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William Smith

Senior Customer Success & Enterprise Account Leader specializing in SaaS implementations

Tourage ConsultingUC BerkeleySonoma, CA22 Years ExperienceSenior LevelWorks On-Site

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About

Customer Success/Account Management leader with deep enterprise SaaS implementation experience, including end-to-end ownership of a Fortune 500 rollout across 800+ locations. Known for rescuing high-risk onboardings through hands-on data remediation and executive stakeholder governance, driving measurable improvements in NPS/CSAT, ticket volume reduction, and major adoption/expansion. Also led cross-functional, accelerated POS integrations (including early Toast POS) to meet tight POC deadlines and enable full-location deployments.

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Key Strengths

  • Turned around a Fortune 500 enterprise onboarding by creating a measurable remediation plan (10 locations/week; 90 POC locations in 12 weeks)
  • Improved customer health metrics post-turnaround (NPS increased; support tickets reduced from ~6/week to <2/week)
  • Drove significant adoption gains (product usage tripled for ~75% of locations within 6 months)
  • Expansion/upsell execution after stabilization (added scheduling module; expanded deployment beyond original contract scope)
  • Executive-level stakeholder management with structured communication (weekly stakeholder meetings, prioritized issue tracking, clear timelines)
  • Handled competing high-priority accounts without CSAT/NPS decline (closed ~95% of open tickets during a P1-heavy week by delegating effectively)
  • Led a new POS integration under aggressive timeline (Toast integration delivered with 7 days to spare; enabled full rollout)

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Experience

SaaS Software Implementation and Resource ConsultantTourage Consulting · Jan 2019 – Nov 2025freelance
Accounting and Inventory SpecialistTourage Consulting · Jan 2019 – Nov 2025freelance
Customer Success ManagerR365 Software · Jan 2022 – Jan 2023
Accounts Payable, Inventory, Payroll SpecialistR365 Software · Jan 2022 – Jan 2023
Support Systems SpecialistOttimate Software · Jan 2018 – Jan 2019
Manager of Customer AdvocacyCompeat Software · Jan 2017 – Jan 2018
Enterprise Account ManagerCtuit Software · Jan 2013 – Jan 2017
Assistant General ManagerBlack Bear Diner · Jan 2012 – Jan 2013
Executive ChefVino Paladini · Jan 2010 – Jan 2012
Staff AccountantR2D2 Restaurant Inc. (DBA Sweetwater) · Jan 2005 – Jan 2010
Sales, AP, AR and Marketing (owner/operator)Essence Painting Services LLC · Jan 2001 – Jan 2005freelance

Education

UC Berkeleybachelor, Sociology (Minor: Rhetoric) (2012)

Languages

English

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Connect with William

William 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
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Post a Role90-day money-back guarantee
William SmithSenior Customer Success & Enterprise Account Leader specializing in SaaS implementations