Valuize Consulting

DECEMBER 17, 2024

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

ChurnZero

JUNE 12, 2020

This is a guest post by Jason Conrad, Advisory Board Member of Customer Imperative. Today, you’d be hard-pressed to find a high-velocity Sales, Marketing, or Product team without a designated operations function. Beloved by their tactical peers, operations brings needed order and logic to busy, results-oriented teams.

Customer Success 80

Customer Success Scale Underperforming Technical Team Sales Hiring 80

Sales Hacker

JANUARY 29, 2018

In this blueprint, we provide insights on how to structure your sales organization. The changes in SaaS require that we no longer look at salespeople as individual contributors, but rather a team that crosses disciplines, not just within sales but also across other parts of the organization such as marketing and product.

Sales Recruiting 89

Sales Recruiting Scale Sales Hiring Sales 89

SaaStr

AUGUST 7, 2020

From strategies in recruitment and team building to sales tactics, these leaders from Salesforce, nCino, and Vlocity, will discuss the top tips for moving beyond horizontal SaaS and building a billion-dollar SaaS company. These companies can scale really efficiently. They need fewer sales as a percentage of overall employees.

Payment Solutions 195

Payment Solutions Pricing Payments Payment Services 195

User Pilot

AUGUST 2, 2024

TL;DR A go-to-market (GTM) strategy is a comprehensive plan that outlines how a company will launch a new product or service into the market and drive customer success. In most SaaS companies, PLG strategies are developed by a collaborative effort between sales, product, and marketing teams. Shorter sales cycle.

Scale 105

Scale Strategy Acquisition Consulting 105

Totango

JANUARY 3, 2024

Totango now offers integrations with leading revenue intelligence platforms Gong and Chorus to help teams enhance operational efficiency and leverage the insights gleaned from customer interactions to drive strategic decision-making.

Revenue 109

Revenue Operational efficiency. Scale Customer Success 109

Valuize Consulting

OCTOBER 28, 2021

Automation is an indispensable component of a strong digital scale engine and a key driver for business growth and efficiency in near equal measure. Successfully scaling through automation is both a technical science and an art. Consider the manner in which your high-touch Customer Success Managers (CSMs) engage with customers.

Scale 52

Scale Engagement Scaling Technical Advisors 52

Frontegg

JUNE 9, 2025

By outsourcing this function, organizations can benefit from the following: Scalability : Benefit from the cloud’s efficient scaling for things like adjusting demands, accommodating peak usage periods like mass login events for a limited promotion without performance degradation. But what sets Frontegg apart is who else can use it.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

Sales Hacker

APRIL 6, 2022

Sales teams often struggle with configuration of price quotes when dealing with complex products or services or large product catalogs. Sales teams are often forced to use manual processes that result in errors, inaccuracies, and wasted time. And these manual processes take sales reps away from their most important activity: selling.

Scale 107

Scale Software Review Marketplace as a Service Outsourced Development 107

Valuize Consulting

JUNE 9, 2022

If you’re a CCO or CRO at a B2B technology company, ask yourself these 3 critical questions: Is your existing Customer Success management team struggling to keep up with your customer’s needs and your business goals? Is collecting, analyzing and acting on critical customer data a challenge in your organization?

Sales Hiring 52

Sales Hiring Customer Success Scale Leadership 52

User Pilot

APRIL 24, 2025

Stripe They’re looking for a senior Product Manager to lead a pillar within our LPM Cost Optimization team. A product leader with 7+ years of experience in product management or a related field who has successfully built and scaled complex systems at a global level. Who would be the best fit for this job?

Payment Methods 52

Payment Methods Payment Solutions Retention Churn 52

InsightSquared

JUNE 8, 2021

New integration provides automated enrichment and analytics of contacts identified during active sales cycles and customer relationships to reduce risk and improve forecast accuracy. This current workflow leads to incomplete contact data, creating significant blindspots for revenue teams that impact overall win rates and execution: .

Scale 62

Scale Forecasting Customer Lifetime Value Operational efficiency. 62

Valuize Consulting

JULY 13, 2022

The Science & Art Of Customer Success Operations. Continuous changes in technology stacks, market dynamics, pricing models, and economics are constantly threatening your ability to deliver consistent and optimal customer value. The answer: Customer Success (CS) Operations.

Interviewing 52

Interviewing Engineering Scale Revenue 52

ChurnZero

DECEMBER 2, 2022

Does your Customer Success team have the right structure, workload, and engagement model to hit its goals? If (nearly) missed targets are becoming the norm, it might be time for you to dust off and revamp your customer segmentation strategy. We don’t have a one-to-many model because we are a Customer Success platform.

Headcount 98

Headcount Underperforming Technical Team Scale Outsourced Development 98

Valuize Consulting

OCTOBER 23, 2024

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. Having mentored leaders in customer success (CS) and customer experience (CX) for over a decade, Ive seen some of these professionals move into C-level roles.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a customer success branded organization. The Five Levels of Maturity The model defines five distinct levels of maturity: Reactive : At this level, customer lifecycle management is primarily reactive.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization. The Five Levels of Maturity The model defines five distinct levels of maturity: Reactive : At this level, customer lifecycle management is primarily reactive.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization. The Five Levels of Maturity The model defines five distinct levels of maturity: Reactive : At this level, customer lifecycle management is primarily reactive.

B2B 52

B2B Revenue Scale AI 52

Valuize Consulting

NOVEMBER 5, 2024

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. This framework provides a lens through which organizations can identify and address operational complexities.

