• [October] SF Customer Success Meetup

    55 Hawthorne St

    Customer Success extends far beyond the Customer Success Managers on the front lines working directly with your company’s customers. For the programs that support customer success to be truly successful it requires that everyone in the organization share a customer focused mindset. Many companies that are truly great at serving their customers have fostered a customer centric culture. In this months Customer Success MeetUp we’ll explore what a customer centric culture looks like, what prevents it from happening and what you can do to foster this culture in your business. Panelists: - Eran Aloni, Chief Operating Officer @ Gong.io - Kristin Kwasnik, Director of Customer Success @ Salesforce.org - Sylvia Kuyel, VP of Customer Success @ Juniper Square Join us for our final meetup panel of the year! As always, food & drink will be provided. ---------------------------------------- Big thank you to KeepTruckin! KeepTruckin is a San Francisco-based startup helping trucking companies manage their fleets and have their drivers legally log their hours. https://keeptruckin.com/

  • [September] SF Customer Success Meetup


    One of the most important things that a Customer Success team can do is to define the Customer Journey that ensures that their customers achieve the business results they are looking for. Almost every CS team has mapped their customer journey...successfully executing it is a different challenge. This month, we’ll focus on the idea of a customer journey, but talk a bit more about the reality of executing it with your customers. We’ll talk about what’s critical within the journey and what requires a bit more flex. Panelists: - Oliver Nono, Senior Manager, Customer Success @ Zendesk - Veronica Dasovich, Director of Account Management & Customer Success @ Heap - Will Kotterman, Manager, Customer Success @ Autodesk Join us for another fantastic evening of learning and networking. As always food & drink will be provided. ---------------------------------------- Big thank you to LinkedIn for hosting the event! Founded in 2003, LinkedIn connects the world's professionals to make them more productive and successful. With more than 610+ million members worldwide, including executives from every Fortune 500 company, LinkedIn is the world's largest professional network on the Internet. The company has a diversified business model with revenue coming from Talent Solutions, Marketing Solutions, and Premium Subscriptions products. Headquartered in Silicon Valley, LinkedIn has offices across the globe.

  • [August] SF Customer Success Meetup

    Gong HQ

    Incentives drive behavior. It's a well known fact, especially in the Sales world...but how should this be structured in Customer Success? In this month's meetup, we'll explore the topic of CS compensation and incentive plans. We'll dive into questions of when it makes sense to pay at 100% salary, 80% base vs 20% variable, what should the variable component be based on, and whether it makes sense to align Sales & CS incentives. Whether you are a CS leader looking to incentivize your team in the best way or you are a CSM looking to better understand whether your current model works for you, this will be a topic you won't want to miss! Panelists: - Barr Moses, Co-Founder & CEO @ Monte Carlo and Former VP CS Operations @ Gainsight - Lauren Locke-Paddon, Marketing at Pulse Q&A and Former Director of Customer Success @ SurveyMonkey - Hatim Shafique, Chief Customer Officer @ Databricks Join us for an amazing evening filled with great food, drink, and networking / learning! ----------------------------------------- Thank you to Gong for hosting the event! Gong is the #1 conversation intelligence platform for sales. It gives you unfiltered visibility into your customer conversations. Gong captures and analyzes every customer conversation across every channel. You can win more deals, skyrocket rep success, and change the way you go-to-market.

  • [July] SF Customer Success Meetup

    Autodesk HQ

    If there's one thing we can all agree on, it's that Customer Success organizations & models are ever evolving. As your market & customers mature, product advances, customer base scales, and success motion advances, the structure and roles within your Customer Success team needs to adapt with the changes. In this month's meetup, we'll learn from veterans of the industry, representing a variety of company sizes & scales, on how they've continued to evolve their CS organizations over time. Panelists: - Sarah Sheikh, Head of Customer Success @ Front - Sangeeta Chakraborty, VP Customer Success @ Checkr - Chris Koehler, VP Customer Success @ Box Join us for another fantastic evening of networking, learning, and of course, food & drink will be provided! ---------------------------------------------------- Thank you to Autodesk (https://www.autodesk.com/) for hosting the event! Autodesk, Inc. (NASDAQ: ADSK) is a leader in 3D design, engineering and entertainment software. In short, Autodesk makes software for people who make things. If you’ve ever driven a high-performance car, admired a towering skyscraper, used a smartphone, or watched a great film, chances are you’ve experienced what millions of Autodesk customers are doing with our software.

