Cody Chase

Cody Chase has a diverse work experience spanning various roles and industries. Cody is currently working at UpKeep as a Sr. Customer Success Manager, responsible for managing and growing a portfolio of approximately 75 accounts. Cody excels in their role, consistently achieving a 103.5%+ Net Revenue Retention (NRR) and leading in key metrics such as Customer Satisfaction (CSAT), hosting Quarterly Business Reviews (QBRs), and NRR. Cody has also contributed to special projects outside of their job description, such as the UpKeep EDGE initiative. In terms of achievements, Cody led their team to achieve a 106% NRR attainment in Q1 2022 and successfully grew one of the largest enterprise accounts by over 20% during their 8 months of management.

Prior to joining UpKeep, Cody worked at PatientPop Inc., where they held the position of Customer Success Manager, responsible for managing a book of business worth approximately $1.17 million, consisting of around 130 accounts. Cody'sportfolio included a mix of Small and Medium-sized Businesses (SMBs), Mid-Market, and Enterprise accounts. Before this role, Cody served as a Sales Development Representative at PatientPop Inc., where they connected small to mid-sized private medical practices with an all-in-one growth solution through cold phone and email outreach, as well as alternative tactics like direct mail and custom video recordings.

Cody's earlier work experiences include serving as a Server/Bartender at Brewport Taphouse & Kitchen, a Server at Shin Ramen, and a Server at Vinny's Pizza.

Cody Chase earned a Bachelor's degree in Accounting from California State University, Long Beach, where they attended from 2016 to 2018. Prior to that, they studied Pre Accountancy at West Los Angeles College from 2015 to 2016. Cody also holds an Associate's degree in Liberal Arts: Social & Behavioral Sciences from Santa Monica College, where they studied from 2010 to 2013.

In addition to their formal education, Cody has obtained several certifications from Trailhead by Salesforce. These certifications include Accounts and Contacts, CRM Basics for Salesforce Classics, Data Quality, Leads and Opportunities, Reports & Dashboards, and Salesforce CPQ Basics. Cody achieved these certifications in May 2018.