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Coco Panda
Director of Customer Success
PROFESSIONAL SUMMARY

Customer Success leader with 12+ years of experience scaling post-sales teams for B2B SaaS companies serving enterprise and mid-market customers. Skilled in retention strategy, customer health analytics, executive business reviews, renewals, and cross-functional revenue operations. Known for building high-performing teams that improve adoption, reduce churn, and expand net revenue retention.

KEY ACHIEVEMENTS
Scaled Customer Success Organization

Expanded a customer success team from 14 to 38 employees while improving manager span of control, onboarding consistency, and performance visibility.

Improved Forecast Accuracy

Built a renewal risk framework that increased quarterly retention forecast accuracy from 72% to 91% across enterprise accounts.

Strengthened Executive Relationships

Established a quarterly executive sponsor program supporting 60 strategic accounts and improving stakeholder engagement across senior decision makers.

PROFESSIONAL SKILLS
Customer Success Leadership
Customer Retention StrategyNet Revenue RetentionCustomer Health ScoringExecutive Business ReviewsRenewal Management
Revenue & Operations
Churn ReductionExpansion StrategyForecastingSaaS MetricsQBR Governance
Platforms & Analytics
SalesforceGainsightChurnZeroTableauLooker
PROFESSIONAL EXPERIENCE
CloudVista Software
B2B SaaSEnterprise Accounts
Austin, TX
Director of Customer Success
Customer RetentionTeam Leadership
Mar 2021 - Present
  • Lead a 32-person customer success organization supporting $48M ARR across enterprise and strategic accounts with defined coverage models and playbooks.
  • Increased gross revenue retention from 86% to 93% by implementing health scoring, escalation governance, and proactive renewal risk reviews.
  • Partnered with Sales, Product, and Support to raise net revenue retention to 118% through adoption campaigns and expansion readiness planning.
  • Reduced customer onboarding time by 31% by standardizing milestone tracking, executive kickoff templates, and implementation-to-CS handoff processes.
  • Coached four frontline managers on performance management, account planning, and talent development, improving team attainment from 81% to 96%.
Northstar CX Technologies
Customer ExperienceMid-Market SaaS
Denver, CO
Senior Manager, Customer Success
Account GrowthCustomer Adoption
Jul 2017 - Feb 2021
  • Managed a team of 12 CSMs responsible for 420 mid-market customers and approximately $22M in annual recurring revenue.
  • Improved product adoption by 27% by launching lifecycle-based engagement programs aligned to usage signals, renewal dates, and customer maturity levels.
  • Decreased logo churn from 14% to 9% within four quarters through structured success planning and monthly at-risk account reviews.
  • Built standardized QBR materials and business outcome dashboards that helped CSMs identify expansion opportunities and strengthen renewal conversations.
  • Collaborated with Product leadership to prioritize customer feedback themes, contributing to roadmap changes that reduced support escalations by 18%.
EDUCATION
University of North Carolina at Chapel Hill
Business AdministrationLeadership
Chapel Hill, NC
Bachelor of Science in Business Administration
Aug 2007 - May 2011

Completed undergraduate business curriculum with emphasis in marketing, analytics, and organizational leadership.

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