Fractional Relationship Strategist

Trust Is a
Business
Strategy.

I help founders and leaders turn relationships into long-term retention, revenue, and competitive advantage. Seven-plus years in Customer Success. A lifetime of showing up.

Joseph Young
Fractional Relationship Strategist
7+ Yrs in CS
2.1K LinkedIn
500+ Connections
Relationship Intelligence Trust & Retention Customer Success SaaS · PaaS · LaaS The RA Road Fractional Strategy Cybersecurity Chronic Illness Advocacy Relationship Intelligence Trust & Retention Customer Success SaaS · PaaS · LaaS The RA Road Fractional Strategy Cybersecurity Chronic Illness Advocacy
About

Where Tech Meets
Human Connection

I'm Joseph Young — a Fractional Relationship Strategist, Customer Success leader, and writer based in the Inland Empire, CA. My career sits at the intersection of technology and trust: helping companies in SaaS, managed services, and cybersecurity build the kind of client relationships that compound over time.

I write two ongoing series: Relationship Intelligence — exploring trust, leadership, and the moments that define how we lead — and The RA Road, a personal account of living strategically with Rheumatoid Arthritis. Because the tools that build great businesses also build resilient lives.

I also write about emerging technology and what it means for how we work and connect — part of my ongoing Future Technology Series.

Customer Success Relationship Strategy SaaS / PaaS Cybersecurity Retention & Growth RA Advocacy Leadership Future Technology

🤝 Supporting the RA Community

I founded a nonprofit to help individuals living with autoimmune and chronic conditions access the medical care they deserve — covering prescriptions, co-pays, out-of-pocket costs, and essential wellness devices.

Support the fundraiser →
The Through-Line

Everything Comes Back
to Trust

In business, trust is what keeps clients from leaving. In leadership, trust is what keeps teams from breaking. In life, trust is what keeps relationships from disappearing when things get hard.

Whether I'm helping a founder retain their best accounts, writing about LeBron's composure in Game 3, navigating a flare day with RA, or helping someone land a remote job — the same principles apply.

Habits. Trust. Chemistry. Emotional control. Shared belief.

That's what makes teams dangerous late. And honestly — that may be what makes relationships survive pressure too.

— Joseph

How I Work

What a Fractional
Relationship Strategist Actually Does

I embed with your team to build the systems, frameworks, and habits that keep clients loyal and revenue growing — without the full-time overhead.

01

Customer Success Architecture

End-to-end CS frameworks — onboarding playbooks, QBR structure, health scoring — that reduce churn and deepen every account relationship.

02

Retention & Growth Strategy

Identify at-risk accounts before they churn. Build proactive engagement cadences and create expansion revenue through strategic upsell and cross-sell.

03

Relationship Intelligence Training

Train your team to read clients like a strategist — distinguishing satisfaction from loyalty, and moving every account toward advocacy.

04

Technical Support Bridge

Translate complex SaaS, cybersecurity, and managed service offerings into clear client value — bridging engineering teams and customers.

05

Executive Business Reviews

Data-driven QBRs that strengthen executive relationships, surface growth opportunities, and position your company as a long-term strategic partner.

06

Training & Webinar Design

Live training programs and support materials that accelerate software adoption, reduce tickets, and build lasting user confidence in your platform.

Writing

Ideas on Trust,
Leadership & Life

All Articles →
Relationship Intelligence
Sports · Leadership · Trust

🏀 Clutch Isn't Magic: How Habits, Trust, and Chemistry Create Playoff Miracles

The end of Game 3 between the Lakers and Rockets felt like the kind of moment people remember for years. But the deeper lesson from these playoffs is that clutch is rarely just individual magic. More often, it's habits under pressure, emotional control under stress, and trust built long before the moment arrives.

The RA Road
Wellness · Technology · RA

Spotlight: Stelo Glucose Biosensor — Real-Time Clarity for a Chronic Illness Life

Watching my glucose spike to 124 after an orange soda — live, on my phone — changed the way I understand my body.

Relationship Intelligence
Career · Remote Work · Strategy

How to Actually Land a Remote Job (Without Feeling Lost)

Remote hiring doesn't reward volume. It rewards alignment, credibility, and trust. Five tailored applications beat fifty generic ones every time.

The RA Road
Chronic Illness · Resilience · Life

What Chronic Illness Teaches You About Listening

Listening early costs less than recovering later. Living with RA quietly rearranges your life — and teaches you how to pay attention.

