Michael Edelstein

Experience

• 

  Thomson Reuters

  Sept 1999 - Jun 2013

  Responsible for driving quarterly sales retention targets for $100 million book of business, across the entire markets-driven account base in the region, utilizing a blended approach of training strategy and relationship management. Deliver desktop retention through proactive, on-site engagement with key management, end users and market data managers at clients to ensure high levels of client satisfaction. Manage twelve Client Specialists in the western US region. Responsible for driving team sales retention targets through a blended approach of training strategy and relationship management. Manage nine Client Specialists in US and Canada. CEO Circle selection for sales excellence, representing top 5% of Thomson Reuters global sales force. Directed training activity for western regional accounts, managing daily activity and performance of 15 Client Trainers Designed, implemented and managed training rollout of real-time market data financial solution to over 12,000 wealth management advisors at bulge-bracket firm. Managed training, development and overall performance of 18 Client Trainers. Consulted with business-level decision makers to establish and deliver training programs in one-on-one, classroom and distance learning training settings for integrated financial solution Managed key database product lines marketed sold to investment banks, law firms, universities and corporates; including M&A, proxy fights, poison pills, and buybacks databases. Oversaw valuation of M&A transactions in database. Valued merger and acquisition transactions including exchange offers, stock swaps, tender offers, self-tenders, spin-offs and repurchases

  • Head of Client Specialists, US West

    Sept 2011 - Jun 2013

  • Manager, Wealth Management Client Specialists (North America)

    Aug 2010 - Sept 2011

  • Director of Client Training, West Region

    May 2007 - Aug 2010

  • Regional Director, Client Training, New York Metro Territory

    May 2006 - Apr 2007

  • Senior Client Trainer

    Oct 2004 - Apr 2006

  • Assistant Research Manager

    May 2001 - Sept 2004

  • Research Analyst

    Sept 1999 - Apr 2001
• 

  America SCORES

  Jul 2011 - Nov 2014

  Board Member, Bay Area

  America Scores: "Inspires urban youth to lead healthy lives, be engaged students & have the confidence and character to make a difference in the world."Board Duties:- Responsible for overseeing the planning & development of the annual budget- Involved in continuous fund raising and event planning for broader organizational development

• 

  GuideSpark

  Jul 2013 - Nov 2016

  Managed Customer Success team focused on strategic customers, representing 10% of the customer base and 33% of the company's annual recurring revenue. Focused on achieving forecasted retention rates and churn targets through the rigor of a sophisticated model of risk indicators to calculate customer health scores. Partnered with Account Executive team to identify leads and opportunities cross functionally within customers to drive company expansion goals. Championed reach and user adoption initiatives to partner with customers to deliver value and prove ROI. GuideSpark is on the Forbes list of Americas Most Promising Companies, was named the 7th fastest growing private company in Silicon Valley and named in Mary Meeker's 2015 State of the Internet Report. Show less

  • Director, Customer Success, Strategic Accounts

    Jul 2013 - Nov 2016

  • Director, Partner Development

    Jul 2013 - Jun 2014
• 

  Salesforce

  Apr 2017 - Jan 2022

  Director, Customer Success
• 

  University of San Francisco School of Management

  Jan 2020 - now

  As part of its MBA Program, the University of San Francisco's School of Management has started the first academic program in the world to train Customer Success professionals. Our goal is to develop and grow USF's Customer Success educational programs, research efforts, and industry partnerships in order to stay at the forefront of this growing profession while serving the needs of the broader business community. This is just one of the many ways that Salesforce is giving back to our communities. We encourage others to do the same. Show less

  • Adjunct Professor

    Jan 2023 - now

  • Member of the Board of Advisors, Customer Success and Insights MBA Program

    Jan 2020 - now
• 

  SaaSy Sales Leadership

  Jan 2022 - now

  Customer Success Practice Lead

  Instructor for Customer Success Leadership and Customer Success Individual Contributor Courses.SaaSy Sales Management provides training, mentoring, and community to accelerate the development of SaaS sales professionals. With courses developed by leading practitioners, SaaSy Sales Management is the #1 global SaaS sales training and coaching provider.

• 

  WestCap

  Jan 2022 - now

  Managing Director

  Customer Success Practice Lead / Strategic Operations

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  HUMAN

  Mar 2023 - now

  Strategic Advisor