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Broc Bebout, Cpa(Inactive) Email & Phone Number

Customer Success Leader | Building High-Performing Teams | Servant Leadership Advocate in SaaS at Charter Impact
Location: Spearfish, South Dakota, United States 11 work roles 2 schools
1 work email found @workiva.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
Customer Success Leader | Building High-Performing Teams | Servant Leadership Advocate in SaaS
Location
Spearfish, South Dakota, United States

Who is Broc Bebout, Cpa(Inactive)? Overview

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Broc Bebout, Cpa(Inactive) is listed as Customer Success Leader | Building High-Performing Teams | Servant Leadership Advocate in SaaS at Charter Impact, based in Spearfish, South Dakota, United States. AeroLeads shows a work email signal at workiva.com and a matched LinkedIn profile for Broc Bebout, Cpa(Inactive).

Broc Bebout, Cpa(Inactive) previously worked as Director of Client Experience at Charter Impact and Customer Success Consultant at Arrow Group Advisors Llc. Broc Bebout, Cpa(Inactive) holds Bachelor Of Science, Accounting And Finance from Iowa State University - Ivy College Of Business.

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Email format at Charter Impact

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*@workiva.com
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Profile bio

About Broc Bebout, Cpa(Inactive)

From my early days in customer success, a deep-seated passion for enhancing client relationships and business outcomes has driven my career. Initially managing accounts, I transitioned to leadership roles where I built high-performing teams and innovative customer success strategies in the SaaS sector. Witnessing the transformative power of effective customer engagement, I recognized the importance of fostering a customer-centric culture.I have founded and led initiatives that redefine customer success, emphasizing data-driven strategies and servant leadership. Pioneering comprehensive programs focusing on customer retention and engagement has resulted in exceptional retention rates and significant revenue growth.Eager to leverage experience in driving customer-centric initiatives, I focus on empowering teams to deliver exceptional results. My leadership has been instrumental in implementing scalable solutions that enhance operational efficiency and create lasting client loyalty.Signature Strengths Team Building & Leadership | Strategy Planning & Analysis | Training & Mentoring | Change Management | Voice of Customer | Project Management | Revenue Growth Optimization | Process Development & Implementation | Customer Journey Mapping | Budget & Forecasting | Performance Metrics and KPIs | Retention & Churn PreventionNotable Achievements • Built from ground up and led customer success teams and initiatives that achieved a remarkable 99.75% retention rate, 100% CSAT scores, and 114% NRR.• Oversaw team of 58 CS team members - 7 teams of 6-10 CSMs across 3 US regional offices managing over $60M ARR. • Developed global lead generation strategy generating $19.7M in CS Qualified Leads (CSQL) with 53% win rate. • Developed continuous feedback methodology that improved team performance and collaboration.My leadership style embodies servant leadership—empowering teams to innovate and excel in customer success. Beyond operational excellence, I prioritize transparency, collaboration, and authenticity in every interaction, aiming to create environments where both customers and team members thrive.I am currently open to consulting opportunities in customer success within dynamic SaaS organizations. Let's connect to explore how my blend of strategic insight, leadership experience, and commitment to customer satisfaction can contribute to your organization’s success. #opentonetworking #opentoopportunities #customersuccess #leadership #SaaS #Leadership #opentowork

Listed skills include Financial Reporting, Xbrl, Sec Filings, Account Management, and 32 others.

Current workplace

Broc Bebout, Cpa(Inactive)'s current company

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Charter Impact
Charter Impact
Customer Success Leader | Building High-Performing Teams | Servant Leadership Advocate in SaaS
AeroLeads page
11 roles

Broc Bebout, Cpa(Inactive) work experience

A career timeline built from the work history available for this profile.

Director Of Client Experience

Current

Northridge, CA, US

My charter is to lead the strategy and execution of an exceptional client journey and optimize our operational processes to support the amazing team that tirelessly serves the mission-driven schools and non-profits serving our communities. Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance.

Oct 2024 - Present

Customer Success Consultant

Current
Arrow Group Advisors Llc

With 15 years in the Customer Success space, we provide Program Audits and project-based deliverables that cover every aspect of a Customer's journey for SaaS (Software as a Service) and FaaS (Finance as a Service) companies. From pre-sale handoff through renewal & expansion, centered around achieving the customer's desired outcomes. We provide a.

Aug 2024 - Present

Director Of Customer Success

West Des Moines, Iowa, US

  • As the Director of Customer Success at BarnTools, I spearheaded the strategic vision and operational excellence of our initiatives. Leading team of 10 with 6 direct reports, I cultivated a collaborative and.
  • Attained an impressive 99.75% retention rate and achieved perfect CSAT scores in H1 2024 (up from 93% in 2023).
  • Increased NPS to 72 in H1 2024 (from 65 in 2023), resulting in $1.4M in expansion revenue contributing 8% total revenue.
  • Recruited and onboarded 10 customer success team members, achieving company record eNPS of 63.
  • Achieved 94% overall satisfaction by implementing systems like Lattice for organizational alignment.
  • Led transition from Microsoft Teams to Slack and Google Suite, implemented Lattice for OKRs and performance management, and established Guru for internal knowledge sharing.
Apr 2022 - Aug 2024

