Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Madisen Leonard

Madisen Leonard

Salt Lake City

Summary

Dynamic Customer Success leader with a proven track record at SOLO LLC, driving enterprise retention and expansion through strategic account planning and cross-functional collaboration. Expert in CRM tools and team mentorship, I consistently exceed KPIs, enhancing customer engagement and delivering measurable growth in high-stakes environments.

Overview

12
12
years of professional experience

Work History

Director of Customer Success

SOLO LLC
UT
12.2024 - Current
  • Redesigned the end-to-end customer journey, formalizing lifecycle stages, success motions, and cross-functional workflows to improve retention, adoption, and expansion across all segments.
  • Created and implemented company-wide Standard Operating Procedures (SOPs) to define how Customer Success engages with Sales, Product, Support, and Marketing.
  • Built a headcount capacity calculator to align team size with customer complexity, ARR, and engagement needs - enabling strategic resource planning and hiring.
  • Revamped the onboarding and training program for new CSMs, including structured shadowing, 'day-in-the-life' sessions, and a success rubric that clearly defines what it means to be below, meeting, and exceeding expectations in every CS role - creating transparency and empowering team growth.
  • Developed and rolled out a new Strategic Business Review (SBR) deck, driving stronger executive alignment and contributing to measurable gains in expansion and retention.
  • Launched the Executive Sponsor Program for top accounts, enhancing C-suite engagement and securing at-risk renewals.
  • Introduced scalable success tools including battle cards, customer health reports, and renewal forecast templates, increasing predictability and performance across the team.
  • Led Book of Business (BoB) realignment and customer segmentation strategy, ensuring better account coverage and workload distribution.
  • Established a CRM hygiene initiative in HubSpot, improving lifecycle tracking, forecasting accuracy, and reporting clarity.
  • Acted as a cultural change agent during a period of transformation, fostering a high-performance, customer-obsessed team environment.

Manager of Customer Success

Kenect
UT
06.2023 - 11.2024
  • Promoted from Manager of SMB to lead the Enterprise, Large Market, and Mid-Market segments, overseeing strategic growth accounts.
  • Directed a team that achieved $2M in upsell revenue within a single quarter by implementing expansion-focused success plans and deepening executive-level engagement.
  • Built scalable success playbooks across the customer lifecycle, improving renewal readiness and driving product adoption across diverse verticals.
  • Partnered cross-functionally with Sales, Marketing, and Product to ensure customer insights drove upsell strategy and roadmap alignment.

Senior Customer Success Manager

ReliaQuest
UT
06.2022 - 04.2023
  • Managed $7.7M in ARR across high-touch enterprise accounts.
  • Consistently exceeded KPIs in retention, platform adoption, and customer engagement.
  • Identified and nurtured over $1M in expansion pipeline via strategic collaboration with sales.
  • Led executive-level QBRs and partnered with customers from analyst to C-suite.

Head of Customer Success

Volkswagen SouthTowne
UT
01.2013 - 01.2022
  • Helped open and operationalize three new Volkswagen dealerships - two in Texas and one in Missouri - supporting launches across Sales, Service, and Finance departments.
  • Led a multi-location team, traveling regularly between dealerships to manage operations, ensure performance consistency, and support leadership across departments.
  • Acted as a key liaison with Volkswagen corporate, aligning local initiatives with national standards, compliance, and brand strategy.
  • Implemented and managed CRM systems (VinSolutions, Salesforce, Podium) to optimize customer engagement, retention, and marketing effectiveness.
  • Developed a comprehensive training manual adopted across the dealership network to standardize customer success practices.
  • Oversaw day-to-day customer operations, escalations, and conflict resolution, contributing to long-term customer loyalty and team success.

Education

Bachelor of Science - Communications

University of Utah
SLC, UT

Skills

  • Customer Success Strategy
  • Enterprise Retention & Expansion
  • Cross-Functional Leadership
  • Executive Business Reviews (QBRs)
  • Contract Fulfillment & SLA Management
  • CRM Tools (Salesforce, HubSpot)
  • Onboarding & Adoption Programs
  • Data-Driven Customer Engagement
  • Strategic Account Planning
  • Team Building & Mentorship

Timeline

Director of Customer Success

SOLO LLC
12.2024 - Current

Manager of Customer Success

Kenect
06.2023 - 11.2024

Senior Customer Success Manager

ReliaQuest
06.2022 - 04.2023

Head of Customer Success

Volkswagen SouthTowne
01.2013 - 01.2022

Bachelor of Science - Communications

University of Utah
Madisen Leonard