Danny Luu

Higher Logic

Higher Logic is an industry leader in cloud-based engagement platforms. Our data-driven approach gives organizations an expanded suite of engagement capabilities, including online communities and marketing automation.

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.

Key Accomplishments: 
❑ Q1 "Having Fun" Core Value Award.
❑ Managed Coaching Corner Community with over 900+ members to provide mentorship, resources, content, and drove over $200k in pipeline.

Community Marketing Manager

Sendoso

Core Contributions:
❑ Managed a private community of over 500 members, providing new campaign ideas, resources, and content to enhance product adoption and user experience.
❑ Collaborated closely with the customer success and account management teams to identify opportunities and build out new case studies for key accounts.
❑ Hosted quarterly group reference events, driving upsell opportunities and contributing to $25K in closed won revenue attribution.

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

Core Contributions:
❑ Built the CSA Playbook within my first month of joining.
❑ Partnered with 9 CSMs to manage their book of business, overseeing accounts with a total ARR of over $5M.
❑ Spearheaded the creation of a cross-functional review process with business operations, reducing the time to pull Executive Business Review metrics from 1 hour to 15 minutes.
❑ Promoted to Customer Community Manager in November 2022.

Customer Success Associate

TigerGraph

Core Contributions:
❑ Owned marketing tech stack: Sendoso, HubSpot, & Drift.
❑ Championed and owned Drift launch, creating $45K in pipeline in a few weeks.
❑ Managed a $35k quarterly direct mail budget, which produced $2.5M in pipeline (a 35% QoQ increase).
❑ Collaborate with field marketing and demand gen to drive attendees for webinars, & in-person events.

Marketing Programs Specialist 

Key Accomplishments:
❑ $1.5m pipeline generated.
❑ $250k of net-new ARR closed/won.
❑ Promoted to Marketing Programs Specialist after Q2.

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.

Key Accomplishments:
❑ Sourced $500k in pipeline.
❑ Achieved over 125% of quota MoM.

Wells Fargo

Business Relationship Manager

Business Relationship Associate

Senior Personal Banker

Personal Banker

Teller

Community Manager @ Catalyst Software

I spent eight years climbing the corporate ladder at Wells Fargo before diving into tech in May 2019. 

Outside of my professional career, I enjoy:

Being outdoors, exploring new boba spots, investing in the stock market, and Hip-Hop/R&B music, especially 90s/2000s throwback.

Let's connect! 🤙🏽

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).

Nasdaq

Responsible for helping clients learn, navigate and fully leverage the Nasdaq Trade Surveillance solution (formerly known as SMARTS) to enhance their compliance programs, deliver a strong trade surveillance program and achieve desired business goals.
•	Launched the CSM program for Nasdaq Trade Surveillance (NTS) leading to 11% increase in product adoption (over 18 months) for enterprise customers valued at $41M ARR.
•	Created and launched NTS Academy (library of 18 short videos of complex product features) which resulted in 15% increase in user-adoption within the first 12 months.
•	Led 2 critical migration projects (AWS and OKTA SSO) targeting Tier 2/3 customers resulting in a completed implementation 3 months ahead of schedule. 
•	Leveraged Salesforce ARR data to create segmentation analysis for 200+ NTS customers that uncovered 6-figure upsell/cross-sell opportunities and aligned GTM strategies across Sales & Marketing teams.
•	Managed 5+ mid-market and enterprise accounts valued at $7M in ARR moving customers through implementation to advocacy.
•	Developed Customer Health Index (CHI) for 200+ NTS customers to identify churn risks, plan engagement strategy, and partner with Sales to proactively prepare for renewal process.
•	Created an 8-step Customer Success roadmap for 200+ NTS accounts including an in-depth segmentation analysis, 3 customer journeys, impact/benefit analysis of 32 projects, and 12-month project scheduler.
•	Identified and converted 3 upsell opportunities valued at $250k+ ARR within the first 12 months of engagement.
•	Authored 23 playbooks for revised customer journeys which were adopted as the GTM strategy by the CSM (5) and Account Management (12) teams.

Customer Success - Strategy & Growth

RevGenius

RevWomen Roundtables bring together professional women in the Tech space who are looking to learn, upskill, support and build a community to empower other women. We discuss a variety of topics at our bi-weekly meetings with a focus on growth, advocacy and action.

The roundtables are sponsored by RevGenius which is a community of revenue-generating sales, marketing, customer success and revops professionals brought together to learn, share, support, and grow with each other.

Host - RevWomen Roundtables

Spire

Spire is a satellite-based data company that provides insights for the maritime, weather, aviation and space sectors.

•	Managed 30+ mid-market and enterprise accounts valued at $7M in ARR including existing customers and new business opportunities in the supply chain, logistics and energy sectors.
•	Collaborated with Product & Marketing teams to develop GTM strategy for Finance and Insurance Analytics tool resulting in 8 demo requests and a new lead that converted to $210k ARR in the first 3 months.
•	Leveraged Hubspot to develop and implement a GTM strategy targeting the logistics sector that resulted in 12% response rate and 9 new leads.

East Coast & LatAm Sales Manager - Maritime

Refinitiv

Refinitiv is a global provider of financial market data and infrastructure that was sold to London Stock Exchange Group in January 2021 and is now a subsidiary of LSEG.