Scale 52

Scale Systems Review Social Media Retention 52

User Pilot

JUNE 24, 2024

Effective customer communication management creates the foundations for building successful customer relationships. But how can you ensure your communication strategies lead to product engagement ? Increased customer retention : Satisfied customers are more likely to remain loyal.

Communication 59

Communication Management Technical Review Software Review 59

Hull

JANUARY 27, 2020

Removing these silos and creating a single customer view improves alignment and makes it easier for teams that interact with customer data (including marketing, sales, support, customer success, product and operations) to navigate the growing landscape of technology. Achieve operational efficiencies.

Data 59

Data Scale Social Media Technology 59

Totango

NOVEMBER 6, 2020

Knowing this, SAP pursued a three-step customer-centric approach , guided by data: Understand the customer. Scale action to efficiently retain customers. >1,200 Customer Success team members. >13k employees contributing to Customer Success. 41k cloud customers.

Engagement 48

Engagement Data Scale Customer Lifetime Value 48

CustomerSuccessBox

MAY 17, 2021

The same product is often bought by different people to solve different problems therefore you need to first understand what was the main purpose for buying the customer success software and teach only those features which will help them reach their initial goal or value. What is the right channel to communicate with customers?

Retention 52

Retention Payment Features Scale SaaS 52

Hull

JANUARY 10, 2021

Removing these silos and creating a single customer view improves alignment and makes it easier for teams that interact with customer data (including marketing, sales, support, customer success, product and operations) to navigate the growing landscape of technology. Achieve operational efficiencies.

Data 52

Data Scale Technology Social Media 52

SaaStr

JUNE 17, 2025

Customer Success is Now Your Primary Growth Engine By $50M ARR, expansion drives 58% of growth (67% for $100M+ companies). Bottom Line: In today’s market, your Customer Success team becomes more important than your sales team as you scale. Bottom Line : The window for AI transformation is narrowing.

Scale 185

Scale AI Investment Scaling 185

User Pilot

JANUARY 26, 2021

For subscription businesses (Think Slack or Dropbox), retaining customers is just as important, if not more, as acquisition. This then leads to up-sell opportunities, referrals, and eventually account expansion. For example: customer testimonials from the sales and customer success teams.

Artificial Intelligence 98

Artificial Intelligence Data Machine Learning Underperforming Technical Team 98

User Pilot

AUGUST 17, 2024

A product coordinator acts as a liaison between development, marketing, and sales teams to streamline communication and ensure that the product meets both market needs and company objectives. Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams.

Scale 52

Scale Leadership Interviewing Onboarding 52

BetterCloud

JULY 18, 2023

Deployment-related time to value is ease of setup process In the world of SaaS management platforms, the ease of setup process breaks down into: Certification programs and training Knowledge base and active user community Professional services packages Customer success and support Some SaaS management platform vendors are better than others.

Operational efficiency. 52

Operational efficiency. Scale Identity management Travel 52

SmartKarrot

APRIL 19, 2023

In order to reduce negative effects on customer happiness, operational efficiency, and scale, assist in identifying, prioritising, communicating, and driving resolution of essential issues and hazards. Supplying comments on the design of new system requirements, operational procedures, and financial investments.

Customer Success 19

Customer Success Scale Forecasting Operational efficiency. 19

SmartKarrot

DECEMBER 16, 2022

Role: Customer Success Manager Location: Birkenhead, England, United Kingdom (Hybrid) Organization: The Access Group As a Customer Success Manager, you will provide both reactive and proactive services to the customer base. Own the resolution process ensuring you exceed customer expectations.

Customer Success 19

Customer Success Scale Technical Review Operational efficiency. 19

SmartKarrot

NOVEMBER 22, 2022

Be the voice of your team to other departments and leadership – escalate issues that impact the customers or inhibit the employee’s ability to succeed. Evolve and scale a service organization that improves activation and upsells in a product-led, support-driven environment. Apply here: [link]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Sales Recruiting Scale Government 19

SmartKarrot

JANUARY 3, 2023

Director of Customer Success Location: Remote, United States Organization: ABC Fitness Solutions As a Sr. Director of Customer Success, you will build a world-class Customer Success team. Indirectly lead a team of 41 across Onboarding & Implementation and Success.

Outsourcing Services 19

Outsourcing Services Customer Success Outsourced Development Scale 19

User Pilot

AUGUST 28, 2024

Lead by Example : Demonstrate the work ethic, attention to detail, and passion you expect to see in your team. Leading by example can inspire your team members and promote a strong work culture. Manage Customer Feedback : Gather and incorporate feedback from users to refine the product.

Scale 52

Scale Leadership Healthcare Trends 52

SmartKarrot

OCTOBER 17, 2022

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Collaborate cross-functionally to extend the reach and capability of the Customer Success team.

Customer Success 19

Customer Success Scale AWS Cloud 19

SmartKarrot

JANUARY 19, 2022

Role: Director of Customer Success Location: Nashville Metropolitan Area, US (Hybrid) Organization: LNCsearch As a Director of Customer Success, you will manage the workflow of the call center and ensure compliance with established benchmarks and standards. Function as the voice of the customer. Apply here: [link].

Merchant Services 3

Merchant Services Customer Success Scale Outsourced Development 3

User Pilot

AUGUST 25, 2024

Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams. Manage Customer Feedback : Gather and incorporate feedback from users to refine the product. Soft Skills : Strong communication, organization, and time management skills.

Scale 52

Scale Leadership Education Interviewing 52

Point Nine Land

APRIL 21, 2021

Since then, I have been leading Uberall product team, which we’ve scaled from 3 people to 12 people over the past 5 years. There are many posts out there explaining how startup co-founders should “land the first sales, then hire the first 2 sales and when to hire a VP sales”.

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52