PATRICK E. HOLSTAD
Fort Wayne,IN
Summary
Customer success and account management professional with a background in territory leadership, relationship building, and data-driven planning. Strong use of Salesforce CRM, KPI tracking, and customer insights to manage account health, support renewals, and resolve issues before they affect loyalty.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Customer Success Manager
Salesforce
Indianapolis, Indiana
11.2024 - Current
- Analyzed customer data to identify trends, issues, and opportunities for improvement.
- Established and monitored key performance indicators (KPIs) for customer success.
- Monitored account health and proactively addressed potential challenges.
- Managed crisis situations, ensuring minimal impact on customer satisfaction and loyalty.
Territory Sales Consultant - Laboratory Distribution
Cardinal Health
Sacramento, CA
04.2024 - 11.2025
- Managed $19M book of business as single point of customer accountability; developed area business plan, ensured positive customer experience, and secured renewals to drive growth.
- Secured two (2) renewals of $150k and $200k in ACV via timely case triage, incident resolution, and customer advocacy.
- Cultivated and maintained relationships with key stakeholders and suppliers for 15 accounts totaling over $500k in ACV and 25 customers ranging from $25k to $490k.
- Championed district Salesforce & Sales Insights initiatives.
Principal Success Manager
Salesforce
Sacramento, CA
07.2022 - 11.2023
- Influenced $500K in annual contracted revenue through customer-specific success plans, implementation support, and partner engagement.
- Served as trusted advisor to mid-market customers, fostering relationships with customer and account teams to identify needs, risks, and value drivers.
- Coordinated Marketing Cloud SMS & Email success plan through collaboration with product specialists, guides, and external partners for $50K franchise client.
Account Manager - Laboratory Distribution
Thermo Fisher Scientific
Charleston, SC
03.2018 - 08.2020
- Forged new logo partnership worth $4.9M; assisted with multiple implementations, advised on potential risks, resolved critical shortages, and consulted on strategic objectives during customer's high growth phase.
- Managed a $9M territory; served as trusted advisor to secure renewals, expand product footprint, increase customer lifetime value and maximize contract benefits.
- Negotiated contracts, implemented platform, trained users, and monitored health for new logo customer with $350K ACV.
- Resolved issues, fulfilled product backlog, and implemented platform for large hospital system during COVID-19 pandemic; resulted in commendation and $300K revenue growth.
Surgical Sales Consultant
Procore Medical
Charleston, SC
01.2017 - 03.2018
- Revitalized key customer relationships to secure continued product usage through guidance during surgical procedures, resulting in a 94% increase in average order value ($380K).
- Presented medical device solutions to surgeons, nurses, and purchasing teams.
- Provided operating room technical support and consultation; managed new product implementation and customer retention for 4 product lines, contributing to business growth.
- Consulted healthcare clients on Procore Medical product lines and service options.
- Managed territory accounts and followed sales leads through CRM records.
Clinical Sales Consultant
Thermo Fisher Scientific
Providence, RI
08.2014 - 01.2017
- Triaged workflow issues and conducted clinical workshops on test results and treatment algorithms; Increased total territory revenue by 23% ($530K).
- Consulted with clinicians to optimize diagnosis and treatment workflows for allergic diseases.
- Pioneered national data analysis training for 90 reps to enhance Salesforce CRM utilization and facilitate data-driven sales planning.
- Led technology and Salesforce initiatives, enhancing team efficiency and streamlining operations.
Captain (O-3)
United States Army
Fort Bliss, TX
06.2010 - 08.2014
- Led 18-person team on 62 security missions in Iraq, interfacing with local forces and securing safe transport routes to and from base.
- Planned live-fire project to qualify four 8-person teams for training with Army Special Forces, ensuring successful preparation for advanced operations.
- Led and mentored diverse teams of 10 to 115 personnel, enhancing leadership and coaching effectiveness in high-pressure environments.
- Developed and implemented task management system for 550 personnel, increasing compliance from 75% to 95%.
Education
Master of Business Administration (MBA) - Data & Business Analytics
University of Michigan, Ross School of Business
04.2022
Bachelor's of Arts (BA) - International Studies
University of South Carolina
05.2010
Skills
- Salesforce CRM
- Territory management
- Customer relationship management
- Strategic thinking
- Consultative communication
- Cross functional leadership
- Customer engagement
Certification
- Salesforce Certified Administrator
- Salesforce Certified Service Cloud Consultant
- Salesforce Certified Sales Cloud Consultant
- Salesforce Certified Business Analyst
- Salesforce Certified Agentforce Sales Consultant
- Salesforce Certified Agentforce Life Sciences Consultant
- Salesforce Platform App Builder (Expired 12/25)
Accomplishments
- Ranked No. 2 of 89 Nationally
- Built national success story, exceeded KPIs and grew portfolio profit to $1.5M.
- Increased Portfolio Value by 200%
- Doubled total business value to $9.2M via new logo and expanded footprint with existing clients.
- Won Excellence Award Twice (2018 & 2019)
- Exceeded annual retention and profit growth targets, finishing at 110% and 124% to goal.
- Earned Bronze Star Medal
- Fourth highest award for meritorious service and leadership during Operation: New Dawn in Iraq.
Military Status
United States Army Veteran
Military Experience
Captain (O-3), United States Army, 06/01/10, 08/01/14, Fort Bliss, Fort Bliss, TX, Led and mentored diverse teams ranging from 10 to 115 personnel, demonstrating strong leadership, operations and coaching skills in high-pressure roles., Led 18-person team on 62 security missions in Iraq, interfacing with local forces and securing safe transport routes to and from base., Developed and implemented streamlined task management system for 550 personnel that improved compliance from 75% to 95%., Planned complex live-fire project to qualify four (4) 8-person teams for training with Army Special Forces.
Timeline
Customer Success Manager
Salesforce
11.2024 - Current
Territory Sales Consultant - Laboratory Distribution
Cardinal Health
04.2024 - 11.2025
Principal Success Manager
Salesforce
07.2022 - 11.2023
Account Manager - Laboratory Distribution
Thermo Fisher Scientific
03.2018 - 08.2020
Surgical Sales Consultant
Procore Medical
01.2017 - 03.2018
Clinical Sales Consultant
Thermo Fisher Scientific
08.2014 - 01.2017
Captain (O-3)
United States Army
06.2010 - 08.2014
Master of Business Administration (MBA) - Data & Business Analytics
University of Michigan, Ross School of Business
Bachelor's of Arts (BA) - International Studies
University of South Carolina