Dan McLean
Senior Director, Client Success @Symcor
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WORK HISTORY
Senior Director, Client Success @Symcor
Mississauga, ON, CA
Responsible for the overall management, success and growth of top tier accounts in a “player coach” role. Own the customer journey to ensure relationship building and revenue growth. Identify process improvements to ensure a positive customer experience. Align with leadership on company goals and initiatives. Leadership of a team focused on supporting client needs. Sales support – drive client solutions and enable upsells.• Oversight of $95M revenue from Tier 1 and Tier 2 Canadian and US banks and insurance, wealth management, and payroll companies from across Canada.• Leading a team responsible for retention and Symcor client contract obligations for 61 of Symcor’s 65 clients with 99% success in retention of renewable contracts.• Drive client satisfaction success through issue resolution and relationship management resulting in Net Promoter Score (NPS) of 81 and Client Satisfaction of 4.6/5.0.• Foster employee satisfaction (Great Places to Work score: 84).
EDUCATION
Mohawk College
La Pratique du Francais 2, French Language and Literature
Mohawk College
La Pratique du Francais 1, French Language and Literature
Mohawk College
La Pratique du Francais 4, French Language and Literature
Mohawk College
La Pratique du Francais 3, French Language and Literature
Mohawk College
Parlons 1, French Language and Literature
Collège Boréal
French as a Second Language, French Language and Literature
Trent University
Bachelor of Arts (B.A.)
Acceleration Strategy Inc
ASI CX Leadership & Implementation Program, Customer Experience Strategy & Management
Mohawk College
Parlons 2, French Language and Literature
Mohawk College
La Pratique du Francais 5, French Language and Literature
SKILLS
ABOUT DAN MCLEAN
I’m a natural salesperson, client manager and leader who loves to work with others to achieve lofty goals. My passions are:Helping – it’s personally rewarding to me to lend a handCoaching – bringing out the best in people, whether on the job or at the dojoTeaching – sharing knowledge and seeing it applied to a successful resultSolving Problems – life is a series of challenges to be overcome and nothing is impossibleLearning – honing skills and developing new strengthsSales – being the influencer of changeI am particularly skilled at:o Building deep relationships with customers, leading to better client outcomes through consultation and partneringo Developing sales and marketing strategies that increase revenue and improve profitabilityo Selling by listening to customers, understanding how to solve their problems and providing realistic, executable solutionso Identifying talent with a high probability of superior performance and nurturing that talento Creating a positive workplace environment that encourages learning through acceptable risk-taking and recognizes resultso Coordinating the efforts of many to meet organizational goalso Delivering success as an award-winning sales leadero Analyzing, planning and communicatingKeywords: Sales Leader, Sales Strategy, Strategic Sales, Customer Success, Client Relations, Customer Relationship Management, High Performer, Award Winning, Strategy Development, New Business Development, Revenue Growth, Double Digit Growth, Leadership, Building Teams, Collaborative, Team Player, Entrepreneurial
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