Summary
Overview
Work History
Education
Skills
Websites
Key Accomplishments
Timeline
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Jacob Macias

Austin,Texas

Summary

Results-driven Customer Success Manager with extensive experience in SaaS adoption, digital strategy, and AI-driven insights. Adept at fostering trusted advisor relationships with C-level executives, optimizing customer engagement strategies, and driving revenue growth through upsell and cross-sell initiatives. Proven track record in managing enterprise accounts, executing data-driven customer success plans, and facilitating stakeholder alignment to maximize return on investment (ROI) and Cost Benefit analysis.

Overview

12
12
years of professional experience

Work History

Independent Marketing and Sales Consultant

Self Employed
01.2023 - Current
  • Developed and implemented digital engagement strategies to optimize customer interactions and retention
  • Researched and executed market expansion strategies for SMBs, leveraging AI-driven insights
  • Managed multiple cross-product opportunities and projects to drive digital adoption and revenue growth

Enterprise Customer Success Manager

Sendoso
06.2023 - 12.2023
  • Managed a $7 million book of business, achieving 126% to plan in Q3 2023, ranking among the top 3 representatives
  • Drove $600,000 in additional client spend through strategic adoption and marketing best practices
  • Delivered Quarterly Business Reviews (QBRs) with executive stakeholders to align customer success strategies with business objectives
  • Led data-driven customer insights and coaching initiatives, increasing product adoption and engagement
  • Proactively monitored usage and stakeholder alignment, optimizing return on investment (ROI) for enterprise clients
  • Role was eliminated due to 30% company-wide reduction in force

Customer Success Manager

Demandbase
10.2021 - 04.2023
  • Managed $1.5 million in client portfolios, achieving a 117% revenue retention rate
  • Conducted adoption and value-driven engagements, improving customer satisfaction and retention
  • Collaborated with cross-functional teams (Account Executives, Technical Account Managers) to drive revenue expansion. Delivered around product roadmaps and customer feedback.
  • Utilized insights to build customer success plans, aligning them with business strategies, and key performance indicators.
  • Facilitated customer workshops, user group sessions, and best practice training to enhance engagement.

Enterprise Territory Account Manager

WP Engine
04.2018 - 11.2019
  • Managed and expanded enterprise partnerships, driving growth within top-tier clients.not limited to Harvard Education System and Massachusetts Institute of Technology.
  • Managed and expanded enterprise partnerships, driving growth within top-tier clients, including municipalities, higher education and technology organizations.
  • Conducted strategic account planning to enhance customer engagement and optimize digital experience solutions.
  • Led customer education sessions, positioning WP Engine’s digital infrastructure as a value-driven solution, including SaaS, security and database management.

Enterprise Application Sales Representative | Marketing Cloud

Oracle
04.2017 - 01.2018
  • Managed enterprise accounts with annual revenues exceeding $1 billion, maintaining a 67% quota attainment
  • Prospected, multi-threaded and nurtured relationships within Oil and Gas, Technology and Consulting organizations to expand and upgrade SaaS subscriptions
  • Notable logos include Dell, AT&T, Hitachi Consulting and Haliburton

Strategic Account Manager

SHI
07.2013 - 12.2016
  • Partnered with Field AEs to nurture, build and multi-thread within strategic named accounts within Nebraska
  • Grew book of business 286% over an 8-month period achieving $1 million dollars in gross margin
  • First inside representative to identify $250,000 closed/won opportunity with strategic partnership with Cisco Systems

Flagship Assistant Manager

Enterprise Holdings
  • Consistently ranked as Top 3 in sales across Group 65 in Central Texas
  • Responsible for training and mentoring Management Trainees being promoted to full-time managerial roles
  • Coordinated logistically within a 300 mile radius to fulfill specialty vehicles for top tier partners and customer requests, including but not limited to State of Texas, United States Military Reserves and SXSW, LLC

Education

Master of Science - Digital Marketing And Analytics - IN PROGRESS

St. Edward’s University
04.2025

Bachelor of Science - Advertising

University of Texas at Austin

Certificate of Business Foundations -

University of Texas

Skills

  • Customer Success Management
  • Digital marketing
  • Data analysis
  • Customer engagement
  • Email marketing
  • Project management
  • Team collaboration
  • Client relationship management
  • Customer retention
  • SaaS Adoption
  • Digital Strategy
  • AI-driven Insights
  • ROI Analysis
  • Conversational AI
  • QBR Execution
  • Stakeholder Engagement
  • Data Analytics
  • CRM (Salesforce, Gainsight, Churn Zero)
  • Public Speaking
  • Cross-Sell & Upsell Strategies
  • Market Research
  • Change Management
  • E-commerce
  • Lead Generation
  • End User Training and Adoption
  • Business Development

Key Accomplishments

  • Sendoso - Identified and drove upsell opportunities worth $600,000+ with strategic client engagement and adoption initiatives.
  • Demandbase - Drove 117% retention plus expansion in FY2022, fostering trusted advisor relationships with C-level executives.
  • Demandbase - Delivered sales enablement sessions to teams of up to 75 participants in Americas and EMEA.
  • Demandbase - Drove value for customer in high risk relationship resulting in 14% increase ($23K) in ARR and sourced a testimonial.
  • WP Engine - Named #2 ranked Account Manager among 28 reps with highest upsell and cross-sell average in 2019.
  • WP Engine - Grew accounts across Harvard Education system by over 1000% via cross-sell and upsell, leading to referrals to other departments and colleges, namely Harvard Law School, Graduate School of Architecture and Harvard Business Review (also led to a referral to Massachusetts Institute of Technology valued at ~$80K ACV).
  • Self Employed - Drove an additional 4% in revenue within 3 months for a medical facility by engaging via text and email to enroll and retain recurring business after research and launch of campaigns.

Timeline

Enterprise Customer Success Manager

Sendoso
06.2023 - 12.2023

Independent Marketing and Sales Consultant

Self Employed
01.2023 - Current

Customer Success Manager

Demandbase
10.2021 - 04.2023

Enterprise Territory Account Manager

WP Engine
04.2018 - 11.2019

Enterprise Application Sales Representative | Marketing Cloud

Oracle
04.2017 - 01.2018

Strategic Account Manager

SHI
07.2013 - 12.2016

Flagship Assistant Manager

Enterprise Holdings

Master of Science - Digital Marketing And Analytics - IN PROGRESS

St. Edward’s University

Bachelor of Science - Advertising

University of Texas at Austin

Certificate of Business Foundations -

University of Texas