Enterprise CSM | Strategic Accounts (Data & AI)
Driving NRR, adoption & retention by turning complex SaaS platforms into measurable client value.

Lionel Loho | Linktree

CUSTOMER SUCCESS & VALUE FRAMEWORK

📄 Enterprise Data & AI CSM Framework

CASE STUDIES

📄 Open Case Study

This case study is an internal Executive QBR covering a portfolio of 20 regulated FinServ and FinTech accounts on an Enterprise Data Automation & Ingestion Platform.

Framework: Designed the Value Realization Score metric to translate usage telemetry into business ROI.

Challenge: Identified 10 accounts slipping toward churn due to low advanced feature adoption.

Execution: Spearheaded a 3-pillar response combining C-Level re-engagement, technical enablement workshops, and a 3-tier governance cadence. 


📈 Case Study : QBR & Portfolio Value Realization (20 Fin Accounts)

📄 Open Case Study 

This case study outlines an Enterprise onboarding and deployment framework for a Generative AI SaaS platform, designed to eliminate technical friction, accelerate Time-to-Value, and drive rapid end-user adoption.

Scope: Enterprise onboarding & deployment framework for a generative AI SaaS platform.

Challenge: High technical friction and long time-to-first-value during initial model integration and workflow adoption.

Framework: Designed an accelerated onboarding blueprint focusing on early technical quick-wins and structured change management.

Execution: Streamlined user enablement, established automated milestone tracking, and aligned technical integration with executive business goals.


⚙️ Case Study : GenAI SaaS Onboarding & Time-to-Value

This case study outlines an Enterprise scale and platform adoption framework for a cloud data ecosystem on GCP & BigQuery, designed to remove technical bottlenecks, drive cross-functional alignment, and maximize cloud platform ROI across large-scale accounts.

Scope: Strategic account scale and modernization framework for Enterprise clients on GCP & BigQuery cloud infrastructure.

Challenge: Fragmented data pipelines, underutilized BigQuery capacity, and operational silos preventing clients from realizing full platform performance and cloud ROI.

Framework: Designed a holistic cloud adoption roadmap combining technical architecture optimization with structured stakeholder alignment.

Execution:
Conducted technical health checks to optimize query performance and reduce compute overhead.

Established cross-functional steering committees with Lead Data Engineers and C-level sponsors.

Delivered targeted GCP enablement workshops to upskill client engineering teams.

☁️ Case Study : Enterprise SaaS Scale & Platform Adoption (GCP & BigQuery)

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Lionel Loho

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Lionel Loho

Enterprise CSM | Strategic Accounts (Data & AI) Driving NRR, adoption & retention by turning complex SaaS platforms into measurable client value.

CUSTOMER SUCCESS & VALUE FRAMEWORK

CASE STUDIES

GET IN TOUCH

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