Phil Daniels
Head of Customer Success @bots for that
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WORK HISTORY
Head of Customer Success @bots for that
Cardiff, GB
Head of Customer Success responsible for leading retention, growth and measurable customer outcomes within a high-growth SaaS automation and AI business serving the accounting sector.Own and deliver the end-to-end Customer Success strategy, driving adoption, value realisation, renewals and expansion across a tiered customer base. Lead and develop a high-performing Customer Success team while managing a portfolio of strategic accounts and executive-level relationships.Design and implement scalable success frameworks, playbooks and lifecycle processes aligned to customer profiles, ensuring seamless onboarding, strong time-to-value and long-term automation roadmaps. Define and track KPIs including NRR, churn, CLV, MRR/AAR, ROI and customer satisfaction, providing data-driven insights to leadership and board level.Partner cross-functionally with Sales, Marketing and Product to align go-to-market strategy, develop expansion programmes, enable customer advocacy and strengthen product-market fit. Drive case studies, testimonials, referrals and community-building initiatives to support pipeline and revenue growth.Responsible for extending customer lifecycle, maximising Customer Lifetime Value and maintaining 95%+ retention, while ensuring on-time, on-budget delivery and continuous service excellence. Contribute as a member of the Senior Leadership Team, shaping strategic direction and delivering results aligned to long-term growth and exit objectives.Strategic, commercially minded leader with strong execution capability, experienced in scaling customer success functions, communicating ROI to non-technical stakeholders, and building customer-centric cultures in fast-paced scale-up environments.
EDUCATION
University of Portsmouth
Honours Degree of Bachelor of Science, Economics, Finance and Banking
ABOUT PHIL DANIELS
It can seem like every day, our lives can be consumed by the must-do manual tasks, you know the repetitive, tirelessly boring work that takes up so much of our time. But what if there was another way to work? Bots For That do exactly that, make the work less work! So that you, don’t have to. Our goal is simple, to make your business work better. By saving time, money, and hassle. Boosting speed and accuracy, helping to increase capacity within your business. Book a call with us to find out just how simple and easy it is to get your own Bot - https://botsforthat.com/contact-us/ See for yourself the work we do to help businesses - https://botsforthat.com i•••@botsforthat.com
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