Summary
Overview
Education
Skills
Websites
Certification
Accomplishments
Languages
Work History
Metadata
Timeline
Generic
Shan Jenkins

Shan Jenkins

Senior Customer Success Manager
Dallas,TX

Summary

Senior Customer Success Manager managing more than 150 enterprise clients with retention above 90 percent. Expertise in enterprise account management, customer onboarding, lifecycle management, and customer success strategy. Experienced tracking CSAT, NPS, adoption, and customer health metrics to support renewals, expansion, and retention across large portfolios. Known for leading executive reviews, resolving escalations, and improving performance across enterprise accounts.

Overview

1
1
Certification
18
18
years of professional experience

Education

Bachelor of Science - Business Management

University of Phoenix

Skills

  • Enterprise Account Management
  • Customer Retention and Growth
  • Customer Lifecycle Management
  • Customer Onboarding
  • Data Analysis
  • Salesforce CRM

Certification

  • Six Sigma Black Belt – Voice of Customer
  • Six Sigma Black Belt – Leadership and Change
  • AI Change Management
  • Operational Risk Management
  • Agile Project Management

Accomplishments

  • Promoted from UnitedHealthcare to Optum based on strong performance, customer satisfaction, and ability to manage larger accounts.
  • Maintained strong retention across enterprise healthcare accounts through proactive relationship management.

Languages

English

Work History

Customer Success Manager, AI Solutions

Insight Global / Microsoft – Evergreen Project (Co
06.2025 - Current

• Advised enterprise teams on Copilot AI workflow configuration, evaluation, and adoption across customer environments
• Analyzed usage data and customer feedback to identify workflow improvements and efficiency gains
• Partnered with engineering and product teams to refine automation and virtual agent solutions
• Tracked adoption metrics and success indicators to support customer success planning
• Supported testing, validation, and documentation of AI driven workflows

Customer Success Program Manager

Calibri Health, Texas Workforce Commission
10.2024 - 05.2025

• Led customer success and service delivery improvements across workforce program operations
• Built reporting tools to track performance, compliance, and service outcomes
• Facilitated leadership reviews to evaluate metrics, risks, and improvement plans
• Standardized intake, documentation, and reporting workflows to increase efficiency
• Delivered training sessions to improve adoption and process consistency

Enterprise Customer Success Manager

Blue Cross Blue Shield of Texas
08.2021 - 09.2024

• Managed more than 150 enterprise healthcare clients with retention above 90 percent
• Served as escalation lead for high-risk service issues and resolved cases within SLA targets
• Led cross functional teams across operations, analytics, and network management
• Standardized executive reporting templates and playbooks across client accounts
• Identified growth opportunities within existing accounts and supported contract expansion

Senior Customer Success Manager

Optum Health
08.2019 - 08.2021

• Managed operational performance for enterprise healthcare customers using KPI tracking
• Oversaw customer lifecycle management across enterprise accounts, using customer health metrics and performance tracking to reduce risk and improve service outcomes
• Partnered with internal teams to resolve escalations and improve workflows
• Identified service gaps and created performance improvement plans
• Supported customer lifecycle management across multiple accounts

Customer Success Analyst

United Healthcare
03.2016 - 08.2019

• Analyzed healthcare operations data to support performance reporting and service improvement
• Worked with leadership to review trends and identify risk areas across provider and health plan accounts
• Supported customer reporting requests and operational reviews for enterprise clients
• Maintained HIPAA compliant documentation and data handling procedures
• Managed operational support for more than 50 healthcare customers while ensuring service delivery met internal quality and compliance standards.
• Promoted from UnitedHealthcare to Optum based on strong performance, customer satisfaction, and ability to manage larger accounts

Customer Success Lead

RealPage
06.2008 - 05.2015

• Managed SaaS customer success portfolio focused on onboarding, customer lifecycle management, renewals, and expansion across enterprise accounts
• Led implementation projects and customer onboarding programs
• Delivered executive reviews to identify expansion opportunities
• Maintained Salesforce pipeline, renewal forecasts, and performance reports
• Resolved complex customer issues using root cause analysis
• Partnered with product, support, and operations teams to improve outcomes

Metadata

1.0.4, 5052986c-8176-49f2-8f0b-aea62cbe937c

Timeline

Customer Success Manager, AI Solutions

Insight Global / Microsoft – Evergreen Project (Co
06.2025 - Current

Customer Success Program Manager

Calibri Health, Texas Workforce Commission
10.2024 - 05.2025

Enterprise Customer Success Manager

Blue Cross Blue Shield of Texas
08.2021 - 09.2024

Senior Customer Success Manager

Optum Health
08.2019 - 08.2021

Customer Success Analyst

United Healthcare
03.2016 - 08.2019

Customer Success Lead

RealPage
06.2008 - 05.2015

Bachelor of Science - Business Management

University of Phoenix
Shan JenkinsSenior Customer Success Manager