Across the Funnel

Join us on this episode as tech enthusiast and founder of PropelAuth , Andrew Israel , shares his inspiring journey in the world of technology. From building platforms to supporting startups, Andrew's expertise shines through as we explore the importance of support systems, product validation, startup pitching, visual thinking, and self-serve digital products. Gain valuable insights and advice...

Welcome to today's podcast! Today we have Rupesh Rao , CEO and founder of CogniSaaS , joining us to discuss the importance of onboarding experience and how to streamline customer onboarding in a complex organization. Rupesh shares his journey of getting started in the industry and building his way up. We dive into the problem of cross-functional collaboration and the need for metrics to measur...

Join us on today's podcast episode with David Eberle⁠ , the CEO and co-founder of Typewise⁠ , the AI-powered keyboard app that's taking the tech world by storm. In this conversation, David shares his incredible journey into Y Combinator, the challenges he faced while building Typewise, and his unique approach to text prediction API that's setting the bar high for the competition. You w...

Welcome to today's episode, where we have the privilege of speaking with Sarah Wood , VP of Customer Success at Cascade . Sarah shares her career journey and provides valuable insights into various topics, including scaling and improving customer success, investing in a new CS solution, optimizing the customer success team's role, and maintaining customer success. With her vast knowledge a...

In this episode, we sit down with Tom Bachant , co-founder of Unthread , to discuss the journey of building a community-led platform. From initial networking and partnerships to the formation of the platform, we dive into the benefits offered by Unthread and the trend of community-led growth. Tom also shares insights into the current target market and plans for the future, as well as the approach...

Joining us on the podcast today is Jenelle Friday , VP of Customer Success at Forecastable . In this episode, Jenelle shares valuable insights on her approach to engaging customers, and the importance of balancing data-driven approaches with a human touch. She also emphasizes the role of personal relationships in building successful businesses, the value of giving second chances, and the significa...

Welcome to today's episode! We are thrilled to have Mateus Felini , the CEO of Datlo , join us as our special guest. With his extensive experience in GIS and entrepreneurship, Mateus is here to share his inspiring journey of creating Datlo - from ideation and investment to building a co-founder and a team. He also provides valuable insights into the crucial role of a dedicated customer success...

Welcome to today's episode! Our guest Josh Levin , Manager of Customer Success at Honeycomb , shares with us his inspiring personal journey and how he discovered his passion for customer success. He provides us with an exclusive inside look at how Honeycomb prioritizes customer success and the unique approach that sets them apart from their competitors. He also shares valuable insights into ho...

In this episode, we speak with Brian Nicholls , VP of Customer Success & Revenue Operations at RoadSync . Brian touches on his motivation for working in customer-facing roles and how that has led him to his current position at RoadSync. He also shares valuable insights on how to hire the right people for the job and how to navigate the team around customer data to improve customer success outc...

It is our pleasure to introduce today's guest, Jeff Yeger , VP of Customer Success at PeerSpot - a buying intelligence platform that helps individuals make informed decisions on enterprise tech software and hardware. Jeff shares insights on the innovative marketing services and customer education approach that PeerSpot uses. He also highlights some of the features that the platform offers and...

We're excited to introduce today on the show Judith Bernholc , Head of Customer Success at Arkatechture , where she talks about her unique journey to sales and customer success. She shares how her approach to CS has evolved over time and provides invaluable insights into the customer journey at Arkatechture. Judith also gives us a behind-the-scenes look at how her team operates and offers up s...

Meet Veronica Dasovich , VP of Customer Success at Panther . From account management and CS at Heap to leading the Global Customer Organization at Panther, Veronica talks about her journey to Customer Success. Veronica and her team achieved over 100% expansion and net retention quota for 4 consecutive fiscal quarters during her time at Heap, where she led AMs across all tiers - Commerical, Enterpr...

