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# Janice Ruff, Mba, Abcp

**Headline:** Customer Success Manager
**Profession:** Customer Success Manager
**Location:** Atlanta, GA, USA

## About

Janice Ruff, MBA, ABCP is a Customer Success Manager at Kuali, Inc\., where she manages strategic SaaS relationships across implementation, adoption, retention, expansion, and long\-term partnership\. Janice is strongest in leading complex enterprise implementations, building customer success strategies, and aligning Product, Engineering, Professional Services, Support, and customer stakeholders around measurable outcomes\. She maintains 97% customer retention through proactive account strategy, health monitoring, success planning, risk management, and executive engagement\. Janice develops Customer Success Plans and leads executive business reviews focused on objectives, adoption, value realization, KPIs, risks, opportunities, and future priorities\. She uses utilization, engagement, and health data to identify adoption gaps, optimization opportunities, expansion potential, and customer risk\. Janice also uses AI\-powered tools and automation for customer\-data analysis, preparation, reporting, documentation, and recurring Customer Success workflows\. Her background spans HR technology implementation, benefits administration, project management, customer onboarding, and enterprise client service\. She has led cross\-functional teams through UAT and delivery, managed 10–12 benefit analysts, and currently operates as a player\-coach supporting six CSMs while handling escalations, automating processes, and managing implementations\. Janice holds an MBA in Health Care Administration/Management and a BBA in Human Resources Management and Services\.

## Highlights

- Maintains 97% customer retention at Kuali, Inc\. through proactive customer strategy, health monitoring, success planning, risk management, and executive engagement\.
- Manages strategic SaaS customer relationships across the full lifecycle: implementation, adoption, retention, expansion, and long\-term partnership\.
- Leads complex enterprise customer implementations by coordinating Product, Engineering, Professional Services, Support, and customer stakeholders\.
- Develops strategic Customer Success Plans and leads executive business reviews focused on objectives, adoption, value realization, KPIs, risks, opportunities, and future priorities\.
- Analyzes utilization, engagement, and customer\-health data to identify adoption gaps, risks, optimization opportunities, and expansion potential\.
- Uses AI\-powered tools and automation for customer\-data analysis, meeting preparation, executive summaries, reporting, documentation, and recurring Customer Success workflows\.
- Operates as a player\-coach supporting six CSMs while handling escalations, automating processes, and managing implementations\.
- Leads cross\-functional implementation teams involving engineers, sales, IT, CSMs, and project managers through UAT and delivery\.
- Delivered a complex HR enrollment\-system rollout while onboarding and training a new internal team\.
- Turns implementation issues into team\-wide process improvements and uses complex accounts to validate migrations\.
- Identifies data issues through customer testing, partners with Engineering on fixes, and documents lessons learned for future migrations\.
- Previously managed 10–12 benefit analysts, including direct\-report performance reviews\.
- Led enterprise HR technology implementations at Mercer HR Services LLC from discovery and requirements gathering through configuration, testing, deployment, and post\-launch stabilization\.
- Managed multiple concurrent enterprise implementation projects at Mercer, including milestones, dependencies, risks, issues, communication plans, and success criteria\.
- Coordinated EDI, API, payroll, eligibility, and data integrations with technical teams and external vendors at Mercer\.
- Led enterprise software implementations at Univers from requirements discovery through configuration, testing, training, production deployment, and post\-launch support\.
- Facilitated requirements workshops with HR, Benefits, Payroll, IT, and executive stakeholders at Univers\.
- Developed implementation documentation, process standards, and best practices at Univers to improve delivery consistency and customer adoption\.
- Supported health and welfare benefits\-administration platform implementations and enhancements at Morneau Shepell\.
- Developed test strategies and plans, coordinated UAT, and supported production deployments at Morneau Shepell\.
- Supported enterprise benefits consulting, technology implementation, onboarding, and client\-service initiatives at Brown & Brown\.
- Managed RFP submissions, carrier negotiations, and deal\-closing activities at Brown & Brown\.
- Created SOPs, client presentations, business reports, and executive communications at Brown & Brown\.
- Maintained resource pools, resource forecasting, budget and variance reporting, technical\-vendor relationships, business requirements signoff, and project documentation at IRIS Consulting Corporation\.
- Earned an MBA in Health/Health Care Administration/Management from the University of Phoenix\.
- Earned a BBA in Human Resources Management and Services from Davenport University\.

