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Michelle Lu - Client Operations Manager -  Growth & Strategy in Pleasanton, CA

Michelle Lu

Senior Customer Success Manager specializing in B2B SaaS retention and expansion

GartnerUniversity of Texas at AustinPleasanton, CA8 Years ExperienceSenior LevelWorks On-Site

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About

Enterprise CSM with martech/market-intelligence background (Pulse and Gartner context) who owns accounts end-to-end from onboarding through renewal and expansion. Known for executive-level value narratives (e.g., CPO using benchmarks in a board deck), multi-threading across Product and Legal, and using usage/segmentation analytics plus activation tactics (A/B testing, targeted messaging) to drive adoption and renewals.

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Key Strengths

  • Built and executed a 6-month phased success plan tied to specific executive decisions (AI vendor selection, pricing benchmarking, platform consolidation)
  • Drove cross-functional expansion from Product to Legal by converting an informal GC interest into a structured pilot and full license
  • Created renewal narrative anchored in executive-level outcomes (CPO cited benchmark data in a board presentation) and closed renewal early
  • Strong multi-stakeholder management across departments with tailored onboarding, metrics, and communication cadences
  • Aligns tactical users and executive sponsors via QBRs that map operational work to ROI/growth outcomes
  • Led high-urgency technical escalation near renewal with clear timelines, daily customer updates, and retention outcome
  • Data-driven adoption improvement using segmentation/cohort analysis and tailored messaging to lift engagement in inactive segments
  • Translates feature requests into quantified, aggregated product insights tied to revenue risk and company goals

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Experience

Client Operations Manager - Growth & StrategyGartner, Inc. · Aug 2025 – Feb 2026
Client Success Manager | Global Product ManagementGartner, Inc. · Jun 2021 – Aug 2025
Enterprise Customer Success ManagerPulse Q&A · Apr 2021 – Jun 2021
Client Solutions Manager | HealthcareGerson Lehrman Group · Jul 2018 – Apr 2021

Education

University of Texas at Austinbachelor, Biomedical Engineering (2018)

Languages

English

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Connect with Michelle

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

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Michelle LuSenior Customer Success Manager specializing in B2B SaaS retention and expansion