Danny Luu

Higher Logic

Higher Logic is an industry leader in cloud-based engagement platforms. Our data-driven approach gives organizations an expanded suite of engagement capabilities, including online communities and marketing automation.

Customer Success Manager

Catalyst Software

Catalyst is the leading customer growth engine for your go-to-market team that unlocks insights on how to easily grow and retain revenue from your #1 asset, your customers.

Key Accomplishments: 
❑ Q1 "Having Fun" Core Value Award.
❑ Managed Coaching Corner Community with over 900+ members to provide mentorship, resources, content, and drove over $200k in pipeline.

Community Marketing Manager

Sendoso

Core Contributions:
❑ Managed a private community of over 500 members, providing new campaign ideas, resources, and content to enhance product adoption and user experience.
❑ Collaborated closely with the customer success and account management teams to identify opportunities and build out new case studies for key accounts.
❑ Hosted quarterly group reference events, driving upsell opportunities and contributing to $25K in closed won revenue attribution.

Sendoso is the leading Sending Platform (SP) that delivers modern direct mail, personalized gifts, eGifts, and other physical impressions at scale.

Core Contributions:
❑ Built the CSA Playbook within my first month of joining.
❑ Partnered with 9 CSMs to manage their book of business, overseeing accounts with a total ARR of over $5M.
❑ Spearheaded the creation of a cross-functional review process with business operations, reducing the time to pull Executive Business Review metrics from 1 hour to 15 minutes.
❑ Promoted to Customer Community Manager in November 2022.

Customer Success Associate

TigerGraph

Core Contributions:
❑ Owned marketing tech stack: Sendoso, HubSpot, & Drift.
❑ Championed and owned Drift launch, creating $45K in pipeline in a few weeks.
❑ Managed a $35k quarterly direct mail budget, which produced $2.5M in pipeline (a 35% QoQ increase).
❑ Collaborate with field marketing and demand gen to drive attendees for webinars, & in-person events.

Marketing Programs Specialist 

Key Accomplishments:
❑ $1.5m pipeline generated.
❑ $250k of net-new ARR closed/won.
❑ Promoted to Marketing Programs Specialist after Q2.

Sales Development Representative

DataStax

DataStax is the open, multi-cloud stack for modern data apps. DataStax gives enterprises the freedom of choice, simplicity, and true cloud economics to deploy massive data, delivered via APIs, powering rich interactions on multi-cloud, open-source and Kubernetes.

Key Accomplishments:
❑ Sourced $500k in pipeline.
❑ Achieved over 125% of quota MoM.

Wells Fargo

Business Relationship Manager

Business Relationship Associate

Senior Personal Banker

Personal Banker

Teller

Community Manager @ Catalyst Software

I spent eight years climbing the corporate ladder at Wells Fargo before diving into tech in May 2019. 

Outside of my professional career, I enjoy:

Being outdoors, exploring new boba spots, investing in the stock market, and Hip-Hop/R&B music, especially 90s/2000s throwback.

Let's connect! 🤙🏽

Joined as the 1st CSM to help manage and serve Opensend's growing portfolio of customers.

Opensend is a data platform that helps website owners identify their anonymous visitors, even if they don't make purchases or fill out forms. This enables brands to retarget unknown web visitors through various channels to increase conversions (email, ads, postal).

As a Senior Small Business Relationship Manager, I oversee a portfolio of 260+ small business clients with revenues between $1MM–$25MM, providing tailored financial solutions to drive business growth and sustainability. My role focuses on client acquisition, retention, and strategic advisory services, including commercial lending, SBA financing, treasury management, and merchant services. I proactively analyze financial data to identify opportunities, recommend the right financial products, and ensure seamless execution. Additionally, I collaborate with internal teams to enhance customer experience, optimize financial strategies, and drive business expansion through networking and targeted outreach. My contributions also support branch partnerships, business development initiatives, and revenue generation goals.
Key Skills:
✅ Business Banking Strategy
✅ Commercial Lending & SBA Financing | 
✅ Treasury & Merchant Services
✅ Client Relationship Management
✅ Business Growth & Risk Mitigation

