Open to opportunities

Kyle Greene

@kylegreene

Customer Success and Revenue Operations leader building automated, AI-assisted post-sales lifecycle programs that drive retention and expansion.

United States

Message

What I'm looking for

I’m looking to lead post-sales lifecycle strategy end-to-end—renewal forecasting, health scoring, and AI-driven automation—partnering across CS, Product, and Revenue to improve retention and unlock expansion in an execution-focused environment.

I’m a Customer Success and Revenue Operations leader with 6+ years designing and running post-sales lifecycle programs—onboarding, adoption, renewal, and expansion—for enterprise SaaS organizations. I’m at my best as a builder: turning messy account signals into clear operating systems teams can execute on.

I own renewal forecasting cadences and translate account data into executive-ready reporting using SQL, Power BI, Sigma, and Tableau. I also build health-scoring and early-warning signals that surface churn risk and expansion opportunities sooner—so Sales and CS can act faster.

In my most recent role as a Senior Customer Success Manager, I lead post-sales strategy across strategic and enterprise accounts, running proactive health monitoring through onboarding to renewal and expansion. I serve as HubSpot Super Admin, designing automated workflows and lifecycle-stage triggers, and I use Claude to accelerate workflow automation within HubSpot and Sigma.

Previously, I built JobNimbus’s first digital/tech-touch customer success function, leading a team of 5 and driving measurable adoption and churn reduction outcomes. I partner closely across CS, Product, and Revenue leadership—leading cross-functional teams and continuously improving CRM administration, reporting frameworks, and adoption strategy.

Experience

Work history, roles, and key accomplishments

Current

Senior Customer Success Manager

Current

Deckard Technologies

Sep 2025 - Present (10 months)

Own post-sales customer success strategy across onboarding, renewal, and expansion for strategic and enterprise accounts. Serve as HubSpot Super Admin to design automated lifecycle workflows and build executive dashboards and renewal forecasting reporting using SQL, Power BI, and Sigma.

Customer Success Post Sales Onboarding Renewals Expansions HubSpot Workflow Automation Claude SQL Power BI Sigma Executive Reporting Cross Functional Collaboration

Digital & Scaled CS PM

JobNimbus

Jan 2024 - Jan 2025 (1 year)

Led JobNimbus in building its first digital/scaled customer success function, coordinating workstreams and a team to translate usage data into executive-ready analyses. Developed health-scoring and reporting frameworks to identify churn risk and support retention, adoption, and ancillary revenue outcomes.

Digital and Scaled Customer Success Project Management Team Leadership Health Scores Adoption Strategy Custom Properties Lead Scoring Segmentation

Customer Success Manager

GovOS

Jan 2022 - Jan 2024 (2 years)

Advised 375+ clients through implementation and owned strategic enterprise accounts across West Coast/Midwest territories. Built the operating framework for a digital CSM function and automated core lifecycle processes using Gainsight, leveraging Salesforce and business requirements data for cross-sell and forecasting.

Customer Success Client Implementation Enterprise Accounts Net Revenue Retention Digital Customer Success Management Framework Automation Lifecycle Gainsight Salesforce Cross Sell Revenue Forecasting

Implementation Manager

Kenect

Jan 2021 - Jan 2022 (1 year)

Guided 50+ clients through account activation and onboarding, resolving inquiries and escalations with analytical problem-solving. Coordinated feature and bug escalations with the product team to sustain 100% monthly CSAT.

Implementation Account Activation Onboarding Customer Support Escalation Management CSAT Product Collaboration

Senior Development Representative

Instructure

Jan 2019 - Jan 2021 (2 years)

Owned development representative performance, setting $1M ACV within the first year and sustaining 140% quota attainment for two consecutive years. Drove lead generation through persona-based decks and one-pagers created in partnership with product marketing.

Business Development Lead Generation ACV Targets Quota Attainment One Pager Product Marketing

EMT | CNA | Health Unit Coord

University of Utah Hospital

Jan 2013 - Jan 2019 (6 years)

Coordinated operations in a high-acuity, highly regulated health unit environment for six years as an EMT/CNA health unit coordinator. Managed operational coordination supporting patient care workflows.

CNA Health Unit Coordination High Acuity Environments Operations Coordination

Donor Coordinator / Trainer

Utah Lions Eye Bank

Coordinated donor-related processes and provided training as a donor coordinator, screener, and trainer. Supported screening and training workflows for the eye bank program.

Donor Coordination Donor Screening Training Program Operations