Danny Luu

Opensend

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).

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.

→ Managed Coaching Corner Community with over 900+ members to provide mentorship, resources, content, and drove over $200k in pipeline.

→Won Q1 "Having Fun" Core Value Award.

Community Marketing Manager

Sendoso

→ Managed a private community with 500+ members to provide new campaign ideas, resources, and content to increase product adoption and user experience.

→ Collaborate with customer success and account management team to identify and build out new case studies.

→ Hosted quarterly group reference event to increase upsell, which led to $25K in closed won attribution.

Customer Community Manager

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

→ Spearheaded the creation of an efficient way to pull metrics for Executive Business Reviews from 1 hour to 15 minutes by implementing a cross-functional review process in collaboration with business operations.

→ Partner with 9 CSMs to help manage their book of business with our largest accounts; a total book of business ARR > $5M.

→ Created custom reports for our top enterprise customers to provide insights and data usage.

Core Contributions: ⤵
» Built out first ever CSA Playbook within the first month of joining.

Customer Success Associate

TigerGraph

TigerGraph is a platform for advanced analytics and machine learning on connected data.

→ Managed entire direct mail campaign to accelerate opportunities which led to $9M influenced pipeline with $35k budget.

→ Championed and owned Drift launch, creating $45K in pipeline in a few weeks.

→ Focused on driving top-of-funnel prospects further in conversion and into the sales cycle to increase pipeline.

→ Collaborate with field marketing and demand gen to drive attendees for webinars, & in-person events.

→ Owned marketing tech stack: Sendoso, HubSpot, & Drift.

Marketing Programs Specialist

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.

→ Daily use of Sendoso, SFDC, LinkedIn Sales Navigator, Outreach, ZoomInfo, Drift, and Engagio, to increase workflow proficiency.

→ Implemented a standard pre-sales process for identifying opportunities, generating interest, solution verification, and prospect education.

→ Collaborated with marketing team to initiate and drive new campaigns to events, product launches, webinars, and technical workshops.

Core Contributions: ⤵
» Sourced > 500k in new pipeline.
» Achieved over 125% of quota MoM.
» Exceeded Stage 2 Annual Quota Attainment: FY19 – 125%

Sales Development Representative

Wells Fargo

→ Responsible for the entire customer journey from onboarding, retention, expansion, renewal, and providing ongoing customer support.

→ Developed success plans for customers that outline their critical success factors, metrics for success, key project deliverable milestones, and address any potential issues with a resolution plan of action.

→ Effectively acquired, managed, and grew account relationships with higher value clients with annual gross sales of $1MM to $10MM.

→ Consistently driving new business by nurturing and converting a network of individuals in the Greater Bay Region. 

Core Contributions: ⤵
» Closed Won $1.5M in loan production FY19 Q2.
» Grew customer portfolio by 45% to over 250 clients within my first 12 months.
» Maintained a 90%+ average CSAT score from direct customer survey responses, resulting in earlier renewals and increased platform adoption in Treasury Management.

Business Relationship Manager

→ Identified and implemented new projects/programs from start to finish to deliver on business management strategy and operational plans.

→ Consolidated, analyzed, and interpreted customer activity to provide data-driven recommendations to increase customer retention.

→ Managed weekly, monthly, and quarterly executive-level status reports to manage business risks such as Regulation E, BSA, and OFAC. 

Core Contributions: ⤵
» #1 BA averaging 300 completed service jobs before SLA deadline per month before promotion. (Company Record)

Business Relationship Associate

→ Partnered with mortgage and business specialists to build customized solutions and help clients leverage the full value of focused loan and investment opportunities.

→ Effectively prospected on lead generations from partner referrals, cold calls, and networking events.

Core Contributions: ⤵
» Exceeded all quarter and annual goals contributing more than 30% of the branches total production.

Senior Personal Banker

Personal Banker

Teller

Community Manager @ Catalyst Software

In 2019, I pivoted from working in financial services to a growth-stage start-up.

Outside of work, I enjoy: 

→ Being outdoors. 🏕️
→ Exploring new boba spots. 🧋
→ Hip-Hop/R&B music, especially 90s/2000s throwback. 🎵

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