Brad Treesh

Trailblazer
DISC Type : DI

Head of Customer Success, Majors at Atlan

Boise Metropolitan Area, United States

Overview

Brad Treesh is a customer success leader specializing in retention and growth through outcome-based frameworks at companies like Atlan and Kantata. With an MBA from George Fox University, colleagues describe him as a pragmatic, honest, and transformative leader focused on delivering value and building strong executive relationships.

He is an advocate for his professional network, actively sharing opportunities and endorsing colleagues who are in search of new roles, including military veterans re-entering the workforce.

Brad is a recipient of the "Engagement Manager of the Year" award.

Personality Overview

Values Relationships

Persuasive

Charismatic

They will fight for you if they come to believe in you.  They like to keep things under control. They are charming and have the ability to align others behind their decisions.

Topics They Care About

Customer Value Realization
His career focuses on implementing outcome-based frameworks to ensure customers realize value from their investments, directly impacting retention and growth.
CS Team Leadership
He has a history of leading and developing customer success teams, establishing clear competencies, and hiring for key roles to enhance service delivery.
Data Collaboration
His recent move to Atlan reflects a focus on solving enterprise challenges in data discovery, governance, and collaboration for major accounts.

Media Appearances

Brad has no verified media appearances

Work History

12-2025
Head of Customer Success, Majors at Atlan
5-2025 - 12-2025
VP of Customer Success at Kantata
1-2024 - 5-2025
Sr. Director of Customer Success at Kantata
3-2021 - 9-2023
Sr. Director of Customer Success at Lucid
3-2020 - 3-2021
Sr. Director - WW Field Operations at DataStax

Education

8-1992 - 5-1996
Bachelor of Arts - BA from Pacific University
MBA from George Fox University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Boise Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Customer Success, Majors at Atlan
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Keep your pitch focused on the impact but nurture the relationship too
  • Talk about yourself and some of your achievements at the start of the conversation

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Do not look like someone who doesn’t know what they are talking about
  • Avoid unnecessary negativity or slowness

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Brad

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Brad take some risk or not?

  • They can take risks if necessary.

You And Brad

Personality Compatibility


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