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Bowen Noack

Mid-level Customer Success & Product Operations specialist in SaaS and FinTech

SpotOnUC DavisCalifornia, USA9 Years ExperienceMid LevelWorks On-Site

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About

Customer Success professional with enterprise and SMB experience across app services, iPaaS/ERP integrations, fintech, martech-adjacent ecommerce, and restaurant tech. Notable for building practical tooling (issue dashboards, ML chatbot/FAQ systems) to improve retention and satisfaction, and for translating frontline customer pain into product requirements and expansion opportunities.

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Key Strengths

  • Owned enterprise onboarding/adoption for Ford with heavy customization and cross-functional delivery
  • Built an issues dashboard to speed engineering response and prevent churn on a large enterprise account
  • Created account-specific success metrics and CSAT/NPS measurement approach for complex multi-site stakeholders
  • Experience navigating technical integration constraints (data limits/load sizing) across Salesforce/NetSuite environments
  • Drove ~30% improvement in customer retention by building an ML chatbot plus FAQ/self-serve support content
  • Identifies upsell opportunities from operational pain points (e.g., moving restaurants from paper/printer failures to KDS screens)

Reference Highlights

Strongly Recommended
  • Effective stakeholder management (rated 4/5)
  • Strong at communicating risk and urgency to technical/product teams
  • Proactive escalation of major issues with recommendations
  • Translates customer friction into actionable insights
  • Drives automation to help customers resolve issues faster
  • Contributed to successful Zendesk end-user indexing implementation
  • Uses testing to improve retention and conversion talk tracks
  • Drives upsell/expansion through chatbot improvements
  • Very driven
  • Enjoys solving ambiguous problems
  • Able to go deep/heads-down on important problems
  • Led CSAT reporting improvements aligned to on-site manager needs
  • Streamlined onboarding via standardized scoping options
  • Accelerated platform adoption
  • Significantly reduced customer complaints
  • Measurable lift in CSAT and NPS
  • Managed complex enterprise, multi-site implementations (e.g., Ford, Apple)
  • Handled pressure from Engineering extremely well
  • Able to communicate effectively with both C-suite and line-level staff
  • Strong documentation habits
  • Created clear deployment guidelines that improved speed and satisfaction
  • Extremely effective cross-functionally
  • High emotional intelligence
  • Able to identify unclear/illogical requirements and clarify them
  • Extremely skilled at simplifying complex requirements
  • Strong at managing client expectations while keeping implementations on track
  • True leader; excels in ambiguity
  • Operationally minded; built processes from scratch
  • Exceptional software and data aptitude ("one of the smartest" / "nobody knows data better")

Bowen's references speak for themselves. Let us connect you.

Experience

Sales, Consulting, MarketingAces Payments · Jan 2025 – Present
Sales, Consulting, MarketingSunset Trivia · Jan 2025 – Present
Client Experience AnalystSpotOn · Jan 2024 – Jan 2025
Customer Success Analyst/Support Manager/Product OperationsGrid · Jan 2022 – Jan 2023
Customer SuccessCeligo · Jan 2021 – Jan 2022
Software Implementation4insite · Jan 2019 – Jan 2021
Project ManagerKeewah · Jan 2018 – Jan 2020
Kitchen, Restaurant and BarSophias · Jan 2017 – Jan 2018

Education

UC Davisbachelor, Bioinformatics

Languages

English

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Connect with Bowen

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Typically responds within 24 hours

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Hire with Reval

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Bowen NoackMid-level Customer Success & Product Operations specialist in SaaS and FinTech