Fictional resume example. Names, employment histories and results are illustrative, not an actual employee record.
Matilda Russell
Senior Customer Success Manager with experience in adoption, retention, risk, expansion, and customer outcomes. Practical work includes Customer onboarding, Product adoption, Renewal risk, Success plans.
Experience
Salesforce
San Francisco · United States
Senior Customer Success Manager
Jan 2021 - now
- As workstream lead, built a customer success plan with customer stakeholders, defining the workflow to adopt, its owner, and a measurable usage milestone; distinguished a completed training session from sustained adoption.
- With responsibility for the review standard, linked CRM health notes to support history and stakeholder commitments; escalated a renewal risk with the missing decision, accountable owner, and recovery plan rather than only a red account label.
- Built a customer success plan around activation milestones, reviewed Salesforce usage reports with the administrator, and resolved an onboarding blocker before the renewal discussion.
- Owned an account success-plan review using Salesforce adoption records, resolved missing customer commitments and completed the training handoff before renewal planning.
- Built a revenue-risk forecast using account-management evidence, reduced unexplained forecast changes by 23% and published the assumptions behind each customer-success intervention.
HubSpot
Cambridge, Massachusetts · United States
Customer Success Manager
Mar 2016 - Dec 2020
- Turned recurring workflow gaps into quantified expansion plans; aligned review standards and decision owners across the participating teams. Working with partner teams, shortened the path from qualified interest to a decision.
- Recorded customer objections with supporting call notes, agreed a specific next step with the account owner, and updated the CRM only when the customer confirmed the change.
- Prepared an account handover linking the customer’s stated objective, the committed scope and unresolved objections. Reviewed it with the receiving owner so a verbal promise was not mistaken for an approved contract change.
Selected project
Customer Success — independent case study
Cross-functional project lead
Mar 2023 - Jul 2023
- Ran role-based enablement for 460 customer users across 12 accounts; aligned review standards and decision owners across the participating teams
- Prepared a fictional account plan from public company information, separated verified facts from discovery questions, and mapped the buyer, implementation owner and approval dependencies without inventing a signed opportunity.
- Built a sample value case with explicit adoption and cost assumptions, stress-tested a delayed rollout, and prepared a discovery guide showing which customer answers would invalidate the commercial proposal.
- Owned the simulated account review using a structured discovery rubric, resolved contradictory buying assumptions and completed a proposal with explicit customer success criteria.
Education
University of Washington
Seattle, Washington · United States
B.S. Business Administration
Sep 2008 - Jun 2012
Relevant coursework: Financial accounting, statistics, operations management, organizational behavior
Skills
Role expertise
Customer onboarding · Product adoption · Renewal risk · Success plans
Certifications
Salesforce Certified Administrator
Salesforce
Nov 2023
Publications
- Published an independent sales case note using fictional account evidence, explaining qualification decisions, unanswered objections and the difference between a forecast and a customer commitment.


