Senior Customer Success · Enterprise SaaS · AI

Hi, I'm
Patrick.

I help enterprise technology companies grow and retain their most important customers. I focus on turning strong relationships into real business outcomes, and I genuinely enjoy the work.

$3M+ New ARR generated
95%+ Retention rate maintained
5+ Years enterprise SaaS

A little about
who I am.

I'm a Senior Customer Success Manager with 5+ years of enterprise SaaS and AI experience, based in Austin, TX. I own full renewal and expansion lifecycles for Fortune 500 companies, including CVS, Starbucks, HCA Healthcare, and Pilot Travel.

What I find most rewarding is building the kind of trust where customers see you as a genuine partner, not just a vendor contact. I also have a strong operational side. I built our Salesforce dashboards from scratch, wrote the team playbook, and ran the workshops to make it all stick. If there's a process that can be improved, I'll find a way to improve it.

I hold an M.S. in Engineering Management from Milwaukee School of Engineering and a B.S. in Sports Management from the University of Iowa, where I also minored in Business Administration.

Enterprise relationship builder

Trusted advisor to 35+ Fortune 500 accounts, with a focus on executive engagement and long-term partnership.

$3M+ in new ARR generated

Identified expansion opportunities others overlooked by listening closely and understanding what customers actually needed next.

Salesforce admin

Built our reporting environment from scratch so leadership always had clear, real-time visibility into account health.

Playbook and process builder

Created the CS team's "one source of truth" and cut manual work by 60 minutes per CSM per day.


Work Experience

Most recent Dec 2021 – Apr 2025

Senior Enterprise Customer Success Account Manager

MarketSpark, Inc · Austin, TX

  • Owned the full renewal and expansion lifecycle for 35+ enterprise accounts including CVS, Pilot Travel, HCA Healthcare, and Starbucks, maintaining a 95%+ retention rate throughout
  • Generated $3M+ in new ARR by identifying expansion and cross-sell opportunities within the existing account base
  • Built our Salesforce instance from the ground up, including dashboards, pipeline reports, and custom fields that gave GTM leadership real-time visibility into account health
  • Ran executive check-ins and QBRs that strengthened relationships and gave leadership early warning on churn risk
  • Served as the primary bridge between customers and the product team, translating feedback into actionable roadmap input
Enterprise CSM Salesforce Admin Fortune 500 QBRs Renewals & Expansion AI Tools
Previous May 2021 – Nov 2021

Enterprise Customer Success Manager

MarketSpark, Inc · Austin, TX

  • Redesigned the enterprise onboarding experience with structured readiness programs that cut implementation and renewal timelines by 25%
  • Converted pilot engagements into $150k+ in incremental expansion and renewal revenue by establishing clear value early
  • Identified process gaps through structured discovery and built scalable post-sales workflows that improved consistency across the team
Onboarding Pilots → Revenue Process Design
Earlier Jan 2019 – Apr 2021

Project Manager & Consultant

Performance Elevator Consulting, LLC · Milwaukee, WI

  • Led 40+ client consulting projects annually, facilitating discovery workshops that aligned technology decisions with real business objectives
  • Introduced emerging technology solutions that improved client operational efficiency and reduced costs by an average of 20%
Consulting Project Management Discovery Workshops

Featured Work

📊

Unlocking Bandwidth: A CS Strategy

A framework I developed to reduce manual CSM workload, automate repetitive tasks, and redirect team capacity toward expansion and renewals. The result was a 20% reduction in support tickets and 60 minutes of manual work removed per CSM per day.

Read the case study →

Salesforce Dashboard Suite

Built a custom Salesforce reporting environment from scratch, with per-CSM views showing account spend, login frequency, and feature usage. Leadership gained real-time portfolio visibility without needing to chase down information.

See the details →
📋

Service Delivery Playbook

Designed and launched the company's definitive resource for the CS team, covering renewal scripts, email templates, QBR decks, and escalation workflows. Standardized how the team operated across every stage of the customer lifecycle.

Learn more →
🚀

Onboarding Acceleration Program

Restructured enterprise onboarding with readiness frameworks that reduced implementation and renewal timelines by 25%, and converted pilot engagements into $150k+ in committed expansion revenue.

See the results →

Skills & Tools

Customer Success

  • Enterprise renewals & expansions
  • Executive QBRs
  • Churn prevention
  • Customer onboarding
  • Pipeline management

Platforms

  • Salesforce (Admin)
  • Gainsight
  • HubSpot
  • Zendesk
  • AI-powered tools

Analytics & Ops

  • Dashboard & report building
  • Health score modeling
  • Account segmentation
  • Process automation
  • Playbook design

Soft skills

  • Executive communication
  • Cross-functional alignment
  • Consultative discovery
  • Storytelling with data
  • Escalation management

Open to new opportunities

Whether you have a role in mind or just want to talk customer success, I'd love to connect.