Customer Success · Technical Account Management

Christy
McSwain

Senior CSM & TAM · SaaS · HR Tech · Fintech · AI

7+ years driving adoption, retention, and expansion across mid-market and enterprise SaaS. I build systems that scale, relationships that last, and — apparently — the tools to manage both.

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Christy McSwain

Portfolio

Built to Show, Not Tell

I didn't want to just say I could do the job. So I built the tools to prove it.

AI · CSM Operations

SyncDash

A functional AI-powered account intelligence dashboard simulating a real TAM/CSM workflow — from onboarding through renewal. Built from scratch to demonstrate how I think about customer success operations.

  • Account health scoring & renewal risk tracking
  • QBR auto-generation with PDF & PPTX export
  • Sage — AI briefing engine (Anthropic API) with pre-call summaries
  • Contract views, audit logs, and analytics dashboard
Visit SyncDash →
AI · Product · Automation

SyncToScale

A launch-ready product site for a fictional B2B workflow automation platform. Demonstrates product storytelling, information architecture, and AI-assisted customer operations at scale.

  • Nova — customer-facing AI chatbot (Botpress)
  • Full product documentation & API reference hub
  • Workflow templates & customer enablement resources
  • Paired companion platform to SyncDash
Visit SyncToScale →

Core Competencies

What I Bring

Built across 7+ years of hands-on enterprise SaaS work.

Customer Success

  • Enterprise Account Management
  • QBR & EBR Delivery
  • Renewal & Expansion Strategy
  • Churn Mitigation
  • NPS & CSAT Optimization
  • Customer Health Monitoring

Implementation & Onboarding

  • End-to-End Implementation PM
  • Onboarding Program Design
  • Time-to-Value Acceleration
  • Change Management
  • Stakeholder Alignment
  • LEAN Process Improvement

Technical & Tools

  • Anthropic API (Claude)
  • Salesforce CRM
  • API & Integration Troubleshooting
  • Botpress AI Chatbot
  • HubSpot · Zendesk · Intercom
  • Asana · GitHub · Miro

Credentials

Certifications

Continuously investing in the tools and frameworks that make the work better.

✦

HubSpot Service Hub Software

HubSpot Academy

2026
✦

Certified Scrum Master

Scrum Alliance

2021
✦

Customer Success Management Fundamentals

CustomerSuccessU

2020

Get In Touch

Let's Connect

Open to new opportunities in Customer Success, Technical Account Management, and Implementation roles.

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