•	Managed 60+ mid-market and enterprise accounts valued at $21M in ARR from existing customers and new business opportunities in the finance, legal, commodity, and energy sectors.
•	Leveraged Salesforce ARR data to uncover 2 upsell opportunities with Consulting firms resulting in $350k+ ARR and 7% increase in revenue YOY.
•	Leveraged Salesforce and Tableau to research and launch an outbound campaign targeting law firms that resulted in 9% response rates and converted to $105k+ ARR in new business.

New Business Sales Executive - Corporates

IHS Markit

IHS Markit is a supplier of in-depth data, analysis and news for maritime, trade and supply chain which merged with S&P Global in 2022.

•	Managed 50+ mid-market and enterprise accounts valued at $10M in ARR from existing customers and new business opportunities in the logistics, supply chain, commodity, and energy sectors.
•	Leveraged Salesforce ARR data to uncover upsell opportunities with Commodities firms resulting in 2 contracts valued at $325k+ ARR in new business.

Business Development Executive - Maritime & Trade

Markets Group LLC.

•	Marketed and sold sponsorship positions for institutional and private wealth investor forums in Latam and Canada involving government personnel, pension funds, asset managers, family offices, wealth managers, regulatory and advisory organizations.
•	Achieved Top 5 sales status for sponsorship team with results that met or exceeded monthly sales goal of $30,000.
•	Produced and launched 4 new institutional and private wealth investor forums in Latam and Canada over 3-year timeframe.
•	Trained 4 junior team members on how to leverage SPIN selling techniques resulting in a 10% increase in sponsorships over 2-year timeframe.

Sponsorship Sales Director - Institutional Clients

IQPC

•	Marketed and sold sponsorship positions for a portfolio of defense, energy, and healthcare forums in the US, EMEA and Canada that involved government agencies, defense contractors and military personnel.
•	Achieved Top 3 sales status with results that exceeded sales goals by 10% on a consistent, monthly basis.
•	Developed a comprehensive market research strategy and launched digital campaigns resulting in 5% of increased views by government and defense contractors in US and EMEA.
•	Fully certified in company-sponsored, SPIN selling course to develop business development plans for the US, EMEA and Canadian markets.

Sponsorship Sales & Marketing Manager - Govt. & Defense

•	Managed marketing initiatives and closed sales for interest rate derivatives team of a 6-state, $18M sales territory covering Commercial Real Estate customers on the East Coast.
•	Established relationships with C level clients and new prospects of the bank to negotiate and execute derivatives contracts for commercial real estate loans.
•	Identified new business opportunities by collaborating with colleagues within the Commercial Real Estate sector resulting in business uptick of 5% - 25% over 4 years.
•	Structured deals, negotiated contracts, executed trades, managed accounts, worked closely with internal and external contacts.

Derivative Sales & Marketing Manager - Commercial RE

KeyBank

•	Managed marketing and sales process for interest rate derivatives team of a 7-state, $5MM territory for commercial bank customers on the West Coast.
•	Established and grew relationships for Real Estate, Large Corporate, Middle Market and Business Banking prospects resulting in 5% revenue growth within the first 18 months.
•	Structured deals, negotiated contracts, executed transactions, managed accounts and collaborated with internal and external customers.
•	Devised and implemented targeted marketing campaigns based on changing market conditions.

Derivative Sales & Marketing Manager - Commercial

Top 25 Customer Success Influencer 2023 | Fintech Business Strategist | Customer Success Leader | Women in Tech Advocate

I'm a SaaS professional with extensive experience across both sides of the customer journey. I've used my expertise to develop and launch GTM strategies as well as scaling teams for the post-sale motion. 

I've garnered impactful results by partnering with customers and collaborating with internal peers to ensure alignment and deliver results. My long-term goals are always focused on providing customers with a voice, support, and guidance to be successful with my solutions.

Outside of work, I'm an avid traveler, long-term yoga practitioner and love to experience other cultures. This has led to opportunities to live and work in the UK, France and across Latam and has given me a unique perspective of business culture across multiple regions.

I'm a strong believer in community-led growth which is why I'm part of CxXchange, CS Middle East, Latinos in Success, and RevGenius.

CORE COMPETENCIES: 
•	Customer Success Thought Leader
•	Trusted Relationship Manager & Advocate
•	Strategic Business Advisor & Partner
•	Collaborative Problem Solver
•	Multi-Channel Networker & Connector

INDUSTRY EXPERTISE:
•	SaaS Solutions
•	Compliance/Trade Surveillance
•	AML & KYC Strategies
•	Fixed Income Trading & Derivative Instruments
•	Financial Market Research
•	Institutional Investors (US/Latam)
•	Maritime Solutions (AIS & Global Trade Flows)
•	Defense Sector (US/EMEA)

TECH STACK:
•	LinkedIn Sales Navigator
•	Salesforce
•	Hubspot
•	Jira
•	Figma
•	Confluence
•	Power BI
•	Tableau
•	Qualtrics
•	Wiki
•	Splunk
•	Calypso
•	Refinitiv Eikon/Workspace
•	Bloomberg Terminal
•	Canva
•	Camtasia
•	ZoomInfo
•	Vidyard
•	Slack
•	Zoom
•	Microsoft Teams

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Danny Luu

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