WHY ATTEND

Chad is a customer Success leader and advocate in the San Diego area. He is very passionate about helping forward-thinking companies protect monthly recurring revenue, increase software adoption and up-sell products/services through the Customer Success discipline.

KEY TAKEAWAYS

• How the Customer Success team works together
• How Customer Success works with other departments
• Intra-departmental efficiencies and inter-departmental communication
• Hand-off forms, customer success technology or documented processes. What to use?

THE MODERATOR

The Q&A webinar 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.