Senior Small Business Relationship Manager – Assistant Vice President

In this role, I specialize in business acquisition, financial solutions, and revenue growth by offering strategic financial products, including commercial loans, SBA financing, and treasury management services. I have built a strong network of business owners, referral partners, and C-suite executives to drive business development. My expertise lies in identifying revenue growth and cost-saving opportunities, particularly in real estate financing. I also led internal training programs and strategic initiatives to enhance branch performance and community engagement, including hosting industry-specific events like Univision’s Posible Latina Summit and healthcare-focused networking sessions. During the COVID-19 crisis, I played a pivotal role in processing PPP applications and providing essential financial resources to businesses.
Key Skills:
✅ Business Development & Sales
✅ Strategic Networking & Prospecting
✅ Commercial & SBA Loan Origination
✅ Community Engagement & Partnerships
✅ Financial Training & Advisory

Business Development Officer – Assistant Vice President

In this role, I specialize in training and facilitating financial wellness workshops for companies and their employees, onsite. Managed the program over in over 70 branches, including banker coaching to facilitate workshops and financial wellness support. This includes business acquisition, financial solutions, and revenue growth by offering strategic financial solutions including budgeting, credit management, purchasing a home, retirement planning, starting a business, and business management services. I have built a strong network of business owners, referral partners, and C-suite executives to drive business development. My expertise lies in identifying financial growth and cost-saving opportunities. I also led internal training programs and strategic initiatives to enhance branch performance and community engagement, including hosting industry-specific events like Univision’s Posible Latina Summit and healthcare-focused networking sessions. During the COVID-19 crisis, I played a pivotal role in processing PPP applications and providing essential financial resources to businesses.
Key Skills:
✅ Business Development & Sales
✅ Strategic Networking & Prospecting
✅ Commercial & SBA Loan Origination 
✅ Community Engagement & Partnerships
✅ Financial Training & Advisory

Wells Fargo at Work Program Manager – Assistant Vice President

I led the Wells Fargo at Work (WFAW) program, designing and implementing financial wellness initiatives for companies with 100+ employees. By collaborating with HR leaders, CEOs, and executives, I delivered customized financial solutions, increasing cross-sell opportunities and market penetration. My responsibilities included hosting 60+ financial literacy workshops and onsite events per quarter, improving client engagement and acquisition. I played a crucial role in piloting a program that integrated Premier Banker talent to serve affluent business employees, resulting in an increase in market participation from 2% to 42% within six months. My leadership was recognized with a promotion to Assistant Vice President in 2017 for driving program success.
Key Skills:
✅ Corporate Financial Wellness
✅ Strategic Program Development
✅ Cross-Selling & Referral Growth
✅ Client Engagement & Acquisition
✅ Leadership & Training

Wells Fargo at Work Program Coordinator – Assistant Vice President

In this role, I focused on outside sales and business banking growth, generating $12.6M in loan volume as part of a nationwide pilot program. My responsibilities included credit underwriting, cash flow analysis, and structuring financial solutions to meet small business clients’ needs. I developed and executed customized marketing strategies, such as 30-60-90 day plans, which were presented to regional leadership. I also actively participated in BNI leadership committees, managing member accountability and fostering referrals. My achievements led to my recognition at the annual BBG conference for securing the largest Select loan ($5M) in the pilot program’s first quarter.
Key Skills:
✅ Credit Underwriting & Cash Flow Analysis
✅ Loan Structuring & Business Growth
✅ Outside Sales & Prospecting
✅ Leadership Development
✅ Client Retention & Risk Management

Senior Business Banking Specialist

Boys and Girls Clubs of America

Participated in Speedy Program to gain work experience and give back to the community.  Lead after- school programs, acted as liason for field trips and mentored at-risk youth. 5 Stars for this organization.

Volunteer/Childcare

Results-driven Assistant Vice President & Senior Small Business Relationship Manager with 16+ years of experience in business banking, financial analysis, and client relationship management. Proven expertise in managing small business portfolios ($1MM–$25MM), commercial lending, SBA financing, and treasury management. Adept at prospecting, networking, and cross-selling financial products to drive revenue growth and client satisfaction. Passionate about strategic financial solutions, leadership development, and community engagement to enhance business banking services. Recognized for delivering exceptional customer service, streamlining processes, and fostering long-term client partnerships.

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Danny Luu

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