient inventory management procedures.
- Developed strong relationships with suppliers, resulting in improved delivery times and lower costs.
Drop Ship Coordinator
Excelligence Learning Corporation
04.2019 - 03.2020
- Point of contact between the company and product suppliers.
- Coordinated LTL deliveries/pickups, returns, and warranty replacements
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Supported representatives by responding promptly to inquiries and addressing concerns professionally.
- Supported representatives in navigating difficult interactions with customers, offering guidance on appropriate de-escalation techniques when needed.
- Described product and service details to the customer service team to provide information on benefits and advantages.
Personal Service Manager
Excelligence Learning Corporation
04.2016 - 04.2019
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Documented shipping information for orders and tracked packages when necessary.
- Managed high-volume order periods effectively, maintaining accuracy under pressure.
Program Assistant
City of Visalia, Parks and Rec. Dept. Senior Ctr.
05.2014 - 01.2015
- Assisted with planning and coordinating day-to-day and special program activities.
- Established rapport with clients through exceptional customer service practices, fostering ongoing relationships built on trust and respect.
- Provided administrative support to department leadership, streamlining daily operations through efficient task prioritization and delegation skills.
- Strengthened communication between team members by establishing clear channels for information sharing.
- Promoted an inclusive workplace environment where diversity was valued, leading to more innovative ideas being shared among team members.
Sports Coordinator
Boys and Girls Club
02.2014 - 01.2015
- Coordinated sports events successfully, ensuring timely scheduling, venue preparation, and equipment availability.
- Boosted team morale and cohesion through the organization of team-building activities and events.
- Handled daily facility scheduling and equipment use.
- Promoted a culture of sportsmanship, teamwork, and respect among members and spectators by consistently enforcing ethical standards.
- Conducted thorough investigations into reported conflicts, ensuring fair outcomes for all parties involved.
Education
Monterey Peninsula College
Monterey, CA 01.2009 - 05.2010
Bachelor of Arts - Sports And Fitness Management And Leisure Rec.
Oklahoma Baptist University
Shawnee, OK2013
Skills
- Customer Account Management
- Customer Retention
- Strategic planning
- Sales support functions
- SaaS support
- Salesforce CRM system
- Teamwork
- Problem-solving
- Business Development
- Records Management
- Onboarding and Orientation
- Bilingual English/Spanish
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Interests
Sports
Nature
Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Customer Success Manager
Procurant USA LLC
04.2021 - 08.2024
Technical Services Supervisor
Procurant USA LLC
05.2020 - 04.2021
Drop Ship Coordinator
Excelligence Learning Corporation
04.2019 - 03.2020
Personal Service Manager
Excelligence Learning Corporation
04.2016 - 04.2019
Program Assistant
City of Visalia, Parks and Rec. Dept. Senior Ctr.
05.2014 - 01.2015
Sports Coordinator
Boys and Girls Club
02.2014 - 01.2015
Monterey Peninsula College
01.2009 - 05.2010
Bachelor of Arts - Sports And Fitness Management And Leisure Rec.
Oklahoma Baptist University
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