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Client-focused. Empathetic. Tech-savvy. I’m a Customer Success Manager (CSM) with 7+ years of experience driving customer retention, expansion, and adoption across SaaS, fintech, and startup ecosystems. I specialize in managing the end-to-end customer lifecycle, including onboarding, success planning, renewals, upsell opportunities, and churn reduction, with a strong focus on customer health scoring and strategic outcomes. To me, customer success is about more than renewals. It’s about building trusted partnerships, delivering measurable value, and aligning product capabilities with high-impact business goals. I thrive on solving complex customer challenges, collaborating cross-functionally with Product, Sales, and Marketing teams, and turning CRM insights into actionable strategies that increase Net Revenue Retention (NRR) and Customer Lifetime Value (CLV). Notable Wins: • Boosted product adoption by 30% through tailored success plans and proactive success reviews • Achieved 90%+ retention in a competitive SaaS market by implementing health-score monitoring and churn risk mitigation strategies • Spearheaded CIBC investor communications, improving engagement with key stakeholders • Partnered with Sales to identify expansion and upsell opportunities, contributing to revenue growth Core Strengths & Tools: • Customer Lifecycle Management: Onboarding, Adoption, Retention, Renewal, Expansion • Churn Reduction & Health Scoring, QBRs & Executive Business Reviews • Strategic Success Planning & Value Realization • Cross-Functional Collaboration with Product, Sales, Marketing, and Support • CRM & CS Tools: Salesforce, Gainsight, HubSpot, Notion, ClickUp, Intercom, Zendesk • SaaS | Fintech | Tech I am currently seeking remote-first CSM opportunities where I can combine relationship building, data-driven insights, and process optimization to deliver exceptional customer experiences and drive revenue growth. Let’s connect 🤝
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