Summary
Patrick Shao is a customer success leader with 11 years of experience helping enterprise clients realize value from complex SaaS and security products across wealth management and tech sectors. Currently leading Customer Success for Unit 42 at Palo Alto Networks, he combines product marketing insight and CRM expertise to drive retention and expansion for high-profile accounts. His background includes regional leadership at FactSet where he managed ~50 enterprise accounts and a team of 12 consultants, routinely engaging C-level stakeholders and partnering with engineering to shape product and go-to-market improvements. Prior roles at HackerRank and Dow Jones add a strong mix of technical product familiarity and data-driven research skills. Based in the San Francisco Bay Area, he brings a consultative, growth-focused approach and a history of turning client relationships into measurable business outcomes. An analytical operator by training (BS Finance, Purdue) who moved from research and investment contexts into customer-facing technology roles, he often blends financial rigor with a practical understanding of security and developer workflows.
11 years of coding experience
4 years of employment as a software developer
School; B.S, Finance and Financial Management Services, School; B.S, Finance and Financial Management Services at Purdue University
English, Chinese