growth impact. accelerated.

with James

As your coach, James offers an accomplished executive history with 15 years of experience in leading revenue retention and expansion teams across B2B SaaS companies in North America and Europe. His expertise spans various post-sale delivery teams including Customer Success, Onboarding, Support, Education, and Community. James' commitment to professional development in Customer Success is notable. He authored one of the industry’s most popular online CSM certification courses, has led multiple cohorts of live CS coaching, and now serves as a Mentor with, where he guides leaders of high-growth companies in creating and executing successful Customer Success strategies.
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Areas of Expertise include:

All Growth Stages

Customer Education & Enablement

Data Analysis & Insights


SaaS Metrics & Financial Literacy

Strategic Project Planning

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Customer Success Playbook

James brings the energy as he unpacks how digital CS is becoming essential for efficient scaling with hosts Kevin Metzger and Roman Trebon, as they dive into the transformation trends in customer success.
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Build a CS Operating Model

Do you know how to forecast the future impact of an investment in Customer Success on your company’s financial health? James shares a starting operating model guide that can help to unpack and sell your CFO on CS.
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James is the founder of the largest and most vibrant community of Customer Success professionals in the Southeast, bringing Success professionals together to learn, network, and connect. Check out how Atlanta supports the Success community!