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Success Bound, San Diego

  • Wednesday, 14 November 2018

ScaleMatrix Launch Center, 5795, Kearny Villa Rd, San Diego, CA

Setting Up a Customer Success Practice

Save your seat for this Invite Only Meetup with #CustomerSuccess leaders from Raken Inc, Rallybound and Empyr.

Register For The Meetup

Panel Members


Director of Customer Success

Passionate CX professional with 10+ years experience building, measuring, scaling, and leading customer-centric organizations that deliver value for customers, profitability for shareholders, and inspiration to employees.


Head of Customer Success

Customer Success leader and advocate in the San Diego area. Passionate about helping forward-thinking companies protect monthly recurring revenue, increase software adoption and up-sell products/services through the CS discipline.


VP of Sales and Customer Success

Debbi Stanley, CFRE has been focused on helping clients leverage technology for the past 16 years. Prior to joining Rallybound, Debbi created several customer success programs at Blackbaud and other SaaS organizations and has served in several leadership roles in the community.


  • Tech Support (TS) vs Customer Success (CS) vs Professional Services (PS). Is CS = TS + PS + CS?
  • When should you consider setting up customer success
  • Who should set up this customer success practice? CS Leader? VP Product? Head of Support? Sales?
  • What does a CS Organization Look like?
  • If CS is implemented successfully, what’s the expected business impact?
  • What are the KPIs for the CS Organization?

What is Success Bound?

Success Bound is an initiative dedicated to connecting SaaS and Customer Success professionals to network and discuss best practices in Customer Success. We have already established #SuccessBound groups in Gurgaon and Bangalore, and are now expanding to US, starting with San Francisco and San Diego.

The Moderator

The panel will be moderated by Puneet Kataria. In his previous avatar, he was VP at a B2B SaaS company, Kayako, where he inherited 10000+ live accounts and was tasked to plug the leaky bucket. 5 years later, that translated into an obsession to fix the leak for every B2B SaaS business and he started CustomerSuccessBox where he leads as a founder and CEO. In over 16 years of professional experience, he has also held leadership positions at ThoughtWorks, IBM, Telelogic, and started his career as an engineer at Honeywell Aerospace.

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