Summary
Overview
Work History
Education
Skills
Timeline
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Virginia Simpson

Summary

Results-driven Customer Success Manager with a 97% retention rate and demonstrated success driving expansion revenue within enterprise and mid-market SaaS portfolios. Proven ability to manage full account lifecycles, lead strategic renewals, and partner cross-functionally to deliver measurable customer outcomes and sustained revenue growth.

Overview

10
10
years of professional experience

Work History

Customer Success Manager

Rewst
Remote
12.2024 - 01.2026

Remotely managed a portfolio of MSP clients, guiding them in implementing and expanding our low-code AI-driven Robotic Process Automation (RPA) platform to automate workflows, improve operational efficiency, drive adoption, secure renewals, and grow their use of the solution.

Served as primary client contact from implementation through growth, establishing customer success metrics and processes to monitor account health, reduce churn risk, and provide trusted advisory support.

Worked closely with Sales, Product, and Support teams to maximize ROI, identify growth opportunities, and reduce customer churn.

Enterprise & Mid-Market Customer Success Account Manager

Global Learning Systems
Remote
01.2021 - 12.2024

Owned revenue retention and expansion for a portfolio of enterprise and mid-market accounts, achieving a 95.5% renewal rate while driving upsell growth.

Partnered with executive stakeholders to align business objectives with product outcomes, driving strategic account growth and generating $70,000 in upsell revenue.

Led client onboarding and platform enablement, advising on annual cybersecurity training strategy and serving as a trusted advisor to drive sustained adoption, engagement, and program optimization.

Customer Success Manager

PandaDoc
Remote
04.2019 - 01.2021

Managed $1.8M ARR portfolio comprising 450+ SMB and enterprise accounts, spearheading virtual engagement strategies to enhance adoption, solidify executive relationships, and ensure long-term renewals.

Secured annual logo churn below 3% during COVID by deploying proactive retention strategies aimed at risk mitigation and customer value reinforcement.

Recognized as a top 10% performer, generating $80,000+ in expansion revenue.

Regional Sales Director

KnowBe4, Inc.
Clearwater, FL
01.2017 - 08.2018

Managed and coached a 6–8 member sales team in selling SaaS security awareness training, driving revenue growth through targeted performance coaching and weekly pipeline reviews.

Owned and overachieved a $25,000 quota through aggressive hunting of new accounts and cultivation of existing relationships, while leading a sales team to achieve and exceed their quotas.

Facilitated training sessions for staff on product knowledge and selling techniques.

SMB Sales Executive

KnowBe4, Inc.
Clearwater, FL
05.2016 - 01.2017

Closed new SaaS subscriptions across SMB, education, and government clients, providing solutions aligned to each client’s objectives.

Surpassed sales quotas by as much as 160%, earning top-performer recognition through strategic prospecting and consultative selling.

Built and managed a sales pipeline through targeted cold outreach, networking and relationships.

Customer Success Manager

KnowBe4, Inc.
Clearwater, FL
08.2015 - 05.2016

Maintained a 95% renewal rate and drove upsells that consistently surpassed monthly targets by $10K.
Guided clients through onboarding and adoption initiatives, ensuring successful product use, engagement, and satisfaction

Accelerated average renewal cycle by 13 days, surpassing company benchmarks and earning a promotion into sales.

Education

Associate of Science - Business Management

University of Phoenix

Skills

  • Client Upsell, Expansion and Churn Reduction
  • Renewal & Expansion Strategy
  • SaaS and B2B Platform Management
  • AI-Driven Process Automation (RPA)
  • Customer Onboarding & Adoption
  • Technical Onboarding

Timeline

Customer Success Manager

Rewst
12.2024 - 01.2026

Enterprise & Mid-Market Customer Success Account Manager

Global Learning Systems
01.2021 - 12.2024

Customer Success Manager

PandaDoc
04.2019 - 01.2021

Regional Sales Director

KnowBe4, Inc.
01.2017 - 08.2018

SMB Sales Executive

KnowBe4, Inc.
05.2016 - 01.2017

Customer Success Manager

KnowBe4, Inc.
08.2015 - 05.2016

Associate of Science - Business Management

University of Phoenix
Virginia Simpson