Dan Milgrom

Inspirer
DISC Type : id

Chief Customer Officer - Alkami Solutions Group (MANTL, Segmint, ACH Alert) at Alkami Technology

Seattle, Washington, United States

Overview

Dan Milgrom is a results-driven executive with over two decades of experience leading customer success and services teams in the SaaS industry. A qualified lawyer with a Juris Doctor from Seattle University School of Law, he excels at churn prevention, revenue growth, and operational efficiency. People describe him as having a unique skill in team building.

There is no publicly available information about his personal life, hobbies, or interests outside of his professional career and educational background.

He holds a Juris Doctor, which is a unique background for a Chief Customer Officer focused on technology and customer success.

Personality Overview

Fast Adopter

Decisive

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Relationship Banking
He emphasizes strengthening human connection through digital transformation and helping financial institutions build long-lasting relationships with their customers and members.
Fintech Customer Success
His roles at Alkami, MANTL, and Amperity center on driving measurable outcomes, reducing churn, and increasing engagement for financial and consumer brand clients.
Omnichannel Experience
He has authored articles on the importance of creating a seamless experience for bank customers, integrating online and in-branch interactions to drive growth.

Media Appearances

Dan Milgrom - Chief Customer Officer - MANTL at Alkami. Featured in The Org

See Now

Work History

1-2026
Chief Customer Officer - Alkami Solutions Group (MANTL, Segmint, ACH Alert) at Alkami Technology
3-2025
Chief Customer Officer - MANTL at Alkami Technology
9-2023 - 3-2025
Chief Customer Officer at MANTL
2-2022 - 5-2023
Chief Customer Officer at Amperity
5-2020 - 2-2022
SVP Client Services at Amperity

Education

1997 - 2000
Juris Doctor from Seattle University School of Law
1993 - 1997
BS from Guilford College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Seattle, Washington, United States Job Level : Leadership Designation : Chief Customer Officer - Alkami Solutions Group (MANTL, Segmint, ACH Alert) at Alkami Technology
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Clearly address the competitive aspects
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Dan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Dan

Personality Compatibility


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