Julian Green
Customer Success Manager with 5+ years in enterprise SaaS, data & cloud integrations, and incident/risk management. Drives adoption, renewals, and expansions while improving reliability and time-to-value.
- Role
- Customer Success Manager at Engage3
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Julian Green
Experienced with a demonstrated history of working in the sales and computer software industry. Skilled in Salesforce, Sales, Retail, Customer Relationship Management (CRM), and Mentoring. Strong operations professional.
Experience
Customer Success Manager
Mar 2021 — Present · Davis, CA, US
Lead enterprise customer success for a competitive-intelligence SaaS platform enabling retailers and brands to optimize pricing strategy and operational execution.Key Responsibilities & Impact•Partner with strategic customers to drive renewals, expansion, and long-term adoption across multi-stakeholder enterprise environments•Own renewal strategy and forecasting, consistently achieving high Net Revenue Retention and logo retention•Serve as product and pricing solution expert, advising executives on use cases, pricing models, best practices, and AI-driven insights•Build value realization plans, drive onboarding and enablement, deliver business reviews (EBRs/QBRs), and accelerate customer time-to-value•Lead cross-functional initiatives with Sales, Product, Engineering, and Support to resolve customer challenges and deliver roadmap alignment•Oversee SOW creation, project scope, invoicing, and commercial procedures to ensure smooth execution and accountability•Identify upsell and cross-sell opportunities, qualify expansion paths, and influence revenue strategy in partnership with Sales•Implement performance playbooks and program improvements that enhance customer satisfaction and lifecycle efficiency•Manage a high-value portfolio of enterprise and mid-market accounts with complex data, automation workflows, and pricing operations•Contribute to internal process development, onboarding materials, and best-practice guidance for CS peers•Support VP of Customer Success with strategy execution, executive communications, and operational readinessCore Success Metrics•Net Revenue Retention•Gross Revenue Retention•Logo Retention•Product Adoption & Activity-Based Metrics
Education
California State University, Stanislaus
Bachelor in Communication
California State University, Stanislaus
Communication, General
2008 — 2011
Modesto Junior College
Associate of Arts (AA), Communication, General
2010 — 2011
Skills
- Leadership
- IT Solutions
- Crm
- Html
- Goal Oriented
- Lead Generation
- Sales
- Saas
- Account Management
- Customer Retention
- Customer Service
- Technical Support
- Critical Thinking
- Mentoring
- Salesforce.com
- Online Marketing
- Keynote
- Project Management
- Digital Marketing
- Marketing Automation
- Team Leadership
- Public Relations
- Troubleshooting
- Iwork
- Time Management
- Os X
- Customer Support
- Retail
- Customer Satisfaction
- Goal-Driven Leader
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