Senior Customer Success Manager at OneTrust

I help organizations turn technology into real, lasting value.

At OneTrust, I partner with customers to put privacy, consent, AI governance, and third-party risk programs to work. Behind that is 15+ years of leading people through change, and a habit of building the tools that make adoption stick. I diagnose what's actually in the way, and then I help close the gap.

Customer Success Privacy & AI Governance Adoption & Change AI Builder Leadership Development
Chris Case

The numbers behind the work.

~98%
Retention Through Change
Across 4 major organizational transitions
~$4M
Book of Business
20+ accounts across the OneTrust platform
30+
Leaders Developed
Through coaching, pipelines & succession
3,500%
Organization Scaled
12 to 450 participants, $50K to $800K
10
AI Tools Built & Deployed
Chatbots, AI agents, LMS, workflow engines
15
Workflow Automations Published
Healthcare, automotive, real estate, education & more

Where the work happened.

I work at the intersection of people, change, and client relationships. My focus is developing leaders, guiding organizations through transition, and ensuring the people I serve get real, lasting value from the work.

2026 - Present
Senior Customer Success Manager
OneTrust - Atlanta, GA
Own a ~$4M book of business across 20+ customer accounts using the full OneTrust platform: privacy, consent, AI governance, and third-party risk. Partner with customer stakeholders to drive adoption, demonstrate value, and protect renewals. Saved two at-risk renewals in my first quarter. Built AI agents that automate daily account triage and turn internal updates into customer-ready recaps.
~$4M Book of Business Renewals & Retention Privacy & AI Governance Adoption & Value AI Agents
2026 - Present
Strategic Client Advisor (Part-Time)
Family Medical Centres - South Florida
Trusted advisor to physician owners at a 3-location, 9-provider primary care practice. Assess real bottlenecks, design solutions, present options with clear risk/cost tradeoffs, and drive adoption across staff with varying technical comfort levels. Built and deployed a HIPAA-compliant AI chatbot, designed pre-visit intake forms saving ~1 hour per new patient, led compliance migrations, and run regular check-ins to ensure tools are delivering real value. Digital marketing efforts drove a ~10% increase in inbound call volume and 5% growth in new patient leads.
Client Advisory Adoption & Enablement AI Deployment Google Ads HIPAA Compliance
2011 - 2025
President & Chief of Staff
Resonate Church - Atlanta, GA
Founded and led an organization from scratch, building every function from zero: strategy, HR, finance, marketing, leadership development, and creative. Scaled from 12 to 450 weekly participants and $50K to $800K annually. Built leadership pipelines for 30+ leaders and 100+ volunteers, maintained ~98% retention through four major transitions, and raised ~$500K across two capital campaigns. Near-zero staff turnover over 14 years (~4.3yr average tenure). Served as the primary relationship owner, 1:1 advisor, and escalation point for a community of 500+.
~98% Retention Built from Scratch Leadership Development Stakeholder Management Near-Zero Staff Turnover
2016 - 2024
Board Member
DeKalb County Department of Family and Children Services (DFCS)
Served as faith-based representative on the county DFCS board, providing governance oversight, budget and staffing guidance, program advocacy, and community liaison. Worked under federal Kenny A consent decree oversight to improve adoption and reunification rates. Contributed to a ~25% decrease in children in foster care during tenure.
Governance & Oversight Budget & Staffing Public Sector Child Welfare Advocacy
2008 - 2011
Director of Programming & People Development
Cumberland Church - Smyrna, GA
Led program delivery and volunteer leadership development across recurring, deadline-driven initiatives. Built onboarding systems, coaching rhythms, and structures that grew leaders and improved execution reliability.
Leadership Development Program Delivery
2005 - 2008
Director of eMarketing & Digital Programs
Crown Financial - Gainesville, GA
Led cross-functional project teams delivering national digital and educational program initiatives. Managed external partner relationships and coordinated across organizational boundaries to deliver shared outcomes.
Cross-Functional Leadership Partner Management
2005 - 2025
Creative & Digital Operations Lead
Morningstar Designs (Freelance)
20+ years of client-facing creative and digital work. Managed relationships, translated needs, and coordinated delivery across design, marketing, and web projects while balancing competing priorities and limited resources.
Client Relationships Creative Direction

Real situations. Real outcomes.

