Dan Whitman
Enterprise Customer Success Manager @Glia
Signup · Get unlimited contacts
WORK HISTORY
Enterprise Customer Success Manager @Glia
Glia is a Unified Interaction Management software that allows contact centers at credit unions and banks to communicate with their members and customers via digital and phone channels using human and AI-based tooling, as well as build efficiencies into overall contact center operations.As a Customer Success Manager at Glia, my responsibilities include:∙ Manage a book of 20-25 banks and credit unions, working primarily with those up to $2bn in AUM and contact centers with up to 50 employees. ∙ Keep clients aware of new tools available through Glia, with a focus on expanding and adopting additional products. Reached 103% quota attainment in 2023. ∙ Reduce client churn by providing best practices for using Glia\'s tools. Hit retention goal in 2023.∙ Provide best in class service via optimization and adoption strategies across book of business. ∙ Work on special projects as needed, including: Quarterly client roundtable webinars, enabling the CSM team on prompt engineering for AI, standardizing QBR debriefs for executive review
EDUCATION
University of Pittsburgh
Bachelor's of Science, Marketing and Finance
SKILLS
ABOUT DAN WHITMAN
I\'m an experienced Customer Success professional and former Freelance Product Designer. I empathize with users, uncover their problems and needs, and develop and advocate for solutions to ensure they have the best experience possible.I\'ve spent nearly a decade reducing churn, increasing revenue, and ensuring customers are both successful and happy while using whichever platform I\'m working on.When I\'m not working, you\'ll find me riding my bike, collecting literary magazines, eating cookies, and writing short stories, not necessarily all at the same time.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.