Upload image
Drag & drop an image here, or
PNG, JPG or JPEG · up to 10 MB
I help SaaS businesses build the teams, processes, and programs that drive retention, expansion, and long-term growth.
I'm Kyle Casey, a SaaS consultant and Solutions Engineering Leader who has worked inside Customer Success, Account Management, Revenue Enablement, and Solutions Engineering, the functions that determine whether a business scales or stalls.
I work with early-stage startups building these functions for the first time, and mid-market companies looking to mature and scale what they've already built. Whether you need a retention strategy, a post-sale playbook, or a team structure that actually works, I've built it before at companies like yours.
My approach is direct and practical. No boilerplate. No 80-slide decks.
Each engagement is scoped to your business, not a templated deliverable. These are the four areas I've spent my career in.
Structuring presales to win and scale. SE team design, demo methodology, POC frameworks, technical discovery processes, and a clean handoff to post-sale success.
A technically brilliant demo that doesn't map to the buyer's problem won't close the deal. I build the discovery frameworks, POC structures, and handoff processes that turn your SE team into a revenue multiplier. If deals are stalling after the demo, let's dig in.
Revenue enablement programs built to close the gap between training and pipeline. Onboarding, ongoing training, content strategy, certification programs, and the tooling that makes it stick long-term.
The gap between product training and pipeline impact is where most enablement programs fall apart. I close that gap with onboarding, certification, and reinforcement built around how reps actually sell. If the numbers aren't moving, the gap is usually upstream of the training.
Building and scaling CS orgs that drive retention and expansion. Covers org design, segmentation models, health scoring, QBR programs, and the CS-to-sales handoff motion.
NRR is the one metric that tells the whole story, and most CS orgs aren't built to move it. I design the org structure, playbooks, and health scoring systems that make expansion the default outcome, not the exception. If NRR isn't moving, the structure is usually why.
Designing AM programs that turn satisfied customers into revenue. Renewal forecasting, expansion playbooks, exec relationship strategy, and account planning frameworks.
Renewal risk doesn't appear at renewal time. It builds up in ignored accounts and missed signals. I build AM programs that surface expansion opportunities early and give your team the frameworks to act on them. If accounts aren't growing, the signals are already there.
Lead solutions engineering, technical solutions, and sales enablement initiatives that equip teams to close enterprise deals and scale SaaS adoption. Partner with C-suite executives and cross-functional leadership on enterprise strategy, technical positioning, go-to-market, and customer retention.
Designed and scaled enablement programs incorporating AI-powered training and automation tools, accelerating onboarding and improving enterprise adoption. Shaped enablement content strategy to unify talk tracks, battle cards, and training programs, ensuring consistent narratives across sales and customer-facing teams.
Managed and developed implementation and support teams, driving consistent enterprise delivery and hitting renewal and expansion targets. Built processes and playbooks that cut onboarding time, reduced ticket escalations, and improved CSAT scores.
Standardized implementation methodologies, governance, and service delivery motions for enterprise clients. Directed implementation strategy for top university clients, guiding project managers and cross-functional teams through complex rollouts.
Helped SMB SaaS companies build their customer-facing teams from scratch. Focused on Customer Success, Sales Enablement, Support, and Customer Experience.
Ran targeted advertising campaigns for local businesses, optimizing spend based on search volume and review performance. Trained AEs monthly to standardize pitch cadence and reduce ramp time.
Whether you're scaling a CS org, rebuilding your AM motion, or standing up an enablement function, let's talk about what you're working on.