David Rodriguez

Scaled multi-site veterinary operations by 5x in revenue and 4x in client volume over four years. Implemented SOPs, team reviews, and analytics dashboards to track medical and client KPIs. Oversaw hiring, staff training, payroll, and scheduling for 15+ employees while driving profitability.

Manages a diverse book of SMB clients using Justworks’ HR and payroll SaaS platform, guiding post-sales success and lifecycle planning. Provides tailored compliance and benefits guidance, helping customers navigate complex regulatory challenges. Serves as an escalation point and advisor, addressing issues proactively to minimize churn and ensure account health.

Managed a portfolio of 37 enterprise accounts, including corporate legal teams and AmLaw 100 firms, achieving 120% DNR and 101% net retention. Created and executed detailed account success plans to drive adoption, usage, and long-term value. Led high-stakes Executive Business Reviews, positioning DISCO’s AI functionality to meet strategic legal objectives.

Onboarded and managed 88 legal tech customers, focusing on increasing platform adoption and reducing time to value. Built lifecycle templates and knowledge base resources, which reduced inbound ticket volume by 30%. Identified expansion opportunities through regular business reviews and usage analytics.

Led agile transformation of legal services team, reducing task backlog and boosting client resolution speed by 17%. Facilitated retrospectives, sprint planning, and cross-functional communication as an internal scrum master. Developed intake scripts and training for junior staff that improved client onboarding consistency.

Handled pre-litigation for over 600 injury clients, overseeing discovery, intake, and communications. Coordinated with legal teams on case preparation, filings, and negotiations to maximize client outcomes.

Obtained a Bachelor of Science in Biology. This program provided a strong foundation in scientific principles and research methodologies.