Zach Miller
Lead - Customer Success Manager @ Freshworks
About
Nearly 2 decades in SaaS and communications has given me a front-row seat to how technology transforms the customer experience. I’ve found that I am a builder at heart—I’ve always been the person who digs into the API documentation or builds a prototype to showcase what’s possible.Currently, as a Lead CSM at Freshworks managing a $7M ARR portfolio, I thrive at the intersection of business goals and technical execution. For me, the most rewarding part of Customer Success is the ability to actually solve a complex architectural problem that unlocks real value for a client.As the industry pivots toward AI and automation, I believe the "Strategic" segment needs technical pioneers who can navigate this shift with confidence. I’m passionate about moving past the AI hype to help global organizations architect actual, measurable ROI through intelligent design.This "under the hood" mindset extends to my own consulting business, where I manage technical environments like HIPAA-compliant Zoom instances. I’m constantly looking for ways to bridge the gap between data and action—whether that’s managing a global enterprise account or developing a custom Sentiment Analyzer to catch the subtle churn signals that standard dashboards might miss.I love using technology to make things run better and helping customers realize their full potential.Core Competencies:--Strategic Account Management ($7M+ Portfolios)--Value Realization & Data-Driven ROI--AI & Automation Prototyping--Technical Workflow Design & Discovery--Technical Program Management
United States
Greater Boston
Information Technology & Services
Cross-functional Team Leadership, Enterprise Software, Workflow Automation, Data-driven Decision Making, Strategic Planning, Customer Value Creation, Technical Demonstrations, Technical Discovery, Solutions Engineering, Zoom, Proof of Concept, Consulting, Solution Implementation, Solution Architecture, Artificial Intelligence (AI), Attention to Detail, Presentation Skills, Teamwork, Customer Support, Project Management
Experience

Lead - Customer Success Manager
Boston, MA
Conduct custom demos and technical walkthroughs to guide customers toward optimal workflows and configurations. Use PowerBI analytics across a $7M portfolio to identify feature gaps, recommend tier upgrades, and drive platform adoption. Capture and translate technical requirements, acting as the liaison between customers and Product/Engineering to ensure feasibility and prioritization. Conduct technical discovery to understand customer environments and tailor solution recommendations. Partner with Onboarding and Implementation to deliver smooth technical handoffs and develop scalable long‑term adoption plans. Refine documentation and enablement materials to simplify complex features for non‑technical users and improve platform fluency.

Principal Consultant — Zoom Administration (HIPAA‑Compliant Environment)
Boston, MA
Administer a HIPAA‑compliant Zoom environment for a private psychiatric practice, overseeing configuration, security settings, healthcare‑specific workflows, and technical troubleshooting. Also support Tebra EHR, secure email, and website operations as part of broader IT management.

Principal Customer Success Manager
Lead enterprise technical implementations, managing API integrations and core infrastructure components (SMTP, firewalls, load balancers). Advise customers on architecture, configuration, and workflow design to ensure scalable adoption. Translate complex requirements (Encryption, HIPAA, secure messaging) into actionable workflows and training programs. Deliver technical enablement sessions for healthcare stakeholders to drive platform fluency and adoption. Define and document technical requirements for bespoke client environments, partnering with Engineering to ensure accuracy and feasibility. Collaborate with Sales during pre‑sales cycles to provide technical validation and solution guidance.

Senior Technical Sales Engineer
Medfield, MA
Conduct technical discovery to understand customer environments and tailor solution recommendations. Conduct deep‑dive demonstrations and technical walkthroughs to provide Proof‑of‑Concept validation for enterprise prospects. Develop technical whitepapers and solution documentation bridging engineering capabilities with non‑technical customer needs. Lead the company’s first successful third‑party software integration, expanding the platform’s ecosystem and enterprise use cases. Support Sales in evaluating technical feasibility and aligning solutions with customer workflows.

Senior Technical Sales Representative
Medfield, MA
Served as the primary technical point of contact for inbound prospects, answering questions on product capabilities, security features, and implementation requirements. Scoped customer needs and translated them into accurate service configurations, pricing models, and solution recommendations. Conducted light technical walkthroughs to help prospects understand workflow fit and platform capabilities prior to full SE engagement. Assisted in early‑stage product demonstrations to help prospects evaluate workflow fit. Collaborated with Product and Engineering to relay customer requirements, clarify feasibility, and refine messaging for new features. Supported Sales in qualification and evaluation cycles by addressing early‑stage technical blockers and ensuring smooth handoff to senior engineers

Technical Sales Representative
Medfield, MA
Responded to inbound technical inquiries via phone, chat, and email, providing guidance on product capabilities, security features, implementation requirements, and workflow fit. Scoped customer needs and translated them into accurate, customized service configurations and technical proposals. Guided prospects through evaluation by addressing technical blockers, validating feasibility, and ensuring solution alignment with their environment. Contributed to technical marketing assets, documentation, and website content to clarify platform capabilities for both technical and non‑technical audiences.

Technical Support Representative
Medfield, MA
Provide Tier 1 technical support for proprietary hosting stacks (Linux/MySQL/PHP). Manage DNS, network services, and secure email protocols (SMTP/IMAP). Troubleshoot infrastructure issues and escalate complex cases to Engineering.
Zach Miller's Contact Information
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