## Experience

- **Customer Success Manager at Kuali, Inc\.** (2018\-11\-01–present) — Manage strategic SaaS customer relationships across the customer lifecycle, from implementation and adoption through retention, expansion, and long\-term partnership\. • Maintain 97% customer retention through proactive account strategy, customer health monitoring, success planning, risk management, and executive engagement\. • Lead complex enterprise implementations and customer initiatives, coordinating Product, Engineering, Professional Services, Support, and customer stakeholders to deliver successful outcomes\. • Develop strategic Customer Success Plans and lead executive business reviews focused on customer objectives, adoption, value realization, KPIs, risks, opportunities, and future priorities\. • Analyze customer utilization, engagement, and health data to identify adoption gaps, risks, optimization opportunities, and potential expansion opportunities\. • Leverage AI\-powered tools and automation to accelerate customer data analysis, meeting preparation, executive summaries, repor
- **Senior Project Coordinator at IRIS Consulting Corporation** (2018\-06\-01–2018\-11\-01) — Maintain resource pool, adding new resources as they are requested by resource managers • Document business process, job aids, training materials and test plans • Manage technical vendor relationships related to implementation projects and/or ongoing support • Run variance reports to show actuals/forecast and to determine best course of action • Assist with maintaining the project plan, provide updates and help develop processes • Validate, process, and approve resource time sheets • Forecast hours/budgeting for each resource to determine if additional resources are needed • Responsible for running and maintaining various ad\-hoc reports • Identifies process and/or configuration gaps and recommends opportunities for improvements • Review and signoff of business requirements • Responsible for updates to supporting materials SOPs, job aids and other relevant documentation
- **Implementation Manager at Mercer HR Services LLC** (2014\-09\-01–2018\-04\-01) — Led complex enterprise HR technology implementations from discovery and requirements gathering through configuration, testing, deployment, and post\-launch stabilization\. • Served as a strategic client advisor, translating business objectives and operational requirements into scalable technology solutions and implementation strategies\. • Managed multiple concurrent enterprise projects, establishing milestones, dependencies, risks, issues, communication plans, and success criteria\. • Coordinated complex EDI, API, payroll, eligibility, and data integrations while partnering with technical teams and external vendors to resolve issues and maintain implementation timelines\. • Built relationships with executive stakeholders, HR leaders, IT teams, payroll organizations, vendors, carriers, and technology partners to drive successful customer outcomes\. • Delivered executive\-ready status reporting, presentations, recommendations, and implementation updates while identifying process improvement
- **Implementation Project Manager at Univers** (2013\-10\-01–2014\-09\-01) — Led enterprise software implementations from requirements discovery through configuration, testing, training, production deployment, and post\-launch support\. • Facilitated requirements workshops with HR, Benefits, Payroll, IT, and executive stakeholders to translate business requirements into technology solutions\. • Managed project schedules, dependencies, risks, issues, vendor relationships, and customer deliverables across multiple concurrent implementations\. • Coordinated software configuration, UAT, change management, training, and production deployment activities\. • Developed implementation documentation, process standards, and best practices that improved delivery consistency and customer adoption\. • Served as a trusted customer advisor, proactively identifying risks and opportunities to improve platform adoption and long\-term value\.
- **Senior Benefit Analyst at Morneau Shepell** (2012\-10\-01–2013\-09\-01) — Supported enterprise technology implementations and enhancement initiatives for health and welfare benefits administration platforms\. • Translated complex business requirements into functional requirements, system configurations, workflows, and implementation deliverables\. • Partnered with technical teams, implementation consultants, and customers to validate solutions and resolve complex business and system issues\. • Developed test strategies and plans, coordinated UAT, and supported production deployments\. • Analyzed operational workflows to identify opportunities to improve processes, system functionality, and customer outcomes\.
- **Business Analyst at Brown & Brown** (2010\-08\-01–2012\-10\-01) — Supported enterprise benefits consulting, technology implementation, and client service initiatives for employer organizations\. • Supported customer onboarding, implementation planning, system enhancements, and ongoing enterprise client initiatives\. • Managed RFP submissions, carrier negotiations, and deal\-closing activities\. • Coordinated requirements, project documentation, vendor communications, and customer deliverables\. • Created Standard Operating Procedures \(SOPs\), client presentations, business reports, and executive communications\. • Partnered with consultants, vendors, and internal stakeholders to resolve customer issues and improve operational processes\.

## Education

- Master of Business Administration \(M\.B\.A\.\), Health/Health Care Administration/Management — University of Phoenix (2011\-01\-01–2013\-01\-01)
- Bachelor of Business Administration \(B\.B\.A\.\), Human Resources Management and Services — Davenport University (2007\-01\-01–2011\-01\-01)

## FAQ

### What does Janice do at Kuali, Inc\.?

Janice is a Customer Success Manager at Kuali, Inc\. She manages strategic SaaS customer relationships through implementation, adoption, retention, expansion, and long\-term partnership\.

### How does Janice approach customer retention and strategic account management?

Janice maintains 97% customer retention through proactive account strategy, customer health monitoring, success planning, risk management, and executive engagement\. She develops strategic Customer Success Plans and leads executive business reviews addressing objectives, adoption, value realization, KPIs, risks, opportunities, and future priorities\.

### How does Janice lead cross\-functional implementations?

Janice leads complex enterprise implementations and customer initiatives by coordinating Product, Engineering, Professional Services, Support, and customer stakeholders\. She has also led cross\-functional implementation teams involving engineers, sales, IT, CSMs, and project managers through UAT and delivery\.

