Principal Customer Success Manager

Dan
Greger

Enterprise SaaS · AI Strategy · Atlassian

Strategic CS leader with 10+ years driving enterprise adoption, revenue growth, and AI transformation. Trusted advisor to C-level executives managing $20M+ portfolios — building partnerships one brick at a time.

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Dan Greger
$20M
Portfolio ARR
95%
Retention Rate
10+
Years Exp.
About Me

Turning relationships into results

I'm a Principal Customer Success Manager at Atlassian, where I own strategic relationships with enterprise and large enterprise customers across various industries — representing $21M in annual revenue.

My work sits at the intersection of executive relationship management, AI-powered transformation, and enterprise strategy. I've spent over a decade helping organizations unlock the full value of their SaaS investments — reducing churn, accelerating adoption, and building C-suite partnerships that last.

I'm especially energized by the intersection of AI and customer success. From leading Slack + Salesforce AI agent rollouts to creating global CS enablement content, I bridge the gap between cutting-edge technology and real business outcomes.

When I'm not building success plans, you'll find me building with Legos — because great things are always assembled one brick at a time.

Location

Remote — Florida, USA

Current Role

Principal Customer Success Manager
Atlassian

Education

B.S. Finance
Florida State University

Specialties

AI StrategyEnterprise SaaS Executive RelationsSlack SalesforceChurn Reduction Value Realization
Work Experience

A decade of enterprise impact

Principal Success Manager

Feb 2025 – Jan 2026

Slack, a Salesforce Company · Remote, FL

  • Own relationships with 8 enterprise and large enterprise technology customers accounting for $14M annual revenue
  • Drive $2M in net new revenue while sustaining a 95% customer retention rate over the past fiscal year
  • Lead enterprise adoption of Slack + Salesforce AI agent integrations, achieving 260 agent activations in 6 months post-launch
  • Create AI vision and strategy content leveraged by global CS teams, resulting in 80% penetration across accounts
  • Deliver semiannual business reviews covering utilization, maturity scores, and Slack + Salesforce product roadmap
  • Improve KPI reporting by partnering cross-functionally to establish operational rigor for the global Slack CSM field

Senior Success Manager

Apr 2021 – Feb 2025

Slack, a Salesforce Company · Remote, FL

  • Trusted advisor to enterprise communications, media, and technology customers totaling ~$13M annual revenue
  • Crafted joint success plans to maintain a 95% retention rate YoY and increase annual contract value by $5M over three fiscal years
  • Managed C-level executive relationships to promote product utilization and foster executive sponsorships
  • Partnered with AEs and customer LOB leaders to uncover upsell use cases, achieving 90% license utilization across accounts
  • Led cross-functional projects spanning Product & Engineering, Marketing, and Learning & Enablement teams

Customer Success Manager

Mar 2019 – Mar 2021

Ultimate Kronos Group · New York, NY

  • Managed 20 enterprise clients totaling $10M annual revenue to maximize product utilization, adoption, and retention
  • Provided strategic guidance for HR Service Delivery platforms, improving operational efficiencies by 50%+
  • Collaborated with project managers to build custom Employee Case Management workflows, reaching 90% adoption rate
  • Increased executive sponsor NPS by 45 points YoY through proactive engagements and strategic initiatives

Lead Account Manager

Feb 2017 – Mar 2019

Ultimate Kronos Group · New York, NY

  • Managed 120+ client relationships totaling $18M annual revenue, maintaining a 97% retention rate
  • Acted as escalation point across all support branches, sustaining 92%+ extremely satisfied survey results
  • Led proactive measures to increase product usability by 25% during year-end and open enrollment seasons
  • Presented UltiPro Compensation Management as a subject matter expert to 200+ customers at the 2018 Connections Conference
Credentials

Certifications & Skills

Skills & Tools

AI for BusinessAI AgentsAI PromptingAgentforceGoogle GeminiChatGPTClaudeGoogle AI Studio Executive RelationshipsChange ManagementValue RealizationProject ManagementData AnalysisM&ARelease Readiness Slack Enterprise GridSalesforce CRMGainsightJIRAConfluenceMicrosoft SQL ServerAdvanced ExcelGoogle Workspace
🎓

AI for Business

University of Pennsylvania

🤖

Agentblazer Innovator

Salesforce

⚡

Certified AI Associate

Salesforce

🧠

AI for Everyone

DeepLearning.AI

💬

Prompting Essentials

Google

🌐

AI Essentials

Google

🔧

Administrator Certification

Slack

🎓

B.S. Finance

Florida State University

Contact

Let's connect

Whether you want to discuss enterprise AI strategy, explore a collaboration, or just connect — I'd love to hear from you.


I'm always open to conversations about customer success, emerging technology, and how AI is reshaping the way we work.

📞

(954) 662-9669

Phone
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LinkedIn Profile

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