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Bridging the gap between technical complexity and customer ROI.

Christy
McSwain

Technical Account Architecture | Enterprise SaaS | HR Tech · Fintech · AI

Strategic Operations & Technical Account Management specialist with 7+ years of experience scaling mid-market and enterprise SaaS ecosystems. I bridge the gap between high-level business strategy and technical execution by architecting custom LLM-driven tooling to automate retention, expansion, and implementation workflows.

Christy McSwain

Portfolio

Built to Show, Not Tell

I didn't want to just say I could do the job. So I built the tools to prove it.

AI · CSM Operations

SyncDash

A functional AI-powered account intelligence dashboard simulating a real TAM/CSM workflow — from onboarding through renewal. Built from scratch to demonstrate how I think about customer success operations.

  • Account health scoring & renewal risk tracking
  • QBR auto-generation with PDF & PPTX export
  • Sage — AI briefing engine (Anthropic API) with pre-call summaries
  • Contract views, audit logs, and analytics dashboard
Visit SyncDash →
AI · Product · Automation

SyncToScale

A launch-ready product site for a fictional B2B workflow automation platform. Demonstrates product storytelling, information architecture, and AI-assisted customer operations at scale.

  • Nova — customer-facing AI chatbot (Botpress)
  • Full product documentation & API reference hub
  • Workflow templates & customer enablement resources
  • Paired companion platform to SyncDash
Visit SyncToScale →

Core Competencies

What I Bring

Built across 7+ years of hands-on enterprise SaaS work.

Customer Success

  • Enterprise Account Management
  • QBR & EBR Delivery
  • Renewal & Expansion Strategy
  • Churn Mitigation
  • NPS & CSAT Optimization
  • Customer Health Monitoring

Implementation & Onboarding

  • End-to-End Implementation PM
  • Onboarding Program Design
  • Time-to-Value Acceleration
  • Change Management
  • Stakeholder Alignment
  • LEAN Process Improvement

Technical & Tools

  • Anthropic API (Claude)
  • Salesforce CRM
  • API & Integration Troubleshooting
  • Botpress AI Chatbot
  • HubSpot · Zendesk · Intercom
  • Asana · GitHub · Miro

Credentials

Certifications

Continuously investing in the tools and frameworks that make the work better.

HubSpot Service Hub Software

HubSpot Academy

2026

Certified Scrum Master

Scrum Alliance

2021

Customer Success Management Fundamentals

CustomerSuccessU

2020

Salesforce Trailhead — Agentforce, Prompt Engineering & Generative AI

17 Badges · salesforce.com/trailblazer/christymcswain

2025

Kind Words

What People Say

A few words from people I've had the pleasure of working with.

Christy is one of the most proactive and thoughtful CSMs I've worked with. She anticipates problems before they become issues and always comes prepared.

Jaime Cohen Gaines

Available as reference

Working with Christy was a genuinely great experience. She made complex onboarding feel manageable and kept our team aligned every step of the way.

I.R.

Christy has a rare combination of technical depth and genuine warmth. She made our team feel supported while also pushing us to get more out of the product.

Mikah P.

Let's Connect

Open to new opportunities in Customer Success, Technical Account Management, and Implementation roles.