WEBINAR

The Ultimate Guide to Building a Customer Success Team

11:00:00 PACIFIC TIME
20-SEP-2018

Learn how to build a customer success team from Debbi Stanley of CFRI

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What is this webinar about?

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Debbi Stanley, CFRE has been focused on helping clients leverage technology for the past 16 years and currently serves as Vice President of Sales and Customer Success for Rallybound, an innovative digital fundraising provider. 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.

Her passion for helping customers is drawn from years of professional experience engaging with customers across multiple touch points. Intuitively, she can see the details of the customer journey and enjoys finding the customer’s voice.

Agenda of webinar

  • When do you start building a Customer Success team?
  • How large should be the success team?
  • What KPIs should you be measuring them on?
  • Who should you hire, where to find them, experience, interview process, etc.
  • What technology stack do you need?
  • What are the key mistakes to avoid while building a Customer Success team from the ground up?

Who are the speakers?

Puneet Kataria
Founder & CEO
Puneet Kataria is the Founder & CEO of CustomerSuccessBox and recognized by LinkedIn as a Global Top Voice. In his previous avatar, he was VP at a B2B SaaS company, Kayako, where he inherited more than ten thousand live accounts and was tasked to plug the leaky bucket. Five years later, that translated into an obsession to fix the leak for every B2B SaaS and he started CustomerSuccessBox. In over 16 years of professional experience, he has also held leadership positions at ThoughtWorks, IBM and Telelogic
Debbi Stanley
Vice President of Sales and Customer Success
Debbi Stanley currently serves as Vice President of Sales and Customer Success for Rallybound, an innovative digital fundraising provider. 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.
Watch on demand
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