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Daniel Planas
Customer Success Manager @Bweb
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WORK HISTORY
Customer Success Manager @Bweb
Developed and maintained strong relationships with clients such as Thyssenkrupp, BBVA bank, SEARS and Grupo Columbia.• Conducted detailed analyses of client needs, identifying cross-selling and upselling opportunities, providing consultative selling and tailored proposals based on customer needs.• Collaborated with multidisciplinary teams to ensure successful project implementation.• Participated in industry fairs and events to generate new leads and expand the client base.• Collaborated with marketing and sales teams to develop and execute strategies for successful campaigns.• Negotiated contracts with clients, ensuring favorable conditions for the company and meeting sales targets.• Participated in HR recruitment process (create job description, resume screening, interviews, and assessments), resulting in high-quality talent acquisition.
EDUCATION
Instituto Politécnico Nacional
ESCOM - Ingeniero en Sistemas Computacionales, Especialidad en TI
UVEG
Maestria en Administración Estrategica
SKILLS
ABOUT DANIEL PLANAS
With over 10 years of experience in customer-facing roles, I’ve managed strategic accounts. Working with clients like BBVA, Liverpool, SEARS, Hoover, ThyssenKrupp, and MVS Radio.My expertise lies in leading the full post-sales lifecycle, improving customer retention, driving renewals, and identifying value expansion opportunities. At BWEB, I led initiatives that:• Increased client retention by 23%(from 60% to 83%)• Boosted sales by 33% compared to the same period in previous years• Improved client training attendance by over 50%I collaborate comfortably with multicultural and cross-functional teams, bringing a consultative approach that balances data, empathy, and business strategy.What sets me apart is my consultative approach — combining deep discovery, business empathy, and strategic guidance to co-create solutions with clients. Whether in SaaS, services, or digital ecosystems, I align success metrics with business goals to maximize lifetime value.Outside of corporate roles, I co-founded a business community that supported 500+ SMBs and nonprofits during the pandemic and have been invited as a speaker at top universities (UNAM, IPN, Universidad Anáhuac). I’ve also contributed to national innovation events like Telmex Hub, Startup México, and Switch Festival.My background in engineering, coaching and digital strategy allows me to deliver human-centered, scalable, and value-driven outcomes — grounded in consultative selling and long-term partnership building.
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