Dani McClain

After building Burkland’s client success function from the ground up, I now lead it, helping shape how we retain and grow a portfolio of high-growth, venture-backed clients. I run our Client Experience Escalation Team alongside the COO and department heads, and I own the CSM playbook and team processes. I’ve also introduced data-driven client-health tracking that ties client risk and expansion opp

Worked as Co-Founder at Adjacent, LLC.

At Burkland, I was hired as the firm’s first Client Success Manager to help design and scale the client success function for Accounting advisory services. I assist with building the operational foundation for CSM while aligning success metrics to company revenue goals. I partner closely with leadership on client pricing and scope negotiations to ensure retention, growth, and efficient service deli

Worked as Revenue Operations Manager at Millennium Systems International.

Worked as Customer Success Operations Manager at Millennium Systems International.

Manage a portfolio of, at times, over 1200 SMB and Midmarket clients, ensuring high levels of customer satisfaction, retention, and upselling opportunities.
Help define and refine day to day operations of a newly developed CS department.
Develop and implement strategic account management plans to drive product adoption, usage, and value realization for clients.
Collaborate cross-functionally with

Worked as Vice President of Operations & Business Development at Make Your Life Sweeter.

Oversee the day-to-day operations of a multifaceted retail and events company. Keep production schedules running smoothly and efficiently for all retail orders. Manage the operations team to complete and ship all orders. Order needed equipment and goods to operate. Manage and execute the service of goods at countless high-profile events. Coordinate the review, hire and onboarding of all new employ

Worked as Operations Specialist & Executive Assistant at Make Your Life Sweeter.

Keep cases organized by creating, updating, and organizing client files. Manage, draft, and edit documents concerning current cases, correspond with other affiliated parties, file documents with the correct entity, prepare materials for client meetings. Inform attorneys of deadlines and calendar. Assist with office scheduling, conference room meetings, and any other administrative tasks. Input att

Responsible for various duties throughout the company. Created invoices, completed cash receipts, prepared journal entries and entries of A/P vouchers, and completed bank reconciliations. Also assisted with check processing, reconciled benefits invoices, and provided daily monitoring and corrections to time clock records for hourly employees.
Speedily completed multiple tasks from multiple branch

Two month service assignment in St. Bernard’s Parrish. Responsibilities included providing mentoring and counselor
services for youth
Organized a summer camp of 30 kids of families affected by the oil spill and positively impacted the entire community

served as an intern working at an orphanage, slum school, leprosy rehabilitation center, day care, and home for mentally retarded people.

Story Tree Gang, Philadelphia, PS: Participated in theatre, song and dance troupe providing positive messages to inner city children, including conflict resolution, avoidance of drugs and risky behavior, and the value of learning.

Apr 2024

Mar 2024

Feb 2024

Apr 2024

Jun 2022