Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Josh Wyatt

Customer Success Leader
Buford,Georgia

Summary

As an experienced data-driven leader, I have spent the last 7 years in the SaaS space transforming and leading Customer Success and Customer Support programs, instilling a customer-centric team culture through exceptional service, strong ethics, and an empathy-first mindset. With 12 years of leadership experience, I am acknowledged for expertise in enhancing overall team performance and have created a development program that focuses on self, leadership, and career growth throughout the organization. By Utilizing a data driven approach to decision making, employing Six Sigma methodology, and utilizing an analytical mind, I am committed to putting people first and ensuring successful outcomes.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Vice President of Program Strategy

US Bank Corporation
1 2023 - Current
  • Led a small agile team in creating and implementing strategic programs to drive awareness, adoption, and optimization of a U.S. Bank-owned point-of-sale software for 65,000 customers, resulting in a 26% increase in feature adoption and reduction of controllable churn to under 2% in 2024.
  • Successfully re-implemented, evaluated, and decommissioned the team's Customer Success Platform, identifying and implementing cost-saving efficiencies outside of the platform to further optimize operational performance.
  • Managed the development and implementation of a feature adoption methodology utilized by Customer Success, Product, Sales, and Onboarding teams to gain insights into customer usage of our software.

Director of Customer Success

Picnic Corporation
01.2022 - 01.2023
  • Developing and implementing a comprehensive Customer Success and Customer Support program for an early-stage startup operating in the Cyber Security industry, aimed at driving customer satisfaction, retention, and loyalty.

Senior Director Customer Success

Callrail
01.2020 - 01.2022
  • Managed a team of 9 Customer Success Managers overseeing 6,000 SaaS customers and $36 million in annual revenue, utilizing data analytics to optimize customer engagement, identify opportunities for value creation, and reduce churn rates
  • Fostered a customer-centric team culture that prioritized delivering exceptional service and driving successful outcomes.

Manager Customer Success

Horizon Software
01.2019 - 01.2020
  • Served as a Player-Coach, effectively guiding a team of 3 Customer Success Managers responsible for supporting 400 SaaS accounts with $38 million in revenue
  • Additionally, maintained a personal book of business, successfully managing 8 enterprise accounts generating yearly revenues ranging from $500k to $1.5 million.

Enterprise Customer Success Manager

SecureAuth Corporation
01.2017 - 01.2019
  • Successfully managed a Book of Business consisting of 50-60 accounts generating $5.5 million in annual revenue, leveraging relationship building and organic conversations to identify and capitalize on up-sell opportunities.

Digital Services Operation Manager

Recall Corporation
01.2015 - 01.2017
  • Successfully managed a facility for an industry leader in Information Governance, overseeing an operating budget of $2 million and managing a team of 10 Full-Time Employees and up to 15 Temporary Employees.

Manager of Client Success

Recall Corporation
01.2013 - 01.2015
  • As a skilled manager, I oversaw multiple teams responsible for New Customer Implementations, Customer Cancellations, North America Billing, and Customer Support, leading up to 30 individuals within my organization.

Various Customer Experience Roles

Recall Corporation
01.2009 - 01.2013
  • Started in Call-Center and progressed through the ranks of a billion-dollar information governance company with $300 million in US revenue, demonstrating my ability to learn and adapt quickly, work collaboratively, and consistently deliver high-quality results.

Education

BA - History

Truett McConnell University
Cleveland, GA

Skills

Scaling Customer-Facing Teams

Team Development

Organizational Planning

Empathetic Leadership

Team Development

Customer Life Cycle Management

Strategic planning

SaaS Account Management

Time management

Project Management

Change Management

Data Analysis

Customer retention

Team Building

Salesforce

Random Movie Trivia

Team Leadership

Strategic Planning

Coaching and Mentoring

Decision-Making

Process Improvement

Certification

Six Sigma yellow belt

Timeline

Director of Customer Success

Picnic Corporation
01.2022 - 01.2023

Senior Director Customer Success

Callrail
01.2020 - 01.2022

Manager Customer Success

Horizon Software
01.2019 - 01.2020

Enterprise Customer Success Manager

SecureAuth Corporation
01.2017 - 01.2019

Digital Services Operation Manager

Recall Corporation
01.2015 - 01.2017

Manager of Client Success

Recall Corporation
01.2013 - 01.2015

Various Customer Experience Roles

Recall Corporation
01.2009 - 01.2013

Vice President of Program Strategy

US Bank Corporation
1 2023 - Current

BA - History

Truett McConnell University
Josh WyattCustomer Success Leader