Michael Bobo

# Customer Success Manager

Location United StatesDesired Salary UnspecifiedWork preference Full TimeLinks Status   Actively looking Field / Industry Customer Success

* SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet

Languages:  English -

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[Overview](#overview)

## About Me

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

### [Communication Skills](https://jobicy.com/talent/communication-skills.md)[Problem Solving](https://jobicy.com/talent/problem-solving.md)[Salesforce](https://jobicy.com/talent/salesforce.md)[Time Management](https://jobicy.com/talent/time-management.md)[Microsoft Office](https://jobicy.com/talent/microsoft-office.md)[Relationship Building](https://jobicy.com/talent/relationship-building.md)[Leadership](https://jobicy.com/talent/leadership.md)[Lead Generation](https://jobicy.com/talent/lead-generation.md)[Team Leadership](https://jobicy.com/talent/team-leadership.md)[Market Research](https://jobicy.com/talent/market-research.md)[Client Relationship Management](https://jobicy.com/talent/client-relationship-management.md)[Contract Negotiation](https://jobicy.com/talent/contract-negotiation.md)[Event Planning](https://jobicy.com/talent/event-planning.md)

## Education

University of Texas at Dallas  Aug 2016 - May 2020  Bachelor of Science in Supply Chain Management

## Experience

Customer Success Manager @ DocuNav Solutions  Mar 2025 - Present 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  Dec 2020 - Nov 2024 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  Jun 2019 - Nov 2019 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  May 2018 - Dec 2018 Ranked all-time top-performing Liberty Mutual inside sales intern by policies sold (51 total); licensed in Texas, Arizona, and Florida.