Michael Bobo
Michael Bobo

Customer Success Manager

Actively looking · Member since 2 Jun 2026
Message
Location
United States
Desired salary
Unspecified
Work preference
Full Time
Experience level
Not set

About

Professional summary

I am a Customer Success Manager with over 6 years of experience in B2B environments, specializing in managing enterprise accounts, driving product adoption, and delivering measurable client outcomes. Throughout my career, I have successfully managed multi-million-dollar books of business across SaaS, government, and professional services sectors. I excel at building strong relationships with C-suite executives and other key stakeholders to ensure client satisfaction and long-term partnerships.

My expertise includes retention and renewals, customer onboarding and adoption, quarterly business reviews, churn risk mitigation, and upsell and expansion strategies. I am skilled at executing success plans tailored to client needs and have a proven track record of exceeding growth targets through proactive account management.

Currently, I manage a $3.5 million portfolio of over 40 SaaS clients in K-12 education, local government, and private sectors. I lead structured success reviews and develop strategies to prevent churn and increase engagement. I am proud to have been the second salesperson in my current company’s history to exceed quota in my first quarter.

Previously, I supported a $7 million portfolio at The NeuroLeadership Institute, working with enterprise clients such as Microsoft, Amazon/AWS, and T-Mobile. I designed customized Statements of Work aligned with client leadership goals and served as an executive liaison to senior HR leaders. I also hosted events to reinforce relationships and generate upsell opportunities.

My early career includes internships at Gartner and Liberty Mutual, where I gained valuable experience in account management and sales, earning top performance recognitions. I hold a Bachelor of Science degree in Supply Chain Management from the University of Texas at Dallas.

I am passionate about delivering value to clients and driving business growth through strategic customer success initiatives. I thrive in collaborative environments and am committed to continuous learning and professional development.

Skills

13 capabilities

Experience

Career history

Customer Success Manager DocuNav Solutions

Own a $3.5M book of business across 40+ SaaS clients in K-12, local government, and private sectors as the primary post-sale relationship owner and trusted advisor. Consistently exceed quarterly growth targets through proactive renewal management, health monitoring, and strategic expansion planning. Lead structured success reviews with stakeholders to align product usage with client goals and surface churn risk early. Build and execute tailored success plans for at-risk accounts, restoring engagement and preventing churn. Became the 2nd salesperson in company history to exceed quota in the first quarter of hire.

Senior Client Advisor — Customer Success The NeuroLeadership Institute

Supported the full post-sale lifecycle for 25+ enterprise accounts — including Microsoft, Amazon/AWS, and T-Mobile — across onboarding, adoption, QBRs, renewals, and expansion within a $7M+ portfolio. Designed and delivered 50+ customized Statements of Work aligned to each client's leadership goals and measurable business outcomes. Served as executive liaison to C-Suite and VP-level HR stakeholders, running quarterly business reviews that deepened trust and drove contract growth. Hosted in-person and virtual events for hundreds of senior HR leaders, reinforcing relationships and generating upsell and referral opportunities. Closed $750K in net-new mid-market revenue while concurrently managing a large enterprise portfolio.

Account Manager Intern Gartner

Supported 8 senior account managers driving retention across a tech-company portfolio ($10M–$250M revenue); earned the top performance grade.

Inside Sales Intern Liberty Mutual

Ranked all-time top-performing Liberty Mutual inside sales intern by policies sold (51 total); licensed in Texas, Arizona, and Florida.

Education

Learning history

University of Texas at Dallas

Bachelor of Science in Supply Chain Management

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