Dan Steinman

Pioneer
DISC Type : IDS

Director, Colson Fellows San Jose Cohort at Colson Center for Christian Worldview

San Mateo, California, United States

Overview

Dan Steinman is a globally recognized thought leader and evangelist in Customer Success, specializing in growing SaaS companies. A graduate of North Dakota State University, he has a track record of building teams from scratch and leading companies to acquisition or IPO. Colleagues describe him as a phenomenal leader and mentor.

Outside of his professional life, Dan is deeply involved with the Colson Center for Christian Worldview as a Director for the San Jose Cohort. He is a self-described "people person" who values relationships and has been a passionate golfer for most of his life, starting at age 10.

He co-authored the seminal, best-selling book, "Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue. "

Personality Overview

Friendly But Fast

Dynamic But Sincere

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Customer Success
He co-authored a best-selling book on the subject and has built his career around evangelizing and implementing customer success strategies in SaaS companies.
SaaS Growth
His career highlights a consistent focus on scaling startups and preparing them for IPO or acquisition, particularly within the SaaS business model.
People Development
He serves on the board of Leadr, a people development software company, and is frequently praised in recommendations for his mentorship and leadership qualities.

Media Appearances

Dan has no verified media appearances

Work History

3-2021
Director, Colson Fellows San Jose Cohort at Colson Center for Christian Worldview
1-2021
Member Board of Directors at Leadr
7-2020
Member Board of Directors at RealOptions Obria Medical Clinics
6-2023
Member, Board of Directors at D'LUX Storage
3-2022
Member, Board of Directors at Repora

Education

2020 - 2021
Colson Fellow from Colson Center for Christian Worldview
1977 - 1981
Bachelor of Science - BS from North Dakota State University

More Information

Social Presence :

Prographics :

Exp : 5 Location : San Mateo, California, United States Job Level : Mid-senior Designation : Director, Colson Fellows San Jose Cohort at Colson Center for Christian Worldview
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Dan

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are generally fast movers and can take quick decisions
  • Can Dan take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Dan

Personality Compatibility


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