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SaaS Customer Success Manager
I'm a Los Angeles native who is currently based out of Utah. A computer software professional, I currently serve as a Customer Success Manager for a Software-as-a-Service platform at Dynamic Signal, where I collaborate with leading Fortune 500 companies and internal operations teams in order to improve clients' business prospects and put them on a pathway to achieve their goals.
Prior to coming on board as a SaaS CSM at DySi, I was a Senior CSM at Brightedge. My first foray into tech was at GuideSpark. I was promoted 3 times at GuideSpark going from inside sales to outside sales to partner development. Due to my adaptability and strength at developing relationships I changed career paths and became a Customer Success Manager at GuideSpark which eventually led to my role at BrightEdge. Before working in the SaaS industry I was a Real Estate Agent at Prudential California Realty from May 2008 to January 2011. In 2012, I also campaigned successfully in Washington State for the approval of R-74 as a canvasser knocking on doors and managing a team for Washington United.
I earned a Bachelor of Business Administration in Entrepreneurship and Entrepreneurial Studies at the USC Marshall School of Business, graduating in 2008. I have since accrued skills in fostering emotional intelligence, developing knowledge bases, training and managing of new hires, proficiency in SEO/SEM, account management in Salesforce and GainSight, new business development, strategic planning, Google/Adobe Analytics, and, most importantly, customer service. Civic-minded and a natural people person, I've volunteered my time working with children and homeless since June 2013.
In business and engineering, new product development covers the complete process of bringing a new product to market.
Business development entails tasks and processes to develop and implement growth opportunities within and between organizations.
Project management is the practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet success criteria at the time.
Gainsight, Salesforce, Zendesk, AtTask, Tout, Knowledge bases, Google Analytics, Adobe Analytics
SaaS Customer Success Manager
Dynamic Signal / Oct 2018 - Present
Sr. Enterprise Customer Success Manager
BrightEdge / Jan 2015 - Oct 2018
• Hit 98% of my renewal MBO over 30 months by establishing my role as a trusted advisor.
• Manages a portfolio of roughly 40 enterprise clients and $2.5 million in ARR across industries.
Guide Spark / Apr 2013-Jan 2015
• Takes ownership of key customer accounts and becomes the content and communications expert and trusted partner to customers
• Ensures retention and growth of all customer accounts
• Closely manages and nurtures accounts to identify and eliminate risk of attrition
• Counsels customers on communications and roll-out strategies to help drive adoption and usage with their employees
Advanced Google Analytics
BrightEdge Professional Cert.
USC Marshall School of Business
"Jeff has been a champion for all of the domains that Simpson Strong-Tie owns. He not only does regular check-ins with us, he is there to guide us every step of the way to ensure we use the tool in a way that is thoughtful and deliberate. I always learn something new from Jeff on every call and for that, I am grateful.
Thanks to his help, we have been able to grow our organic search engine traffic to record numbers. He helped us increase our year over year traffic to one domain by 89%! I highly recommend Jeff and look forward to working with him in the future."