Portfolio

Rebekah Van Vleck

Senior Customer Success Manager — Enterprise SaaS & AI Platforms

11+ years helping enterprise organizations adopt emerging technology and transform business processes, with a focus on retention, expansion, and building trusted executive partnerships across complex, high-stakes accounts.

✉ soltero.rebekah@gmail.com ☎ 206-928-4928 📍 Seattle, Washington
$2M+ ARR Portfolio Managed at Jump
$10M+ Enterprise Portfolio at PitchBook
$750K+ Net-New ARR Driven Annually
500+ Advisors Onboarded, Money Concepts

Summary

A Senior Customer Success Manager with more than 11 years of experience helping enterprise organizations adopt emerging technologies and transform business processes, with a specialization in AI and SaaS solutions. My focus is on retention, expansion, and fostering customer advocacy within intricate enterprise portfolios. I currently manage a portfolio exceeding $2M in Annual Recurring Revenue (ARR), cultivating trusted partnerships with executive stakeholders, simplifying complex technologies, and guiding organizations through onboarding, change management, and continuous adoption. I've previously received PitchBook's Focus on Focus award for outstanding execution and revenue growth.

Experience

A track record of turning complex enterprise relationships into durable, expanding partnerships.

Senior Customer Success Manager — Jump AI

December 2025 – Present
Leading AI meeting assistant platform for financial advisors
  • Ownership & Growth: Oversaw and expanded a $2M+ ARR portfolio of 10+ enterprise and mid-market accounts, including Janney Montgomery Scott, Money Concepts, and Principal Financial Network, managing the full renewal, expansion, and adoption lifecycle.
  • Enterprise Onboarding: Led onboarding for Money Concepts, a new $1.3M+ national IBD partnership, designing the Wave 1/Wave 2 rollout plan and advisor training curriculum, and aligning executive stakeholders ahead of a national conference for 500+ active advisor users.
  • Product Suite Expansion: Secured Osaic's approval to broaden Jump's full Meet, Grow, and Operate product suite across its affiliated advisor network, opening a significant platform expansion opportunity.
  • Compliance Resolution: Resolved a sensitive compliance escalation with Principal Financial Network (1,200+ affiliated advisors) by pausing outreach, correcting messaging errors, and re-establishing trust with the client's home office team.
  • Growth of OneDigital: Grew OneDigital Investment Advisors ($100B+ AUM, 300+ advisors) from a 20- to 100-user rollout by designing an SME-first onboarding model and building a client-facing resource hub the client called "FANTASTIC."
  • Collaboration: Led cross-functional troubleshooting with Engineering and Integrations to develop a custom OAuth-based solution for an enterprise client whose Webex environment fell outside standard support — turning an at-risk moment into a concrete delivery path.

Senior Enterprise Account Manager — PitchBook Data

June 2018 – December 2025
Leading SaaS platform for private and public capital markets intelligence
  • Portfolio Ownership: Managed a $10M+ enterprise portfolio across 30+ accounts, including multi-year expansions with Fortune 500 and global clients such as Menlo Ventures and ExxonMobil.
  • Strategic Growth: Led retention and expansion initiatives across $100K–$1M ACV accounts, driving $750K+ in annual net-new ARR through consultative upsells, cross-sells, and renewals.
  • Executive Partnership: Partnered with TELUS' M&A leadership to identify acquisition targets across healthcare, telecommunications, and agriculture; expansion grew their subscription from $70K to $230K in 18 months.
  • Value Realization: During a QBR with BMW Group, uncovered an opportunity to implement an API integration for pipeline tracking, securing a $330K renewal.
  • Customer Advocacy: Collaborated cross-functionally with Product, Data, and Engineering to surface customer feedback, leading to measurable product improvements.
  • Recognition: Received PitchBook's Focus on Focus award for outstanding execution and revenue growth after closing $800K in a single quarter.

Account Executive — Lamar Advertising

June 2016 – August 2017
Leading provider of billboard and outdoor advertising across the U.S. and Canada
  • Exceeded sales targets by closing billboard deals ranging from $10K to $300K — including a standout $200K campaign with a state tourism board, won from a top competitor.
  • Refined cold-calling techniques and led proactive outreach, consistently generating new business through value-driven conversations.
  • Collaborated cross-functionally with design, operations, and inventory teams to develop tailored advertising solutions.

Commercial Account Manager — Hewlett-Packard (HP)

May 2013 – June 2016
Managed prominent accounts including Blue Cross Blue Shield, Steve Madden, and JetBlue
  • Directed a diverse client portfolio generating over $16 million in annual revenue.
  • Established solid relationships with technical and executive stakeholders across all levels.
  • Received the HP Top Ascender award for exceeding 125% of quarterly sales goals.

Featured Projects

Materials I built to solve real gaps for clients and internal teams — click any page to view the actual document, or download the full PDF.

Onboarding Strategy · Money Concepts

Onboarding Proposal — Money Concepts

A complete onboarding roadmap built for Money Concepts International, a 500-advisor national IBD partnership, covering the partnership vision, phased rollout plan, training curriculum, and success metrics for a national conference launch.

