Tyler Merten

Customer Success Lead

Strategic advisor & relationship builder with 10+ years driving customer outcomes in high-growth SaaS.

About

Customer success leader with 10+ years owning customer relationships and acting as a strategic advisor in fast-paced environments. Focused on problem-solving rooted in care, empathy, and commitment to excellence—building and nurturing relationships with customers and teams to deliver the strongest possible outcomes.

Based in New York City.

Experience

Pietra Jun 2023 — Present

Customer Success Lead

New York, NY

  • Optimizing support processes and resolving root-cause issues at the intersection of customer success and operations.
  • Expanding revenue through strategic relationship growth; managing high-impact brand relationships.
  • Coaching the success team to ensure customers realize maximum value from the platform.
True Link Financial Jul 2021 — Dec 2022

Senior Director, Customer Success

New York, NY

  • Owned customer book accountable for $20M ARR; primary point of contact for 12 relationships (~$10M revenue); maintained 0% churn and met 15% annual revenue growth targets.
  • Managed team of three relationship managers; negotiated 12 renewal agreements; delivered 20+ QBRs, 20+ investment reviews, 30+ product demos; supported sales in closing ~$3M additional revenue.
  • Drove cross-functional projects (BizOps, Marketing, Product, Sales, Support) to deliver operational and technical solutions; gathered client insights and partnered with Product on new features and reporting.
True Link Financial Aug 2019 — Jul 2021

Director of Customer Success

New York, NY

  • Built card account management team from the ground up; defined standards of excellence in account management.
  • Led account management for Prepaid Visa Card team; nurtured B2B relationships; managed implementations; grew customer base through adoption and expansion.
True Link Financial Sep 2018 — Aug 2019

Director of Customer Support & Operations

San Francisco Bay Area

  • Owned all support channels (phone, email); managed support leads; resolved 10,000+ tickets; final escalation point for customer issues.
  • Defined service standards (SLAs, QA); trained 20+ support reps; scaled team (hiring, training, reorg); mentored 10 direct reports to promotions; maintained NPS 82 (B2B) / 74 (consumers).
True Link Financial Sep 2017 — Sep 2018

Senior Manager

San Francisco, CA

Bar Tartine May 2015 — May 2017

General Manager & Beverage Director

San Francisco Bay Area

  • Led front-of-house team of 20; event planning; Certified Sommelier. Condé Nast Traveler Best Restaurants in the World.
Mercer Oct 2014 — May 2015

Senior Health & Benefits Consulting Analyst

San Francisco Bay Area

  • Strategic health & benefits consulting to HR leaders; project lead on M&A team; led full-scale benefits divestiture for 15,000-employee tech client; managed vendor relationships.
Towers Watson Jun 2013 — Oct 2014

Health & Benefits Consulting Analyst

Minneapolis–St. Paul

  • Pharmacy benefit consulting; project managed $120K PBM RFP for 40,000-employee client; claims experience modeling; client portfolio management; monthly/quarterly performance dashboards.
Morgan Stanley Oct 2011 — Jun 2013

Investment Associate

Minneapolis, MN

  • Operational and analytical support to financial advisors; client documents and performance reporting; institutional and household client interaction; Series 7 & 66.

Skills

SaaS Relationship building Business reviews (QBRs) Account management Customer success Team leadership Cross-functional collaboration Revenue growth Support operations

Education

Marquette University

Honors B.S. in Business Administration — Economics, Finance, Biological Sciences

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