Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Timeline
Generic

Zack Ebadi

Erie

Summary

Dynamic Customer Success Manager with a proven track record at Actionstep, driving 18% churn reduction and securing ~$5M ARR through strategic client engagement and tailored SaaS adoption initiatives. Adept in Salesforce and skilled in cross-functional collaboration, I excel in aligning solutions with client objectives to enhance satisfaction and retention.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Actionstep
Denver
05.2025 - Current
  • Managed relationships with over 30 U.S. law firm clients throughout entire customer lifecycle.
  • Acted as primary contact for law firm partners, enhancing customer satisfaction and retention.
  • Secured additional revenue through renewal and expansion activities, contributing to ~$2M ARR portfolio.
  • Monitored client health using CRM dashboards, achieving ~18% reduction in churn risk.
  • Collaborated with Implementation, Product, Support, and Sales teams to optimize client workflows.
  • Conducted quarterly business reviews to align platform capabilities with client objectives.
  • Identified upsell opportunities during strategic check-ins with senior law firm stakeholders.

Customer Success Manager

Modernizing Medicine
Boca Raton
07.2022 - 05.2025
  • Served as strategic partner for 18+ enterprise healthcare clients, overseeing $10M ARR and achieving 100% retention.
  • Drove $300k revenue growth in 2024 through tailored adoption plans and risk mitigation strategies.
  • Collaborated with Sales and Legal teams to secure over five annual contract renewals aligned with client objectives.
  • Facilitated Annual Business Reviews with C-suite stakeholders, resulting in more than two expansion deals yearly.
  • Conducted weekly and biweekly check-ins with high-touch clients, resolving over 25 escalations through cross-functional collaboration.

Customer Success Manager

Zayo Group Holdings, Inc.
Boulder
07.2018 - 07.2022
  • Maintained 95% satisfaction for over 50 strategic accounts, boosting referrals by 20%.
  • Created custom onboarding workflows, cutting time-to-value by 25% and enhancing NPS scores.
  • Collaborated with Sales to identify upsell opportunities, driving over $2M in annual revenue growth.

Junior Sales Engineer

Lumen (Former CenturyLink)
Broomfield
07.2015 - 07.2018
  • Translated technical SaaS solutions into business value for over 100 clients monthly, achieving 95% satisfaction.
  • Reduced support costs by 25% through training cross-functional teams on product best practices.
  • Guided troubleshooting and adoption processes to enhance client experience and satisfaction.

IT Support Specialist

CU Boulder - Office of Information Technology
Boulder
04.2010 - 12.2014
  • Utilized ServiceNow for managing over 500 weekly tickets, achieving 100% satisfaction and training new hires on conflict resolution techniques

Education

Bachelor of Arts - Economics

University of Colorado at Boulder
Boulder
01.2014

Skills

  • Customer success strategies
  • Retention planning
  • Quarterly business reviews
  • Churn reduction techniques
  • NPS and CSAT optimization
  • SaaS adoption initiatives
  • LegalTech SaaS expertise
  • Salesforce proficiency
  • ChurnZero utilization
  • FreshDesk experience
  • Microsoft Teams collaboration
  • Zoom communication
  • Jira project management
  • C-suite communication skills
  • Conflict resolution techniques
  • Consultative selling approach
  • Cross-functional leadership

Certification

Customer Success Manager Certification (SuccessHACKER)

Accomplishments

Recognized as top-quartile CSM for retention and expansion performance in 2024

Affiliations

SaaS & Productivity Tool Enthusiast

Timeline

Customer Success Manager

Actionstep
05.2025 - Current

Customer Success Manager

Modernizing Medicine
07.2022 - 05.2025

Customer Success Manager

Zayo Group Holdings, Inc.
07.2018 - 07.2022

Junior Sales Engineer

Lumen (Former CenturyLink)
07.2015 - 07.2018

IT Support Specialist

CU Boulder - Office of Information Technology
04.2010 - 12.2014

Bachelor of Arts - Economics

University of Colorado at Boulder
Zack Ebadi