Max Jacob

Strategic Customer Success & Sales Executive | Enterprise Relationship Builder | Cross-Sell Strategist | Team Builder, Mentor, & Culture Shaper

Location n/a
Bodine & Co.ex-Conversant, LLCex-TransUnion

Strategic customer success & sales executive with deep experience in driving revenue growth via trusted advisory partnerships and enterprise-level relationship management.

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Global-minded leader skilled at identifying upsell / cross-sell opportunities via data-driven insights, solutions, and market alignment. Navigating complexity and ambiguity with analytical precision to deliver scalable growth frameworks and consistent top-line impact. Known for building high-performing teams and embedding culture of accountability, collaboration, and execution across Fortune 500 and PE-backed portfolios having managed $200M in ARR. ⚡ Executive Profile: ► Global Growth Driver: Launched $100M businesses and led international digital expansion for Gap, Banana Republic, and Old Navy, from initial concept through business case, for expansion into Europe, Japan, and China. ► People-First Leader: Skilled in mentoring talent, developing, and inspiring teams by aligning individual aspirations with organizational goals that foster productive partnerships and performance-driven cultures. ► Data-Driven Storyteller: Respected for influencing stakeholders and aligning cross-functional teams to accelerate commercial outcomes via use of performance analytics, marketing measurement, and strategic presentations. ► AdTech & MarTech Expert: Well-versed in cross-functional collaboration for implementing tools that drive platform adoptions, programmatic advertising, social & email marketing, driving conversions and revenue. ► Enterprise Connector: Drove sustainable business impact via strategic stakeholder alignment & relationship management. Built and nurtured connective C-suite relationships and converted into competitive advantage. I’m passionate about building relationships that drive outcomes. Whether aligning customer goals with technology capabilities or mentoring emerging leaders, I bring empathy, structure, and a sense of purpose to my work. If you’re building something bold—and want to explore how to scale it—LET’S CONNECT. KEY SKILLS: Customer Success Strategy | Executive Relationship Management | Cross-Functional Leadership | Strategic Account Growth | Enterprise Retention | Global Revenue Expansion | Consultative Sales | Digital Transformation | Data-Driven Storytelling | Change Management | Coaching & Mentoring | Performance Analytics | Martech & AdTech Platforms | Process Optimization | Omnichannel Engagement | Stakeholder Alignment | Scalable Success Frameworks | KPI Development | C-Suite Engagement | Upsell & Cross-Sell Strategy | Operational Excellence

Career Timeline

GTM Index

  1. BODINE &JOB
    1. Head of GTM & BD
      8M
  2. ANAPLANJOB
    1. VP of Customer Success
      1Y 11M
  3. TRANSUNIONJOB
    1. VP Relationship Management
      4Y 11M
  4. PERSADOJOB
    1. VP Customer Success
      1Y 11M
  5. CONVERSANT,JOB
    1. VP Client Development
      4Y 11M
  6. RESPONSYSJOB
    1. Account Executive
      2Y 11M
  7. GAP INC. DIRECTJOB
    1. Strategy Mgr
      6Y 11M
  8. DELL TECHNOLOGIESJOB
    1. Latitude Product Line Mktg…
      3Y 11M
  9. ACCENTUREJOB
    1. Senior Consultant
      4Y 11M

Time in market 30Y 7MOpen 1Closed 8Stints 9

gtmindex.io/p/maxjacob

  1. Job: Conversant, LLC — Vice President Client Development · 2014 – 2018
  2. Job: TransUnion — Vice President Relationship Management · 2020 – 2024
  3. Job: Responsys — Account Executive | Senior Strategic Consultant · 2012 – 2014
  4. Job: Accenture — Senior Consultant · 1996 – 2000
  5. Job: Bodine & Co. — Head of GTM & Business Development · 2025-12 – present
  6. Job: Gap Inc. Direct — Strategy Manager · 2006 – 2012
  7. Job: Dell Technologies — Latitude Product Line Marketing Manager · 2002 – 2005
  8. Job: Persado — Vice President Customer Success · 2019 – 2020
  9. Job: Anaplan — Vice President of Customer Success · 2024 – 2025

Skills

AdvertisingMarketing TechnologyCustomer EngagementSales ProcessesCustomer ExperiencePerformance ManagementCross-SellingConsultative SalesData AnalyticsSoftware as a Service (SaaS)Strategic PlanningData AnalysisCross-Functional Team BuildingStrategic Account DevelopmentCustomer Relationship Management (CRM)Account ManagementStrategyCross-functional Team LeadershipDigital MarketingCustomer Success

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