Daniel Miller
Principal Customer Success Manager - Evisort @ Workday
- Role
- Principal Customer Success Manager - Evisort at Workday
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Daniel Miller
As a Principal Strategic Account CSM at Workday, I partner with our largest and most impactful clients to understand their strategic objectives and ensure they realize maximum value from our Evisort CLM and Contract Intelligence solutions. This involves developing deep relationships with stakeholders, proactively identifying opportunities for alignment and growth, and guiding them through the evolving capabilities of our platform, at the forefront of applying cutting-edge AI technology to empower Legal stakeholders in achieving their business outcomes.My background in Contract Lifecycle Management (CLM) and legal operations, built upon a foundation of leading complex projects and cultivating high-performing teams, enables me to effectively translate client needs into actionable strategies. Previously, as the Senior Manager and CLM Practice Lead at Qvest, LLC, I spearheaded the creation and growth of their CLM practice, including staff development, process optimization, and key vendor alliances. Prior to that, my tenure at Deloitte involved progressively senior roles, culminating in a Senior Service Delivery Manager position overseeing multi-million-dollar engagements in areas like ISDA negotiations, CLM implementations, and eDiscovery for global financial institutions. I also led the development of the US Deloitte Operations offering.My core strengths lie in program management, contract negotiation, and fostering collaborative relationships. I am committed to leveraging my experience to drive exceptional and strategic outcomes for our most important Evisort/Workday clients.
Experience
Principal Customer Success Manager - Evisort
Jul 2024 — Present · New York, NY, US
As a Principal Customer Success Manager, I manage a portfolio of Evisort\'s strategic accounts, including the most complex and those representing the company\'s highest Annual Recurring Revenue (ARR) portfolio. I lead strategic initiatives to ensure these customers achieve maximum value from their investment in Evisort\'s Contract Lifecycle Management (CLM) and Contract Intelligence (CI) platforms.A core part of my role involves proactively managing and nurturing long-term relationships with key stakeholders. My primary focus is on empowering legal departments to transform their contract processes. I work closely with them as a trusted advisor, serving as the main point of contact and coordinating cross-functional teams (including sales, product, and support) to deliver a seamless and impactful customer journey. I proactively engage with Procurement, Operations, and Tech teams to ensure Evisort\'s integration and adoption across the enterprise, leveraging these relationships to drive broad impact. My responsibilities include developing and executing strategic account plans, proactively addressing challenges unique to legal operations, and identifying opportunities for growth and expansion within our key accounts. I also mentor junior team members and contribute to the evolution of our customer success strategies and best practices within the legal tech space.
Education
Northeastern University School of Law
JD, Law
2004 — 2007
University of Washington
BA, Political Science and Drama
1997 — 2002
Skills
- Project Management
- Legal Research
- Management
- Courts
- Isda Negotiations
- Onboarding
- E-Discovery Consulting
- Legal Writing
- Litigation
- Civil Litigation
- Commercial Litigation
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