Millard So
@millardso
Customer Success leader with a passion for strategic growth.
What I'm looking for
I am a Customer Success leader with over 10 years of experience in managing high-performing teams and optimizing client success operations within B2B SaaS environments. My expertise lies in driving strategic growth and retention, particularly with Fortune 500 and enterprise accounts. I am recognized for developing scalable engagement models that align customer outcomes with organizational objectives, ultimately reducing churn and expanding account value.
Throughout my career, I have successfully led customer success and implementation teams, defined customer journey strategies, and enhanced lifecycle performance. My passion for mentoring client success teams has enabled them to exceed retention and satisfaction targets consistently. I thrive on using data to drive success planning and improve operational efficiency, ensuring that my teams are equipped to deliver exceptional client experiences.
Experience
Work history, roles, and key accomplishments
Senior Client Success Manager
Benevity Inc.
Jan 2021 - Present (4 years 6 months)
Managed a $2.8M+ USD portfolio of Fortune 500 enterprise accounts, ensuring strategic engagement, retention, and revenue growth. Developed and implemented client success strategies, defining customer journeys based on industry standards and segmentation.
Senior Client Manager, Team Lead
ComplyWorks Ltd.
Jan 2019 - Present (6 years 6 months)
Led a team responsible for managing a $25M+ CAD ARR book of business, ensuring retention, growth, and strategic engagement across strategic accounts. Established key performance metrics and goals, monitored team performance, and implemented improvement strategies.
Client Manager
ComplyWorks Ltd.
Jan 2015 - Present (10 years 6 months)
Individually managed a $5.3M+ CAD ARR portfolio, delivering high client satisfaction, retention, and consistent growth across mid-market and enterprise accounts. Developed client relationships, understanding needs, and ensuring satisfaction through effective communication.
Education
Degrees, certifications, and relevant coursework
University of Lethbridge
Bachelor of Management Degree, General Management
Completed a Bachelor of Management Degree with a major in General Management. This program provided a comprehensive understanding of business principles and management practices.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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