Driving Technology Adoption Across a Multi-Location Practice

Situation
A 3-location healthcare practice needed new workflows and tools, but staff ranged from tech-savvy to highly resistant. Physicians trusted the recommendations but needed clear risk/cost framing for larger decisions.
Action
Assessed the real bottlenecks, presented options with clear tradeoffs, and calibrated adoption support by person. Gave self-starters direction and space; gave others patience and hands-on walkthroughs. Ran regular check-ins to catch friction early.
Result
Successful adoption across all three locations, compliance gaps closed, and a HIPAA-compliant AI chatbot deployed and in daily use. Physicians trust the process and delegate most technology decisions.

Clarifying Roles and Decision Flow Across Leadership

Situation
Growth introduced new leadership layers, creating confusion around ownership, decision-making, and accountability across the organization.
Action
Led a clarification effort to define responsibilities, map workflows, and establish clear decision rights across leadership and teams.
Result
Teams reported improved confidence, reduced friction, and clearer understanding of responsibilities within weeks.

Guiding a High-Sensitivity Change with Strong Adoption

Situation
A proposed shift in long-held organizational convictions carried high emotional risk and the potential for significant attrition.
Action
Designed and led a structured change process with clear documentation, open forums, consistent communication, and leadership support at every stage.
Result
The organization adopted the change with minimal disruption while maintaining trust and engagement.

Leading Organizational Reset After Leadership Transition

Situation
Following a leadership sabbatical, the organization experienced misaligned roles, unclear accountability, and eroding board-executive trust.
Action
Reset leadership structure and operating rhythms, aligned roles to strengths, clarified board scope, and rebuilt communication channels.
Result
Leadership confidence stabilized, roles clarified, and alignment around priorities and direction was restored.

What I bring to the table.

Core Strengths
Organizational Development Leadership Development & Coaching Change Enablement & Adoption Customer / Client Success Renewals & Retention Privacy & AI Governance Programs Stakeholder Communication Governance & Decision Rights Succession Planning Facilitation & Workshop Design Culture & Organizational Health Cross-Functional Leadership Executive Communication Needs Assessment & Diagnosis
Technical & Builder Skills
AI Solution Design & Deployment Glean AI Agents Workflow Automation (n8n, Zapier) LMS / Enablement Design HIPAA Compliance API Integration & Data Pipelines Autonomous Agent Architecture Prompt Engineering SEO & Web Traffic Optimization Google Ads & Grant Management WordPress / Web Development Adobe Creative Suite

I don't just advise. I build the solution.

These aren't hypothetical. Every project below was designed, built, and deployed by me to solve a real problem.

Customer Success AI Agents

AI agents built in Glean that automate daily account triage and turn internal product updates into customer-ready recaps. Less time assembling information, more time with customers.

In Daily Use Customer Success Glean

HIPAA-Compliant AI Chatbot

Patient-facing chatbot for a multi-location healthcare practice. Handles appointment, insurance, and office inquiries within HIPAA constraints. Reduced front office load and improved scheduling access.

In Daily Production Use Healthcare AI HIPAA

Online Learning Platform (LMS)

Revenue-generating course covering AI tools and workflow integration with ~100 enrollments at ~$30/seat. Owned end-to-end: curriculum architecture, content sequencing, platform selection, and learner experience design.

Actively Selling Instructional Design AI Enablement

Autonomous AI Trading Agents

Two AI-powered agents running continuously on a private server, one for event markets and one for equities. A personal experiment in autonomous decision-making, with live dashboards, learning banks, and self-refining decision logic.

Personal Project Autonomous Agents

Multi-Agent AI Company (Unsupervised)

Autonomous system where role-based AI agents (CEO, content, finance, social media, analytics) collaborate, learn from each other, and make strategic decisions with minimal human oversight.

Agent Architecture Multi-Agent Systems

Google Review Response Agent

AI agent that monitors Google reviews, drafts professional responses, and routes them for approval before publishing. Keeps client reputation management consistent and timely without adding staff workload.

Live at FMC Customer Experience Human-in-the-Loop

AI Workflow Automation Portfolio

15 published workflow automation skills on the OpenClaw platform spanning healthcare, automotive, real estate, content/media, education, events, freelance consulting, and personal productivity. Each turns a complex process into a repeatable, guided system.

Publicly Available OpenClaw Automation

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Whether you're a customer, a fellow CS leader, or just curious about putting privacy, AI governance, and practical AI tools to work, I'd love to connect.