Julie Persofsky

Revenue strategy and advisory for B2B SaaS and AI companies find and fix the revenue gaps hiding in their go-to-market.

Amoeba AIex-QuotaPathex-MarginEdge

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Most SaaS companies believe they have a retention problem. What they actually have is a Customer Success operating model problem.

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The team is busy. Customers are being “managed.” But expansion is inconsistent, churn creeps in, and Customer Success isn’t driving the revenue it should. That’s where I come in. I help SaaS companies turn Customer Success into a predictable revenue engine — one that drives retention, expansion, and long-term customer value. Over the past 20+ years I’ve worked across sales, account management, and customer success in recurring-revenue businesses. My focus is helping leadership teams redesign how revenue is generated from their existing customers. The outcomes typically look like this: • Customer retention improved by 15% in one quarter • Expansion revenue increased 25% in six weeks through structured upsell programs • 98% upsell success rate across 250+ customers after pricing and process redesign • Onboarding success improved from 20–40% to 80% • One client increased revenue 30% in a year after implementing CS and sales playbooks • Another improved NRR by 20% in four months What clients say “Within 3 months, we had better retention and the highest reactivation we’ve ever had. Customer Success is now driving 92% of all new revenue through expansion. Most importantly, Julie got our team grounded and focused on the right activities.” — Chris Contreras, CCO, MNTN A few highlights from my career • Managing Director, Customer Success Lead, and Revenue Architect at Winning by Design • Built the Customer Success practice at Winning by Design, growing it to 30% of company revenue • Built an Account Management function at Influitive that outsold the sales team • Led more than $5M in full-funnel go-to-market transformation projects • Independent board member at 7shifts since 2019 What I work on with leadership teams • Customer Success operating model redesign • Expansion and upsell strategy • Onboarding and activation systems • Customer Success pipeline discipline • Training CSMs to lead commercial customer conversations and how to sell I’m also the creator of a training program that helps Customer Success Managers learn how to sell and drive expansion revenue with their customers. You can learn more here: com/ If you're trying to turn Customer Success into a real revenue driver, feel free to reach out.