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Jonathon Sedmak

Senior Customer Success & Program Management leader specializing in Enterprise B2B SaaS and FinTech

Industry Relationship Manager (Customer Success Operations Manager/Salesforce Administration)5 years experienceSeniorSaaSEnterprise SoftwareFinTech
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About

Customer success leader (Director of Customer Engagement at PlutoShift; also experience at Truework) focused on enterprise lifecycle ownership, stakeholder mapping, and VoC-driven product influence. Led cross-functional efforts to ship a reporting capability requested by customers, improving adoption and loyalty, and uses tools like Looker/Tableau plus deep customer discovery to diagnose issues like ineffective onboarding even when usage metrics look strong.

Experience

Industry Relationship Manager (Customer Success Operations Manager/Salesforce Administration)Visit California
Manager, Enterprise Customer Success – MortgageTruework
Director, Customer EngagementPlutoshift

Education

Royal Holloway, University of Londonmaster, International Management and Finance
University of Surrey, Roehamptonbachelor, Psychology

Key Strengths

  • Owned enterprise accounts end-to-end with KPI-driven success plans (adoption, usage, retention, NPS, ARR/GR)
  • De-risked renewals by building broad stakeholder coverage and internal champions (smooth POC transition at Fortune 100 client)
  • Cross-functional alignment to deliver customer-requested reporting feature (Sales/Product/Engineering) that increased adoption and loyalty
  • Strong Voice of the Customer practice to influence roadmap while managing customer expectations
  • Uses analytics to uncover root causes beyond surface usage metrics (identified poor onboarding despite high adoption/usage)

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Jonathon already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

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Languages

English

Skills

Account ManagementAccount PlanningAgileAI/Automation Use CasesAnalyticsBacklog ManagementBusiness AnalysisBusiness Process Re-engineeringChange ManagementChurnZeroClient Lifecycle ManagementCoachingCross-functional LeadershipCSSCustomer Dashboards