Loading profile…
Daniel Serrano · San Jose, California, United States.
Direct contact
Reach Daniel directly.
1 verified contact method on file — work email. Masked until you unlock.
- ••••@••••••
Reveal contact — first one free
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Daniel Serrano is listed as Chief Client Success Officer at Forest Systems.
Experience
Chief Client Success OfficerCurrent
Forest Systems · California, United States
Nov 2024 – Present
- Strong collaboration across client support, sales, and development teams to plan and implement new features and integrations. - Client satisfaction by ensuring timely onbaordings and resolutions to issues that may arise.
Staff Accountant
Turntide Technologies
Jun 2020 – Feb 2021
- Implemented Avalara tax solutions integration with QuickBooks online. - Registered to collect sales tax and collected for US and Canada. - Invoiced international, national, and regional accounts.
Education
- California State University - East Bay — Master of Business Administration (M.B.A.) · 2014 – 2015
- San José State University — Bachelor of Arts (BA), Psychology · 2011 – 2013
Skills
Microsoft ExcelPowerPointResearchMicrosoft WordTeachingPublic SpeakingAnalysisMicrosoft OfficeSpanishPsychologyCoachingTrainingCritical ThinkingLeadershipStatistical Data AnalysisManagementCustomer ServiceBusiness StrategyTeam BuildingDesign ThinkingTime ManagementSPSSRapid PrototypingCommunicationStrategic PlanningSalesforcePortfolio TrackingPortfolio Performance AnalysisPersonal FinanceTax PreparationFamily Office SoftwareBalance SheetClient Services