Summary
Overview
Work History
Skills
Certification
Timeline
Performance Snapshot
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Julian Green

Sacramento,CA

Summary

Dynamic Customer Success Manager with over 5 years of experience in enterprise SaaS, data and cloud integrations, and incident/risk management. Proven ability to drive customer adoption, renewals, and expansions while enhancing reliability and accelerating time-to-value. Expertise in client relationship management has consistently led to increased customer satisfaction and loyalty through strategic planning and execution. Recognized as a dependable team collaborator, adept at thriving in fast-paced environments and delivering exceptional results.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Customer Success Manager (Remote)

Engage3 powered by Dexi
01.2021 - Current

Portfolio & Scope: Primary CSM for 23 enterprise and mid-market retail/CPG logos (including AutoZone, Costco, Michaels, Giant Tiger, Milwaukee Tool, BevMo, and Wawa) across North America, partnered with Product, Engineering, and Analytics to align roadmaps, drive adoption, and maintain data reliability.


Year-by-Year Outcomes

  • FY 2025: $2.6 M ARR / GRR 98% / NRR 110% / ($120 K AutoZone Expansion)
  • FY 2024: $2.4 M ARR / GRR 97% / NRR 106% / ($100 K Costco Expansion)
  • FY 2023: $2.2 M ARR / GRR 95% / NRR 103%

Account & Program Manager

Southern Wine & Glazer’s & Mast-Jögermeister
03.2016 - 04.2021

Managed strategic retail and on-premise accounts across grocery, bar/restaurant, and nightlife segments, driving adoption of promotional programs and pricing initiatives across 100+ high-volume customers.

Key Achievements

  • Increased distribution and program adoption by 20%+ YoY by executing data-driven promotional and pricing strategies
  • Delivered 15% revenue lift across priority accounts through targeted execution plans and performance analysis
  • Launched and supported 10+ brand activation programs annually, coordinating with cross-functional distributor partners
  • Conducted regular business reviews, leveraging sales and performance insights to influence buying and promotional decisions

Skills

  • Enterprise Account Management (AutoZone, Michaels, Costco)
  • Renewal & Expansion Growth (FY 2025 GRR 98%/ NRR 110%)
  • Data Integration & Automation (Snowflake, Excel)
  • Cross-Functional Collaboration (Product, Engineering, ETL)
  • CRM/Support/CS Tools (Salesforce, Gainsight, Jira)

Certification

  • Google Project Management Professional Certificate (Coursera)
  • Agile Project Management Professional Certificate (Coursera)

Timeline

Customer Success Manager (Remote)

Engage3 powered by Dexi
01.2021 - Current

Account & Program Manager

Southern Wine & Glazer’s & Mast-Jögermeister
03.2016 - 04.2021

Performance Snapshot

Managed 23 accounts/ $2.6M ARR / GRR 96% avg / NRR 106% avg
Julian Green