GUIDE RECOMMENDATIONS FOR

Carta Healthcare
Designing a land and expand customer success function
Recommended because: Boaz can be a good thought partner on identifying the right qualities for a CS leader, and for planning the upsell strategy (he may recommend that with such a large selling price, sales stays more involved). Maranda could be an additional resource on evaluating and hiring CSMs.

Hiring Customer Success Managers

Maranda Dziekonski is currently the Senior Vice President of Customer Success and People Operations at Swiftly, and has previously led customer success and support teams at Lending Club and HelloSign. In this guide, she describes the CSM role, where to look for candidates, and how to screen for judgement, proactive mindset and communication skills in interviews.
Maranda Dziekonski
Maranda Dziekonski

Managing a Customer Success Team

Boaz currently serves as Chief Customer Officer at Talech and has previously led customer success at OpenGov, Mashery, newScale, and FreeMarkets. In this guide, he discusses the role of Customer Success, how to structure a CS team as a company grows, and what metrics to track to measure success.
Boaz Maor
Boaz Maor
Optimizing customer onboarding
Recommended because: Donna specializes in driving value during onboarding by layering in education and enablement on top of implementation.

Developing a Customer Onboarding Process

Donna Weber is President of Springboard Solutions, a boutique consulting firm specializing in customer onboarding. She previously built out customer success and customer enablement organizations at SugarCRM and Jaspersoft. In this guide, she dispels the notion that onboarding is just implementation and shows how education, enablement, and support should be woven into onboarding to help new customers see value and succeed quickly.
Donna Weber
Donna Weber
Planning partnership strategy
Recommended because: Carta is hiring for a partnerships/business development role

Planning a SaaS Partnership Strategy

Sunir Shah is the founder of AppBind, a tool for resellers to manage SaaS subscriptions. He runs the Cloud Software Association, a SaaS partnership industry network, and previously led partnerships at FreshBooks. In this guide, he lays out how SaaS companies should think about integration, reseller, and marketplace partnership strategy.
Sunir Shah
Sunir Shah

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