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Todd Jacobsen
Highly skilled in the art and science of customer success account escalation management with the ability to approach each situation with empathy, humility and emotional intelligence.
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Todd Jacobsen

Highly skilled in the art and science of customer success account escalation management with the ability to approach each situation with empathy, humility and emotional intelligence.
Dynamic and results-focused professional with an extensive track record in Customer Success, Strategic Operations, and Operational Excellence. I excel in leading cross-functional projects and driving change management initiatives while fostering collaborative, team-oriented environments. My experiences across several renowned organizations highlight my expertise in strategic agenda execution, complex problem-solving, and the orchestration of leadership team meetings.
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Zendesk
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MIT Sloan Executive Education
Newbury, MA, USA

Professional Background

  • Current status
    Unemployed
  • Profession
    CRM Specialist
    Customer Service / Support
  • Fields
    SaaS / Cloud Services
  • Work experience
    More than 15 years (More than 15 years relevant)
  • Management
    I've had experience in managing 1-5 people
  • Skills
    CRM software
    Salesforce
    Tableau
    Gainsight
    Risk Management
    Escalation Management
    Customer Success
    Change Management
  • Languages
    English
    Native or Bilingual
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Strategic Customer Success
  • Desired work locations
    Boston, MA, USA
    Portsmouth, NH 03801, USA
    Cambridge, MA, USA
  • Freelance
    Part-time freelancer

Work Experience

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Customer Success: Strategic Accounts and Escalations

Jan 2022 - Jun 2023
1 yr 6 mos
As a member of the Customer Experience (CX) and Insights Leadership Team, I had full responsibility for the design, implementation and management of the Global Risk Management, Strategic Escalations and Governance programs. Designed, implemented, and managed Global Risk Management, Strategic Escalations, and Governance programs, emphasizing operational excellence. Pioneered the "Account Save and Growth" program, focusing on customer satisfaction, risk mitigation, and growth opportunities. Collaborated with top-tier customers to create tailored strategic account plans, enhancing communication and alignment on business objectives. Introduced data-driven models for customer health scoring, driving effective customer prioritization. Established a CX Governance Council for cross-functional collaboration and meeting retention goals.
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Executive Customer Success Manager

Jul 2020 - Dec 2021
1 yr 6 mos
Boston, MA, USA
Formulated and executed strategies to drive enterprise customers' successful outcomes. Achieved a remarkable 65% increase in SaaS/Cloud product adoption for a portfolio exceeding $30M ARR. Managed relationships at both executive and manager levels, showcasing effective communication. Led collaborative efforts across internal teams for proactive and reactive success planning. Identified and pursued cross-sell and up-sell opportunities while conducting Executive Business Reviews.
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Director, Critical Escalation Management and Customer Success Manager

Aug 2015 - Jul 2020
5 yrs 0 mos
Boston Metropolitan Area, USA
Built and led company-wide programs for critical situation management, emphasizing operational excellence. Coordinated cross-functional teams for rapid issue resolution, enhancing cross-functional collaboration. Launched proactive engagement models for at-risk customers during high-impact periods, showcasing problem-solving skills. Developed strategic proactive and reactive success plans for corporate acquisitions, emphasizing change management. Implemented product and process feedback loops for continuous improvement, fostering innovation. Provided training to enhance crisis management and engagement skills, demonstrating leadership capabilities.
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Critical Accounts Director

May 2014 - Aug 2015
1 yr 4 mos
Boston, MA, USA
Established a Critical Accounts and Strategic Escalations Program to resolve impactful situations, emphasizing operational excellence. Conducted executive-level critical customer escalation meetings, showcasing strong communication. Expedited issue resolution and conducted post-event analysis, focusing on problem-solving. Ensured long-term relationship sustainability, fostering collaboration.
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Critical Accounts and Escalations Director

SuccessFactors
Full-time
Apr 2013 - May 2014
1 yr 2 mos
Boston Metropolitan Area, USA
Managed highly escalated accounts and utilized customer analytics to identify at-risk customers. Provided proactive and reactive account management for strategic cloud customers. Cultivated trust with key decision-makers to boost satisfaction and reduce attrition risk, emphasizing communication and change management.
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Principal Customer Success Technologist

Sep 2011 - Apr 2013
1 yr 8 mos
Boston Metropolitan Area, USA
Drove technical success for portfolio of enterprise SaaS CRM customers. Became trusted technical advisor and ensured they received top value for investment in Salesforce.com. Partnered effectively with all levels of personnel across organizations.
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Senior Principal Critical Accounts Manager

Aug 2006 - Sep 2011
5 yrs 2 mos
Providing the highest level of customer escalation management for Oracle Global Support Services.
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Support Account Manager

Jun 2004 - Aug 2006
2 yrs 3 mos
Overall responsibility for developing effective communication plans and long-term relationships with Siebel’s largest and most important customers to ensure 100% success within the Technical Support operation.
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Principal Technical Account Manager

Oracle
Full-time
Jan 2000 - Jan 2004
4 yrs 1 mo
Boston, MA, USA
A critical role in ensuring the successful adoption, use, and satisfaction of customers by acting as a bridge between the customer and Oracle, advocating for the customer's needs, and helping them achieve them achieve their business objectives.

Project Manager

Jan 1999 - Jan 2000
1 yr 1 mo
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Contractor

Jan 1997 - Jan 2000
3 yrs 1 mo

Education

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Non-Degree Program (e.g. Coursera certificate)
Mastering Design Thinking
2019 - 2020
Description
This program is for teams and individuals who want to learn a proven, systematic approach to new product development. Coursework including driving innovation, growth, and the customer experience.
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Bachelor of Arts (BA)
History
1986 - 1990

Licenses & Certifications

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Salesforce Certified Sales Cloud Consultant

Salesforce
Issued Jun 2016
No Expiration Date
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Salesforce Certified Platform App Builder

Salesforce
Issued Feb 2016
No Expiration Date
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Salesforce Certified Service Cloud Consultant

Salesforce
Issued Jan 2013
No Expiration Date
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Salesforce Certified Developer

Salesforce
Expires Apr 2014
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Salesforce Certified Advanced Administrator

Salesforce
Issued Nov 2011
No Expiration Date
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Salesforce Certified Administrator

Salesforce
Issued Sep 2011
No Expiration Date