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4-6 years
6-10 years
10-15 years
More than 15 years
Offline
Offline
Past
Customer Success: Strategic Accounts and Escalations @Zendesk2022 ~ 2023
・
Strategic Customer Success
Within six months
Todd Jacobsen 7 S Pond St, Newbury, MA, [email protected] https://www.linkedin.com/in/tjacobsen/ 20+ year results-driven Customer Success professional with a proven track record of achieving remarkable outcomes through effective leadership, strategic thinking, operational excellence, and a deep commitment to client satisfaction. My area of expertise include: Customer Retention, Risk Management and Growth, Team Leadership and Development, Strategic Account Management, Data-Driven Insights, Client Satisfaction and Advocacy, Technology and Process Optimization, Global Expansion and Revenue Growth Work Experience Director of Strategic Accounts and Escalations
Unemployed
Full-time / Interested in working remotely
More than 15 years
MIT Sloan Executive Education
・
Mastering Design Thinking
Financial and Administrative Director (FAD) @Ministry of Health & Population - Egypt2020 ~ Present
・
Receptionist Arabic Speaker ,Agricultural Engineer, Food Technician
Within six months
Employed
Full-time / Not interested in working remotely
More than 15 years
Mit Ghamr Agricultural Secondary School
・
Agriculture, General
UX Designer @Sketch2019 ~ 2021
・
Sr. Product/UX Designer
Within two months
UX designer at Sketch and product designer at Codementor (top 1 on 1 coding mentorship platform) and KKBOX (Asia’s biggest music streaming service). Besides Yvon's design career, she is also active in several entrepreneur communities. She was the 2017 scholar and the venture pitch winner of MIT global Bootcamp (Massachusetts Institute of Technology). Moreover, Yvon support and advocate for female professionals in Taiwan tech industry and is the 2018 representative in design for 40 Under 40 selected by Girls in Tech Taiwan. Work Experience Founder/Instructor at UXY Remote |Present Helping people break
Part-time / Remote Only
6-10 years
Massachusetts Institute of Technology
・
EntrepreneurshipSolution Lead - Developer @Principal Global Services, Pune, Maharashtra, India2014 ~ Present
・
Solution Lead
More than one year
Full-time / Interested in working remotely
6-10 years
MIT School of Distance Education
・
Post Graduate Diploma in Management Information TechnologyNot interested in working remotely
6-10 years
Massachusetts Institute of Technology
・
Electrical Engineering, Computer ScienceThe Most Lightweight and Effective Recruiting Plan
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Definition of Reputation Credits
Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
Teamwork
Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
Ability to coach, guide, and inspire a team to achieve a shared goal or outcome effectively.
Within six months
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.
Zendesk
・
2022 ~ 2023
Professional Background
Current status
Unemployed
Job Search Progress
Professions
CRM Specialist, Customer Service / Support
Fields of Employment
SaaS / Cloud Services
Work experience
More than 15 years
Management
I've had experience in managing 1-5 people
Skills
Languages
English
・
Native or Bilingual
Job search preferences
Positions
Strategic Customer Success
Job types
Full-time
Locations
Boston, MA, USA, Portsmouth, NH, USA, Cambridge, MA, USA
Remote
Interested in working remotely
Freelance
Yes, I freelance in my spare time
Educations
School
MIT Sloan Executive Education
Major
Mastering Design Thinking
Todd Jacobsen
7 S Pond St, Newbury, MA, USA
9785905042
[email protected]
https://www.linkedin.com/in/tjacobsen/
20+ year results-driven Customer Success professional with a proven track record of achieving remarkable outcomes through effective leadership, strategic thinking, operational excellence, and a deep commitment to client satisfaction.
My area of expertise include:
Customer Retention, Risk Management and Growth, Team Leadership and Development, Strategic Account Management, Data-Driven Insights, Client Satisfaction and Advocacy, Technology and Process Optimization, Global Expansion and Revenue Growth
Work Experience
Director of Strategic Accounts and Escalations • Zendesk
January 2022 - June 2023 | Boston, MA
- 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.
- Directly engaged with leadership of 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, and proactive risk identification and engagement.
- Established an internal SVP-level CX Governance Council for cross-functional collaboration and meeting retention goals.
Executive Customer Success Manager • Citrix
July 2020 - December 2021 | Boston, MA
- Formulated and executed strategies to drive enterprise customers' successful outcomes.
- Achieved 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.
