San Francisco, CA

Lucas O'Brien

Customer Success & Applied AI. Senior CSM at Juniper Square, with a concurrent applied-AI role shipping internal tools in Claude Code. I connect revenue and retention goals to shipped apps for CS and GTM.

GitHub

Contributions

Experience

Years building

0years in tech
since 2019
Work

Recent roles

  • Ship internal apps with Claude Code from discovery through delivery—tooling that contextualizes customer data, speeds CS responses, and automates account health scoring.

  • 115% net retention across 70+ accounts (~$6.3M ARR) with technical enablement, expansion, and scaled digital engagement.

  • Scaled onboarding and adoption playbooks across CX; led early AI product adoption with technical enablement and stakeholder alignment.

  • Partnered with Product to streamline quarterly reporting across ~$250B in equity—~40% faster delivery via analytics and process redesign.

  • ~$4.5M pipeline to ~$1.2M new ARR through technical discovery; built Python/SQL tooling for pipeline and reporting.

  • Enterprise technical demos and discovery; consistently above 120% of quota.

Skills

What I work in

About

Field notes

  • CurrentlyApplied AI at Juniper Square (concurrent with Senior CSM)—B2B investment management software
  • Impact115% net retention across 70+ accounts (~$6.3M ARR); $1.7M expansion ARR in 2025 from usage-led motions
  • EarlierHackerRank—enterprise pipeline and technical discovery; built Python/SQL tooling for reporting
  • EducationUCSB B.S. Economics; Professional Graduate Certificate in Technology Management
  • AlsoTravel and photography when the light is right
“Translate the business case into something shipped—then scale it for the team.”
— how I work with CS & GTM
Education

Schools

  1. University of California, Santa Barbara2014 → 2018
    B.S. Economics

    June 2018. Professional Graduate Certificate in Technology Management.

WakaTime

Coding · last 30 days

Projects

Things I've made

Spotify
Now playing
tracks I've been into lately
Recent artists
Travel

Where I've been

drag · scroll to zoom
38cities
13countries
SFhome baseSan Francisco
~183,894approx. mi
About 77.0% of the one-way distance to the Moon (~239k mi) · Roughly 7.4× around Earth’s equator by great circle · About 66× a USA coast-to-coast hop (~2,800 mi each) · 38 pins · 13 countries · 11 outbound trip bundles, each counted back to San Francisco · About 77.0% of the one-way distance to the Moon (~239k mi) · Roughly 7.4× around Earth’s equator by great circle · About 66× a USA coast-to-coast hop (~2,800 mi each) · 38 pins · 13 countries · 11 outbound trip bundles, each counted back to San Francisco
Photography

Very very amateur photographer

Play

Renewal defenseDefend the account. Ten quarters to renewal.WIP

One lane, four motions—defend the account through ten quarters. Best quarter cleared 0.

10 quarter side quest