Anna Barnes
Bend
Summary
Experienced customer success leader with 8+ years in driving strategic growth, client retention, and cross-functional alignment in SaaS, consultative sales, and enterprise account management. Skilled at building high-trust relationships with C-level stakeholders and internal executives. Proven track record of leading and scaling customer programs, mentoring peers, and facilitating product adoption in fast-paced environments. Strong communicator and creative problem-solver focused on delivering long-term value for clients and teams. Passionate about team growth and empowerment, fostering collaboration, and achieving meaningful customer outcomes through thoughtful leadership and strategic execution.
Overview
8
8
years of professional experience
Work History
Customer Success Engineer, Public Sector
Procore Technologies
01.2025 - Current
- Top-performing CSM across the Owners organization; awarded for risk mitigation and client retention success
- Consult on implementation and adoption strategies for cities, counties, tribal governments, and utilities
- Lead technical deep-dives across the entire Procore software portfolio to meet audit/compliance needs
- Serve as cross-functional liaison to ensure alignment between Sales, Product, and Customer Success
Customer Success Manager, Public Sector
Procore Technologies
05.2021 - 01.2025
- Scaled the Public Sector team by mentoring every CSM hire and helping build internal onboarding & training infrastructure
- Maintained a direct line to the Director of Customer Success; contributed to GTM strategy and client voice sessions
- Led strategic renewals and expansion efforts across complex public sector accounts
- Regularly consulted on risk, implementation, and training approaches for high-stakes and high-value accounts
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
Customer Success Manager, Mid-Market (GC)
Procore Technologies
12.2019 - 05.2021
- Managed a $3.9M book of business across 88 general contractor clients
- Generated $146K in pipeline and closed $77.5K through CSQLs and upsell collaboration with Install AEs
- Drove internal initiatives with SEs and Sales to improve collaboration and onboarding effectiveness
Client Relations Representative, Client Consulting
Paycom
01.2019 - 11.2019
- Consulted with 88 clients ranging from 150 to 7,000 employees; led 8+ in-person meetings weekly with C-suite stakeholders
- Delivered add-on sales and new product implementation for Paycom's SaaS offerings
- Ranked #8 out of 95 for year-to-date sales at time of departure; on track for $500K in total revenue
Account Manager, Global Commercial Channel
Dell EMC
12.2017 - 01.2019
- Managed four major West Coast channel partners and collaborated on high-volume deals requiring financial approvals
- Exceeded all quotas across FY17 and FY18, including 120%+ performance across multiple quarters
Inside Sales Representative, Global Commercial Channel
Dell EMC
05.2017 - 12.2017
- Inside Account Manager supporting CDW/Dell East team with $300M+ quota; team achievement rate of 125%
- Built and maintained detailed forecasts in Salesforce; delivered exceptional support for partner sales teams
Education
Bachelor of Arts - Communications
College of Charleston
Charleston, SC05-2017
Skills
- Customer Retention & Growth Strategy
- Executive Briefing & Stakeholder Alignment
- Go-to-Market Strategy & Advisory
- Executive-Level Workshop Facilitation
- Strategic & Persuasive Presentation Delivery
- Client Onboarding & Change Management
Accomplishments
- Top-performing CSM in the Owners organization; recognized in 2025 for client retention and risk mitigation excellence
- Spearheaded the rollout of the CSM Success Plan initiative; led company-wide training and currently host bi-weekly regional workshops
- Led a joint MM GC CSM/Install AE training series, strengthening cross-functional collaboration with Sales
- Dell GCC Sales Rookie of the Year – selected among peers across North America and Canada
- Selected for Dell’s Academy of Visionary Leadership, a 25-person cohort focused on growth and strategic leadership
- Dale Carnegie Training graduate – completed a 12-week intensive in professional development and communication
Timeline
Customer Success Engineer, Public Sector
Procore Technologies
01.2025 - Current
Customer Success Manager, Public Sector
Procore Technologies
05.2021 - 01.2025
Customer Success Manager, Mid-Market (GC)
Procore Technologies
12.2019 - 05.2021
Client Relations Representative, Client Consulting
Paycom
01.2019 - 11.2019
Account Manager, Global Commercial Channel
Dell EMC
12.2017 - 01.2019
Inside Sales Representative, Global Commercial Channel
Dell EMC
05.2017 - 12.2017
Bachelor of Arts - Communications
College of Charleston
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