April 2, 2025

Accelerating Growth Through Customer Success

events

Panel

Customer Success

Register to Watch

April 2, 2025

Accelerating Growth Through Customer Success

events

Panel

Customer Success

Register to Watch

April 2, 2025

Accelerating Growth Through Customer Success

events

Panel

Customer Success

Register to Watch

April 2, 2025

Accelerating Growth Through Customer Success

events

Panel

Customer Success

Register to Watch

In this panel discussion, we discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells.

Marley Wagner

On

Apr 2, 2025

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In this panel discussion, we discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells.

Marley Wagner

On

Apr 2, 2025

In this panel discussion, we discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells.

Marley Wagner

On

Apr 2, 2025

Share

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Marley is Head of Customer Success Programs & Strategy at EverHealth and a recognized leader in digital CS and CX for B2B SaaS. With over a decade of experience across roles in marketing, customer success, and operations, she’s built scalable engagement programs that drive retention and efficiency—driving metrics such as tripling user time on platform or cutting onboarding time in half. Previously VP of Marketing & Digital CS at ESG, Marley led high-impact initiatives for global enterprise clients and has helped define and shape what modern, digital-first customer success looks like in today's world.

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Marley is Head of Customer Success Programs & Strategy at EverHealth and a recognized leader in digital CS and CX for B2B SaaS. With over a decade of experience across roles in marketing, customer success, and operations, she’s built scalable engagement programs that drive retention and efficiency—driving metrics such as tripling user time on platform or cutting onboarding time in half. Previously VP of Marketing & Digital CS at ESG, Marley led high-impact initiatives for global enterprise clients and has helped define and shape what modern, digital-first customer success looks like in today's world.

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Marley is Head of Customer Success Programs & Strategy at EverHealth and a recognized leader in digital CS and CX for B2B SaaS. With over a decade of experience across roles in marketing, customer success, and operations, she’s built scalable engagement programs that drive retention and efficiency—driving metrics such as tripling user time on platform or cutting onboarding time in half. Previously VP of Marketing & Digital CS at ESG, