Yaara Shvadron
Currently · Director, Applied AI · JAGGAER

Yaara Shvadron

Building. Leading. Repeat.

After scaling global CS organizations, building strong partnerships, and helping customers get real value out of complex Enterprise SaaS products, I pivoted to the intersection of customer use cases and AI, building solutions that are sustainable, scalable, and actually work.

Customer Base
$90M+
ARR across enterprise accounts
Focus
AI
Product · Customer Journey

AI Product Roadmap Managing JAGGAER Deep Research's AI roadmap, closing the loop between customer needs and product direction.
Customer Bridge Bridging JAGGAER's AI products and the customers who use them, enabling sales and CS teams to drive adoption.
Applied Prototyping Building prototypes that demonstrate AI value on customers' own data, making the business case credible.
Journey
2026 · present
Director, Applied AI
AI product roadmap
prototypes
sales enablement
2025 · 2026
Senior Manager, CS
112% attainment
AI showcase win
$90M ARR · 15 team
2023 · 2025
Head of CS, North America
115% targets
150+ accounts
3% GRR · $76M ARR
2021 · 2023
Customer Success Manager
$5.8M portfolio
Higher Ed · Fortune 500
2019 · 2021
Lead CSM
100+ accounts
built from zero
Klaviyo partnership
2014 · 2018
Research Assistant
75% manual effort eliminated
system still runs today

Skills
AI
AI Agent DevelopmentRAG ArchitectureAI OrchestrationWorkflow AutomationEnterprise AI DeploymentArchitecture
Build
Vibe CodingPrompt EngineeringGit & GitHubMarkdownHTML & CSSClaude CodeDevinWindsurf
Leadership
Customer Success LeadershipP&L OwnershipTeam ScalingExecutive Stakeholder MgmtOrganizational DesignChange Management
Platforms
SalesforcePendoZendeskJIRAStaircase AIObsidianAWSECSS3Nginx
Data
TableauLookerSnowflakeExcel

Projects

Click for more details

CSM AI Roadmap
01

AI Roadmap: Tools, Agents & Orchestration

CSM AI roadmap presented to executive leadership, mapping interconnected tools, agents, and an orchestration layer across the full CSM lifecycle.

AI StrategyBoard Deck
Presented at board level. Target: 30% efficiency gain.
JAGGAER Elevator
02

JAGGAER Elevator

A RAG per customer app that brings data from one floor to the next. Moving Customer Success past chat prompts into true task delegation. All enterprise data queryable in one place.

RAG ArchitectureAI Orchestration
Won JAGGAER's first AI Showcase. 60+ competing ideas.
CSM Utilization
03

CSM Utilization

A framework that estimates how many hours each CSM spends across their accounts, factoring in customer-facing time, account tier, CSM seniority, and active products. Pulls from Salesforce, visualized in Tableau.

Workforce PlanningSalesforceTableau
Scaled from 6 to 16 CSMs. Drove a hire-behind-the-curve strategy.
Ministry of Foreign Affairs
04

MFA · Document Intelligence

As a student, proposed and built a system with IT to automate the tagging and routing of hundreds of classified documents arriving from security agencies worldwide, flagging sensitive ones for human review. Still in use today.

AutomationEarly Career
75% reduction in manual document processing.
CSM AI Hub
05

CSM AI Hub

Built a secure internal AI platform for the Customer Success team. Sensitive customer data meant a public deployment wasn't an option. Architected inside corporate AWS: ECS, S3, ALB, private VPC.

Enterprise InfrastructureAWSSecurity
From scattered AI prompts to a governed internal platform.
Leadership Dashboard
06

Leadership Dashboard

Built an internal dashboard that eliminated the need for weekly manual syncs across multiple data sources. Pulls everything into one place, giving leadership a live, consolidated view without anyone having to chase it.

Data IntegrationLeadershipReporting
Weekly syncs eliminated. Single source of truth for ELT.
My Second Brain
07

My Second Brain

537 markdown notes. 5,046 wikilinks. Every CSM playbook, customer template, meeting summary, and AI experiment I've accumulated at JAGGAER, organized, tagged, and queryable. Built in Obsidian, connected to AI tools, version-controlled in git.

Knowledge ManagementObsidianAI Integration
Answer any team question in minutes. One day, a 1:1 while I'm on PTO.
Jazz
P1

Musician

Music and code come from the same place: a system with rules you learn to break. I trained in classical flute, played in orchestras, now improvise jazz.


Beyond Work

Jazz flute · Rock climbing · Hiking & camping · Tandem touring · Married · Mother of two

Also built → Wonder · Catchball Tool · an AI positioning tool for coaches.
Currently working on
  • Deep Research agents - first prototypes
  • Attending Vista Accelerate Cohort 16, Chicago
  • Presenting at customer events this fall in TX and NC

Reach out.

yaaraelazari@gmail.com

Yaara Shvadron · 2026