Joseph Ateya

Customer Success Manager

Sales & Business Development Manager

Product Manager

London, England, GB

Advice

SaaS

Technology

Information Systems

CRM

HubSpot

Customer Experience

Program Management

Sales

Lead Generation

Training

Consulting

Product Management

Project Management

Technical Consultancy

Account Management

Customer Relationship Management

Onboarding

Available for hire fromNegotiable

Contracts

Fractional Customer Success Lead | Onboarding, Retention & Product Adoption for SaaS Companies

I'm a fractional Customer Success consultant with six years of experience in the SaaS and software industry. Over six years I scaled a software advisory program from its infancy to $1.3M in annual revenue. Starting at $47,000 in year one, I grew it consistently year on year through the initiatives I built and ran, reaching $1.3M by the time I moved on to found Stack Champ. The program's reputation and results attracted the attention of a North American partner who acquired the business, integrating our UK operation into their wider portfolio. Following acquisition, expanded resources, technology, and a broader vendor network accelerated growth further, allowing us to scale in ways that simply weren't possible as an early stage operation. Throughout this journey I was responsible for the full vendor relationship lifecycle, managing up to 60 software vendors per month. This meant overseeing account health, budgets, and campaign performance while identifying upsell opportunities and helping vendors expand their programs over time. I built the onboarding initiatives, standard operating procedures, and automations that kept delivery consistent at scale, trained and led a team of four consultants, ran Customer Success campaigns, and led partnership initiatives that grew both lead volume and quality. I also managed CRM integrations across HubSpot, Salesforce, Zoho, Marketo, and Zapier, and worked closely with the development team to translate vendor feedback into product improvements and shape the roadmap. I now bring everything I learned from scaling that program to SaaS vendors who need a high impact Customer Success partner without the overhead of a full time hire. Whether you need someone to own onboarding, drive product adoption, manage account health, or build the retention playbook your team can grow with, I operate as an embedded fractional or contract Customer Success lead who gets results from day one. If your post sale journey needs structure, consistency, and someone who has done this at scale, let's talk.

Projects

SaaS Onboarding Consultation — Amazon Seller Tool

A SaaS founder approached me for advice on a 90% drop off rate at the account connection stage of their free trial funnel. Through a series of consultations I identified that the core issue was a trust deficit rather than a marketing problem. Users were being asked to connect two Amazon accounts via API before seeing any product value. I recommended a higher touch onboarding approach, repositioning their demo as the primary call to action, building an onboarding document sequence to do the heavy lifting during the connection process, and shifting their PPC spend toward niche software comparison publications with higher buyer intent. The founder implemented the recommendations and subsequently developed a full onboarding document and feature guide series based on the strategy we discussed, and we are now in discussions about working together long term to build out a substantial onboarding program.See More

Work History

Founder & Principal Consultant

Stack ChampI am the founder of Stack Champ, a UK-based software consultancy that helps businesses buy software and software vendors retain customers. I operate globally and bring over six years of experience supporting more than 2,000 organisations with software buying and vendor support. Having previously scaled an early-stage software advisory program through to a successful acquisition, I launched Stack Champ to offer truly independent and straightforward support. I specialise in two core areas: Software Buying: I take the complexity out of procurement, handling everything from initial audits and vendor evaluation to contract negotiation and technical rollout. Customer Success Services: I serve as a fractional partner for SaaS vendors, designing high-touch success strategies that drive onboarding, adoption, and long-term retention. My goal is to ensure technology aligns with business needs, without the jargon or the overhead of a full-time hire.