Why I built it Jump had no prior standard for onboarding at this scale and no defined onboarding process. I created this proposal from scratch to give the client a clear, phased path forward — Wave 1/Wave 2 rollout, training plan, and success metrics — for onboarding 500 advisor users, and to set the template for how Jump onboards large enterprise partners going forward.
View the actual document — 13 pages
Money Concepts Onboarding Proposal page 1 Money Concepts Onboarding Proposal page 2 Money Concepts Onboarding Proposal page 3 Money Concepts Onboarding Proposal page 4 Money Concepts Onboarding Proposal page 5 Money Concepts Onboarding Proposal page 6 Money Concepts Onboarding Proposal page 7 Money Concepts Onboarding Proposal page 8 Money Concepts Onboarding Proposal page 9 Money Concepts Onboarding Proposal page 10 Money Concepts Onboarding Proposal page 11 Money Concepts Onboarding Proposal page 12 Money Concepts Onboarding Proposal page 13
Download Full PDF
Product & Compliance Documentation · Jump Meet

Jump Meet — New Features Overview

A feature and compliance brief covering four new Jump Meet capabilities — AI-generated agendas, branded meeting scheduling, automated reminders, and an AI presentation builder — including compliance framework details tied to FINRA Rule 3110.

Why I built it Broker-dealer partners needed clear documentation of Jump's new features, compliance posture, and technical detail to evaluate the value of each release. I created this to help Broker Dealers understand exactly what was new, how it worked, and how it held up under their compliance requirements.
View the actual document — 8 pages
Jump Meet New Features Overview page 1 Jump Meet New Features Overview page 2 Jump Meet New Features Overview page 3 Jump Meet New Features Overview page 4 Jump Meet New Features Overview page 5 Jump Meet New Features Overview page 6 Jump Meet New Features Overview page 7 Jump Meet New Features Overview page 8
Download Full PDF

How I Handle Complex Situations

When technical or relationship challenges arise, I own the problem end-to-end — diagnosing the root cause, protecting the partnership, and driving cross-functional teams toward a working solution. Here's a real example.

Client details have been anonymized to protect confidentiality.

01 Situation

I manage a large enterprise financial services account at Jump AI. During a live product demo of our Meeting Scheduler feature, every user at the account encountered a "failed to connect" error when trying to enable Webex integration — a feature the client was excited about and had already started promoting internally to their advisors.

02 Issue

Follow-up investigation revealed the client's phone infrastructure was more complex than our team had visibility into: an on-premises Cisco Call Manager (CUCM) system with Webex layered on top meant most users weren't licensed for the Webex Calling capability our integration depended on. This wasn't a simple bug — it was an architectural mismatch between our product and the client's unique setup, and it created real relationship risk since the client felt blindsided after publicly promoting a feature that didn't work for them.

03 Action — I owned the problem end-to-end rather than escalating and stepping back
  • Diagnosed the technical root cause by coordinating directly with the client's Webex admin, gathering network logs, error traces, and configuration details engineering needed to isolate the issue.
  • Managed the client relationship through a difficult period, absorbing frustration professionally while keeping the partnership intact, and identified an internal communication gap — a detail from an earlier sales conversation that hadn't been passed to my team — so we could improve our process going forward.
  • Organized and drove cross-functional collaboration between our integrations team, backend engineers, and the client's technical admin to evaluate a workaround: routing Webex OAuth through Microsoft SSO, based on a pattern the client had used successfully with a competitor's product.
  • Kept the technical workstream moving by translating between the client's requirements and engineering's questions, coordinating staged feature-flag rollouts, and relaying real-time testing feedback.
  • Partnered with engineering leadership to produce a client-facing explainer document, rebuilding trust by showing the client the deliberate technical work happening behind the scenes.
04 Success

The workaround was validated and shipped successfully. What began as a trust-damaging failure became a working integration — now expanding Webex support not just for this account's ~500-advisor user base, but for any other customer with a similar on-premises phone setup. I'm now planning an internal adoption campaign to drive usage across the full account.

PitchBook · Focus on Focus Award
"Throughout the entire quarter where Rebekah had to close $800K, she was amazing at forecasting early and far out, closing out renewals early and really leading the way for the whole POD on how to tackle Q4 and be the first to close out on the quarter! Rebekah had to deal with multiple tough renewal and negotiation conversations but was able to focus and continue to push through renewals."
— Focus on Focus recognition, PitchBook Data

Skills & Tools

Core Skills

Strategic Account Management Customer Renewals & Contracts Upselling & Expansion Planning Quarterly Business Reviews Stakeholder Engagement Client Onboarding & Adoption Forecasting & Pipeline Management Customer Lifecycle Management

Tools & Platforms

Salesforce Microsoft Exchange Tableau Catalyst HubSpot Gong Artificial Intelligence (AI) CRM Integrations

Education

University of New Mexico

BA in Journalism and Communications
2009 – 2013