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Will Freeman Email & Phone Number
Customer Success Manager
at
PlanSource
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Success Manager
Location
Charleston, South Carolina, United States
Company size
Who is Will Freeman? Overview
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Quick answer
Will Freeman is listed as Customer Success Manager at PlanSource, a with 645 employees, based in Charleston, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Will Freeman.
Will Freeman previously worked as Client Services Manager at Empyrean and Principal, Customer Success Executive at Dayforce. Will Freeman holds Bachelor Of Science (B.S.), Business Administration, Marketing And Supply Chain Management from College Of Charleston.
Company email context
Email format at PlanSource
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PlanSource
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Profile bio
About Will Freeman
Will Freeman is a Customer Success Manager at PlanSource. Colleagues describe them as "I have worked with Will for almost two years at Dayforce. Will has been a standout performer on the Large Enterprise Customer Success team while managing our largest, most complex customers. He has often served as a resource for me on customer approach and messaging, among many other things. Will is especially adept at taking a client’s strategic goals and translating them into measurable success. I am honored to work with Will and am grateful for his significant contributions to our team." and "I’ve worked with Will for the past 7 years at Benefitfocus. He took me under his wing when I first started out as an Account Manager and helped me build my foundation in customer service. Since then, I’ve worked with Will in numerous capacities and have watched him grow his career in customer success. I’m always excited when I see Will’s name on a project that comes to my team, knowing that he will properly manage expectations, communicate clearly and act as a strong internal partner and liaison for his customers. Will exemplifies excellent customer service- he is communicative, thoughtful and proactive. He also has a great ability to build professional relationships. He is genuine, empathetic and makes others around him feel valued. Will is a highly skilled project manager who would be an asset to any team."
Current workplace
Will Freeman's current company
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Plansource
8 roles
Will Freeman work experience
A career timeline built from the work history available for this profile.
Client Services Manager
Current
Jun 2024 - Present
Principal, Customer Success Executive
• Proven leader in client advocacy • Achieved 100%+ client retention 2022 - 2024• Owned and supported 3 - 6 of Ceridians largest and most complex Large Enterprise customers on the Dayforce platform• Strategically conducted quarterly and monthly Governance Business Reviews with C-level executives to identify the goals of the customer in order to translate them into data driven success• Orchestrated and developed effective decision-making processes, in-depth knowledge of Ceridians infrastructure, and strong client-facing communications to provide proactive and responsive client services
Dec 2023 - May 2024
Sr. Customer Success Manager, Large Enterprise
Oct 2022 - Dec 2023
Senior Csm, Enterprise Market
• Achieved 100%+ client retention 2016 - 2022• Supported and Managed Enterprise client base over $5 million in annual revenue • Project Managed Open Enrollment in Salesforce to drive a successful employer renewal• Coordinated with internal counterparts to ensure proper timing and accountability for configuration, implementation, release testing, enrollment, file testing and file distribution
Mar 2022 - Oct 2022
Customer Success Manager, Large Market
Apr 2016 - Mar 2022
Account Manager, Employer Solutions
Mar 2014 - Apr 2016
Account Relationship Banker
• Managed relationships for retail and business clients• Proactively contacted clients and prospects daily to identify additional financial needs and strengthen relationships, supporting sales process by acting upon or referring identified client needs to other lines of business• Represented BB&T’s “@ Work” sales initiative for new products and led a team of Relationship Bankers in the Midlands market to maximize account retention and acquire new business• Achieved top 1% performance on accounts opened and new business relationships on BB&T's annual matrix, 2011 - 2014
Aug 2011 - Mar 2014
Team & coworkers
Colleagues at PlanSource
Other employees you can reach at plansource.com. View company contacts for 645 employees →
S(
Sharissa (Shari) Alexander
Colleague at PlansourceTitusville, Florida, United States
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Zyasia Nasir
Colleague at PlansourceDallas-Fort Worth Metroplex, United States
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MV
Madhu Venkatarajan
Colleague at PlansourceIndia
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YT
Yaswanth Thatavarthy
Colleague at PlansourceBengaluru, Karnataka, India
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JL
Joy Levy
Colleague at PlansourceOrlando, Florida, United States
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DA
Danny Atchison
Colleague at PlansourceSalt Lake City Metropolitan Area, United States
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Denice Lancashire
Colleague at PlansourceCharlotte, North Carolina, United States
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JN
Jai Nanda Kumar Amirthalingam
Colleague at PlansourceBengaluru, Karnataka, India
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JR
Jenny R
Colleague at PlansourceMonticello, Minnesota, United States
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KV
Karina Vega
Colleague at PlansourceSalt Lake City, Utah, United States
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Sharissa (Shari) Alexander
Colleague at PlansourceTitusville, Florida, United States
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ZN
Zyasia Nasir
Colleague at PlansourceDallas-Fort Worth Metroplex, United States
View →
MV
Madhu Venkatarajan
Colleague at PlansourceIndia
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YT
Yaswanth Thatavarthy
Colleague at PlansourceBengaluru, Karnataka, India
View →
JL
Joy Levy
Colleague at PlansourceOrlando, Florida, United States
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DA
Danny Atchison
Colleague at PlansourceSalt Lake City Metropolitan Area, United States
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DL
Denice Lancashire
Colleague at PlansourceCharlotte, North Carolina, United States
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JN
Jai Nanda Kumar Amirthalingam
Colleague at PlansourceBengaluru, Karnataka, India
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JR
Jenny R
Colleague at PlansourceMonticello, Minnesota, United States
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KV
Karina Vega
Colleague at PlansourceSalt Lake City, Utah, United States
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1 education record
Will Freeman education
FAQ
Frequently asked questions about Will Freeman
Quick answers generated from the profile data available on this page.
What company does Will Freeman work for?
Will Freeman works for PlanSource.
What is Will Freeman's role at PlanSource?
Will Freeman is listed as Customer Success Manager at PlanSource.
Where is Will Freeman based?
Will Freeman is based in Charleston, South Carolina, United States while working with PlanSource.
What companies has Will Freeman worked for?
Will Freeman has worked for Plansource, Empyrean, Dayforce, Benefitfocus, and Bb&T.
Who are Will Freeman's colleagues at PlanSource?
Will Freeman's colleagues at PlanSource include Sharissa (Shari) Alexander, Zyasia Nasir, Madhu Venkatarajan, Yaswanth Thatavarthy, and Joy Levy.
How can I contact Will Freeman?
You can use AeroLeads to view verified contact signals for Will Freeman at PlanSource, including work email, phone, and LinkedIn data when available.
What schools did Will Freeman attend?
Will Freeman holds Bachelor Of Science (B.S.), Business Administration, Marketing And Supply Chain Management from College Of Charleston.
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