Daniel C.

Looking for a plug-and-play Account Manager who understands B2B SaaS, complex technical support, and client retention? Let's talk. With over 8 years of experience in Customer Experience (CX), B2B sales, and corporate training, I specialize in helping tech and finance companies keep their clients happy, engaged, and growing. Currently, I work as an Account Manager at Crescendo, where I manage a vast portfolio of corporate finance clients for a leading global expense management platform. I don't just answer tickets; I optimize client workflows, drive business growth, and provide seamless technical support. Here is how I can immediately add value to your start-up or agency: B2B Account Management: Building long-lasting relationships and qualifying potential new clients. Technical Support & CRM: Deep expertise in navigating complex CRMs (Salesforce), troubleshooting, and providing step-by-step guidance. Team Training & SOPs: As a former Corporate Trainer for Verizon (via CGS), I know how to build training programs, evaluate performance, and implement innovative operational solutions. End-to-End Project Management: Experienced in handling logistical flows and administrative compliance. I am highly proactive, comfortable with AI tools, and accustomed to fast-paced, high-volume environments. Availability: 20-25 hours/week. Ready to integrate into your Slack/ClickUp/Zendesk ecosystem today. Let’s schedule a quick 10-minute chat to see if my enterprise experience is the right fit for your team!