Dan Stern
Head of Customer Success at Adonis
Dan Stern
Head of Customer Success at Adonis
New York City Metropolitan Area
Overview
Work Experience
Head of Customer Success
2023
Adonis is a revenue intelligence and automation platform that helps medical practices, hospitals, and digital health clinics get paid what they're owed from insurance companies so they can focus on what matters: providing care for patients.
Founder
2016
We're a venture fund founded by and run by students, for students and alumni of the University of Maryland. we've made 14 investments across a variety of industries, including aerospace, biofuel, indoor agriculture, and CPG.
Head of Product
2021 - 2023
Founding team. Acquired by Beckett Collectibles. NoXX is now Beckett Collect
Deployment Strategist
2019 - 2021
Global Manager, Brand Experience Strategy & Finance
2018 - 2019
- Manage and support the business strategy, KPIs, and P&L's of our brewpubs, pubs, and bars, as well as merchandise of both our global and craft beer brands, across 12+ countries. - Own the seed funding tracking and allocation for new projects and businesses - Building a global licensing auditing process covering millions of dollars in GMV
Senior Financial Analyst, Fresh Grocery FP&A
2018 - 2018
- Created and manage the daily, weekly, and monthly P&L reports - Built a comprehensive business review dashboard in Looker and SQL, and lead a weekly meeting with business unit leaders to understand performance and opportunities - Manage and update an overall financial forecast, collaborating with all key stakeholders. This helps business partners understand key metrics expected to achieve, as well as inform broader business strategy - Conduct analysis on key drivers, including customer ordering behavior and marketing spend efficiency, enabling our marketing team to spend in more effective channels
Data Analyst, Fresh Grocery Delivery and Fulfillment
2017 - 2018
Customer, fulfillment, delivery, and supply chain analytics for Jet's fresh grocery delivery. I'm lucky enough to get to collaborate with all of Jet Fresh's core teams. Some of the projects I've worked on include: - Developed demographic methodology to better understand who our core and valuable customers are - Built an inventory and capacity planning model to assist our engineers with design and operations of our fulfillment center - Created comprehensive transportation metrics to provide insight into our entire delivery operation. Also owned all dashboards in Looker that contain key metrics, including P&L - Built a UI for our fulfillment center leadership team to track productivity numbers - Used food desert data from the USDA to track Jet Fresh's impact in areas underserved by grocery stores - Built a predictive model using Python machine learning packages to flag orders in real-time that have a high risk of incurring a damage, refund, or replacement
Product Catalog Operations Analyst
2016 - 2017
-Helped manage the operations of Jet's product catalog, supporting the retail and pricing teams -Built internal reporting metrics using SQL and Looker -Automated manual workflows using Python and SQL stored procedures -Created and led new operational processes for Jet's teams in Salt Lake City and the Philippines