The RA Road

Living With RA
Requires Strategy

One of the strangest parts of living with rheumatoid arthritis is how often you can look fine while quietly paying a price no one can see. The RA Road is where I share that reality — the invisible labor, the wellness toolkit I'm building, and the belief that awareness is the beginning of recovery.

Not reacting. Not guessing. But learning — one insight, one decision, one tool at a time.

Subscribe on Substack Visit theraroad.me

I recently launched a fundraiser to help people living with RA and other chronic illnesses cover medical costs — prescriptions, co-pays, essential wellness devices, and more.

Support the GoFundMe campaign →
New Release

The Book on
Remote Work

Remote hiring doesn't reward volume. It rewards alignment, credibility, and trust. I put everything I've learned into a short, practical guide.

It walks you through building a remote-ready résumé, aligning your applications, and staying consistent without burning out.

Get the E-Book on Amazon →
Joseph Young · 2026

How to Actually Land a Remote Work Job

Without feeling lost in the process.

  • Build a remote-ready résumé that passes ATS and humans
  • Tailor applications so 5 beats 50 every time
  • Build trust through a screen in remote interviews
  • Stay consistent even when results are slow
  • Understand how remote companies actually hire
Available on Amazon →
Experience

The Career Behind
the Strategy

Jan 2024 – Jun 2024

Customer Success Manager

Network Coverage · Danvers, MA

Primary point of contact for major enterprise projects. Created and maintained detailed network diagrams. Proficient across Dashlane, Ninja, QuickPass, ASW, Appriver, ConnectWise, and PowerBI. Identified upselling and cross-selling opportunities to enhance revenue.

May 2023 – Jan 2024

Customer Success Manager

Meriplex · Irvine, CA

Facilitated all phases of customer onboarding across intelligent networks, cybersecurity, managed services, and cloud communications. Analyzed customer data and behavior to uncover trends, and built strong cross-functional relationships with Sales, Marketing, and Product.

Oct 2019 – Oct 2022

Customer Success Manager / Tech Support Tier 2

Mortgage Coach · Irvine, CA

Managed 50+ client accounts driving revenue through upselling strategies and long-term relationship building. Delivered outstanding Tier 2 support, designed training webinars, and mapped the full end-to-end customer journey across a suite of SaaS solutions.

Oct 2016 – Sep 2018

Compliance Manager

Bank of America · Brea, CA

Led compliance activities for a major financial institution. Managed high-volume inbound communications — 75+ calls per day — while mentoring junior colleagues and analyzing financial data for eligibility decisions.

The Podcast

Trust Is a Strategy
with Joseph Young

Two series. One mission. Every week Joseph Young explores what it really means to build trust — in business, in leadership, and in life with a chronic illness. Relationship Intelligence meets The RA Road under one powerful brand.

🎙️ Relationship Intelligence — Trust, leadership & human connection
🛣️ The RA Road — Living strategically with Rheumatoid Arthritis

Episode 1 — Coming Soon

The RA Road: What Happens After the Diagnosis

When life splits into Before and After — the real journey isn't medical. It's learning how to inhabit a new version of yourself.

🎧 Listen on Spotify Apple Podcasts Amazon Music
Digital Guides

Fix Your Apple Devices
Fast

Step-by-step troubleshooting guides for every Apple device — written in plain language so anyone can fix their device in minutes. No tech experience needed.

✅ Instant PDF download  ·  🔄 Free updates for 1 year  ·  📧 Support included

View all guides at josephy7.gumroad.com →
Education & Honors

The Foundation Behind
the Strategy

🎓 Education

Industrial Organizational Psychology

Ashford University · San Diego, CA

Expected 2024

Business Administration

Argosy University · Ontario, CA

2018

🏆 Honors & Awards

Gold Leaf Award 2016–2017

The highest level of Customer Service Award in the mortgage loans industry

Employee of the Year 2007

Quicken Loans

📋 Professional Training

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Connect

Let's Build Something
Built on Trust

Whether you're a founder looking for a fractional CS strategist, a reader who wants to connect, or someone navigating life with chronic illness — I'd love to hear from you.

💼

LinkedIn

2,198 followers · Professional writing & connection

✍️

Medium

Relationship Intelligence articles weekly

📬

Substack

The RA Road — chronic illness strategy

🔗

theraroad.me

Full bio & all links in one place

✉ Jojo6010@proton.me
☕ Buy Me a Coffee

If my writing or work has helped you — I'd appreciate it!