Josh Wolfe

About Josh Wolfe

I am deeply invested in leading my team to excel in customer satisfaction and retention. At the heart of my mission lies a commitment to fostering strong relationships and ensuring that our customers realize their objectives. My approach is rooted in a data-driven methodology, allowing me to align closely with Clientbook\'s values and culture, and I strive to bring a diverse perspective to enhance team dynamics and performance.In my tenure as Manager, I have guided our team through weekly trainings, one-on-one mentorship, and the successful management of quarterly objectives. My primary focus has been on the application of relationship-building strategies, negotiation tactics, and the early identification and resolution of at-risk accounts. This hands-on experience, coupled with my role in implementing a new CRM platform, has honed my skills in driving program success and ensuring seamless cross-departmental collaboration for the betterment of our customer experience.

Experience

1. Manager Customer Success, Delivery & Professional Services

   Clientbook

   Jun 2025 — Present · Lehi, UT, US

   Lead a high-performing team across Customer Success, Onboarding, and Professional Services at a fast-growing SaaS company. Own customer lifecycle strategy for SMB and enterprise clients, with a focus on improving Net Revenue Retention (NRR), reducing churn, and accelerating time to onboard. Drive cross-functional alignment to deliver scalable client outcomes and long-term value.

Education

• Southern Utah University

  Bachelor's degree, Business, Management, Marketing, and Related Support Services

  2010 — 2016

• Southern Utah University

  Master's degree, Business Administration, Management and Operations

Skills

• Customer Service
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Event Planning
• Microsoft Word
• Leadership
• Public Speaking
• Social Media