Becoming Proactive and Predictive

Becoming Proactive and Predictive

Becoming Proactive and Predictive

Becoming Proactive and Predictive

In a series of interviews, real estate intelligence disruptor OnsiteIQ's Vice President of Customer Success and Customer Operations Lead share how Planhat has impacted on the business.

In a series of interviews, real estate intelligence disruptor OnsiteIQ's Vice President of Customer Success and Customer Operations Lead share how Planhat has impacted on the business.

Nov 18, 2023

November 18, 2023

11/18/23

11/18/23

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Director of Customer Experience

OnsiteIQ

Tess is Director of Customer Experience at OnsiteIQ, where she brings over five years of progressive customer success and operations experience. Known for driving strategic growth across mid-market and enterprise segments, she has led teams through multiple roles at OnsiteIQ, including Customer Operations Lead and Manager. Prior to that, she advanced rapidly at Procore Technologies, developing deep expertise in customer lifecycle management. Tess is a collaborative, people-first leader with a proven ability to scale programs and deliver impact across functions.

Vice President of Customer Success

OnsiteIQ

Brandon is a customer success leader with over 7 years of experience scaling post-sales teams in high-growth SaaS companies. At OnsiteIQ, he serves as Vice President of Customer Success, leading strategy and execution across customer onboarding, support, and retention. He previously built and led client success functions at Kahua, progressing from consultant to Head of Client Success over the course of four years. With a background in business and accounting, Brandon blends operational rigor with a strong customer mindset, and is known for building high-impact, people-first teams.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.