Brian Minter MBA
Carlsbad,CA
Summary
Accomplished leader and customer success professional with over 7 years of experience delivering SaaS solutions to mid-market and enterprise medical and dental support organizations (DSOs). Skilled in building strong executive relationships and executing strategic account plans to drive success. Passionate about fostering high-performing teams and delivering impactful, results-driven outcomes. Extensive expertise in Practice Management Systems (PMS), Patient Relationship Management (PRM), and Digital Marketing solutions.
Overview
9
9
years of professional experience
Work History
Enterprise Customer Success Manager
Dental Intelligence
American Fork, UT
02.2024 - 12.2024
- Managed a portfolio of Dental Intel's largest enterprise clients by ARR. (35+ accounts).
- Established strong executive-level (C-suite) relationships within DSOs (11+ Locations).
- Presented at key industry and client summit events to build brand awareness and enterprise level relationships.
- Owned high-priority customer escalations, leading cross-functional resolutions to drive retention and client satisfaction.
- Led regular EBRs and QBRs to drive product adoption at all levels as well as identify expansion and cross-sell opportunities.
- Formulated and executed upon strategic growth plans, focusing on client key metrics and targeted outcomes.
Exceeded key metrics for the role including gross retention, successful renewals and pilot expansions.
Customer Success Manager II (Enterprise Accounts)
Henry Schein One (Remote)
American Fork, UT
06.2021 - 01.2024
- Strategic management of enterprise accounts within company top 50. Product suite includes cloud based and on premise SaaS solutions for enterprise level healthcare organizations.
- Develop comprehensive account growth plans to drive brand loyalty and increase expansion revenue.
- Manage end to end customer lifecycle including client onboarding, product adoption, contract adherence and retention.
- Perform executive business reviews (C-suite) to establish customer health metrics and formulate growth and optimization strategies.
- Cross-collaborate with internal stakeholders including product, support and sales teams to identify new business opportunities and exceed client expectations.
- Exceed quarterly expansion and renewal targets through strategic account planning and client engagement.
- Train new team members on strategic relationship management and internal workflows.
Partner Success Manager
ProSites Inc. (Hybrid)
Temecula, CA
12.2017 - 06.2021
- Led partner success team to cultivate relationships with internal groups as well as current and potential partner organizations.
- Enterprise Account Management of Tier 1 clients. Product suite included SaaS solutions for healthcare, financial and legal verticals. Virtual consultation software, digital marketing solutions, client communication platforms and business analytics.
- Performed executive business reviews at C-suite level to establish customer health metrics and formulate growth and optimization strategies.
- Grew partner channel through identifying, onboarding and nurturing reseller and affiliate partnerships. Cultivated strong professional relationships with key clients to drive long-term business development.
- Advocated for channel needs cross-functionally to deliver on partner and customer promises. Partnered with internal and external Executive Teams (CXOs) to establish regular growth initiatives and client engagement strategies.
Regional Operations Manager (Multi-site)
Signature Dental Corporation (Onsite)
Temecula, CA
11.2015 - 05.2018
- Managed, trained and developed team members for multi-site dental services organization. Led weekly 1:1 and team meetings to review performance and identify areas for improvement to achieve targeted outcomes. (30-35 direct reports).
- Drove site acquisition and change management initiatives for multi-location dental services organization.
- Exceeded growth projections through cross-functional leadership, operational efficiency and providing a premier customer experience.
- Annual production increase by 4X at 24 months post acquisition.
- Increased new client growth by 8X leveraging broad suite of digital marketing solutions, brand loyalty initiatives and best in class company culture.
- Attended regular leadership events to establish key partnerships and maintain industry fluency.
Education
MBA - Management & Finance
University of San Francisco
San Francisco, CABachelor of Arts - Psychology
San Francisco State University
San Francisco, CASkills
- Key Account Management
- Business Development
- Executive Business Reviews (QBRs)
- Customer Onboarding & Product Adoption
- Cross-functional Leadership
- Cross-selling and renewals
- Strategic Partnerships
- Digital Marketing (SEO/SEM/PPC/Analytics)
- RFPs and Contract Negotiation
- Data Analysis and Decision Modeling
- Salesforce, DOMO, Zendesk, Pendo, Outreach, Gainsight, MS Suite
Timeline
Enterprise Customer Success Manager
Dental Intelligence
02.2024 - 12.2024
Customer Success Manager II (Enterprise Accounts)
Henry Schein One (Remote)
06.2021 - 01.2024
Partner Success Manager
ProSites Inc. (Hybrid)
12.2017 - 06.2021
Regional Operations Manager (Multi-site)
Signature Dental Corporation (Onsite)
11.2015 - 05.2018
MBA - Management & Finance
University of San Francisco
Bachelor of Arts - Psychology
San Francisco State University
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