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Lee MeyersLM
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Lee Meyers

@leemeyers

I drive B2B SaaS customer outcomes through strategic IT planning, onboarding, integrations, and retention.

United States
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What I'm looking for

I'm looking to lead customer outcomes in a B2B SaaS or managed IT environment, partnering with executives on strategic roadmaps, technology investments, security, integrations, and long-term client success.

At Integris, I serve executive leaders as a trusted IT advisor, aligning strategy, budgets, roadmaps, cybersecurity, and infrastructure with business objectives. I lead quarterly reviews, ROI analyses, and cross-functional escalations to improve efficiency, security, compliance, satisfaction, and retention.

Previously, I managed a $500K+ ARR book of 35+ mid-market and enterprise clients at Xerox Business Solutions Southwest, guiding strategic roadmaps, contract negotiations, infrastructure upgrades, cloud backups, and security deployments. My background also includes revenue growth, product utilization, implementation, technical training, and dealer software support across PartsTrader, OEConnection, CDK Global, and DealerTrack.

Experience

Work history, roles, and key accomplishments

Integris logoIN

Customer Success Manager

Sep 2024 - Feb 2026 (1 year 5 months)

Serving as a trusted advisor to executive leadership, aligning IT strategy, budgets, and roadmaps with business objectives. Lead quarterly strategic business reviews, delivering ROI analyses and technology recommendations that improved efficiency, security, and compliance. Built and managed client relationships while directing internal teams to resolve escalations, monitor system health, and maint

Xerox Business Solutions Southwest logoXS

Customer Success Manager

May 2021 - Sep 2024 (3 years 4 months)

Serving as a virtual Chief Information Officer for Xerox Managed IT Services division, the vCIO captures and supports the client’s IT vision. By driving success in an effort to help create long standing satisfied clients, we have complete mastery of the client's business use of technology. We guide our clients beyond fundamentals by including critical hardware/software upgrades and compliance re

PartsTrader LLC logoPL

Customer Success Manager

Sep 2018 - May 2021 (2 years 8 months)

Responsible for maintaining and generating revenue in the greater Los Angeles territory while leveraging relationships with current and potential clients to produce revenue and generate market
growth.

Key Field Management Responsibilities:

Establish and implement sales strategies that promote revenue and grow market share.
Perform market analysis to determine market opportunity and build process

OE

Field Service Representative

OEConnection

Nov 2016 - Sep 2018 (1 year 10 months)

Owned a five-state Midwest territory supporting Ford OEM dealership accounts and produced $1.3M in annual revenue growth. Increased product adoption and dealership workflow performance through consultative reviews and targeted coaching.

OEConnection (OEC) logoOO

Field Service Representative

Nov 2016 - Sep 2018 (1 year 10 months)

Implements OEM contracted project to drive OEM parts sales as an OEConnection associate on behalf of the sponsoring OEM. Works directly with dealers to implement OEM parts programs; measures dealership performance and increases dealer awareness. Increases wholesale parts sales in order to improve dealership parts operations profitability. Coaches dealership staff to improve conversion of inacti

CDK Global logoCG

Project Specialist

Mar 2014 - Nov 2016 (2 years 8 months)

In the role of Project Specialist, I am responsible for sales and training efforts within the Utilization and Retention team for the corporate headquarters of one of the largest automotive dealership software companies worldwide. I have experience training end users on front end product offerings, including CRM, Desking, Menu and Credit software. This dual role afforded me consulting privileges to

DealerTrack, Inc. logoDI

Software Implementation / Training Specialist

Jan 2006 - Feb 2012 (6 years 1 month)

Successfully managed the client base for the entire Wisconsin market; promoted to manage the new Illinois market; responsible for overseeing 300+ accounts, including remote training for national accounts.

Established excellent working relationships with dealer partners as a knowledgeable solution resource for training personnel in management software that serves as an enhancement to the developme

Education

Degrees, certifications, and relevant coursework

RC

Rock Valley College

Associates of Arts, Computer Technology

2002 - 2004

Rock Valley College logoRC

Rock Valley College

Associate of Arts, Computer Technology

2002 - 2004

Associate of Arts degree in Computer Technology from Rock Valley College from 2002 to 2004.

Tech stack

Software and tools used professionally

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