Helping startups & businesses grow their online presence by up to 400% | Building Clan Coaster | Becoming A Thought: Xchromozone

Ex-founder @ ViaSuccess | Customer Success Roots & Product Lead Mindset

82% of Customer Success Professionals recommend Customer Success as a profession, despite that, a staggering 42% of companies still navigate without a dedicated Customer Success Tool, relying on spreadsheets instead.

This paradox is not lost on us at ViaSuccess, where we're committed to turning the tide.

With ViaSuccess I am on a mission not just to innovate but to inspire. 

My mantra? Stand out, don't just blend in. I quote too much (I mean it because I even got it tattooed) from the Sanskrit symbol "Breathe," a beautiful reminder to do things that come naturally.

My entrepreneurial journey is a tapestry of passion and purpose. From launching Tiska on Wooplr in 2016 to weaving narratives as a freelance copywriter, I've always been driven by a love for creation and connection. ViaSuccess is my latest canvas, where I merge my expertise in SaaS, customer success, and marketing to paint a picture of sustainable growth for companies and their cherished customers.

I founded ViaSuccess to address a gap I saw firsthand: brilliant SaaS teams hindered by patchwork solutions. ViaSuccess is the bridge over that gap, a place where strategy and technology meet to create seamless customer journeys and where customer success teams find their stride, turning users into advocates and churn into a thing of the past.

Beyond business, I am a storyteller, a thinker, and an eternal optimist. Whether through the written word or the solutions I craft, I am all about making connections that matter and stories that resonate. When I'm not deep in strategy sessions or championing customer success, you'll find me exploring the power of digital omnichannel experiences to elevate brands to sensation status.

And if you're ready to see what ViaSuccess can do for you, why not start with our 15-day free trial?
https://viasuccess.io/sign-up/

Here's to making every breath count in business and beyond!

Shivanshi Bhatia

Nefesh B'Nefesh

Fulfilling my mission to empower other prime to achieve their dreams and goals and celebrate the journey along the way I consult people in the process of immigrating to Israel.

**Responsibilities**
- Extensive use of Salesforce dashboards, logging activity and creating reports. 
- Managing a caseload servicing. hundreds of people in their goal of  to Israel. 
- Maintaining regular contact both inbound and outbound to addressing needs.
- Provide comprehensive guidance to individuals and families considering moving to Israel (Aliyah).
- Develop personalized Aliyah plans, addressing employment, financial considerations, and integration into Israeli society.
- Offer expert advice on Aliyah rights, benefits, and the application process.
- Assist with navigating the Israeli education system, healthcare, and government services.
- Provide support  pre- and post-Aliyah with resources and counseling to ensure a smooth transition.

**Qualities**
- Passionate about Zionism and the value of moving to Israel.
- Strong understanding of Israeli culture, society, and the immigration process.
- Excellent interpersonal and communication skills.
- Ability to empathize and provide tailored solutions to a diverse range of individuals.
- Fluent in English; proficienct in Hebrew.

Aliyah Advisor for Immigrating to Israel

MindCart

MindCart AI is a consumer insights system that DTC brand managers and digital marketers use to validate their marketing and product ideas by running marketing experiments with their target audience.
•	Instrumental in transforming a marketing research agency into a SaaS business with dozens of customers and over $100,000 in yearly revenue.
•	Work closely with the developer providing the necessary algorithms and data structure.
•	Built an MVP marketing experiment SaaS system that brand owners and digital agencies use to validate marketing and product ideas with influencers and content creator audiences.

Marketing Intelligence SaaS Director

Reflective Energy Solutions

•	Create monthly commission reports for over 30 of sales agents, matching tens of thousands of accounts from dozens of suppliers.
•	Use an Excel macro and Knime to match thousands of deals with respective sales agents to pay monthly commissions.

Commission Analyst

Catchy LLC

•	Managed an ecommerce business selling dozens of SKUs on Amazon, Walmart and Etsy generating thousands of dollars in revenue. 
•	Handled all aspects including product sourcing, logistics, legal, product listing creation and optimization, PPC management and customer service.
•	Extensive use of Helium 10 software.

Amazon and Etsy Retail Manager

Healables - Digital Health for Sports & Pain

•	Guided the product development process from concept to commercial viability. 
•	Inspired and guided brand positioning to focus on digital health.
•	All around “go-to” guy managing the building the first-generation working prototype based on marketing intelligence and customer feedback. 
•	Instrumental in securing over $1 million from Israel Innovation Authority.

Product Manager

Artful Thinking Retail Store

Ran Artful Thinking, a flagship retail brainteaser store and escape room in Jerusalem with an in-house artist targeting tourists.

Store Owner and Operator

I-novation Inc.

•	Designed and delivered primary research for Fortune 100 clients including Avon, J&J, MasterCard, Walmart, and Unilever from initial proposal to presentation.
•	Performed analytics including regression, factor, and cluster analysis, summary statistics and more using statistical packages including SPSS, Systat and Excel.
•	Presentation of summary insights and recommendations to C-suite executives.

Director of Marketing Insights

LNW Direct LLC

•	Raised seed funding ($1.5 million) to establish a multi-trade service business with thousands of customers.
•	Built a corporate structure and managed staff of over 30 employees, growing a multi-million dollar business.

Managing Director

I make data digestible for decision makers.  

I am a business and marketing insights professional that identifies insights for data-driven decisions based on real-time marketing experiments.

I discover new businesses and product opportunities by combining my entrepreneurial spirit with a strong background in data-driven marketing analytics for some of the largest global consumer goods and service companies including Nestle, Mastercard, Unilever, Dunkin Donuts, Pepsi, Avon, and Bristol Meyers just to name a few.  

I have worked with startups taking them from idea to revenue:
- Instrumental in transforming MindCart from a marketing research consulting agency to a SaaS business with dozens of users and hundreds of thousands of dollars in revenue.
- First employee for Healables, building a team and directing the prototype development.  Organized the process to qualify for over one million dollars in funding from the Israel Innovation Authority. 

Key Capabilities include:
- Client-facing interaction including recommendations, presentations, and advising clients.
- Leading a team of analysts and consultants and responsible for their growth and development.  
- Responsible for development of team’s technical skills as well as client consulting skills.
- Decision-based analytics including but not limited to Marketing and Product Optimization, Consumer 
- Segmentation, Conjoint Analysis and Category Appraisal.
- Experience writing business plans and building financial projection models.
- Presentations to C-suite audiences and large conferences.

All around “go-to-guy” to make things happen 

Strong proficiency in Excel, PowerPoint, Word
Familiar with SQL, Python, SPSS

My core motivations:
- Passion for creating new business relationships
- Topline revenue focused
- Create new revenue streams for new and existing businesses

I have always played a role as part of a team leader with hands-on involvement in marketing analytics and marketing optimization.

Focus on growth marketing, performance marketing and conversion rate optimization.

Feel free to reach out to me danny@theyoubook.com

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The Battle

Shivanshi Bhatia

Danny Moskowitz

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