Customer Success Professional

Omotolani Junaid.

I help B2B SaaS companies retain and grow customers by combining success management with the operational systems that make it repeatable.

7+Years in Ops
3CS Case Studies
1CS Tool Built
Omotolani Junaid
Open to opportunitiesCSM · CS Ops · B2B SaaS

I don't just manage accounts. I build the systems, processes, and relationships that make customers impossible to lose.

CS professional with 7+ years of operations experience — and the psychological instincts to read what customers actually mean, not just what they say.

Operational Rigour

Health scoring, escalation frameworks, renewal playbooks. CS without process is guesswork.

Customer-First Instinct

Counselling Psychology background means I hear what's unsaid. That's where churn hides.

Builder Mentality

I built Cusfolio, Landfall, and The Retention Room because understanding CS deeply means improving it.

See the full story
Case Studies

Real problems.
Real outcomes.

Three case studies covering the full CSM lifecycle , churn prevention, onboarding recovery, and expansion , each backed by HubSpot CRM work.

HealthcareAt-Risk · Churn Prevention
01

Nova Health Clinics

"Senior management is asking questions about the ROI" , an account 6 months from renewal, dropping NPS, and only 62% platform adoption.

62%Adoption rate
+14NPS (was +51)
90dRecovery plan
E-commerceOnboarding Failure
02

BrightDesk

Day 45. 2 of 6 agents active. Champion going silent. Resolution time unchanged. Platform being bypassed entirely.

33%Adoption D45
46hrResolution time
83%Target D60
FintechExpansion & Upsell
03

Scalr

91% adoption, NPS at +62, headcount growing 200 to 280. A healthy account with a clear signal , it's time to grow.

91%Adoption
+62NPS (was +38)
280Seat target

7 years of ops,
reframed for CS

Every role built a skill CS demands , retention strategy, onboarding design, scaled account management, cross-functional partnership. This isn't a career change. It's a career that was always heading here.

2020–21
Customer Operations Manager
3113 Signatures
Retention & Churn Strategy

Managed customer operations and retention strategy for a high-volume service business , building the health tracking systems and proactive communication motions that kept customers from leaving.

85%Customer retention
45%Sales growth contribution
  • Built KPI tracking systems that surfaced churn risks before they escalated
  • Addressed service issues proactively, improving communication and trust
  • Aligned operational workflows with customer needs to support revenue growth
CS skill: Health monitoring · Proactive retention · Churn prevention
2021–23
Lead Project Coordinator & Educator
SummaSan , New York
Onboarding & Lifecycle

Built and scaled a mentorship-based customer program from scratch , designing the onboarding, playbooks, and engagement motions that drove retention and long-term value for 50+ mentors and hundreds of mentees.

25%Retention improvement
40%Faster onboarding
35%Participation rate
  • Designed onboarding materials and playbooks from zero , reduced ramp time by 40%
  • Ran proactive check-ins; intervened early for disengaged users
  • Owned full engagement lifecycle: check-ins, reviews, feedback loops
CS skill: Onboarding design · Proactive engagement · Playbook development
2023–24
Senior Product Manager
Karple , Remote
Adoption & Time-to-Value

Led customer-centric product and growth initiatives for a newly launched SaaS platform , translating user needs into onboarding workflows that drove adoption above projections within 60 days.

15%Above-target adoption D60
20%Satisfaction lift
  • Designed onboarding workflows that reduced friction and accelerated time-to-value
  • Translated customer feedback into product requirements; improved satisfaction scores
  • Established repeatable operating rhythms supporting scalable growth
CS skill: Time-to-value · Onboarding optimization · Cross-functional collaboration
2024
Content Operations Manager · Scaled Accounts
Qwoted , Remote
Scaled CS · Churn Risk

Owned day-to-day success for a high-volume pooled account base , delivering consistent value, managing churn risk at scale, and driving engagement improvements across 500+ weekly customer interactions.

30%Faster resolution
20%Response rate lift
99%Deadline SLA
  • Managed 500+ customer requests weekly at scale , maintaining quality and trust
  • Reduced churn risk through timely interactions and smart issue routing
  • Cut turnaround from 48hrs to under 24hrs with scalable workflows
CS skill: Scaled account management · Churn risk reduction · Cross-functional advocacy
What I Build

Products that prove
the thinking.

