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.

Community & Events Manager

Sendoso

Advising the world's first sending platform.

Advisor

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

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

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

Core Contributions: ⤵
» Increase community engagement by 200% in November.
» Generated 6 demos for sales team in December via LinkedIn.

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 > $2M.

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

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

Customer Success Associate

TigerGraph

→ Managed entire direct mail campaign to generate pipeline and accelerate opportunities which led to $9M 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 marketing ops to drive attendees for webinars, & in-person events.

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

Marketing Program Specialist

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

Core Contributions: ⤵
» FY22 Q1: 104% - Quota Attainment 
» FY22 Q2: 201% - Quota Attainment
» Generated $1.2M in pipeline FY22 Q2.
» Sourced $200k in closed-won business.

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.

→ 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%

Business 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 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.

Personal Banker II

Personal Banker

Teller

Community & Events Manager @ Catalyst

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

I am a former SDR who didn't take the traditional route by getting into sales. Instead, I became a marketer.

Outside of work, I enjoy: 

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

Oh, and I love GIFs! 

It's official!

I'm happy to announce that starting March 7th, I will join Catalyst Software as their new Community & Events Manager. 

Shoutout to the entire team at Catalyst: Kevin Chiu, Edward Chiu, Jordan Greene, Daniel Garcia, Diana De Jesus, Brooke Lesner, and Lisa Lalk for making this process as seamless as possible. 🤝 

And shoutout to Kris Rudeegraap, Leslie Barrett, Braydan Young, Egan Callahan, Heather Arkwright Williams, and Karen Steele for their unwavering support in all my endeavors. 🙏

Back to the drawing board on March 7th!

Let's get to work.

Happy Friday! 🎉 

Danny  Luu

Catalyst Software Spring '23 Coaching Corner is now live!

As a former customer of Catalyst, I've always enjoyed this program ran by Daniel Garcia.

Now I get the opportunity to work along side Daniel to learn from him and all of our coaches and players! 🙌 

Let's go! 

#customersuccess #customerledgrowth

Danny  Luu 🧋

When you meet your LinkedIn friends IRL. 🙌🏻

Leslie Barrett does it again.

I'm grateful to be your advocate, colleague, direct report, and now friend.

Something about Piñatas.

You can never go wrong with it.

Seriously.

…………………………………….

P.S. - Are you heading to B2BMX?

If you are, come hang out with the Sendoso team on Tuesday at 6:30PM PST.

You may receive a pinata if you do! 😉

The link to RSVP will be in the comments. 

The way you feel mentally and physically should always go hand in hand.

Especially before starting a new job.  

Your job is just one aspect of your life, and neglecting your health can have serious consequences.

Don't forget to:
» Get enough sleep. 
» Take the time to decompress.
» Hang out with friends and family.
» Read that book or listen to that podcast.
» Work on your 30/60/90 plan to stay ahead. 

Doing things you enjoy can help alleviate stress and improve your mental well-being.

How you do one thing is how you do everything else. 

Team shoutouts are free. 

Do them more often. 

You'd be surprised what a S/O can do to that individual that's on your team. 🤝 

#thankfulthursday 

I made a post 2 weeks ago. 

The intention? 

Grab some attention from hiring managers.

You may remember the meme carousel where I shared my story and the value I can bring as a Community Manager.

Since then, I had: 
→ 4️⃣ recruiters reached out via email.
→ 2️⃣ hiring managers sent me a direct message via LinkedIn.
→ Most importantly, during every interview that I had, hiring managers brought up the post and expressed their admiration for it. 

What you might not know is that my friend Tak Maeda inspired the post as a way to tell my story in a memorable way.

Interested in learning more?

Check this out: ⤵

You will never grow if you don't let go of your ego. 

It was great to be on Happily Ambitious, hosted by two amazing human beings, Sydney Senior & Anthony Banayote.

Here's what we've talked about:
🟣 My career switched from banking to tech. 
🟣 Why building relationships is everything. 
🟣 How to navigate during a layoff & maintain a positive attitude. 

Thank you both for having me on! 🙌 

Link to the full episode will be in the comments for those who want to give it a listen! 

What's on your reading list?

Mine is The 48 Laws of Power.


It's easy to get frustrated when things aren't going your way.

Instead, try this: ⤵

1️⃣ Take a deep breath: When you're feeling overwhelmed or stressed, taking a few deep breaths can help you calm down and clear your mind. 

2️⃣ Play Lo-fi music: Calming music can also help reduce stress and improve focus.

3️⃣ Approach the situation with a clear mind: Once you feel more centered and relaxed, approach the problem with a clear and rational mindset. 

Staying calm when things aren't working is how you turn the tide.

What else would you add to stay calm?


Here are 1️⃣3️⃣ signs you're growing: 

1. You rediscovered your soul.
2. You appreciate the little things. 
3. Your definition of success changes.
4. You pick the more challenging path. 
5. You no longer want any toxicity around.
6. What used to bother you no longer does.
7. You learn how to give yourself some grace. 
8. You understand the need to shed certain people.
9. You're more concerned about quality than quantity.
10. You want to understand the "why" behind everything.
11. You start to take risks and force growth upon yourself.
12. You prioritize how you feel mentally first, then physically.
13. You finally realize that life is a constant journey, not a destination.

What else would you add?

In your career, you're likely to encounter 2️⃣ types of colleagues.

Positive & negative.

Negative colleagues often use phrases like:

❌ "That's not my job."
❌ "Why don't you do it?"
❌ "Can you ask someone else?" 

Positive colleagues respond with phrases like:

✅ "Of course! Happy to help." 
✅ "Let's work together to find a solution."
✅ "Let me know how we can best collaborate."

It's important to remember that how you work with your colleagues can either make or break your success. 💯 

Negative attitudes can spread quickly and create a toxic work environment. 

A positive and collaborative approach can foster teamwork and lead to greater productivity.

Shoutout to my good friend Ryan Walker for the post inspiration this morning. 

What else would you add? 

If you focus on what you lack, you lose what you have.
 
If you focus on what you have, you gain what you lack.

Focus on the present.

The rest will come. 

😎 

Taplio

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