ME

Michael Edelstein

Managing Director at WestCap

Michael Edelstein has a diverse work experience spanning various industries and roles. Michael is currently the Managing Director at WestCap. In 2022, they also joined SaaSy Sales Leadership as the Customer Success Practice Lead, where they provide training and mentoring to SaaS sales professionals. Michael has been a member of the Board of Advisors for the Customer Success and Insights MBA Program at the University of San Francisco School of Management since 2020. Prior to that, they worked at Salesforce as the Director of Customer Success from 2017 to 2022. Before joining Salesforce, Michael held multiple positions at GuideSpark, including Director of Customer Success for Strategic Accounts and Director of Partner Development. Michael also served as a Board Member for America SCORES from 2011 to 2014. Earlier in their career, Michael worked at Thomson Reuters in various roles, including Head of Client Specialists, Manager of Wealth Management Client Specialists, Director of Client Training, and Research Analyst.

Michael Edelstein attended Ithaca College from 1995 to 1999, where they earned a Bachelor of Science degree in Accounting. Before that, they attended Parsippany High School, but no specific degree or field of study is provided for this education. Additionally, they have obtained several certifications related to Salesforce, including the Certified Service Cloud Consultant and Certified Sales Cloud Consultant. Michael has also obtained certifications in various Salesforce Trailhead courses such as Accounts and Contacts, CRM Basics, Certified Administrator, Data.com Selling Basics, Leads & Opportunities, Sales Cloud Selling Basics, Salesforce Buyers Intro, Salesforce CPQ Basics, Salesforce Release Strategies, Salesforce1 Mobile Basics, SalesforceIQ CRM Selling Basics, Service Cloud Basics, and Service Cloud Selling Basics. However, it is not specified when they obtained these certifications for Trailhead courses like Artificial Intelligence Basics, Business Value of Equality, Desk.com Basics, Desk.com Support Center, and Diversity and Inclusion.

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Timeline

  • Managing Director

    January, 2022 - present