Daniel Smyth
Strategic Integrator | Turning Chaos into Impact
- Role
- Client Success Manager at Outpost Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Daniel Smyth
Daniel Smyth is a wedding & portrait photographer based in Cincinnati, Ohio.
Experience
Client Success Manager
Mar 2021 — Present · Cincinnati, OH, US
In a financial advisory firm, I lead project coordination, CRM optimization, and automation to streamline operations and boost lead planner productivity, delivering scalable value with a focus on impact. I manage client relationships through strategic onboarding and tailored service delivery, enhancing satisfaction and alignment, while overseeing CRM systems, automation (cutting manual tasks by 50%), and team agendas/decks to support efficient workflows. I drive quarterly reporting & billing and model updates to shape client strategies, enhance planner performance with CRM configurations, and lead seamless onboarding for effective financial planning. By optimizing data accuracy, connecting clients/planners, and freeing up focus for growth, I bring operational excellence to mission-driven ventures and founder-led success.
Education
University of Cincinnati
Bachelor of Fine Arts - BFA, Theatrical Design & Production
Skills
- Event Photography
- Graphic Design
- Mac
- Photography
- Social Media
- Visual Storytelling
- Fine Art Photography
- Film
- Sound
- Lighting
- Fine Art
- Cinematography
- Photos
- Art
- Portrait Photography
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