Caseley B Pinto
Sr Director, Client Success & Strategic Partnerships at Juniper Square
Based in New York, United States
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Seniority
Other
Department
Other
Location
New York
Industry
Financial Services
Company size
849
Contact information
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c•••••••@junipersquare.com
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Background
About Caseley B Pinto
I specialize in turning complexity into clarity—driving meaningful outcomes for both customers and the business. Whether scaling global operations, navigating high-stakes renewals, or launching new cross-functional strategies, I build integrated systems that align teams, improve efficiency, and unlock enterprise-level value. With nearly two decades of experience across high-growth SaaS and top-tier investment firms, I’ve led global post-sale and operational functions spanning Client Success, Strategic Partnerships, Services, and Revenue Operations. My focus is on building scalable infrastructure, optimizing workflows, and aligning cross-functional teams to support long-term, sustainable growth. What sets me apart is the ability to translate complex initiatives into measurable results. I design and lead programs that connect GTM strategy, client delivery, and product innovation—ensuring high-impact execution from onboarding through renewal and expansion. I bring a COO-level lens to every initiative: organizational design, system integration, budget ownership, and growth planning. Key Achievements • Delivered $7M+ in new ARR and extended contract length by 61% in one year • Maintained 100% global client retention while exceeding quota by 405% • Closed multiple 7- and 8-figure contracts, including the largest deal in company history • Boosted partner-influenced pipeline by 100% and launched the first global VoC program • Oversaw $2M+ operating budget and integrated workflows across Finance, Legal, and RevOps Outside of work, I love playing sports with my kids and gardening—both of which, like scaling a business, require vision, adaptability, and joy in the process. Let’s connect if you’re building for long-term value and operational excellence—with the customer at the center. Specialties Operational Strategy & Scalable Infrastructure | Customer Experience & Lifecycle Strategy | Growth-Oriented Execution | Strategic GTM & Cross-Functional Alignment | Business Optimization | P&L Ownership & Cost Management | Change Management & Business Transformation | Executive Relationship Management | Org Design & Team Leadership | Strategic Partnerships | Systems Integration | Voice of Customer Programs
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