Daniel Rada
About Daniel Rada
Daniel Rada is a Client Success Associate at PayIt, where he has significantly improved onboarding processes and streamlined workflows. He has a background in finance and marketing, having previously held roles at J.P. Morgan, Citi, and Virtual Enterprises International, Inc.
Work at PayIt
Daniel Rada currently serves as a Client Success Associate at PayIt, a position he has held since 2021. In this role, he has overseen the implementation of a Client Success software platform, which significantly reduced the learning curve for new users and increased the onboarding speed for Client Success Managers. He has streamlined three workflow processes by creating actionable guides that include key steps, examples, colleagues involved, and timelines. Additionally, he has enhanced Impact Reports by incorporating graphics, cost-savings analysis, and client-specific metrics, making them more effective in demonstrating results.
Previous Experience
Prior to his current role at PayIt, Daniel Rada held several positions in the finance and marketing sectors. He worked as a Chief Marketing Officer at Virtual Enterprises International, Inc. for nine months in 2015-2016. He also served as an analyst in the Leveraged Finance and Corporate Client Banking divisions at J.P. Morgan for a total of ten months. His earlier roles included participation in the Citi Early ID Leadership Program and internships at Wells Fargo Securities and Amalgamated Bank. His diverse experience has equipped him with a strong foundation in client success and financial analysis.
Education and Expertise
Daniel Rada earned a Bachelor of Business Administration (BBA) in Finance from Baruch College, where he studied from 2016 to 2020. His education has provided him with a solid understanding of financial principles and practices. He is currently exploring the Digital Marketing field, influenced by the impact of the Marketing team at PayIt. His academic background and ongoing exploration of marketing contribute to his expertise in client success and data-driven reporting.
Achievements at J.P. Morgan
During his tenure at J.P. Morgan, Daniel Rada contributed to four major deals, which totaled $10.7 billion in size and generated over $20 million in revenue. His role involved significant financial analysis and client engagement, showcasing his ability to work effectively in high-stakes environments. This experience has enhanced his skills in financial reporting and client management, which he applies in his current position.