
Daniel Pinelli
Lifeguard

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About me
Account Executive at Levata
Education

Loyola Academy
2011 - 2015Activities and Societies: Member of the Arrupe Service Program, Participated in the Summer Service Program, Varsity Football Player 2013-2015

University of Iowa - Henry B. Tippie College of Business
2015 - 2019Marketing SophomoreActivities and Societies: - Sigma Chi Alpha Eta Chapter. Currently holding the small chair position of Assistant Magister. This position is the assistant pledge educator and my goal is to make sure that every potential new member has a safe and insightful pledging process. This process was a great leadership role. - Dance Marathon 22
Experience

North Shore Country Club
May 2014 - Jul 2015Lifeguard• Certified in CPR/AED• Practiced injury prevention, emergency action, planning, and team management• Interacted with as many members as possible, always with a positive attitude to increase my network

HydraForce
May 2015 - Dec 2015Shipping Assistant• Worked in a power plant assembly line making various types of boxes for the seven packers• Capped then packed various types and quantities of hydraulic valves• Confirmed every supply was accounted for and unloaded daily supply crate• A great experience because it was my first taste of how a successful company works

HydraForce Inc.
May 2016 - Aug 2017Material Handler• Integrated hundreds of orders from engineers with the creation of tracking labels for multiple hydraulic valve components• Identified the specific parts needed in their specific quantities for each hydraulic valve component• Proofed and scanned the necessary barcodes to ensure the accuracy of inventory tracking

The Custom Companies, Inc.
Jul 2017 - Aug 2017Customer Service Intern• Verified and filed thousands of proof of delivery (PODs) documents each day into the company’s computer program• Interacted with shippers and consignees to locate missing PODs• Contacted consignees to complete disposition requests

Coyote Logistics
May 2018 - Mar 2021National Account Manager• Prospect potential leads in order to build a consistent, reliable book of business• Track every load ensuring on time pick and on time delivery• Respond to delays in transit in order to find prompt solutions • Assist direct manager working remotely with morning emails and communicating daily assignments to team members• Develop successful relationships with carriers and dispatchers in order to facilitate open and responsive levels of communication• Deploy Microsoft Office to organize and prioritize the distinct levels of service needs for carriers on a daily and monthly basis• Built a book of business from scratch that netted $1.1 million in annual revenue. Show less

FactoryFix
Mar 2021 - Aug 2024- Cultivated strong, long-term relationships with clients to drive business development at Fortune 500 and 100 companies.- Led account management for 50+ clients and exceeded monthly revenue growth targets.- Consulted Directors and C-Suite Executives to develop strategic plans, helping them achieve their long-term goals and maximize value from our service offerings. - Analyzed customer data (usage metrics, support tickets, feedback) to identify trends, potential churn risks, and opportunities for growth and optimization.- Scheduled, prepared, and executed renewal calls for subscriptions with stakeholders, managing quarterly, 6-month, and annual deals.- Managed a book of business of $15.2 million annual revenue.- Maintained a Net Revenue Retention of 106.7%, demonstrating exceptional customer retention and revenue growth. Show less - Managed strong client relationships with Human Resource Managers, understanding their business goals and challenges to maximize value from our service offerings. - Onboarded clients from Fortune 1,000 and 500 companies through initial setup, provided training, and ensured effective product and service utilization.- Identified underutilized product areas and consulted clients on best practices to increase adoption and drive value realization.- Work to understand customers' evolving needs and suggested upgrades, add-ons, or complementary products and services to help achieve their goals. - Managed a book of business of $5.8 in annual revenue.- Maintained a Net Revenue Retention rate of 104.3%. Show less
Enterprise Customer Success Manager
Jul 2022 - Aug 2024Senior Customer Success Manager
Mar 2021 - Aug 2022

Levata
Nov 2024 - nowAccount Executive- Collaborate cross-functionally with marketing and product teams to align sales strategies and ensure seamless customer satisfaction.- Maintain a robust professional network and consistently engage in professional development, attending industry conferences and sales training workshops to refine consultative selling skills.- Drive strategic technology sales for enterprise clients within Levata’s comprehensive IT ecosystem, specializing in end-to-end technology solutions across hardware, software, and cloud infrastructure.- Manage a diverse portfolio of mid-market and enterprise accounts, demonstrating deep technical knowledge of Levata's multi-vendor portfolio and providing consultative technology recommendations that align with customers' business objectives.- Utilize CRM technologies like NetSuite to maintain meticulous records in Levata's sales management systems, tracking opportunities, managing complex sales cycles, and providing accurate pipeline forecasting for leadership. Show less
Licenses & Certifications
- View certificate

Certified Customer Success Manager (CCSM) Level 1
SuccessHACKERAug 2021
Volunteer Experience
Dancer
Issued by Dance Marathon at the University of Iowa on Jan 2016
Associated with Daniel Pinelli
Languages
- enEnglish
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