- Led 5 customer success managers after being promoted, supporting $42M in recurring revenue.
- Drove managed recurring revenue from $7M to $19M across 34 enterprise accounts.
- Reduced preventable churn by 43% through risk playbooks and weekly intervention reviews.
- Scaled gross retention from 89% to 96% while generating $3.8M in expansion revenue.
Alex Morgan
Professional Summary
Senior Customer Success Manager with 7 years of experience retaining and expanding enterprise SaaS portfolios. Specialises in strategic account planning, adoption, executive business reviews, renewal forecasting, and team coaching. Grew managed recurring revenue from $7M to $19M while lifting gross retention to 96%.
Technical Skills
Customer Success: Onboarding, Adoption, Renewals, Expansion
Account Strategy: Success Plans, Executive Reviews, Risk Management
Analytics & Tools: Gainsight, Salesforce, Looker, Health Scoring
Commercial: Forecasting, Negotiation, Value Realisation
Leadership: Team Coaching, Cross-functional Alignment, Escalations
Professional Experience
- Built success plans for 52 mid-market customers representing $8.6M in annual recurring revenue.
- Automated health scoring across 14 product signals, improving risk identification by 31 days.
- Increased feature adoption by 37% through role-based onboarding and quarterly enablement.
- Streamlined executive reviews from 18 slides to 6 outcome measures, lifting attendance by 29%.
Projects
Cross-functional operating model for identifying and resolving account risk.
- Launched a risk programme covering 126 accounts and $58M in recurring revenue.
- Delivered 91% action-plan completion and recovered $2.2M in at-risk renewals.
Education
Certifications
- Certified Customer Success Manager (CCSM)
- Gainsight NXT Administrator Certification