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Danica J

@danicaj

Customer Success Manager at GrantTree Limited who grew the client book by 15% through renewals, reduced churn, and referrals.

Ireland

Message

At GrantTree Limited, I grew the client book by approximately 15% through increased renewals, reduced churn, and referrals. I also exceeded monthly delivery targets and streamlined delivery timelines through tracking improvements.

As a self-employed Project Manager & AI Integration Consultant, I created bespoke workflows for SME clients that reduced manual admin time by a third on average. At MarshBerry, Inc., I restructured client onboarding and designed CRM training that supported company-wide adoption.

Experience

Work history, roles, and key accomplishments

Current

Customer Success Manager

Current

GrantTree Limited

Feb 2025 - Present (1 year 8 months)

Grew client book by approximately 15% through increased renewals, reduced churn, and referrals. Exceeded monthly delivery targets by an average of £15-18k per month over 12 months.

Client Success Relationship Management Onboarding Workflow Optimization Upselling Renewals Forecasting Data Management

Project Manager & AI Integration Consultant

Self-employed

Sep 2018 - Feb 2025 (6 years 5 months)

Created bespoke workflows for SME clients that reduced manual admin time by a third on average. Designed process improvements that resulted in fewer bottlenecks and better time management.

Workflow Optimization Process Improvement Mentorship Strategic Planning Customer Relationship Management AI Integration

Project Coordinator & CRM Team Lead

MarshBerry, Inc.

Mar 2015 - Sep 2018 (3 years 6 months)

Promoted to Project Coordinator and recognised annually for exceptional performance. Restructured client onboarding process, contributing to an estimated 15% increase in client retention.

Project Coordination CRM Onboarding Quality Control Training Invoicing Budgeting