Financial Services
Technology, Information and Media
Professional Services
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Patricia T

Fractional CSM Leader | Onboarding, Retention & Executive Relationships | Fintech & SaaS

About Me

I help B2B companies build the customer success infrastructure they need to retain clients, drive adoption, and grow account value — without a full-time executive hire. Over 7+ years in enterprise fintech SaaS, I served as the founding CS architect within Origence's arcMX vertical, a marketing automation platform serving credit unions. I built the success function from scratch — developing onboarding programs, health scoring models, EBR cadences, escalation playbooks, and cross-functional processes that scaled to a portfolio of up to ~$6M ARR across ~100 enterprise accounts. My work is tied directly to client outcomes. I partnered with the CLO of a $7.6B credit union to co-design an SMS acquisition campaign that achieved 57% engagement and generated $37.8M in loan volume over six months. When accounts were at risk, I didn't wait — I built recovery plans, engaged executive sponsors, and turned churn risks into renewal and expansion opportunities. What I bring to fractional engagements: → Success plan design aligned to client business goals → Onboarding orchestration from handoff through value realization → Executive business reviews that drive decisions, not just status updates → At-risk account identification and recovery → Playbooks, SOPs, and health scoring frameworks built to last → Voice of customer advocacy across internal teams I work with companies that are ready to professionalize their CS motion and need a trusted partner to lead the way.

Jurisdiction

United States

Notable Employer

  • Enterprise Customer Success Manager at Origence

Experience

Seniority LevelMid-Senior level
Years of Experience6-10 years
Current StatusActive
Enterprise Customer Success ManagerNotableOrigence
2017 - 2024

Served as the founding CS architect within Origence's arcMX vertical, a data-driven marketing automation platform serving credit unions. Built the customer success function from scratch — including onboarding frameworks, health scoring models, EBR cadences, escalation playbooks, and cross-functional processes. Managed a portfolio of up to ~$6M ARR across ~100 enterprise accounts. Achieved 9.6 NPS, 18% retention improvement, and 95% same-day resolution rate. Key outcome: Partnered with the CLO of a $7.6B credit union to co-design an SMS acquisition campaign that achieved 57% engagement and generated $37.8M in loan volume over six months.

Education

Degree of Business AdministrationWestern Governor's University
2026 - Present

Skills

Core skills0
Languages1

Languages

English