AeroLeads people directory · profile

William P. Email & Phone Number

VP of Customer Success| Director of Customer Success| Driving retention, revenue expansion, customer advocacy, and data backed processes.
Location: Fort Myers, Florida, United States 5 work roles 1 school
1 work email found @cbinsights.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 71%

Contact Signals · 1 work email

Work email w****@cbinsights.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
VP of Customer Success| Director of Customer Success| Driving retention, revenue expansion, customer advocacy, and data backed processes.
Location
Fort Myers, Florida, United States

Who is William P.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

William P. is listed as VP of Customer Success| Director of Customer Success| Driving retention, revenue expansion, customer advocacy, and data backed processes. based in Fort Myers, Florida, United States. AeroLeads shows a work email signal at cbinsights.com and a matched LinkedIn profile for William P..

William P. previously worked as Vice President of Customer Success and Customer Experience at Bloom Growth™ and Sr. Director of Customer Success at Cb Insights. William P. holds Bachelor’S Degree, Economics from Drew University.

Company email context

Email format at cbinsights.com

This section adds company-level context without repeating William P.'s masked contact details.

*@cbinsights.com
68% confidence

AeroLeads found 1 current-domain work email signal for William P.. Compare company email patterns before reaching out.

Profile bio

About William P.

I am a customer success executive who builds strong global CSM teams that consistently exceed measured KPI's, maximize and expand recurring revenue streams, and deliver next-level value to customers by providing the right technology tools, resources, and coaching to meet our customers’ business needs.My expertise include:• Assessing and mitigating risks in customer acquisition, onboarding, and customer services.• Identifying low-revenue customers with high-growth potential and building a portfolio of long-term customers who provide lifetime value to the company.• Conducting voice-of-the-customer surveys to determine the intrinsic value of software solutions to the customer’s success by analyzing the customer’s workflow and software usage, API integration, levels of data integration, and other factors.• Playing to the strengths of CSM team and varying CSM workloads by segment, revenue, and account-based criteria, providing the right CSM tools for each customer and the appropriate number of touchpoints and positive interactions to ensure an outstanding customer experience.• Developing an overall model of customer success costs to predetermine the amount of retained revenue based on the total lifetime value of customers as well as day-to-day operating costs of the department.• Managed process and results of customer health scores, renewal rates, net promoter surveys, and other data to determine ROI for the customer success team and sharing strategies and action plans to reduce churn, increase renewals, and expand upsells.• Collaborating with product teams, sales teams, IT services and support teams, and executive leadership teams and providing feedback and insights to improve the company’s products and services.• Developing relationships and cultivating partnerships across all business sectors to drive record growth and measurable productivity gains.

5 roles

William P. work experience

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

Vice President Of Customer Success And Customer Experience

Lincoln, NE, US

  • Increased overall retention from 80% to 92% within first 90 days by implementing customer engagement motion and success planning to ensure customers achieved ROI.
  • Decreased time to first value from 90 days to 30 days by transforming off-shore Data Entry team into onboarding department through upskilling and implementing full onboarding motion.
  • Responsible for four department managers as direct reports, including Client Success, Support, Onboarding & Professional Services, Education, and Community teams.
  • Developed first Client Health Score and segmentation strategy to improve forecasting and implemented segmentation through a tiered engagement program.
  • Leveraged AI tools to create scaled training modules with just in time touchpoints.
  • Developed and implemented new client engagement model.
Sep 2023 - Mar 2024

Sr. Director Of Customer Success

New York, NY, US

  • Responsible for team of 35 CSMs, Professional Services, 4 directors across multiple verticals with a total BoB value of $85million ARR.
  • Achieved 15- year record-setting gross retention and upsell in Q1/Q2 2023. 109% of target retention rate of FY2022.
  • Introduced upsell cross-sell motion resulting in 750% of FY2022 upsell and expansion target.
  • Achieved 125% of multi-year contract target for FY2022.
  • Developed and implemented new client engagement model. Improved customer engagement and customer health >25%.
  • Created CS team core competencies, career path progression, and leadership training program.
Jan 2022 - Jul 2023

Vice President Of Customer Success

Boca Raton, FL, US

  • Achieved 11 company records for customer retention, revenue retention/expansion, and upsells.
  • Grew customer success team from 15 to 25 CSMs managing accounts in 200 countries globally.
  • Maintained and grew ARR from $13 million to $25 million in 36 months through upsell and account expansion.
  • Led department that consistently performed at >100% of all quota-driven KPIs.
  • Created metrics for customer health and net promoter scores (NPS) to improve customer satisfaction and build customer advocacy.
  • Reduced churn rate by 15% for first-year accounts with strategic onboarding and customer engagement.
May 2017 - Oct 2021

Manager, Customer Success

Boca Raton, FL, US

  • Led customer success team of 5 covering domestic U.S. markets, Asia-Pacific, Africa, and Middle East.
  • Serving as a player coach, Managed over 2,000 installed customers worth $5 million ARR.
  • Exceeded department quotas for customer and revenue retention as well as account expansion.
  • Conducted weekly team training and individual performance reviews to close skills gaps, improve productivity, and meet/exceed success metrics (calls, contacts, appointments booked, demos, renewals, and.
Dec 2016 - May 2017

Customer Success Manager

Boca Raton, FL, US

  • Managed 300+ customer accounts valued at >$800,000 ARR. Developed strategic relationships to reduce account churn, increase account expansion, and drive sales of new products to current customers.
  • Earned Top Sales awards for account retention and new revenue through upselling and account expansion.
  • Developed actionable KPIs and performance-tracking system to improve personal sales performance.
Aug 2011 - Dec 2016
1 education record

William P. education

  • Drew University
    Drew University
    Economics
FAQ

Frequently asked questions about William P.

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

What is William P.'s role at their current company?

William P. is listed as VP of Customer Success| Director of Customer Success| Driving retention, revenue expansion, customer advocacy, and data backed processes..

What is William P.'s email address?

AeroLeads has found 1 work email signal at @cbinsights.com for William P..

Where is William P. based?

William P. is based in Fort Myers, Florida, United States.

What companies has William P. worked for?

William P. has worked for Bloom Growth™, Cb Insights, and Partsbase Inc..

How can I contact William P.?

You can use AeroLeads to view verified contact signals for William P., including work email, phone, and LinkedIn data when available.

What schools did William P. attend?

William P. holds Bachelor’S Degree, Economics from Drew University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.