Daniel Rada
Client Success Associate @PayIt
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WORK HISTORY
Client Success Associate @PayIt
Leveraged data to create 12 “Impact Reports” that demonstrated value-add to 11 clients, making it easier for Client Success Managers (CSMs) to solidify renewals and resulting in greater engagement and positive client feedback Oversaw the implementation of the Client Success (CS) software platform and trained CSMs on best practices for use, which reduced the learning curve by dozens of hours, increased CSM onboarding speed, enhanced visibility for leadership, and improved coordinated client management Streamlined three workflow processes by creating actionable guides with key steps, examples, colleagues involved, and timelines Created slide decks for Quarterly Business Review presentations and strategized with CSMs on data trends and talking points Enhanced “Impact Reports” by incorporating graphics, a cost-savings analysis, and client-specific metrics based on the agency’s goals
EDUCATION
Baruch College
Bachelor of Business Administration - BBA, Finance, General, 3.9
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