Director Of Customer Success

New York, NY, US

  • In the position of Director of Customer Success at Vic.ai, I oversaw customer onboarding, success, services, and support teams for an AI platform designed specifically for accounting firms and enterprise finance.
  • Led cross-functional teams in creating customer journey maps and revamping the Customer Success team’s roles to streamline customer onboarding, reducing initial time to value from 15 to 10 business days – 33%.
  • Recruited and onboarded 4 employees to establish dedicated support functions, resulting in 22% increase in CSAT scores.
  • Developed and implemented premium support packages with dedicated Customer Success managers and white-glove onboarding, enhancing customer satisfaction and generating revenue growth of 12% of overall ARR.
Mar 2021 - Jan 2022

Director Of Customer Success

Des Moines, Iowa, US

  • In my role as Director of Customer Success at Vertex Software, I established and scaled the Customer Success organization from the ground up prior to the product launch. I successfully recruited and onboarded a team of.
  • Achieved 100% retention with substantial expansion of 159% NRR after initial Executive Business Review (EBR).
  • Developed and executed 30-60-90 Day program for the Customer Success team, which was subsequently adopted by HR for company-wide new hire onboarding.
Apr 2018 - Nov 2020

Sr Manager Of Strategic Customer Initiatives

Ames, Iowa, US

  • Promoted to Senior Manager of Strategic Customer Initiatives, I addressed key challenges in SaaS operations and regulatory compliance disclosures, fostering customer advocacy and strengthening brand loyalty. My.
  • Spearheaded Customer Adoption Program that redefined the Customer Success Manager role and created a primary revenue stream
  • Founded Global Services CS Qualified Lead (CSQL) strategy resulting in $19.7M in opportunities and 53%-win rate.
  • Generated $2.6M in opportunities and 42%-win rate by establishing an Executive Business Review (EBR) program.
Jan 2016 - Apr 2018

Senior Manager Of Customer Success

Ames, Iowa, US

  • Promoted to Senior Manager of Customer Success to oversee 7 teams of 6-10 CSMs across 3 US regional offices (IA, NY, CO). I relocated to Denver, CO, to drive western expansion and scaled the Denver CS team to 40.
  • Managed 34% of SOX customers with only 22% of the department's headcount in the Denver teams.
  • Contributed to Net Promoter Score (NPS) above 75, Customer Satisfaction (CSAT) above 96%, Retention above 98%, and Net Revenue Retention (NRR) above 114%.
  • Developed and implemented the "Performance Pulse" feedback methodology, which was adopted company wide.
Apr 2012 - Jan 2016

Team Manager Of Customer Success

Ames, Iowa, US

Promoted to the newly created Team Manager role during a hyper-growth phase, balancing management responsibilities with maintaining a personal book of business. I led a team of 10 Customer Success Managers (CSMs), guiding them as they developed into leadership roles within the company. My responsibilities included overseeing the creation of sessions and.

Dec 2010 - Apr 2012

Customer Success Manager

Ames, Iowa, US

Recruited initially for my CPA experience to manage large banks, I managed 25 accounts, including our top revenue enterprise customer, which accounted for 10% of total annual recurring revenue (ARR) at the time. My role focused on ensuring customer satisfaction and building strong relationships to drive retention and growth.

Jul 2010 - Dec 2010

Senior 2 Auditor

London, GB

In my role as Senior 2 Auditor, I led audits for mid-sized to Fortune 500 SEC clients across various industries, including manufacturing, insurance, financial services, and healthcare. My responsibilities encompassed the entire audit process, from planning to report delivery, and I provided insights on financial statements, employee benefit plans, and.

Jan 2007 - Jul 2010

Audit Intern

London, GB

Audited various sections of large insurance company's financial statements.

Jan 2005 - Mar 2005
2 education records

Broc Bebout, Cpa(Inactive) education

Bachelor Of Science, Accounting And Finance

Iowa State University - Ivy College Of Business

Permaculture Design Certification

Midwest Permaculture
FAQ

Frequently asked questions about Broc Bebout, Cpa(Inactive)

Quick answers generated from the profile data available on this page.

What company does Broc Bebout, Cpa(Inactive) work for?

Broc Bebout, Cpa(Inactive) works for Charter Impact.

What is Broc Bebout, Cpa(Inactive)'s role at Charter Impact?

Broc Bebout, Cpa(Inactive) is listed as Customer Success Leader | Building High-Performing Teams | Servant Leadership Advocate in SaaS at Charter Impact.

What is Broc Bebout, Cpa(Inactive)'s email address?

AeroLeads has found 1 work email signal at @workiva.com for Broc Bebout, Cpa(Inactive) at Charter Impact.

Where is Broc Bebout, Cpa(Inactive) based?

Broc Bebout, Cpa(Inactive) is based in Spearfish, South Dakota, United States while working with Charter Impact.

What companies has Broc Bebout, Cpa(Inactive) worked for?

Broc Bebout, Cpa(Inactive) has worked for Charter Impact, Arrow Group Advisors Llc, Barntools, Vic.Ai, and Vertex Software.

How can I contact Broc Bebout, Cpa(Inactive)?

You can use AeroLeads to view verified contact signals for Broc Bebout, Cpa(Inactive) at Charter Impact, including work email, phone, and LinkedIn data when available.

What schools did Broc Bebout, Cpa(Inactive) attend?

Broc Bebout, Cpa(Inactive) holds Bachelor Of Science, Accounting And Finance from Iowa State University - Ivy College Of Business.

What skills is Broc Bebout, Cpa(Inactive) known for?

Broc Bebout, Cpa(Inactive) is listed with skills including Financial Reporting, Xbrl, Sec Filings, Account Management, Accounting, Auditing, Leadership, and Sarbanes Oxley Act.

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