I want to help secure predictable revenue and drive growth. I love post-sales client management, where I can be a SME, consultative, and drive value for both my customers and my business. After experimenting with enablement and new biz sales, I’m excited to return to my favorite work: customer success.
Daniel Pearlman
@danielpearlman
Seeking an opportunity to impact a scaling business with my experience across customer success, enablement, and new business sales.
What I'm looking for
10 years in Enterprise Software, after 7 years growing in CS—starting with SMB customers and ending with Enterprise organizations—I decided to experiment with other job functions to grow my perspective. Working in customer success Enablement and currently new business sales have been invaluable experiences and helped me realize post-sales client management is the place for me.
Experience
Work history, roles, and key accomplishments
Drive qualified pipeline via cold outreach (250 calls and 200 emails per week)
Leverage AI + analog research to prioritize territory of ~200 accounts
Develop outbound strategy with scalable and personalized messaging
Collaborate on discovery-to-demo handoffs with SCs/AEs
Enablement Lead, Customer Success
Jan 2021 - Apr 2024 (3 years 3 months)
Led cross functional teams to create, execute, and measure skill-based training programs for a 500+
employee customer success organization (discovery, upsell-identification, success planning, etc..)
Developed coaching rubrics for managers, reducing coaching time by 50%
Mentored 15 LinkedIn members on career growth, recognized as Top 100 Social Impact Club Coach
Sr CSM, Global Accounts
May 2019 - Feb 2021 (1 year 9 months)
Managed relationships with 8 global customers, achieving 130% of revenue quota. Led change management initiatives and mentored new CSMs, recognized for outstanding performance with the CSM Top Results Award.
CSM, Mid-Market Accounts
Jan 2016 - Jan 2018 (2 years)
Managed the success of 200 mid-market accounts, operationalizing account prioritization strategies and advising sales leaders on customer success partnerships.
Customer Success Representative, SMB Accounts
Mar 2014 - Jan 2015 (10 months)
Managed the success of 175 SMB accounts, focusing on customer satisfaction and retention.
Account Manager
Lifebooker
Apr 2013 - Jan 2014 (9 months)
Promoted from Customer Service to manage post-sale relationships and renewal processes for 200 accounts, enhancing customer satisfaction and retention.
Assistant Teacher
Saint Ann’s School
Jul 2012 - Mar 2013 (8 months)
Guided 20 second graders through emotional and interpersonal challenges, providing support and writing performance reviews to document progress.
Education
Degrees, certifications, and relevant coursework
Vassar College
Bachelor of Arts, Physics
2008 - 2012
Grade: Departmental Honors
Studied Physics with Departmental Honors, focusing on advanced concepts and applications in the field. Engaged in various projects and research that enhanced understanding of physical principles and their real-world implications.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
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