Dan James
About Dan James
Dan James is an Account Success Manager with extensive experience in customer relations and project management. He has worked in various roles across the finance and real estate sectors, and he holds degrees from Yale School of Management and the University of San Francisco.
Work at Bluon
Dan James currently serves as an Account Success Manager at Bluon, a position he has held since 2024. His role involves managing customer relationships and ensuring client satisfaction within the company's hybrid work environment in Irvine, California. Dan's responsibilities include overseeing multiple projects and acting as the primary point of contact for clients, leveraging his extensive experience in customer success.
Previous Experience
Before joining Bluon, Dan James worked at several organizations in various roles. He served as a Relationship Manager at PeerStreet from 2021 to 2022, where he focused on client relationships in El Segundo, California. He also held the position of Customer Success Manager - Integrations at Poplar Homes from 2023 to 2024, working remotely from Cupertino, California. Additionally, he was a Regional Manager at River City Mortgage for eight months in 2021 and an Account Relationship Manager at ABGi USA from 2022 to 2023.
Education and Expertise
Dan James studied at the University of San Francisco, where he earned a Bachelor of Business Administration (B.B.A.) with a focus on Finance and Economics from 2014 to 2017. He later attended the Yale School of Management, achieving a Certificate in Financial Planning in 2021. His educational background supports his expertise in finance and customer relationship management, contributing to his ability to manage projects effectively.
Background in Law Enforcement
Dan James has a background in law enforcement, having worked as a Police Officer for the State of California from 2018 to 2021. This experience in Orange County, California, provided him with skills in crisis management and communication, which are beneficial in his current role in customer success.
Professional Skills
Dan James possesses over five years of experience in managing multiple concurrent projects while serving as the primary point of contact for customers. He specializes in building relationships and maintaining a high level of customer experience across a portfolio of clients. His focus on resolving issues within projects ensures alignment of expectations and customer satisfaction.