Wade Rocco
Customer Success Leader
Driving AI transformation, customer retention, and revenue expansion across enterprise Financial Services accounts.
Career Highlights
Measurable outcomes across retention, expansion, and customer transformation
Consistent 100% renewal rates across Writer, ID.me, and Salesforce (Slack)
Protected and grew recurring revenue for the largest strategic accounts at VMware and Akamai
Drove 25% ARR growth at Writer in the first 3 fiscal quarters through strategic expansion
Partnered with Sales to close a $3M ACV deal at Slack through cross-functional alignment
Awarded Salesforce (Slack) Global CSM of the Year, 2023
Built standard playbooks, led enablement programs, mentored new hires, and created AI agents for program management
Experience
Transformation Lead, Customer Success
Writer
Leading AI transformation programs for Financial Services customers — combining technical depth with thoughtful adoption strategies that translate AI-native capabilities to business impact.
- Achieved 100% renewal rate in first 3 fiscal quarters, resulting in 25% ARR growth across a $4M ARR book of business (5 customers).
- Served as an onboarding mentor to new team members in my second month in role.
- Developed AI agent capabilities to optimize critical facets of program management — use-case prioritization, solution design, ROI analysis, and more.
Director, Customer Success
ID.me
Led a team of CS professionals responsible for driving strategic partnership among the 600+ brands who use ID.me to deepen consumer relationships.
- Achieved 100% renewal rate in first fiscal quarter, and 2% ARR growth in first 5 months.
- Developed and launched a segmentation model and GTM strategy focused on value realization, optimizing customer integrations, and multi-threading relationships.
- Created AI agents to optimize Account Planning and Risk Analysis.
Sr Principal CSM, Team Lead — Financial Services
Salesforce (Slack)
Led success programs for the largest Financial Services customers, driving meaningful growth and adoption of the Slack platform. Managed a team of CSMs, providing mentorship and career development guidance.
- Awarded Global CSM of the Year for 2023.
- Achieved 100% renewal rate and 8% ACV growth in 2023.
- Partnered with Sales to close a $3M ACV win in 2024 through aligned renewal and new logo pursuits.
- Created standard playbooks across key CS disciplines: Success Planning, Activity Management, Risk & Health Management, GTM (Slack AI).
- Led a monthly enablement program for new and tenured Success Managers to share learnings and demonstrate thought leadership.
Sr. Customer Success Manager — Global Financial Services
VMware
Led success programs for VMware's 2 largest Financial Services customers, focusing on cloud strategy, application modernization, and SDLC optimization.
- Drove adoption and value realization for VMware's largest strategic customers, protecting $24M in annual recurring revenue.
- Conducted regular business reviews with C-suite stakeholders to maintain alignment on product adoption, value realization, and business strategy.
- Continuously built new relationships across customer LOBs to expand VMware's sphere of influence.
Engagement Manager — Financial Services
Akamai Technologies
Promoted to Engagement Manager in May 2017. Led customer success programs to maximize satisfaction, retention, and growth among Financial Services customers. Aligned Akamai's solutions with customer business objectives.
- Successfully protected and grew $15M in annual recurring revenue.
- Provided technical leadership on strategic solutions to customer business challenges using the Akamai product suite.
- Managed integration teams (10 people) ensuring operational excellence during delivery.
Sr. Technical Project Manager — Financial Services (prior role at Akamai)
- Led the successful integration of Akamai solutions (CDN, WAF) among global financial institutions.
- Implemented standardized project management methodologies using SCRUM/Agile principles.
Earlier Experience
Skills & Expertise
Business
- People Management
- Business Strategy
- Digital Transformation
- Program & Change Management
- Value Realization
- Customer Advocacy
- Cross-Functional Collaboration
- Risk Management
- Business Reviews
- Success Planning
- Stakeholder Multi-threading
Technical
- AI Primitives
- AI Agent Development
- Prompt Engineering
- MCP (Model Context Protocol)
- Python
- SQL
- Cloud Computing (AWS / GCP / Azure)
Industry
- Financial Services
- eCommerce
- Telecommunications