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Charles Brooks

@charlesbrooks

Senior CS/AM professional with enterprise fintech and SaaS experience, focused on customer outcomes, stakeholder alignment, adoption, and value.

United States
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What I'm looking for

I’m drawn to organizations where collaboration, clarity, and long-term relationships matter. I value work that supports client and partner relationships through structured communication, smooth onboarding, and cross-functional execution.

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

OFX, U.S. Forex Inc. logoOI

Account Manager, North America & EMEA

Jan 2023 - Mar 2026 (3 years 2 months)

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.

Heartland / Global Payments Inc. logoHI

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.

AI

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.

Education

Degrees, certifications, and relevant coursework

PA

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.

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