
Charles Brooks
@charlesbrooks
Senior CS/AM professional with enterprise fintech and SaaS experience, focused on customer outcomes, stakeholder alignment, adoption, and value.
What I'm looking for
I am an enterprise‑focused Customer Success and Account Management professional with deep experience in fintech, payments, institutional, and global client relationships. I specialize in guiding customers through complex products, aligning stakeholders, and driving measurable outcomes across adoption, retention, and value realization.
My background spans high‑touch enterprise accounts, cross‑functional collaboration, and navigating fast‑moving environments where clarity, communication, and customer trust matter. I thrive in roles where I can support customers, solve problems, and strengthen long‑term partnerships. I am seeking Mid-level to Senior IC roles in SaaS, fintech, or tech‑enabled services where I can bring maturity, stability, and customer‑centric execution.
Experience
Work history, roles, and key accomplishments
Managed North America and EMEA partner portfolios, supporting partner ecosystems and partner-referred client activation. Drove partner go-to-market initiatives and coordinated cross-functional workflows to strengthen partner performance.
Business Development Manager
Bobit Business Media
Aug 2021 - Feb 2022 (6 months)
Guided new and existing clients through Bobit's suite of marketing and data solutions, managing the full sales cycle from discovery to close. Built trust-based relationships with executives and led discovery calls, solution walkthroughs, and webinars.
Relationship Manager / Payments Consultant
Sep 2020 - May 2021 (8 months)
Delivered SaaS-based payment and workflow solutions to local business owners and merchants, managing the full sales cycle and coordinating with internal technical teams for seamless integration. Served as primary point of contact for escalations and provided consultative guidance on payment workflows.
Sales & Business Development Executive
AV Vegas Inc.
Jan 2013 - Dec 2020 (7 years 11 months)
Promoted and sold AV Vegas' technical capabilities and event services to hotel production executives, arena production teams, and event planners. Led sales and business development, served as Production and Stage Manager, and contributed to year-over-year revenue growth of 15-20% from 2016-2019.
Regional Sales & Marketing Director
The KeyState Companies
Managed and expanded relationships with financial institutions, serving as primary point of contact for client engagement and onboarding. Led business development initiatives and coordinated with internal investment, compliance, and operations teams.
Assistant Vice President - Treasury Consultant
M&I Portfolio Services Inc.
Supported community banks with investment strategy, portfolio management guidance, and balance-sheet solutions. Strengthened M&I's west-coast presence through client meetings and institutional relationship-building, coordinating with internal teams for accurate documentation.
Education
Degrees, certifications, and relevant coursework
Practical CSM Academy
Certified Customer Success Management Professional (CCSMP Level 1), Customer Success Management
Certified Customer Success Management Professional (CCSMP Level 1) issued in September 2026.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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