Senior Software Consultant - Lead Generation

Black & White ZebraApr 2022 - May 2025 • 3 yrs 2 mosBWZ is a workplace publisher and media-tech company managing a portfolio of high-traffic publications such as The Digital Project Manager, People Managing People, Crozdesk and more. I originally joined the team at Crozdesk, where I played a foundational role in developing the software advisory model. Following its acquisition by BWZ, I was retained to lead the expansion of the program across the wider portfolio. As the lead and original member of the team, I shaped the program’s architecture by integrating legacy Crozdesk expertise into the BWZ infrastructure. I managed the lifecycle of the lead-generation division, guiding complex software procurement while overseeing CRM integrations, lead flow optimisation, and vendor revenue strategy. Key Responsibilities & Scope: Played a central role in designing and scaling the SoftwareSelect product, establishing the foundational processes for lead qualification and vendor management. Collaborated closely with SEO and Design teams to enhance page visibility and traffic quality, which directly improved the program’s lead flow and conversion rates. Partnered with the Sales team to develop a seamless workflow, helping customers navigate and choose between the SoftwareSelect programme and PPC offerings based on their specific requirements. Held end-to-end accountability for Customer Success, Product Feedback loops, and Revenue Diversification, turning user insights into actionable product roadmaps. Project managed customer onboarding and executed complex CRM integrations including HubSpot, Salesforce, Zoho, Marketo, and Zapier to ensure data integrity for vendors. Key Achievements: Personally generated $689,000 (60%) of the total $1.3M program revenue in 2024. Led and up-skilled a team of four software consultants, serving as the senior point of escalation and driving expansion across multiple publications. Scaled the SoftwareSelect program by standardising operating processes and customer success initiatives.

Program Manager - Pay Per Lead & Lead Generation

CrozdeskJan 2020 - Apr 2022 • 2 yrs 4 mosCrozdesk is a software discovery platform matching businesses with vendors across 350+ categories. In 2022, the company was acquired by Black and White Zebra (BWZ), where it now serves as a core pillar of their media-tech ecosystem. At Crozdesk, I scaled and led the Pay Per Lead (PPL) program from its early stages, serving as the sole driver of growth through to the company’s acquisition. I managed the end-to-end lifecycle of the program, which has since evolved into the SoftwareSelect service. Key Contributions: PPL Program Leadership: Scaled the program from launch to acquisition, ensuring high-quality matchmaking between businesses and software vendors. Acquisition & Transition Management: Played a central role in the 2022 transition to BWZ, successfully migrating core operations while maintaining established vendor relationships to ensure zero service disruption. Product Management Collaboration: Worked closely with the development team to translate market requirements and user feedback into platform improvements, ensuring the product achieved desired commercial outcomes. Revenue & Sales Strategy: Led outbound sales, strategic partnerships, and sales cycle analytics, playing a key role in optimising revenue streams and vendor retention. Operational Foundations: Managed lead qualification and early-stage onboarding, establishing the technical workflows and CRM logic that provided the framework for the complex implementation projects I later spearheaded at BWZ.

Commercial Executive

Leyton UKJul 2018 - Sep 2019 • 1 yr 3 mosAt Leyton, Europe’s largest innovation funding consultancy, I specialised in high-growth tech companies, particularly in SaaS, emerging web technology, and FinTech. As part of the business development team, I acted as the bridge between clients and consultants, analysing and qualifying R&D tax relief and innovation expenditures to drive new business. This experience sharpened my ability to understand complex product lines, stakeholder visions, and business growth strategies—skills that now enable me to expertly match businesses with the right software solutions and drive revenue growth.

Project Manager

Mississippi MarketingOct 2014 - Jul 2018 • 3 yrs 10 mosThe company is an independent marketing company, I worked closely with clients to drive brand awareness, business development, and event marketing. My role involved creating action plans with senior management, overseeing employee performance, managing budgets, and ensuring client targets were met. I led the team by analysing data, presenting progress to senior management, and maintaining high performance standards through regular communication. I resolved conflicts swiftly and introduced changes that boosted productivity by 55%. I was promoted to Team Manager within 4 months, I honed my multitasking and organisational skills. I also contributed to modernising the brand and restructuring the data system.

Sales, Marketing and Operations Associate - Summer Placement

Unite StudentsMay 2014 - Sep 2014 • 5 mosSummer placement at Unite Students' head office, supporting inbound sales during peak demand and promoting key trends on social media to optimise customer engagement.

Education

City St George’s, University of London

Bachelor's degree, BSc International Politics2014 - 2017

Beechen Cliff School

GCSEs & A Levels2006 - 2013

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