  • [June] SF Customer Success Meetup

    25 Taylor St

    Customer Success Programs. It underpins many successful and high impact CS teams. When should you build out this capability and what should be included in the scope? Does it require a full time role or is it something that is just done by CS management and side projects? Join us for a fascinating deep dive into the role of CS Programs and amazing networking! Panelists: - Linda Chu: Customer Success Strategic Programs @ Slack - Kate Nichol: Director, Global Success Programs @ Optimizely - Kristie Garafola: Head of Customer First Programs @ Okta As always, food & drink will be provided! ------------------------------------------------- Big thank you to HigherLogic for hosting the event! Higher Logic is an industry leader in cloud-based engagement platforms. Our data-driven approach gives companies an expanded suite of engagement and communication tools. From initial web visit to renewal and ongoing engagement, we help organizations track and manage interactions along each stage of the customer experience. Companies worldwide use Higher Logic to bring people all together, by giving their community a home where they can interact, share ideas, answer questions and stay connected. Everything we do- the tools and features in our software, our services, partnerships, best practices- drives our ultimate goal of making organizations successful.

  • [May] SF Customer Success Meetup


    Are women in CS management / executive roles represented equally, or possibly more than in other tech functions? Join us for a conversation with senior CS leaders to explore diversity, discuss inclusion & gender distribution in CS, and better understand how this impacts your career & business in general. With the focus that many tech companies have around diversity and inclusion today, what are the cultural conditions and biases we need to consider at work (conscious and unconscious) and what should we do about it? Panelists: - Irene Lefton (Moderator): CS Executive and Evangelist, Author and Speaker - Issac Vaughn: Sr. VP Operations at Zenefits - Maranda Ann Dziekonski: VP CS, Swiftly - Emilia D’Anzica: Partner, CS and Account Management, Winning By Design As always, food & drink will be provided! --------------------------------------------------- Big THANK YOU to Heap for hosting the event! Heap empowers companies to focus on what matters — discovering insights and taking action — not building pipelines or manual tagging. With Heap, organizations can remove bottlenecks and gain a comprehensive view of their customers. Our software automatically collects, organizes, analyzes, and connects customer data, so businesses can create valuable experiences.

  • [April] SF Customer Success Meetup

    WeWork 44 Montgomery

    Many SaaS companies depend on Venture Capital investment to fund the growth of the business. In a related topic to last month's meetup on CS-focused startups, we'll focus on the VC perspective on Customer Success. Hear from some of the top VCs in the industry on their view of the Customer Success practice, how it contributes to the success of their portfolio companies, and trends that they are seeing. Moderator: John Gleeson, Head of Mid-Market & Enterprise Success @ KeepTruckin Panelists: - Travis Bryant, Executive-in-Residence @ Redpoint Ventures - Bryan Offutt, Investor @ Index Ventures Join us for a fantastic evening of learning, networking, and as always, food & drink will be provided. ***Bonus*** Feeling lucky? As a Titanium Level Sponsor to the biggest Customer Success event in the world, Intellum is giving away a FREE full conference pass to Pulse 2019! (a $1500 value) At our April 17th Meetup, enter to win a chance to immerse yourself in THE customer-focused experience. Located at the Moscone Center in San Francisco from May 21-24. Learn more about Pulse: https://www.pulse19.com/ —————————————- Big thank you to Intellum for hosting the event! Intellum, a global learning technology provider and the leader in customer education, tracks learning content consumption and studies how individuals connect these interactions to their job performance, career development, and overall happiness. We use this data to develop solutions that help our clients improve engagement with their customers, partners, and employees through better learning experiences. With client partners like Google, Facebook, Amazon, Snap, Stripe, Pinterest, Yelp, Indeed, Monster and Opendoor, more than 10 million people around the world access the information they need to become better at what they do through the Intellum platform.

