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Daniel

Client Success Manager

Watermark Insights

The University of Texas at Austin, 2012
The University of Nevada, Las Vegas - Masters in Education, Curriculum and Instruction

Daniel has over 4 years of B2B SaaS customer service and client success experience across the Education Technology Industry with strong project management skills and ability to teach technical and non-technical best practices to improve institutional effectiveness across colleges and universities. Daniel also has over 7 years of K-12 and Higher Education Administration Industry experience with emphasis on teaching and academic advising first-generation students to college access and success.
Education
Sales and Client Management
Legal & Policy
Anthropology, Sociology
Honors Student

Q1Career path

Student Success

Higher Education

Technology Implementation

2:51

"That specific experience sort of paved the way to Teach for America"

Q2Main responsibilities

Higher Education

SaaS Sales

Client Relationship Management

2:51

"My job is to make sure that they're using these digital solution tools that they attained from us in a very strategic manner."

Q3Day in the life

Teamwork

Problem-Solving

Communication

2:03

"My general day could be anywhere from three to four already prescribed meetings that I have with clients."

Q4Most important skills - role

Creativity

Problem-Solving

Communication

1:39

"Communication is very key. Ideally, I'd like to have someone who's a go-getter and who's very proactive."

Q5Favorite parts - role

Communication

Problem-Solving

Teamwork

0:59

"I love my on-site visits. So sometimes in my role, I go visit an institution at their campus and provide them in-person strategic business reviews where we review their usage and how things are going. So I just love presenting, meeting new people, and visiting schools as well."

Q6Biggest challenge - role

Overcoming Challenges

Problem-Solving

Communication

1:30

"The biggest challenge in my current role is thinking you need to be a product expert. You don't need to be in order to be successful."

Q7Favorite parts - industry

Education Technology

Innovation

Technological Advancements

1:30

"In education, there's always going to be disruptors. There's always going to be new initiatives and ideas."

Q8Who thrives in industry

Problem-Solving

Intellectual Curiosity

Creativity

1:23

"Intellectual curiosity. Being curious is the best way of succeeding in this industry."

Q9Wish known before - industry

Career Development

Imposter Syndrome

Technology Industry

1:34

"It's okay not to know everything and don't compare yourself to your colleague who might have been there a few years before you."

Q10Entry-level positions

Client Support

Project Management

Product Consultant

2:01

"I think that client support role initially would be a great entry-level position in this field"

Q11Significant lesson - career

Client Relations

Confidence

Communication

1:25

"Even if you don't know the right technical answer, just take it. Be confident even though your institution or clients might not know what's going on."

Q12College ideas for success

Communication

Career Exploration

Networking

1:28

"Don't feel scared about having that imposter syndrome to join different things because you never know what may start that trajectory of your career path."

Q13How identity impacted career

Networking

Diversity and Inclusion

Mentorship

1:42

"Being Latino in the edtech space, there's not many male Latinos or even female Latinas in my current company."