Rickey Jolley

Hello, I'm

Rickey Jolley

Strategic Customer Success Manager
Columbia, SC, USA | Taipei, Taiwan Open to Full-Time Enterprise CSM Roles

Strategic Enterprise Customer Success Manager with over 8 years in B2B SaaS and MarTech. Managing a $5.7M+ ARR portfolio, consistently delivering 120%+ annualized NRR and ~95% GRR by combining deep technical data architecture with C-level commercial alignment across US and APAC markets.

/ Career

A timeline of my professional journey, roles, education, and milestones.

MoEngage Global

$5.7M+ ARR Portfolio120%+ NRR95% GRRExecutive QBRs/EBRsEvent & Attribute ModelingJinja PersonalizationOmnichannel Lifecycle

GRIN

Time-to-Value (TTV)E-Commerce IntegrationsCustomer OnboardingAdoption Reviews

ClickDimensions

Portfolio of 120+ AccountsMicrosoft Dynamics 365 CRMSolution ArchitectureLead ManagementEmail Deliverability

Poindus Systems Corp.

APAC & Global OperationsCross-Border StrategySalesforceHubSpotB2B Marketing Communications

/ Featured Projects

A selection of professional work, published apps, and experimental prototypes.

Enterprise Multi-Brand Restaurant Expansion ($2.6M+ ARR) placeholder
Professional Project

Enterprise Multi-Brand Restaurant Expansion ($2.6M+ ARR)

Expanded an initial regional pilot into an enterprise-wide omnichannel deployment across Email, SMS, On-site, and In-App channels, driving $2.6M+ in net-new expansion ARR through integrated digital journeys.

Account Expansion Omnichannel 120%+ NRR Executive EBRs
View Project
Tier-1 Financial Services Renewal & Security Redlining ($1.0M+ ARR) placeholder
Professional Project

Tier-1 Financial Services Renewal & Security Redlining ($1.0M+ ARR)

Led retention and renewal strategy for a Tier-1 financial institution, navigating multi-entity legal restructuring, infosec audits, and procurement redlining to scale account recurring revenue to $1.0M+ ARR.

Multi-Year Renewals 95% GRR InfoSec Audits SpotDraft CLM
View Project
Data Taxonomy, Event Modeling & Real-Time Segmentation Architecture placeholder
Professional Project

Data Taxonomy, Event Modeling & Real-Time Segmentation Architecture

Advised enterprise marketing and engineering teams on event taxonomy design, computed traits, and data privacy controls, ensuring client data structures support advanced real-time segmentation and cross-channel journeys.

Event Modeling Computed Traits API Workflows IP Warmup
View Project

/ Skills & Tools

Breakdown of my skills and tools, categorized by domain and proficiency

Expert
Proficient
Beginner

Customer Success & Commercial Leadership

Net Revenue Retention (120%+ NRR)
Gross Revenue Retention (~95% GRR)
Executive QBRs / EBRs
Multi-Year Renewals & CLM
Health Scoring & Churn Defense

Enterprise Systems & Governance

Salesforce CRM
Microsoft Dynamics 365
SpotDraft CLM
Jira & Confluence
GTM Buddy

Data Architecture & Analytics

SQL Data Analysis
Tableau BI
Event & Attribute Modeling
CDP & API Workflows
Predictive Analytics & AI

Omnichannel Lifecycle Strategy

Cross-Channel Flows (Push/SMS/Email)
Jinja Personalization
IP Warmup & Deliverability
A/B & Multivariate Testing

/ Contact Me

Feel free to reach out. I'm always open to discussing new projects and opportunities.

Preferred: Email or LinkedIn — I typically respond within 24 hours.