David Wertheimer

Account Manager (Return Engagement)

Managed a high-volume portfolio of 100 SMB and mid-market accounts and 75+ specialized providers, driving onboarding, product adoption, and long-term client success. Drove cross-functional alignment across Sales, Operations, and leadership to improve delivery accuracy and reduce client escalations.

SalesforceZohoAirtableAI Driven ReportingCustomer Relationship ManagementAccount ManagementProduct AdoptionCross Functional Collaboration

Customer Success Manager

CIAL Dun & Bradstreet

Managed a portfolio of enterprise accounts across English-speaking Latin American and Caribbean markets, serving as a strategic advisor for C-suite stakeholders. Guided clients through high-stakes implementations and advised on leveraging commercial data to transform credit and third-party risk into a competitive advantage.

SalesforceZohoAirtableAI Driven ReportingCustomer Relationship ManagementAccount ManagementProduct AdoptionCross Functional CollaborationData Analysis

Client Associate

Provided front-line support to a diverse client base, contributing to a 98% customer satisfaction rating. Trained team members in Salesforce CRM and curated strategic onboarding documentation to boost data accuracy.

SalesforceCRMCustomer SupportTrainingOnboarding

Regional Director

Oversaw service delivery across a regional portfolio of 190+ client accounts, ensuring consistent delivery and satisfaction. Maintained 95%+ client retention through consistent service excellence and swift issue resolution, and drove 20% regional revenue increase through proactive account management.

Account ManagementCustomer RetentionService DeliveryScheduling StrategyRevenue Growth