
Julia Barno
@juliabarno
I grow enterprise SaaS revenue through retention, expansion, executive alignment, and scalable customer-success playbooks.
What I'm looking for
I'm currently a strategic partner to 10–15 enterprise fintech SaaS clients at Oversight, managing a $3–5M+ ARR portfolio and leading renewal, expansion, QBR, and EBR strategy with VP and C-suite stakeholders.
At Quorum Analytics, I earned 2025 President’s Club recognition as a top-five Account Manager, delivered 116% NRR, and achieved 200% of my expansion goal. I saved the company’s largest $1.3M ARR client from churn through executive alignment and ROI initiatives, while building The Quorum Playbook to improve time-to-value and retention.
Across Opal, AvidXchange, and SalesmateiO, I’ve managed enterprise and mid-market SaaS portfolios, increased product engagement and adoption, generated expansion revenue, and built customer feedback loops that connect customers with Product and Sales.
Experience
Work history, roles, and key accomplishments
Senior Customer Success Manager
Oversight
Jun 2026 - Present (3 months)
Serve as strategic, consultative partner to a portfolio of 10–15 enterprise clients (~$3–5M+ ARR) at a fintech SaaS company, engaging directly with VP and C-suite stakeholders. Lead QBRs/EBRs across global accounts to drive retention and long-term value, owning renewal and expansion strategy for the book of business.
Senior Enterprise Account Manager
Quorum Analytics
Dec 2024 - Jun 2026 (1 year 6 months)
Managed 50 mid-market accounts totaling $4.2M+ ARR; achieved 116% NRR in 2024 and 200% of expansion goal in 2025. Saved company's largest client ($1.3M ARR) from churn through executive alignment and targeted ROI initiatives.
Senior Customer Success Manager
Quorum Analytics
Jun 2023 - Dec 2024 (1 year 6 months)
Promoted within first year. Managed 50 accounts ($1M ARR), achieved 100% retention vs. 83% goal; built JIRA feedback loops to accelerate product fixes.
Customer Success Manager
Quorum Analytics
Aug 2022 - Jun 2023 (10 months)
Managed 50 mid-market accounts totaling $4.2M+ ARR; achieved 116% NRR in 2024 and 200% of expansion goal in 2025. Saved company's largest client ($1.3M ARR) from churn through executive alignment and targeted ROI initiatives.
Enterprise Customer Success Manager
Opal
May 2021 - Jun 2022 (1 year 1 month)
Owned customer journey for 30 mid-market and enterprise Martech clients totaling $4.5M ARR. Drove 30% increase in MAU and engagement through targeted enablement and workflow optimization.
Senior Customer Success Manager
AvidXchange
Apr 2019 - Jun 2020 (1 year 2 months)
Managed $4.5M ARR across 125+ accounts; improved satisfaction and retention using JIRA and Gainsight. Launched the Avid Certification Program, creating a new revenue stream and driving product mastery at scale.
Customer Success Manager
AvidXchange
Apr 2017 - Apr 2019 (2 years)
Managed 50 mid-market accounts totaling $3.5M ARR; exceeded retention targets by 20%. Gathered and synthesized customer feedback via Gainsight, contributing to a 15% improvement in NPS.
Customer Success Manager
SalesmateiO
Apr 2015 - Apr 2017 (2 years)
Founding CSM team member; built retention frameworks and customer feedback loops from the ground up. Created and produced the Salesmate Podcast, growing audience reach and deepening customer engagement.
Education
Degrees, certifications, and relevant coursework
Ithaca College
Bachelor of Arts, Communications
Bachelor of Arts in Communications with a writing emphasis from Ithaca College.
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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