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Customer Success Manager

Location:
Plano, TX
Salary:
150 OTE
Posted:
July 31, 2025

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Resume:

JASON C. SMITH

**** ******** **, *****, ** ***** 214-***-**** *-*-*****@****.***

PROFESSIONAL SUMMARY

Dedicated Customer Success professional with over 25 years of experience in SaaS and technology industries. Proven track record of nurturing client relationships, developing net new business and driving product adoption. Expert in managing enterprise-level accounts with demonstrated success in reducing churn, increasing customer satisfaction, and generating revenue growth through acquisition, upsells, and renewals. CORE COMPETENCIES

• Strategic Account Management • Customer Relationship Building • Product Adoption & Engagement • Cross-functional Team Collaboration • Revenue Retention & Growth • Annual Business Reviews • Customer Success Strategies • Consultative Problem Solving PROFESSIONAL EXPERIENCE

OPENTEXT (formerly Zix Corp)

Regional Sales Manager/Account Executive January 2022 - July 2024

• Prospected new customers and cultivated existing relationships in the south central/TOLA territory

• Created custom presentations and sales campaigns to drive product adoption and revenue growth

• Participated in trade shows and conferences as an evangelist for OpenText Cybersecurity solutions

• Maintained high customer retention rates by focusing on relationship building and customer success principles

Enterprise Customer Success Manager April 2017 - January 2022

• Managed a multimillion-dollar book of business with approximately 90 enterprise customers across the United States, Canada, and internationally

• Led strategic annual business reviews resulting in year-over-year increases in product adoption and upsells

• Collaborated with cross-functional teams to ensure seamless customer onboarding, support, and long- term success

• Developed and implemented customer success strategies that measurably increased overall customer satisfaction

• Earned Presidents Club award recognition twice for exceptional performance and customer retention

• Served as primary point of contact for enterprise clients, proactively identifying and addressing potential issues

WORKIVA

Account Manager January 2016 - January 2017

• Sold cloud-based financial and management reporting tools to Fortune 500 accounts

• Collaborated in a team environment alongside account directors to close new business in a complex sales environment

• Conducted in-depth product demonstrations to enterprise management teams

• Developed complex business proposals aligned with customer success objectives HEWLETT-PACKARD

Partner Business Manager January 2013 - May 2015

• Served as dedicated partner for HP's largest VAR, CDW, driving growth and incremental business to SMB and Academy teams

• Communicated marketing promotions, key product awareness, and HP program education

• Became a trusted adviser for product knowledge, configuration, and pricing programs

• Achieved quota for two consecutive years

ENTREPRENEUR INVESTMENTS

Owner/Founder April 2010 - December 2012

• Self-employed as a fulltime investor/day trader analyzing and executing short-term equity investments

• Screened, analyzed, and back tested strategies to achieve optimal outcomes using formal education and experience

MCAFEE SECURITY

Enterprise Account Manager May 2000 - March 2010

• Acquired and supported Fortune 500 accounts within the Southwestern United States

• Prospected and sold network security solutions throughout customers' entire infrastructure

• Worked proactively with technical support team members, resellers, and field counterparts to exceed customer expectations

• Achieved Rep of the Year for North America (2005) and Presidents Club recognition (2006, 2008, 2009) EDUCATION

Bachelor of Business Administration (BBA) Double Major - Management/Marketing Texas Tech University, Lubbock, Texas 1993-1997



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