### How does Janice use data and automation in Customer Success?

Janice analyzes customer utilization, engagement, and health data to identify adoption gaps, risks, optimization opportunities, and potential expansion opportunities\. She uses AI\-powered tools and automation to accelerate data analysis, meeting preparation, executive summaries, reporting, documentation, and recurring Customer Success workflows\.

### What leadership responsibilities does Janice have in Customer Success?

Janice operates as a player\-coach with six CSMs, handles escalations, automates processes, and manages her own implementations\. Her stated areas of expertise include Customer Success automation, playbooks, workflows, driving ARR, and improving NPS scores\.

### What is Janice's approach to complex rollouts and migrations?

Janice has delivered a complex HR enrollment\-system rollout while simultaneously onboarding and training a new internal team\. She uses implementation issues to create team\-wide process improvements and uses complex accounts to validate migrations\.

### How does Janice manage migration quality and data issues?

Janice emphasizes thorough implementation ownership and validation, particularly for complex customers and migrations\. She catches data issues through customer testing, partners with Engineering on fixes, and documents lessons learned to improve future delivery\.

### What did Janice do at IRIS Consulting Corporation?

At IRIS Consulting Corporation, Janice maintained the resource pool and added resources requested by resource managers\. She validated, processed, and approved resource timesheets forecast resource hours and budgets ran variance reports comparing actuals and forecasts and maintained ad hoc reporting\.

### What project and process responsibilities did Janice have at IRIS Consulting Corporation?

At IRIS Consulting Corporation, Janice documented business processes, job aids, training materials, test plans, SOPs, and other supporting materials\. She assisted with project\-plan maintenance and process development, managed technical vendor relationships, identified process or configuration gaps, recommended improvements, reviewed and signed off on business requirements, and maintained project documentation\.

### What did Janice accomplish at Mercer HR Services LLC?

As an Implementation Manager at Mercer HR Services LLC, Janice led complex enterprise HR technology implementations from discovery and requirements gathering through configuration, testing, deployment, and post\-launch stabilization\. She served as a strategic client advisor, translating business objectives and operational requirements into scalable technology solutions and implementation strategies\.

### What implementation and stakeholder work did Janice lead at Mercer HR Services LLC?

At Mercer HR Services LLC, Janice managed multiple concurrent enterprise projects, including milestones, dependencies, risks, issues, communication plans, and success criteria\. She coordinated EDI, API, payroll, eligibility, and data integrations partnered with technical teams and external vendors to resolve issues built relationships with executives, HR leaders, IT teams, payroll organizations, vendors, carriers, and technology partners and delivered executive\-ready reporting, presentations, recommendations, and updates\.

### What did Janice do at Univers?

As an Implementation Project Manager at Univers, Janice led enterprise software implementations from requirements discovery through configuration, testing, training, production deployment, and post\-launch support\. She facilitated requirements workshops with HR, Benefits, Payroll, IT, and executive stakeholders to translate business requirements into technology solutions\.

### How did Janice improve implementation delivery at Univers?

At Univers, Janice managed schedules, dependencies, risks, issues, vendor relationships, and customer deliverables across multiple concurrent implementations\. She coordinated configuration, UAT, change management, training, and production deployment developed implementation documentation, process standards, and best practices and proactively identified risks and opportunities to improve adoption and long\-term platform value\.

### What did Janice do at Morneau Shepell?

As a Senior Benefit Analyst at Morneau Shepell, Janice supported enterprise technology implementations and enhancement initiatives for health and welfare benefits\-administration platforms\. She translated complex business requirements into functional requirements, system configurations, workflows, and implementation deliverables\.

### What testing and process\-improvement work did Janice perform at Morneau Shepell?

At Morneau Shepell, Janice partnered with technical teams, implementation consultants, and customers to validate solutions and resolve complex business and system issues\. She developed test strategies and plans, coordinated UAT, supported production deployments, and analyzed workflows to identify process, system\-functionality, and customer\-outcome improvements\.

### What did Janice do at Brown & Brown?

As a Business Analyst at Brown & Brown, Janice supported enterprise benefits consulting, technology implementation, and client\-service initiatives for employer organizations\. She supported customer onboarding, implementation planning, system enhancements, and ongoing enterprise client initiatives\.

### What client\-service and operational responsibilities did Janice have at Brown & Brown?

At Brown & Brown, Janice managed RFP submissions, carrier negotiations, and deal\-closing activities\. She coordinated requirements, project documentation, vendor communications, and customer deliverables created SOPs, client presentations, business reports, and executive communications and partnered with consultants, vendors, and internal stakeholders to resolve customer issues and improve operations\.

### What people\-management experience does Janice have?

Janice previously had direct\-report responsibility for 10–12 benefit analysts, including conducting performance reviews\.

### What is Janice's educational background?

Janice earned a Master of Business Administration in Health/Health Care Administration/Management from the University of Phoenix\. She also earned a Bachelor of Business Administration in Human Resources Management and Services from Davenport University\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/janiceruff

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