Led impactful initiatives that resulted in exceeding revenue targets across customer bases for multiple quarters. Fostered strong partnerships with C-level executives, driving high user adoption rates and strategic upselling. Proven success in transforming enterprise customers to SaaS platforms, ensuring sustainable growth and satisfaction.
Overview
30
30
years of professional experience
Work History
Enterprise Customer Success Manager
Genesys Cloud
03.2023 - Current
Using career Sales and CSM experience to drive campaigns to build pipeline, close and expand business, drive heavy adoption, and build strong customer loyalty
Use POC and land and expand cadences to eliminate competition, drive revenue per customer, automatic renewals well in advance and build strong strategic partnerships getting a seat in the board room
Exceeded net revenue across customer bases 12/12 quarters
Lead with AI to drive exponential value for customers and drive triple digit growth in customer spend driving unprecedented customer value driving customer partnership as a true trusted advisor in the C suite
Care provider for ill wife and stay at home dad
11.2021 - 05.2023
Cared for Wife during chronic illness, surgery, and stay at home dad for my now 11 year old son
Sr. Customer Success Manager-Key Accounts
Zoom Video Communication
01.2019 - 11.2021
Driving successful full life cycle SaaS deployments from Kick off meeting building strong relationships, roll out plan/timeline, integrations, customization, admin controls, end user training, and constantly driving user adoption
Renewed 12 Million ARR contract value and team selling upselling 3M ARR annually with key customers
Building relationships with both functional area departmental leaders and C-Level Executives to get buy-in and partnership to standardize platform across entire departments and/or enterprise
3 Years of exceeding Renewal goals, team selling with Sales upsell expansion, and customer NPS averaging 125% to plan
Channel Customer Success Manager- Channel
Hitachi Vantara
05.2017 - 01.2019
Worked with reseller key end customers to rollout storage related cloud solutions
By driving successful end customer deployments helped our group increase annual run rate from 5M to15M within 2 years
Hunt for prospective acquisition strategic XaaS cloud solution partnerships
Work directly with partner C-level executives to develop go to market strategies and sales campaigns to drive cloud-based subscription revenue
Built relations with field AEs, Executive sales management, and customers to grow subscription retention, renewal, and expansion
Customer success manager, SaaS Cloud CRM Group
Microsoft
03.2016 - 05.2017
Helped customer migrate from on premise to SaaS/Cloud based CRM Platform
Focus on change management and adoption with Salesforce/Marketing end users
Helped customer plan integrations, workflows, and overall customization design
Exceeded quarterly objectives for on time rollout, renewals, and high adoption rates
Customer Success Manager
Salesforce.com
04.2015 - 03.2016
Deployed software with complex customization, integration, and data insight needs
Heavy focus on using API’s and integration to make SFDC the data platform of truth to drive strategic decisions
Achieved Executive sponsor trust and buy in to push their users to adopt and become power users to drive company value resulting in revenue expansion by cross-sell and upsell
Helped customer plan integrations, workflows, and overall customization design
Exceeded quarterly objectives for on time rollout, renewals, and high adoption rates
Sr. Customer Success Manager-Expansion
Dell Computers Software Group Inc.
06.2011 - 04.2015
After success deployment key member of team selling to increase customer base from 6M to 50 Million annually upselling Dell Branded Software and Third-Party Software
Renewal and Key upsell Customers include: Broadcom, Experian, Intuit, Qualcomm, and many others
Transformed Enterprise customers entire software portfolio from perpetual software to SaaS and cloud based software platforms
Specialize in SaaS, IaaS and Cloud based offerings
Sold to C Suite, Strategy, IT, and Executives in functional areas and lines of business including HR, Project Management Training, Sales, Finance, and Marketing
Over four years average goal attainment at 140%+ and Top 3 in 20-person group
Exceeded goals 16 of 20 quarters, Annual Team MVP 3 years, Fiscal Year 2010 132% of annual Plan, 2010 Cisco Achievers Award
Deployed first ever New Logos and upsells include, NYSE, Nasdaq, United Nations, L’oreal, and RESwiss
Heavy focus on calling on Sales executives to drive demo and accelerate sales cycle to drive revenue
In addition to IT and Strategy, helped expand to lines of business including HR, Sales, Marketing, Training, Finance, and operations
Provide TCO financial modeling for difference between CapX purchases and Build Vs. Buy and OPx subscription based purchase and trade-off between hardware and Software investments
Enterprise Sales AM, C-Level IT Research
Corporate Executive Board
08.2004 - 11.2005
Sold Consulting and Research to VP and C level IT executives of Fortune 1000 companies from the 1 to 20 billion revenue band
Trained on and used “Challenger Sale” Sales methodology for 1.5 years by CEB, the company that founded the program
Provide guidance on trade off and ROI for hardware technology purchase
Hunting new accounts as well as cross selling and increasing revenue in existing named accounts
Consistently exceed 125% of Quarterly Goals
Silicon Valley Start-ups
01.1996 - 01.2004
Employee Number 68 at NorthPoint Communications which grew to 2500 employees and 5 Billion IPO
Built a work DNA and love for fast paced, Agile work environments with changing organizations and selling disruptive or transformational solutions
Early experience with Cloud and Subscription “ASP” based products and selling based models
Education
Master’s - Psychology
Walden University
01-2025
Bachelor of Science - Finance
Pennsylvania State University
Skills
Customer adoption
Reducing churn
Upselling
Cross-selling
Strategic selling
C-level relationships
User adoption
Training
Account health
Personal Information
Hobbies: Coaching Son’s Soccer and Baseball, Snowboarding and Golf, Traveling, Philanthropy