Daniel Debray
Summary
Driven customer success manager with proven record in enhancing customer experience and fostering strong relationships. Skilled in leveraging CRM tools to manage accounts, forecast growth, and track customer interactions. Demonstrated ability to lead cross-functional teams toward achieving key performance objectives while maintaining high levels of customer satisfaction. Proven success in implementing strategies that improve client retention rates and promote substantial business growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Success Manager
Dear Doc
08.2025 - 12.2025
- Developed and executed data driven customer success strategies that improved account health and long term client outcomes
- Achieved renewal across a portfolio of small and medium sized business accounts through proactive risk management and value alignment
- Drove measurable expansion results by identifying upsell opportunities during success calls and reviews, resulting in upsells in approximately 50 percent of eligible accounts
- Collaborated closely with Product, Support, and Sales teams to onboard new clients, reduce time to value, and ensure consistent, measurable outcomes throughout the customer lifecycle
- SaaS healthcare
Project Manager
Spectrum VoIP
06.2024 - 08.2025
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Identified plans and resources required to meet project goals and objectives.
- Monitored project performance to identify areas of improvement and make adjustments.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
- Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
Customer Success Manager
MedTrainer
06.2022 - 04.2024
- Managed provider credentialing with major payers including Medicare, Athena, Aetna, Humana, and other commercial plans. Skilled in preparing and submitting applications, coordinating required documentation, verifying provider data, and ensuring timely enrollment and network approval.
- Successful managed book of business with monthly revenue exceeding one million dollars annually.
- Analyze customer data and behavior to identify upsell opportunities.
- Analyzed customer data to identify trends and develop strategies to improve customer success results.
- Created customer support strategies to increase customer retention.
- SaaS healthcare
Customer Service Representative
Ria Financial Services
12.2020 - 06.2022
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Investigated and resolved accounting, service and delivery concerns.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Customer Service Representative (Concierge)
CallFast Contact Center
Querelaro
09.2018 - 11.2020
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Assisted customers in navigating company website and placing Hotels reservations, improving overall user experience.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Handled transportation arrangements for guests, including coordinating car rentals and shuttle services as needed.
- Collaborated with other hotel departments to ensure smooth operations and consistent communication regarding guest requests.
Education
Diploma -
Robert S. Farrell High School
Salem06.2011
Skills
- Proficient in Excel
- Client relations
- Team collaboration
- EMR and practice management familiarity
- Customer relationship building
- Product sales
- Process improvement and workflow optimization
- CRM software proficiency including Salesforce and Zendesk
- Advanced customer service and client support
- Proficient in Word
- Cross-functional collaboration
- Customer relationship management
Certification
- Account Manager (Quota Carrying)
- Customer Success Manager
Additional Information
Customer Success Certification completed through Sales Assembly, demonstrating advanced knowledge in customer lifecycle management, retention strategies, account growth, and best practices for driving customers results.
Languages
- Spanish
- English
Timeline
Customer Success Manager
Dear Doc
08.2025 - 12.2025
Project Manager
Spectrum VoIP
06.2024 - 08.2025
Customer Success Manager
MedTrainer
06.2022 - 04.2024
Customer Service Representative
Ria Financial Services
12.2020 - 06.2022
Customer Service Representative (Concierge)
CallFast Contact Center
09.2018 - 11.2020
Diploma -
Robert S. Farrell High School