Daniel Kaplan

CEO

New York, New York, United States9 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Led a global Account Management team with full P&L ownership.
Achieved 80% efficiency gains through AI-driven automation.
Founded and scaled Sports & Entertainment vertical from zero.

Stackforce AI infers this person is a SaaS Account Management leader with expertise in strategic growth and automation.

Contact

Skills

Core Skills

Account ManagementCustomer SuccessStrategic Account GrowthRevenue & Profit GrowthOperations ManagementFinancial Analysis

Other Skills

AI-driven automation systemsn8nSalesforceAPI integrationscustomer lifecycle strategycross-functional GTM executionEnterprise Account ManagementP&L ownershipconsultative sellingautomated reporting dashboardscompetitive intelligence systemsmarket analysiscustomer discoveryrevenue growth strategiesregional operations

Experience

9 yrs 8 mos

Total Experience

3 yrs 8 mos

Average Tenure

6 yrs 10 mos

Current Experience

Instawork

4 roles

Director, Head of Account Management

Promoted

Jun 2025 – Present · 11 mos

Lead a 30+ person global Account Management and Customer Success organization with full P&L ownership for 90%+ of accounts worldwide, spanning enterprise clients across hospitality, sports & entertainment, healthcare, and logistics.
→ Architected AI-driven automation systems using n8n, Salesforce, and custom API integrations - achieving 80%+ efficiency gains and saving 30,000+ hours annually across the team
→ Own end-to-end customer lifecycle strategy including retention, expansion, QBRs, and executive relationship management
→ Drive cross-functional GTM execution in partnership with Sales, Product, and Operations to accelerate customer acquisition and deepen account penetration

AI-driven automation systemsn8nSalesforceAPI integrationscustomer lifecycle strategycross-functional GTM execution+2

Head of Strategic Accounts

Jan 2023 – May 2025 · 2 yrs 4 mos

Led Enterprise Account Management and East Coast operations with P&L ownership.
→ 6x President's Club winner and #1-ranked manager nationwide (2021–2026)
→ Founded and scaled the Sports & Entertainment vertical from zero - securing partnerships with NFL, NBA, NHL, MLS, and NCAA venues, plus casinos and convention centers
→ Managed 6–20 direct reports; built hiring, onboarding, and performance management frameworks to scale the team
→ Led 50%+ of company-wide customer acquisition through consultative selling and cross-functional GTM collaboration
→ Built automated reporting dashboards and competitive intelligence systems to inform account strategy and executive decision-making

Enterprise Account ManagementP&L ownershipconsultative sellingautomated reporting dashboardscompetitive intelligence systemsAccount Management+1

General Manager

Promoted

Jan 2020 – Dec 2022 · 2 yrs 11 mos

Launched and scaled the NYC market from the ground up - establishing the operational playbook that became the blueprint for national expansion.
→ Delivered triple-digit YoY revenue growth by pivoting from SMB to enterprise focus, onboarding Fortune 500 clients
→ Grew market revenue 6× in under 12 months by expanding into stadiums, casinos, hotels, and convention centers
→ Identified and developed new verticals through customer discovery and market analysis

market analysiscustomer discoveryrevenue growth strategiesAccount ManagementRevenue & Profit Growth

Operations Manager

Apr 2019 – Dec 2019 · 8 mos

First East Coast hire. Built regional operations from scratch and scaled across 9 cities.
→ Hired and trained high-performing GMs and Ops Managers
→ Led the 3 most successful city launches in company history (measured by revenue ramp, activation speed, and customer adoption)

regional operationsteam buildingcity launch strategiesOperations Management

Manhattan olive oil

Co-Founder; COO

Sep 2017 – Jan 2019 · 1 yr 4 mos · New York, New York

Citi

Banking - Institutional Clients Group

Jun 2016 – Apr 2019 · 2 yrs 10 mos · Greater New York City Area

Analyst in Institutional Banking covering corporate and institutional clients. Developed financial modeling, client advisory, and analytical skills in a high-performance environment.
→ Earned Series 7 and Series 66 certifications
→ Supported deal execution and client relationship management across institutional accounts
→ Built a strong foundation in financial analysis, forecasting, and structured problem-solving that I continue to apply in GTM leadership

financial modelingclient advisoryanalytical skillsFinancial Analysis