Ryan Helft

I build systems and teams that help revenue recur and grow.

Fifteen years building enterprise SaaS post-sales organizations that deliver predictable retention, expansion, and value realization — in analytics, automation, and now AI agents.

Sr. Director of Customer Success, Relevance AI · San Francisco

RELEVANCE AISIGMAWORKATOBIRSTEBAY / PAYPAL

Draft note for Ryan — anything in amber is a placeholder. The Snapshot numbers are the ones worth filling first. Delete this box before launch.

122%Net Revenue Retention
$100M+ARR Under Management
15+Years in Post-Sales
4CS Orgs Built & Led
  • Designed, built, and scaled Customer Success teams across enterprise, commercial, digital, and embedded/OEM segments.
  • Built operational frameworks — segmentation, success planning, escalation, and renewal process — that make growth efficient rather than heroic.
  • Translated executive goals into team-level action plans, then into metrics leadership could forecast against.
  • Currently building a post-sales factory on agentic AI — CSMs and Solutions Architects working alongside Relevance Agentic Workforces.
  • Recruited, trained, and mentored CSMs — plus five years mentoring SV Academy's Customer Success program.

Relevance AI

Sr. Director of Customer Success · Jun 2026 – present · San Francisco

Agentic post-salesCSM + Solutions Architects

Leading a team of CSMs and Solutions Architects helping customers hit their GTM goals faster. Building the post-sales factory on Relevance Agentic Workforces.

Sigma

Director of Customer Success · Sep 2024 – Jun 2026 · 1 yr 10 mos

Commercial + Digital CS122%+ NRR4× coverage, zero added cost

Led Commercial CS and built Digital CS from scratch — automations, communication systems, and predictive health scoring that quadrupled customer coverage while holding Gross Renewal Rate at target, without adding cost or losing human interaction.

Workato

Director of Customer Success · Dec 2021 – Sep 2024 · 2 yrs 10 mos · Mountain View

Embedded Platform125.9% NRR

Led the CSM team in the company's fastest-growing business unit, serving partners who embed Workato inside their own products. Designed and implemented the Customer Success strategies behind substantial, predictable growth.

Birst (acquired by Infor)

6 yrs 3 mos · San Francisco

Manager, Customer Success (Team Lead) · Jan 2020 – Dec 2021

Led the CSM team covering enterprise customers. Partnered with internal business leaders on high-impact systems improvements driven by data analysis.

Sr. Customer Success Manager, Enterprise · Jul 2018 – Jan 2020

Oversight of the largest and most strategic customer portfolio, plus recruiting, training, and mentoring across the CSM team.

Sr. Customer Success Manager, Embed · Oct 2015 – Jun 2018

Managed the OEM portfolio — customers embedding Birst as their own analytics solution — advising on enablement, engagement, and go-to-market.

eBay / PayPal

Sr. Manager, Portfolio Planning & Innovation · 2012 – 2015 · San Jose

Portfolio planningPatent holder

Portfolio planning and management for strategic initiatives and products across the eBay and PayPal businesses. Co-inventor on a patent for identifying recommendations requested through social media.

I build post-sales organizations that make revenue predictable: segmentation and coverage models, success plans customers can see, escalation and renewal process, health and risk signals, and the operating cadence that keeps all of it honest.

Enterprise software is bought on a promise and kept on evidence. The work is closing that gap — making sure the value a customer signed for shows up in their usage, their numbers, and the story they tell internally about the investment.

I've done it across analytics, integration and automation, and now agentic AI, in direct, digital, and embedded/OEM motions. Right now the interesting question is which parts of that system should be run by agents and which stay human.

