Daniel Steinman

Manager of Customer Success at Convoso

Daniel Steinman has a diverse work experience spanning over several industries. Daniel is currently the Manager of Customer Success at Convoso, where they are responsible for account optimization, managing and supporting the CSM team, and providing software training to colleagues and clients. Prior to this, they worked as the Manager of Account Care at CannaSafe, where they focused on customer account management. Before joining CannaSafe, Daniel held the position of Sr. Customer Success Manager at Convoso, where they performed account onboarding and training for new accounts, provided demos and trials for potential clients, and served as the single point of contact account manager. Daniel also has experience as the Director of Consultations at Tried & True Tutoring, where they were responsible for sales, hiring, facilities coordination, and HR and payroll. Additionally, Daniel has experience as a Product Analyst at iPayment, Inc., where they commercialized products, managed premier accounts with high transaction volumes, and focused on retention and value-added services. Before that, they worked as an Executive Sales Representative at Partypop, where they performed outbound sales calls, managed a portfolio of clients, and implemented a coding system to improve account notation. Daniel also has previous experience at Oakley, where they engaged in data entry, database upkeep, and provided customer service. Overall, Daniel's work experience showcases their abilities in customer success management, account care, sales, and operational leadership.

Daniel Steinman completed their Bachelor of Arts (B.A) in Psychology with a minor in History at UC San Diego from 2006 to 2009. No specific field of study within Psychology was mentioned.

Links

Timeline

  • Manager of Customer Success

    April, 2021 - present

  • Sr. Customer Success Manager

    January, 2019