David Kleinman, MBA

Managed end-to-end vendor lifecycle, negotiating SLAs and ensuring compliance, resulting in 20% cost savings for clinical operations.

Conducted regular reviews to ensure compliance with agreements, as well as renegotiated contracts for better terms.

Led end-to-end talent operations for 120+ clinical placements across 15+ hospital partners, reducing adjunct onboarding time by 30%.

Maintained a 98% course coverage rate through data-driven hiring and performance tracking for clinical operations.

Evaluated 15+ suppliers for clinical operations, negotiating $100K in cost reductions and ensuring 100% compliance with healthcare accreditation standards.

Managed and drove adoption for 25+ enterprise clients with over $4M ARR, cultivating multi-level relationships to oversee the entire customer lifecycle, including onboarding, upsells, and renewals.

Led SaaS vendor selection for operational tools, reducing costs by 15% while enhancing integration efficiency.

Created BI data infrastructure using Planhat for KPI tracking, leveraging health scores and playbooks to generate actionable insights and prevent over 10% of portfolio ARR churn.

Advised CEO and CFO on operational scaling, including AI integration and workflow redesign, which reduced cross-functional execution timelines by 15%.

Collaborated with Account Executives to achieve a 20% increase in portfolio ARR through upsells to key accounts including Apollo, Exodus Point, and Tradition.

Conducted executive and quarterly business reviews, improving KPIs by 15% and ensuring cross-functional alignment on feature prioritization, which drove a 10% ARR uptick in cross-sells.

Managed and drove adoption for 50+ clients with over $3M ARR, developing multi-level relationships and overseeing the customer lifecycle from onboarding to renewals.

Scaled the operational team from 2 to 8 FTEs and implemented a performance management framework with quarterly KPIs, achieving 95% SLA adherence and 10% efficiency gains.

Redesigned firm-wide client lifecycle workflows using Gainsight, reducing onboarding time by 30% and standardizing playbooks for 50+ accounts.

Evaluated and implemented an AI-driven customer success tech stack, including Gainsight, which cut response time by 25%.

Tracked account activity to assess customer health and collaborated with Account Executives, leading to a 12% uptick in ARR and 5% in churn prevention.

Created and nurtured trusted advisor relationships with customers, providing strategic recommendations that enhanced client satisfaction.

Developed and maintained relationships with potential ESOP targets in fintech, guiding them from initial engagement to deal closing.

Led firm-wide implementation of AWS call center solutions, coordinating IT, sales, and support teams to achieve 30% operational efficiency gains.

Achieved 25% higher CSAT scores post-implementation of AWS solutions.

Served as the primary point of contact for servicing 30+ accounts, generating yearly revenue ranging from $5,000 to $100,000.

Generated analytical utilization reports to influence renewal business and drive user adoption for inventory management solution.

Acted as primary liaison for client base, ensuring maximum value realization throughout the customer lifecycle and driving growth through cross-selling and up-selling company offerings.

Managed SaaS clients through onboarding, user adoption, relationship building, and overall customer experience initiatives.

Analyzed and supported re-franchising opportunities for major restaurant concepts including Brinker, YUM Brands, and Dunkin Brands, leading to sales of Designated Market Areas to private equity groups and franchisees with transaction sizes ranging from $5M to $80M.

Performed acquisition due diligence exams and field examinations for lenders, including Bank of America and Mercantile Bank, across diverse industries such as healthcare, media, restaurants, and manufacturing.