Jacqueline D

Visionary
DISC Type : Ds

Member at Women of Customer Success

Houston, Texas, United States

Overview

Jacqueline is a senior customer success leader at DB Services, where she built the entire Customer Success function from the ground up. She is an advocate for SaaS and AI, specializing in strengthening client relationships, driving adoption, and aligning technology with business goals. She holds a Bachelor of Science from the University of the People.


Jacqueline pioneered the strategy, processes, and methodologies that drive client satisfaction and growth at her company.

Personality Overview

Big Vision Person

Fast But Thoughtful

Direct & Assertive

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

AI for Nonprofits
She recently wrote an article on how nonprofits can use AI-powered solutions to streamline operations and deepen donor engagement.
Customer Success Strategy
As the founding Customer Success Manager at DB Services, she pioneered the department, focusing on retention, expansion, and overall client health.
Process Optimization
She uses the Entrepreneurial Operating System (EOS) to keep teams aligned, focused on the right priorities, and accountable.

Media Appearances

Jacqueline has no verified media appearances

Work History

4-2024
Member at Women of Customer Success
8-2023
Head of Customer Success at DB Services
12-2021 - 7-2022
Account Manager at EPC Group.net
10-2020 - 1-2022
Account Manager at CenterPoint Energy
4-2018 - 9-2020
Senior Outside Sales Manager at All My Sons Moving & Storage

Education

Bachelor of Science - BS from University of the People

More Information

Social Presence :

Prographics :

Exp : 6 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Member at Women of Customer Success
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Insights For Selling To Jacqueline

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqueline is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jacqueline

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jacqueline move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jacqueline take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jacqueline

Personality Compatibility


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