Jay Fox
VP of Customer Success · I help PE-backed B2B SaaS companies fix post-acquisition customer success gaps before they hit renewals.
Cs Team BuildCall Coaching & FeedbackCustomer Onboarding ProgramLLM Content GenerationSalesforce ImplementationAccount PlanningMutual Action PlanMutual Action Plan Execution
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Operator Overview
Co-founder of CS Rescue, an advisory firm that runs post-acquisition customer success diagnostics for PE-backed and PE-adjacent B2B SaaS companies. 20+ years running Account Management, Customer Success, and Product inside PE-backed FinTech companies, including TRG Screen (sold to Vista Equity) and The Deal (exited to The Street). Built a 4-pillar diagnostic framework covering CS org design, onboarding, health scoring, and renewal and expansion forecasting.
Expertise
Cs Team BuildSelf-claimed
45Call Coaching & FeedbackSelf-claimed
45Customer Onboarding ProgramSelf-claimed
45LLM Content GenerationSelf-claimed
45Salesforce ImplementationSelf-claimed
45Account PlanningSelf-claimed
45Mutual Action PlanSelf-claimed
45Industries
Enterprise SoftwareSaaSFintechProfessional ServicesCustomer Success & Support
Customer Success & Growth
CS & Growth Profile
Retention Scope
Largest single account ARR
$1M
CS Motion
Ownership model
RenewalsExpansion
Portfolio
1 work sampleAll work samples are shown here, whether they were added independently or as part of an engagement.