James Green

James Green is currently the VP of Operations & Customer Success at Squire. Prior to this, they were the Vice President of Customer Success at Transcepta from October 2020 to December 2021. In this role, they were responsible for leading the Customer Success team, including upsell, retention, implementation, professional services, and back-office teams. James communicated the strategic vision of the firm to clients, met with client executives, and mentored and developed team members.

Under James' leadership, Transcepta achieved an annualized churn of <0.5% over the last 6 years. James also identified upsell product opportunities and provided end-to-end oversight of go-to-market strategy for new product offerings. In addition, they doubled professional service revenue in the last three years with the same staffing levels by creating new professional services channels and playbooks for upsell opportunities. As a result of James' efforts, Transcepta was propelled from relatively stagnant revenue growth to five consecutive years of 15-25% per annum growth, doubling revenue – in a shrinking market.

In addition to their work at Transcepta, James has also been responsible for reorganizing operational structures, leading change management efforts, mentoring key talent, and developing standard operating procedures to enable organizational scale. James has also served as the executive sponsor for over 60 enterprise software implementations ranging from $25K to $1M.

James Green has a Master of Business Administration (M.B.A.) from The Wharton School in Operations and Entrepreneurship as well as a BA in Economics from UC Irvine. James is also certified by (ISC)² as a Certified Information Systems Security Professional (CISSP).

Darrell Hosaka - Director of Operations, Nathan Bruning - Director of Revenue Operations report to James Green. Some of their coworkers include Dave A. Salvant - Co-Founder & President, Megan Cleveland Paige - CMO, and Dustin Duvanich - VP, Sales. Their manager is Songe LaRon, Co-Founder & CEO.