Daniela Crespo
CSM · Mid-market SaaS · $14M ARR book · NRR 118%
Profile
Customer Success Manager with five years of B2B SaaS experience. Manage 47 mid-market accounts ($14M ARR) at Vellum (Series B); gross retention 96%, net retention 118% in FY24. Sourced $1.2M expansion ARR via multi-product play. Gainsight + Salesforce + Mixpanel stack.
Skills
Stack
Gainsight·Salesforce Service Cloud·Mixpanel·ZendeskMethodology
QBR facilitation·Multi-product expansion play·Health-score interpretation·Renewal motion ownershipExperience
Customer Success Manager
V
Vellum · Denver, CO
Apr 2023—Present
Manage 47 mid-market accounts ($14M ARR). Partner with the AE team on expansion + with the support lead on escalations. Report to the Director of CS.
- Held gross retention at 96% and net retention at 118% across 47 mid-market accounts in FY24.
- Sourced $1.2M expansion ARR via the multi-product play (Analytics tier + API access add-on); co-signed 4 of 6 deals with the regional AE.
- Reduced churn in the SMB-leaning cohort from 12% annualised to 6% via a targeted onboarding-rebuild with the support team.
- Sourced 9 published case studies in FY24 with content marketing; two featured in the FY25 analyst briefs.
Associate Customer Success Manager
L
Loop Returns · Columbus, OH
Aug 2020—Mar 2023
Associate CSM managing 84 SMB accounts ($2.8M ARR). Promoted from CS Specialist after 14 months.
- Gross retention 91% across the SMB book; improved logo retention 9 points over two years via standardised onboarding.
- Authored the team's first QBR template; adopted by 6 CSMs across two segments.
Education
BA in Communications + Business Administration (minor)
Ohio State University · Columbus, OH
Sep 2016—May 2020
- Dean's List. President of OSU Marketing Society senior year.
Mid-level
5 years. 47 mid-market accounts ($14M ARR). GRR 96% / NRR 118%. Gainsight + Mixpanel.
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