Open to opportunities

Michael Stein

@michaelstein1

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Customer Success and Sales leader driving retention, expansion, and revenue in enterprise SaaS.

United States

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What I'm looking for

I seek a senior Customer Success or revenue-focused leadership role where I can drive retention, expansion, and cross-functional transformation using data-driven playbooks and predictive analytics.

I am a strategic SaaS Customer Success and Sales leader with over a decade building and scaling high-performing teams focused on post-sale growth, retention, and operational transformation.

At Conga, I led the top-performing Customer Success and Account Management program covering 8,000+ customers and ~$245M ATR, driving expansion, protection, and sourcing of net-new pipeline while aligning Product, Sales, and Finance around unified renewal and adoption metrics.

Previously at Apttus, I delivered consistent Presidents Club performance, expanded enterprise portfolios (including large Fortune 100 deployments), and launched partner and managed services programs that generated substantial pipeline and recurring revenue.

I combine analytical depth, operational precision, and values-based leadership to create scalable playbooks, predictive analytics, and cross-functional programs that translate customer trust into measurable business outcomes and significant revenue impact.

Experience

Work history, roles, and key accomplishments

Director, Customer Success

Conga

Oct 2022 - Dec 2025 (3 years 2 months)

Led Conga's top-performing Customer Success and Account Management organization covering 8,000+ customers and ~$245M ATR, driving expansion that sourced ~$25M/year and improving gross dollar retention by 11 points through predictive analytics and cross-functional programs.

& Customer Success Renewals Expansion Sales Power BI Predictive Analytics CS Operations Stakeholder Management Revenue Growth

Director, Strategic Accounts

Conga

Mar 2020 - Oct 2022 (2 years 7 months)

Managed strategic enterprise accounts, exceeding quota (125% of $1.6M FY22) and growing a Fortune 500 portfolio from $18.5M to $22M ARR with 99% gross retention and 119% NRR while closing large strategic deals and enabling $2.5M in services bookings.

Enterprise Sales Account Management Strategic Partnerships Negotiation & Customer Success Pipeline Development Quota Attainment

Global Account Manager

Apttus

Feb 2017 - Mar 2020 (3 years 1 month)

Delivered ~$74M+ in cumulative expansion, renewals, and new logo revenue across 24 multinational enterprise accounts, achieving Presidents Club three years and expanding GE to a $38M four-year renewal.

Enterprise Sales Renewals Expansions P L Ownership Strategic Accounts Solution Selling Customer Advisory Boards GTM Strategy

Senior Account Manager

Apttus

Feb 2016 - Feb 2017 (1 year)

Achieved Presidents Club with 109% attainment on a $1.1M quota, secured $12M+ in renewals and $1.2M in expansion while driving 110% NRR and mitigating $4M in churn risk through cross-functional turnarounds.

Account Management Renewals Customer Retention Stakeholder Management

Global SI/ISV Partner Lead

Apttus

Jan 2015 - Dec 2016 (1 year 11 months)

Scaled Apttus' APAC/ANZ partner ecosystem, launching an SI/ISV program that generated $40M in pipeline and $19M in closed revenue within 36 months and contributed to long-term partner revenue growth.

Partner Management Channel Sales Ecosystem Development Go To Market Pipeline Generation Revenue Growth

Team Lead, Senior BDR

Apttus

Aug 2014 - Feb 2016 (1 year 6 months)

Achieved President's Club with 275%+ quota attainment, building pipeline and closing ACV across NA and APAC while co-launching the North America Commercial Install Base business unit that drove $15M in new ACV.

Business Development Team Leadership Pipeline Generation Go To Market Sales Operations Account Expansion

Education

Degrees, certifications, and relevant coursework

University of California, Santa Barbara

Master of Science, Technology Management and Entrepreneurship

2014 - 2014

Attended the Technology Management and Entrepreneurship MS program.

University of California, Santa Barbara

Bachelor of Science, Geology/Earth Science

2010 - 2014

Grade: 3.8 GPA

Activities and societies: Global Environmental Brigades

Completed a Bachelor of Science in Geology/Earth Science with a minor in Environmental Science, graduating with a 3.8 GPA and participating in Global Environmental Brigades.