  • [March] SF Customer Success Meetup


    Technology evolves so quickly and that's no different for the Customer Success world. This month, we'll focus on some emerging technologies in the customer success space. No, this won't be a sales pitch for these new startups focused on making customer success more efficient and effective, but it will be a discussion on the problems that they are trying to solve, trends these companies are seeing, how CS teams are using technology to scale, and maybe we'll get a little meta, and talk about providing customer success to customer success teams. Moderator: John Gleeson, Head of Enterprise & Mid-market CS @ KeepTruckin Panelists: - Guy Marion: CEO and co-founder of Brightback (https://brightback.com/) - Edward Chiu: CEO and co-founder of Catalyst (https://getcatalyst.io/) - Natalie Abeysena: CEO and co-founder of ScopeAI (https://www.getscopeai.com/) Join us for another great evening of networking and learning! As always, food and drink will be provided. ---------------------------------------- Big thank you to Segment (https://segment.com/) for hosting the event! Segment standardizes and streamlines data infrastructure with a single platform that collects, unifies, and sends data to hundreds of business tools with the flip of a switch. That way, our customers can focus on building amazing products and personalized messages for their customers, letting us take care of the complexities of processing their customer data reliably at scale.

  • [February] SF Customer Success Meetup

    555 Post Street

    Customer Experience. Is it the same as Customer Success? Or is it something different? In February's meetup, we'll explore the intersection and differences between CX & CS and best practices each can learn from the other discipline. Learn how companies succeed with strong Customer Experience and Customer Success programs. We're excited to partner with the Customer Experience Professionals Association to host a joint meetup with both groups! We've assembled some amazing Customer Experience & Customer Success leaders: - Kristen Swanson: Head of Operations @ Google - Gina Hancher: Director, Online Customer Experience @ Palo Alto Networks - Paul Hagen: Sr Principal, Head of Customer Experience & Innovation Strategy @ West Monroe Partners - Melinda Gonzalez: VP Customer Success @ WeWork Moderator: Junan Pang: Director of Customer Success @ Optimizely As always, join us for a fantastic evening of food & drink, amazing conversation, and learning! ------------------------------------------- Big thank you to ScopeAI (https://www.getscopeai.com/) for hosting the event! ScopeAI improves communication between support and product teams. The platform integrates with different support channels and using AI automatically quantifies the reach and impact of user feedback.

  • [January] SF Customer Success Meetup

    General Assembly

    Welcome to our kickoff event for 2019! In the spirit of a brand new year, we'll be focused this month on how CS leaders have been planning for 2019. We'll be talking about their 2019 goals, strategies, tactics, and major focus areas coming out of planning. What direction will they be taking their organizations in? Is it incremental or will it be a dramatic shift? Moderator: John Gleeson, Head of Mid-Market & Enterprise Customer Success @ KeepTruckin Panelists: - Greg Tate: VP of Customer Success @ Salesforce - David Sakamoto: Head of Customer Success for the Americas @ Cisco - Sylvie Woolf, VP of Success & Solutions @ Periscope Data * Special instructions * - General Assembly has requested that you also register on their site here: https://generalassemb.ly/education/sf-customer-success-meetup/san-francisco/67119 - Upon arrival, you will need to provide your name and email address to check in As always, join us for an evening of great networking, food & drink, and lots of learning! Big thank you to our co-hosts, General Assembly and Catalyst for sponsoring the event! --------------------------------------------------------------------- General Assembly is a pioneer in education and career transformation, changing lives through courses in coding, design, marketing, data, and more. With 20 campuses worldwide, 35,000+ alumni, and 2500+ hiring partners, GA offers dynamic training in high-demand fields with innovative courses, workshops, and events. Our expert instructors, mentors, career coaches, and alumni foster a thriving global community of individuals pursuing careers they love. https://generalassemb.ly/ Catalyst helps you reduce churn, drive product adoption and grow your business by building customer relationships that scale. Catalyst is the world's most intuitive Customer Success Platform (CSP), built by an experienced group of industry leaders. Previously, the founder built an effective Customer Success organization for one of the fastest growing cloud companies in the world. Catalyst integrates with all the tools you’re already using to provide one centralized view of customer data. https://getcatalyst.io/