CV

Garrett A. Smith

Client Success Manager

Expert in Client Retention, Strategic Account Management, and Revenue Optimization

American Fork, UTEnglish

Professional Summary

I'm Garrett A. Smith, a Customer Success Expert with a strong focus on optimizing revenue through strategic management of diversified customer accounts. My career has been dedicated to identifying, qualifying, and closing new business opportunities while fostering long-lasting relationships with clients. I excel at initiating outreach with potential prospects, networking with stakeholders, and developing effective solutions to enhance productivity and customer satisfaction.

Currently, I work as a Client Success Manager at Brainstorm. In this role, I specialize in ensuring the success of clients' software adoption goals by developing and optimizing plans and metrics that lead to greater ROI on their technology. I work to maintain a strong relationship with each client and provide a continuous source of strategy, support, and communication.

I bring excellent communication, problem-solving, and interpersonal skills to every role, thriving in challenging environments. My technical proficiency includes Microsoft Office Suite, SAAS, B2B, and CRM platforms, equipping me to handle diverse technical demands. With a background in Philosophy from Brigham Young University, I combine strategic thinking with a customer-centric approach to deliver exceptional service and drive revenue optimization. I'm passionate about educating customers on best practices, ensuring their success, and always aiming to exceed expectations.

Career Timeline

Work Experience

Customer Success Manager

Solera - Dealersocket
Sep 2015 - Jul 2021
Draper, UT
  • Onboarded more than 100 client sales teams, ensuring seamless integration and accelerated productivity.
  • Collaborated in developing a comprehensive 'Virtual University,' comprising 30+ on-demand client training tutorials, enhancing accessibility and knowledge retention.
  • Drove client onboarding processes and provide comprehensive training and troubleshooting support as required, resulting in seamless transitions and enhanced client satisfaction.

Client Success Partner | Finance

Gartner
Nov 2021 - Jul 2024
Irving, TX
  • Elevated engagement levels by an outstanding 35%, fostering stronger connections and commitment
  • Boosted retention rates by 25% through strategic initiatives and personalized approaches
  • Managed a robust book of business totaling $5.67M in Annual Recurring Revenue (ARR), overseeing 50 key accounts and nurturing relationships with over 140 individual clients.
  • Conducted bi-monthly client meetings, dedicating 30 minutes to review the value proposition of our services, discuss ongoing projects, and offer pertinent insights and resources to optimize our partnership
  • Cultivated strong relationships with high-profile finance executives from Fortune 500 companies, spanning from CFOs to mid-level managers, by providing personalized attention and tailored solutions to meet specific needs

Freelance Client Success Manager and Consultant

Jul 2024 - Feb 2025
Lehi, UT
  • Briefly worked freelance managing client accounts for a startup
  • Established Client Success processes and best practices for the business

Client Success Manager

Brainstorm, Inc.
Feb 2025 - Present
American Fork, UT
  • Specialize in ensuring the success of clients' software adoption goals by developing and optimizing plans and metrics that lead to greater ROI on their technology
  • Work to maintain a strong relationship with each client and provide a continuous source of strategy, support, and communication
  • Use LLM-driven workflows to streamline internal documentation and client communications, improving efficiency and consistency across teams

Education

Philosophy

Brigham Young University - Provo
2015 - 2018
Coursework toward B.S. Philosophy

Skills & Expertise

AI-assisted workflows & prompt engineering
AI-assisted content creation Workflow automation using LLMs AI-driven research and analysis Productivity optimization with AI tools
MS365 Suite Expert
20+ years of experience using MS365
B2B SAAS Platforms
Over a decade using various SAAS and CRM platformsSalesforceAtlassianPowerBi
Relationship Building
Over a decade of experience working with clients as a CSM has honed my ability to build and maintain client relationships.
Account Management
Managed millions in client business at any given time and worked with some of the largest public enterprises in the world.
Linux Systems Admin
Manage a robust self-hosted Linux infrastructure from my homeProvide services for myself and friends/familyIncludes Linux desktops + cloud services + backup solutions

Featured Projects

2-Year Church-Sponsored Service Mission (2013-2015)

Served as a missionary for the Church of Jesus Christ of Latter-Day Saints for 2 years in the Philadelphia Metropolitan area.