Tate Pasi

I am a PMP-certified Customer Success professional with over 10 years of experience driving Net Revenue Retention (NRR) and scaling adoption across the Fintech, SaaS, and Energy sectors. I specialize in "The Technical Bridge"—the unique space between high-level relationship management and deep-dive technical troubleshooting.

I don't just manage accounts; I manage the technical health and business ROI of every client in my portfolio. Motivated daily by the opportunity to continue transforming complex enterprise implementations into streamlined, high-growth success stories.

Key Achievements:

• Revenue Growth: At Alpha Canada, I grew annual recurring revenue by 94% by optimizing donor journeys and integrating Salesforce with automated communication platforms.

• Technical Implementation: I have a proven track record of reducing Time-to-Value (TTV) by up to 35% through rigorous UAT, regression testing, and data-point validation for mobile and digital banking apps.

• Enterprise Scale: I’ve managed technical project lifecycles for $2M–$10M portfolios, ensuring 100% alignment with complex Statements of Work (SOW) while maintaining high health scores for 200+ accounts.

• AI-Driven Efficiency: I am an early adopter of AI for administrative tasks, leveraging LLMs to automate reporting and synthesize customer feedback, freeing up 30% of my time for strategic consulting.

Technical Toolkit

I am proficient in SQL for data querying, REST APIs for integration troubleshooting, and Salesforce (Power User). My background in Software QA has given me an understanding of the language of Engineering, enabling me to translate user friction into actionable product roadmaps.

Interests & Personality

I am deeply interested in how remote work and AI are reshaping the way we build customer relationships. I’m a process-oriented thinker who loves finding the "why" behind the data.

Outside of the "office," I’m a bit of an adrenaline seeker. My drive for results and my ability to stay calm during high-stakes software launches are matched by my appetite for adventure—I’ve even bungee jumped off the Victoria Falls Bridge. I bring that same courage, calculated risk-taking, and steady-handed leadership to every team I join.