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On-demand Webinar

Best Practices for a Customer Success team

  • 17-Jan-2019
  • 10:00:00 Pacific Time

Webinar presented by:

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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.


  • 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 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.

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