Meghan McCann

✦ Open to Full-Time Opportunities

Meghan McCann

Customer Success Leader | B2B SaaS Retention, NPS & Revenue Growth

6+ Years CS Leadership
≥95 NPS Score
~8 Direct Reports Led
Enterprise Account Portfolio

Profile

Customer Success leader with 6+ years building and scaling high-performing teams at B2B SaaS companies. Known for driving NPS scores of ≥95, earning deep enterprise client trust, and designing scalable onboarding and retention frameworks that stick. Equally comfortable coaching individual contributors, presenting to C-suite executives, and partnering with Product and Sales to align roadmaps with customer needs — I bridge the gap between customer outcomes and business growth.

Work Experience

Founder & Principal Consultant

M3 Consulting Services | Pinole, CA July 2023 – Present

Founded and operate an independent consultancy specializing in customer success strategy, process optimization, and cross-functional operations for scaling companies.

  • Partner with startups and growing businesses to assess pain points, design tailored success frameworks, and implement scalable solutions across customer experience, revenue operations, and internal tooling.
  • Lead complex client engagements from discovery through execution — including KPI development, onboarding structure design, and team performance analysis.
  • Deliver executive-level guidance on GTM alignment, org design, and change management, driving measurable improvements in NRR, time-to-value, and team retention.
  • Advise on CRM optimization, data integrity, and reporting automation; platforms include Salesforce, HubSpot, Notion, and Jira.
  • Provide leadership coaching and IC enablement on CS best practices, stakeholder communication, and customer journey mapping.

Lead Technical Account Manager

UpGuard | Mountain View, CA October 2022 – May 2023

Led the Americas arm of the Customer Success team — a group of ~8 CSMs, renewal specialists, and support analysts — providing guidance, mentorship, and strategic direction to ensure exceptional customer onboarding, adoption, and retention.

  • Developed and implemented CS strategies that drove strong product adoption and consistent NPS scores of ≥95.
  • Served as the customer voice-of-product, synthesizing enterprise feedback into actionable roadmap input — building cross-functional trust and keeping churn numbers low.
  • Collaborated with Engineering and Support to resolve complex customer issues promptly, maintaining SLA commitments across the Americas portfolio.
  • Aligned customer objectives with product capabilities, accelerating time-to-value across new and expanding accounts.

Technical Account Manager

UpGuard | Mountain View, CA November 2019 – October 2022

Leveraged customer support, project management, and leadership skills to drive customer success and satisfaction across a portfolio of enterprise accounts.

  • Guided customers through platform adoption, ensuring they successfully met KPIs and realized measurable value.
  • Served as a long-term strategic partner across the full customer lifecycle — from onboarding through renewal and expansion.
  • Led customer training and enablement programs, driving product proficiency and reducing time-to-value.
  • Addressed complex technical issues by collaborating across Engineering, Product, and Support for prompt resolution.
  • Managed complex multi-stakeholder projects, coordinating internal and external teams to ensure on-time delivery.
  • Proactively surfaced customer experience insights to internal teams, influencing product improvements that reduced support ticket volume.

Global Support Engineer

UpGuard | Point Richmond, CA July 2017 – October 2019

Provided customer support to a diverse portfolio of clients across cybersecurity, SaaS, manufacturing, technology, and retail industries, acting as a primary point of contact for issue resolution and platform success.

  • Delivered exceptional support across multiple industries, earning consistent customer satisfaction scores.
  • Conducted thorough onboarding sessions, tailoring implementation plans to each customer's environment and goals.
  • Delivered product training programs, enabling customers to fully utilize platform features.
  • Managed escalations with urgency, partnering across teams to resolve issues while preserving customer trust.

Quality Assurance Engineer

Steris Corporation June 2016 – July 2017

Performed quality assurance testing for regulated healthcare and sterilization equipment, developing attention to process rigor and documentation standards that carry through to customer success work today.

Skills & Expertise

Technical Proficiencies

Salesforce Gainsight HubSpot Zendesk Intercom Gong / Chorus Jira Asana Notion MindTickle Slack Zoom Office365 / OneDrive Google Workspace Small Improvements ChatGPT / AI Tools

Core Competencies

Leadership & Team Development Strategic Thinking Customer Advocacy Onboarding Design Retention Strategy NRR / GRR Ownership CS Metrics & Analytics Process Engineering Cross-Functional Collaboration Stakeholder Communication Executive Business Reviews Project Management Conflict Resolution Risk Identification & Mitigation Compliance

Education & Training

Sierra Nevada College

B.S., Mass Communications

Aug 2017 – June 2018

Completed final semesters and graduated from Sierra Nevada College (now University of Nevada, Lake Tahoe).

Texas State University

Mass Communications & Public Relations

2012–2015

Prior coursework completed before transferring to Sierra Nevada College.

Mintable Management Training Course

UpGuard

Completed an intensive management training program during the transition from Technical Account Manager to Team Lead. Developed leadership frameworks, coaching techniques, and decision-making skills applied directly to leading the Americas CS team.

Additional Experience

UpGuard Success Team Offsite

UpGuard

Planned and executed a multi-day team-building offsite for the entire US Customer Success organization — managing logistics, budget, and programming to strengthen team cohesion and morale.

UpGuard Growth Squad

UpGuard

Selected as a contributor to UpGuard's internal Growth Squad, partnering directly with the CEO on marketing and expansion strategies that drove measurable business growth and market positioning.

About Me

I've spent my career at the intersection of customer outcomes and business growth — building the kind of trust with enterprise clients that keeps renewal conversations short and expansion conversations long. My approach is straightforward: understand what success actually looks like for each customer, remove the friction standing between them and that outcome, and build processes that scale so the whole team can do the same.

I'm at my best leading CS teams through high-growth or high-complexity moments — whether that's scaling an onboarding function, rebuilding a health scoring model, or aligning Sales and Product around a shared customer story. I bring both the strategic view and the willingness to get into the details when it matters.

I'm currently open to Director, VP, or Head of Customer Success roles at companies where the CS function is a genuine driver of revenue — not just a cost center. If that sounds like your team, I'd love to talk.