Principles

Systems drive Scaling Focused on value, always Executive goals, translated into action plans Good for the customer and good for the company

Background

  • MBA, Marketing & EntrepreneurshipUniversity of Southern California, Marshall School of Business
  • BA, International StudiesKenyon College · Editor-in-Chief, The Kenyon Collegian · WKCO · Rugby

Customer Success for a fast-growing embedded platform business

Context
Workato's Embedded Platform was the fastest-growing BU in the company. Partners embedding the product inside their own software don't behave like end users — their success runs on their roadmap, their customers, and their release calendar.
Levers I changed
A CS strategy purpose-built for embedded partners rather than inherited from the direct motion; joint planning against partner launch calendars; executive goals translated into concrete action plans for the CSM team; the operations and metrics evolved alongside the segment.
Business outcomes
125.9% NRRTeam of 7
Learnings
When your product ships inside someone else's, their roadmap is your adoption plan.

Scaling a CS team across enterprise and OEM at Birst

Context
Six years across three roles — OEM portfolio, then the largest enterprise accounts, then leading the team that carried them. Add the specific problem you inherited when you took over the team.
Levers I changed
Recruiting, training, and mentoring a CSM bench; escalation management that resolved issues instead of routing them; high-impact systems improvements driven by data analysis and pushed through internal business leaders.
Business outcomes
retention resultteam growthescalation reduction
Learnings
The systems your team works inside shape outcomes more than any individual save.

Building Digital Customer Success from scratch at Sigma

Context
Long-tail and mid-market customers couldn't be served by a traditional, human-only CSM model at the coverage the business needed — the only ways to scale reach were to either add headcount or find a fundamentally different motion.
Levers I changed
Built the Digital CS motion from scratch: automations and communication systems that operate at scale, plus predictive health scoring to flag risk and route human attention to where it mattered most.
Business outcomes
4× customer coverageGRR held at targetNo added cost
Learnings
Scaling coverage 4× without losing human interaction or slipping on renewal targets means automating the repeatable parts of the motion, not the relationship itself.

Optional fourth case study — the agentic post-sales build at Relevance AI, once there's a result to point at.

Derek Roberts, who hired Ryan to run Embedded Customer Success at Workato, describes him as someone who takes executive goals and turns them into clear action plans the team can act on — with the foresight to see where operations and metrics need to evolve next.

Derek Roberts · Post-Sales Leader · managed Ryan directly

Darcy Grabowski, who reported to Ryan on the Embedded Platform team, credits his leadership with driving the team's results and points to customers who felt supported throughout — and to a manager who mentored as much as he directed.

Darcy Grabowski · Customer Success, Embedded Platform, Workato · direct report
  • Accenture Leadership AwardTeam leadership award based on recognition from direct reports, peers, and supervisors.
  • US Patent 14/457,963 — Social Media-Based RecommendationsFiled September 2014. Identifying when recommendations are requested via social media and algorithmically extracting the recommendation from the responses.
  • Guest speaker, GartnerSpeaking tour on portfolio planning and management best practices.
  • Mentor, SV Academy2020 – present. Guiding Customer Success program members through internships and into their first full-time roles.

Occasional notes on customer success practice — and the odd conversation about gear.

CS Angel webinar: How to Capture the AI Moment With FDEs

CS Angel · August 2026

Panel on forward deployed engineers in post-sales — what they actually do, who they should report to, and whether the role is new or just professional services with a new name.

Chesterton's Fence

date

On why you shouldn't tear down a process, a team structure, or a piece of the customer motion until you understand why it was put there in the first place.

Beta programs are customer development

Workato Embedded community · March 2023

Most beta programs stop at finding bugs. The more valuable output is learning what customers were actually trying to do.

Cool Tools podcast

June 2023

Four recommendations, mostly for bikes and backcountry sleep.

Bay Area native, still here. Most weekends involve a trail, a bike, or a pack — California mostly, and a fair bit beyond it. Reading happens on Caltrain.

  • Cocoon Air-Core Hood / Camp PillowThe one piece of backcountry comfort worth the weight.
  • FITCO 16-in-1 Bike Multi ToolLives in the saddlebag. Has rescued several rides.
  • SONGMICS Bike Repair StandTurns garage maintenance from a chore into a Sunday.
  • Mountainsmith K9 Dog PackThe dog carries his own lunch.

If you're building a post-sales function in analytics, automation, or AI — or figuring out where agents fit in yours — I'm always up for comparing notes.