Three tools. All live. Each one built because I hit a real problem and decided to solve it instead of complain about it.

Cusfolio
AI-powered customer insight tool for CSMs
Solo builder● Live
The problem I lived

I've been on both sides of a customer account. As an ops manager handling emails left by colleagues, I learned to respond in the same tone, with full context, without asking the customer to repeat themselves — no break in transmission. But I watched what happened when accounts changed hands. The new CSM had to dig through years of scattered messages just to understand who they were talking to. That delay costs trust. Sometimes it costs the account.

What Cusfolio does

Cusfolio is an AI-powered customer insight tool that helps CSMs instantly understand account health, key risks, stakeholder relationships, and next best actions — without digging through scattered data. It makes customer handovers faster, account management sharper, and the first conversation with a new account feel like the hundredth.

AI health scoring
Real-time account health with confidence scores — not a guess, a signal.
Customer snapshot
Instant AI summary of where the account stands and what changed.
What Changed feed
7-day signal digest — positive signals, risks, expansion opportunities flagged automatically.
Handover-ready
Built for the moment a CSM inherits an account. Everything they need. No digging.
Product preview
Cusfolio product screenshot
The Retention Room
A community that retains women when they're at risk of churning their identity
Founder● Active · Cohort 1
Why I built it

In any SaaS product, churn doesn't happen at the moment someone cancels — it starts weeks earlier, in the silence, in the drift. The same is true for women in CS. The ones who leave the profession rarely announce it. They just get quieter. I built The Retention Room because I believe women need an accountability structure that catches them before the silence wins.

What it is

The Retention Room is a vetted, structured accountability community for women in Customer Success. Members earn gemstone identities, take on weekly challenges, attend live programming, and hold each other to a standard. It's not a support group. It's a performance system for people who know what they're capable of and need the right container to prove it.

Gemstone identities
Members earn identities — Moonstone, Topaz, Sapphire, Emerald, Ruby, Diamond — tied to accountability milestones.
Live programming
AI Deep Dives, CS scenario showcases, Unpack It sessions, Debate Nights — structured not optional.
Challenge board
Countdown challenges with real submissions, attendance rankings, and a composite leaderboard.
Altima talent collective
A curated placement network connecting vetted CS women with companies — the next chapter.
Platform preview
The Retention Room
Cohort 1 Pacesetters
Moonstone
Topaz
Sapphire
Emerald
Ruby
Diamond
37
Active members
6
Live sessions run
C2
Cohort 2 waitlist open
Job Search Sprint Challenge
Current active challenge · Cohort 1
4d
Landfall
Dual-perspective onboarding scorecard with the Gapline
Solo builder● In development
The gap I kept seeing

Onboarding scores are almost always one-directional — the CSM rates the customer, or the customer fills a CSAT form, and neither party sees what the other sees. That asymmetry is where expectations go to die quietly. I wanted a tool that forced both sides to look at the same onboarding, and then showed them exactly where they disagreed.

What Landfall does

Landfall is a dual-perspective onboarding scorecard where both the CSM and the customer score the same onboarding dimensions independently. The Gapline — the core feature — visualises where their scores diverge, turning invisible misalignment into a visible, actionable conversation. It replaces the post-onboarding surprise with a structured moment of shared truth.

Dual scoring
CSM and customer score independently across the same onboarding dimensions — no bias, no blending.
The Gapline
A visual layer that maps the delta between perspectives — the signature feature that makes misalignment impossible to ignore.
Conversation triggers
Gap thresholds surface automatically, turning score divergence into a scheduled touchpoint.
Onboarding timeline
A shared record of what was agreed, what was delivered, and what the gap looked like at each stage.
The Gapline — concept preview
Landfall · Onboarding Scorecard
Week 3 of 6
CSM view
Technical setup9/10
Product adoption6/10
Stakeholder alignment8/10
Customer view
Technical setup8/10
Product adoption3/10
Stakeholder alignment5/10
⬡ Gapline — score divergence
Technical setup
+1
Product adoption
+3 ⚠
Stakeholder align.
+3 ⚠
In development — follow along on LinkedIn

Let's build something
worth keeping.

Open to CSM and CS Operations roles at B2B SaaS companies. Open to relocation.

Get in touch