Customer Success Manager · B2B SaaS

I turn complex customer needs into lasting value.

I'm David “Drew” Groves—a Customer Success professional with 4+ years of experience guiding customers from implementation through adoption, retention, and growth.

Based in Killeen, Texas · Remote
David Groves
4+ yearsB2B SaaS customer success
$6M+ARR portfolio managed
120+enterprise accounts
300+customers onboarded
45 daysreduced time-to-value

Selected impact

Outcomes, not activity.

How I’ve translated customer understanding, cross-functional coordination, and practical execution into measurable results.

01Retention + expansion

Rebuilt confidence in a high-risk legal account

Challenge
A complex enterprise legal customer needed stronger alignment between its business requirements and the platform.
Approach
Led General Counsel discovery and structured coordination across Product and Technical Account Management.
Result
Retained the footprint, added 60 licenses, and increased ARR from $240K to $280K.
02Workflow transformation

Turned a multi-company approval bottleneck into a four-hour flow

Challenge
Approvals across three acquired companies were taking 80–100 hours and limiting contract throughput.
Approach
Redesigned the approval workflow around the combined organization’s operating needs.
Result
Cut turnaround to approximately four hours and increased monthly contract volume from about 15 to 35.
03Adoption + growth

Re-engaged an under-adopted customer

Challenge
A customer had only four weekly active users and was not realizing the value of its investment.
Approach
Re-established engagement and guided the customer toward practical, higher-value platform use.
Result
Grew weekly active users from 4 to 60, added 21 licenses, and increased ARR from $120K to $150K.
04Implementation recovery

Recovered a complex content migration

Challenge
A legacy Smart Content migration involving 15 templates of roughly 100 pages each had stalled adoption.
Approach
Coordinated Product and TAM resources to move the templates to the native platform.
Result
Restored adoption and helped grow the account by 50%.

How I work

Customer success across the full journey.

01

Enterprise Customer Success

Executive engagement, success planning, customer health, risk management, value realization, and renewal and expansion partnership.

02

Implementation & Onboarding

Discovery, requirements, solution scoping, configuration, integrations, content migration, training, launch readiness, and handoff.

03

Scaled Portfolio Management

Signal-based prioritization, strategic 1:1 engagement, recurring enablement, and clear asynchronous communication across a high-volume book.

Selected toolkit

SalesforceCatalystCPQCRM integrationsAPI collaborationWorkflow consultingExecutive business reviewsTrain-the-trainer

Career story

Built on service. Sharpened in SaaS.

My work sits at the intersection of customer advocacy, operational clarity, and business outcomes.

At PandaDoc, I progressed from Onboarding Specialist to Enterprise Customer Success Manager—first helping 300+ customers reach launch, then managing a $6M+ ARR portfolio across 120+ accounts.

Before SaaS, I spent six years in restaurant operations at Panera Bread, leading teams, developing people, and resolving customer problems in real time. That foundation still shapes how I work: listen carefully, create structure, and follow through.

2022–2026Enterprise Customer Success ManagerPandaDoc · Remote
2021–2022Onboarding SpecialistPandaDoc · Remote
2021Business Development InternRamblin Jackson · Remote
2015–2021Assistant Store ManagerPanera Bread · Columbus, Ohio

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