Interview With Daniel Rosen, Feedvisor’s Technical Account Manager

You’re a technical account manager here at Feedvisor. Tell us more about what that role entails.

My role here on the customer success team is to onboard clients. As soon as customers come on board, we’re their primary point of contact. We take them through the whole Feedvisor journey. They come in asking lots of questions, and we’re here to answer them. We introduce them to our platform and show them how all of the features work.

We want them to perform well, so we want to see what their pain points are, what they are struggling with, and what solutions we can offer. Sometimes they come in not knowing the full extent of the ways we can help and the specific data we can give them to tailor their business decisions. It’s always great to discover all of the ways that we can help our customers’ businesses.

What were you doing before you joined Feedvisor?

I spent about five and a half years within the financial services space. I worked primarily with investment banks and private equity firms. I did a lot of similar work in terms of account management and product management.

How would you describe the differences between your other work environments and Feedvisor?

At my previous jobs, you never knew when you might have to meet with a client. It was a very formal environment, so I always kept a backup suit right under my desk [laughs]. It’s definitely a more relaxed atmosphere and attitude here. When we have meetings with customers, we’re genuinely interested in learning from each other. I find that the conversation is always free-flowing, as we learn how we can help their businesses. You don’t need to reach for your tie all the time.

At Feedvisor, we’re working with a completely different type of customer than in financial services. Here, we’re dealing with a lot of business owners, and we get a mix of mom-and-pop shops and large enterprise firms. In both situations, our customers have a vested interest in making their business succeed. Our products and our data can mean so much to them.

What do you love about Feedvisor’s products?

The services we provide have a huge impact on our clients. The analytics and the repricing services that we offer can have a large impact on their performance and the future of their company. Basically, our products can save them a ton of time. Our goal is to try to minimize how much work that they’re doing analyzing their business performance, so they can focus on growing their business.  

In addition to the product itself, what else do you like about working at Feedvisor?

My favorite thing about working here, as cliche as it might sound, is the people. Every day you come in and everyone’s really excited to see each other. Everyone is excited to work on problems and solve new things. Anytime you encounter a problem, you just kind of look over to the person right next to you and they’re there to help you brainstorm. We geek out in Excel. We love looking at numbers and trying to troubleshoot.