Open to opportunities

Dan Fisler

@danfisler

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Results-driven Customer Success & Operations Leader with SaaS expertise.

United States

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What I'm looking for

I am looking for a role that fosters collaboration and drives customer success.

With over 5 years of experience in customer success and operations, I have a proven track record of scaling initiatives that drive revenue retention and enhance client satisfaction. My expertise lies in optimizing workflows and leading cross-functional teams through data-driven strategies. I thrive in high-growth environments where I can leverage my skills in technical onboarding and process automation to create impactful solutions.

In my current role as a Client Success Manager at LS Direct, I successfully redesigned onboarding programs, resulting in increased product adoption. I also developed standardized workflows that improved team efficiency by 30%. My previous experience as a Customer Success Operations Specialist at Booksy allowed me to reduce customer churn significantly, saving the company over $50K annually through targeted retention initiatives. I am passionate about creating systems that foster collaboration and drive success.

Experience

Work history, roles, and key accomplishments

Current

Client Success Manager

Current

LS Direct

Sep 2022 - Present (2 years 8 months)

Increased product adoption by redesigning onboarding programs with tailored engagement plans. Developed standardized workflows (SOPs) for Customer Success, improving team efficiency by 30% and optimizing cross-department collaboration by implementing Asana workflows.

Customer Success Onboarding Process Optimization Asana Workflow Automation Client Engagement SOP Development

Customer Success Operations Specialist

Booksy

Nov 2021 - Jul 2022 (8 months)

Reduced customer churn by 15%, saving over $50K annually through targeted retention initiatives. Automated scheduling with Calendly to improve onboarding efficiency by 25% and built Salesforce dashboards to track customer health and performance metrics.

Salesforce Calendly Customer Health Retention Onboarding Efficiency Data Analysis

Operations Manager

NYC School Support Services

Jul 2019 - Nov 2021 (2 years 4 months)

Managed a Salesforce-based helpdesk for over 7,000 users, successfully reducing response time by 40%. Designed and implemented remote collaboration systems to streamline legal and grievance workflows.

Salesforce Remote Collaboration Workflow Design Process Improvement User Support System Implementation Grievances

Education

Degrees, certifications, and relevant coursework

Kean University

BA, Psychology, Psychology

Obtained a Bachelor of Arts degree in Psychology. Developed a strong foundation in human behavior, cognitive processes, and research methodologies.

Montclair State University

MA, Public & Organizational Relations, Public & Organizational Relations

Completed a Master of Arts degree focusing on Public and Organizational Relations. Gained expertise in communication strategies and organizational dynamics relevant to various professional environments.