We had the pleasure of speaking with Brendan Weitz , Co-Founder of Journey , who shared with us his background and the initial challenges that led to the formation of Journey - a storytelling platform. He spoke about his experience with Y Combinator , his reasons for choosing it, and how it helped him grow the company. Brendan took us through his go-to-market strategy and also gave some great advi...

We are thrilled to have Santosh Sahoo , Regional VP of Customer Success at MuleSoft , a leading platform in the hyper-automation space for over a decade. Santosh shared his incredible journey coming into customer success and how he evolved over time serving the enterprise segment. He further shared how he is implementing remarkable training management processes and how they are impacting the work...

On today’s episode, we chat with Christine Watts , Head of Client Success at Ninety . With more than three years of experience at the company, Christine takes us on a journey from her beginnings as the sole client success representative to leading a team of specialists. She provides valuable insights into Ninety's latest initiatives, including their plans for client segmentation to optimize cl...

We had a blast on this episode with Robin Guldener , CEO at Nango , as he took us on the journey of how his team revolutionized API integration in software products. Robin shared how Nango got into Y Combinator and how they have been delivering exceptional value to customers with a customer-centric approach. He also gave us a sneak peek into their exciting future plans for product improvements and...

On today's show, we had a conversation with the brilliant mind behind the third generation of revenue intelligence, Maxwell Lu , CEO of GetPilot.ai . Maxwell walked us through his journey of creating his own startup and the challenges he faced in finding the right product. He talked about the importance of data that drives action and value, and shared his thoughts on the exponential progress of AI...

On today's episode, we spoke with the mastermind behind UserGems , CEO Christian Kletzl . He shared with us his journey of pivoting and persevering in the startup world, as well as his valuable insights on customer-centricity. We learned that sometimes, even the craziest ideas can lead to success with the right approach. Christian emphasized the importance of putting ego aside and being open to ad...

Welcome to the latest episode, where we had the pleasure of chatting with Alex Sergeev , the CEO of nGrow.ai . Alex took us on a journey from his early days working in analytics and marketing to his current role at nGrow. Along the way, he shared some valuable insights on his experience with targeted push notifications, the challenges of integration, and the lessons he's learned from his sales exp...

In this long-awaited episode, we came across John Gleeson - a thought leader in the Customer Success arena and currently the founder of Success Venture Partners , helping startup founders with post-sales operations from the ground up. Previously, he served as the VP of Customer Success at Motive , where he led the CS team from $1M ARR to $300M ARR, and also at Affinio , where he had an incredible...

We're excited to have on the show today Carlo Candela , Co-Founder of Sameplan and Senior Product Manager at Outreach . Carlo shares his insights on the challenges of building a startup, including the importance of staying close to your customers and maintaining a clear understanding of the problem you're solving. He also discusses the evolving landscape of sales tech, and how Outreach is position...

On today's episode, we speak with Paul Staelin , VP of Customer Success & Services at Alteryx , about their mission to provide top-notch customer support while scaling their business. Staelin discusses their approach to surveying customers and tailoring support based on individual use cases. He also talks about the challenges of building out effective educational content that can be easily con...

On this episode of the podcast, we have a conversation with Ajinkya Nene , Co-Founder of Trellus.ai , about their mission to optimize sales teams through ML-powered coaching. With a focus on scaling their customer base and perfecting their ML models, Ajinkya talks about the company's strategy for success. By prioritizing only the critical tasks and not getting bogged down in the mundane, Trellus i...

On today's episode, we chat with William Stevenson , Founder of Onboard.io , about how they are revolutionizing the onboarding process. From setting up pricing plans to naturally scaling with companies, he discusses the company's growth philosophy. With a focus on team growth, William shares how Onboard is a valuable solution for companies looking to onboard customers, regardless of industry or se...

On today’s episode, Alexandra Sagaydak , Customer Success Director at PeopleForce , dives into how to build long-term relationships with customers, what to prioritize during onboarding, and ways her Customer Success Team improves the customer experience in centralizing the management of recruitment and employees. We also dove a bit into how to choose a Customer Success Platform and how to be a lin...