Jeff Schaefer

About Jeff Schaefer

I am an executive leader dedicated to the intersection of public-sector mission and operational excellence. As Regional Vice President of Customer Success at Diligent, I lead the end-to-end post-sales journey for our AMERS mission-driven segment, bridging the gap between complex governance needs and impactful digital transformation for K-12 school districts, higher education, and local governments.With 20+ years of progressive experience across sales, operations, and client services, I specialize in building high-performing, geographically dispersed teams that deliver world-class client experiences. My approach as a leader is rooted in a culture of trust and development—empowering my team to lead executive-level engagements that drive robust product adoption and measurable community impact.I am passionate about coaching the next generation of leaders and ensuring that every mission-driven organization we partner with has the tools and support they need to serve their constituents effectively.Areas of Expertise:Executive Leadership • Customer Success Management (CSM) • Digital Transformation • SaaS Retention (GDR/NDR) • Public Sector Governance • K-12 & Higher Ed Strategy • Organizational Design • Change Management • Coaching & Development

Experience

1. Regional Vice President of Customer Success

   Diligent

   Feb 2026 — Present · Denver, CO, US

   I lead the post-sales journey for Diligent’s AMERS Mission-Driven Organization, overseeing strategic onboarding, implementation, and customer success management for our public sector client partners. My mission is to deliver a world-class experience that transforms product adoption into community impact and high customer satisfaction. By bridging the gap between public sector needs and operational excellence, I consistently deliver strong Gross and Net Retention (GDR/NDR) across the region.

Education

• University of Wisconsin-Whitewater

  BBA, Marketing

  1999 — 2003

• University of Colorado Denver

  Master of Business Administration (M.B.A.), Business Strategy | Entrepreneurship | Change Management

  2011 — 2015

Skills

• Telecommunications
• Leadership
• Marketing Communications
• Cross-Functional Team Leadership
• Enterprise Software
• Sales Management
• Account Management
• Relationship Management
• Direct Sales
• Program Management
• Marketing
• Solution Selling
• Management
• Training
• Sales Process
• Product Marketing
• Strategy
• Strategic Planning
• Sales Operations
• Customer Retention
• Customer Service
• Salesforce.com
• Sales
• Strategic Partnerships
• Project Management
• Public Relations