Director, Critical Escalation Management and Customer Success Manager • Salesforce
August 2015 - July 2020 | Boston, MA
- 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.
Critical Accounts Director • Marketo, an Adobe Company
May 2014 - August 2015 | San Mateo, CA
- 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.
Critical Accounts and Escalations Director • SuccessFactors
April 2013 - May 2014 | South San Francisco, CA
- 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.
Principal Customer Success Technologist • Salesforce
September 2011 - April 2013 | Boston, MA
- 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.
Senior Principal Critical Accounts Manager • Oracle
August 2006 - September 2011 | Boston, MA
- Providing the highest level of customer escalation management for Oracle Global Support Services.
Support Account Manager • Oracle
June 2004 - August 2006 | Boston, MA
- 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.
Principal Technical Account Manager • Oracle
January 2000 - January 2004 | Boston, MA
- 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.
Education
MIT Sloan Executive Education
Mastering Design Thinking • 2019 - 2020
ExecEd certificate program for learning a proven, systematic approach to new product development. Coursework including driving innovation, growth, and the customer experience.
University of New Hampshire
History • 1986 - 1991
Minor in Architecture
Volunteering and Community Service
Leukemia & Lymphoma Society (LLS)
Executive Leadership Committee • 2018 - 2019
Corporate Fundraising Team Lead for Salesforce & Citrix • 2017 - 2021
- Developed and led company-wide fundraising efforts that collected more than $5M for blood cancer research
- Awarded Top Corporate Fundraising honors each year.
Skills
- CRM software
- Salesforce
- Tableau
- Gainsight
- Risk Management
- Escalation Management
- Customer Success
- Change Management
Languages
- English — Native
Todd Jacobsen
7 S Pond St, Newbury, MA, USA
9785905042
[email protected]
https://www.linkedin.com/in/tjacobsen/
20+ year results-driven Customer Success professional with a proven track record of achieving remarkable outcomes through effective leadership, strategic thinking, operational excellence, and a deep commitment to client satisfaction.
My area of expertise include:
Customer Retention, Risk Management and Growth, Team Leadership and Development, Strategic Account Management, Data-Driven Insights, Client Satisfaction and Advocacy, Technology and Process Optimization, Global Expansion and Revenue Growth
Work Experience
Director of Strategic Accounts and Escalations • Zendesk
January 2022 - June 2023 | Boston, MA
- 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.
- Directly engaged with leadership of 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, and proactive risk identification and engagement.
- Established an internal SVP-level CX Governance Council for cross-functional collaboration and meeting retention goals.
Executive Customer Success Manager • Citrix
July 2020 - December 2021 | Boston, MA
- Formulated and executed strategies to drive enterprise customers' successful outcomes.
- Achieved 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.
Director, Critical Escalation Management and Customer Success Manager • Salesforce
August 2015 - July 2020 | Boston, MA
- 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.
Critical Accounts Director • Marketo, an Adobe Company
May 2014 - August 2015 | San Mateo, CA
- 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.
Critical Accounts and Escalations Director • SuccessFactors
April 2013 - May 2014 | South San Francisco, CA
- 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.
Principal Customer Success Technologist • Salesforce
September 2011 - April 2013 | Boston, MA
- 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.
Senior Principal Critical Accounts Manager • Oracle
August 2006 - September 2011 | Boston, MA
- Providing the highest level of customer escalation management for Oracle Global Support Services.
Support Account Manager • Oracle
June 2004 - August 2006 | Boston, MA
- 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.
Principal Technical Account Manager • Oracle
January 2000 - January 2004 | Boston, MA
- 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.
Education
MIT Sloan Executive Education
Mastering Design Thinking • 2019 - 2020
ExecEd certificate program for learning a proven, systematic approach to new product development. Coursework including driving innovation, growth, and the customer experience.
University of New Hampshire
History • 1986 - 1991
Minor in Architecture
Volunteering and Community Service
Leukemia & Lymphoma Society (LLS)
Executive Leadership Committee • 2018 - 2019
Corporate Fundraising Team Lead for Salesforce & Citrix • 2017 - 2021
- Developed and led company-wide fundraising efforts that collected more than $5M for blood cancer research
- Awarded Top Corporate Fundraising honors each year.
Skills
- CRM software
- Salesforce
- Tableau
- Gainsight
- Risk Management
- Escalation Management
- Customer Success
- Change Management
Languages
- English — Native