Brian Ormsby

About Brian Ormsby

I’m a Customer Success executive with experience building, scaling, and modernizing post-sale organizations across early-stage, growth, and private-equity-backed SaaS companies.My background spans Customer Success, Renewals, Expansion, and organizational transformation, with a focus on helping companies move from reactive support models to proactive, outcome-driven customer engagement. I’ve led global teams, partnered closely with Sales and Product, and worked directly with executive leadership and boards to improve retention, expansion, and long-term customer value.I’m particularly energized by complex environments—whether that’s scaling Customer Success during rapid growth, integrating acquired businesses, or modernizing legacy operating models to support the next phase of a company’s evolution. I’m comfortable operating hands-on with customers when needed, especially in escalations, strategic initiatives, and executive relationships.Earlier in my career, I also held senior people leadership roles in large, highly regulated environments, which continues to shape how I think about talent, culture, organizational design, and leadership development—especially in high-growth SaaS settings.I’m currently focused on VP-level Customer Success or Account Management leadership roles within U.S-based SaaS companies, particularly Series A/B organizations building durable post-sale motions.

Experience

1. Vice President Customer Success

   Planful

   Feb 2021 — Present · San Francisco, CA, US

Education

• University of Utah

  Bachelor of Business Administration (BBA), Accounting and Finance

  2001 — 2004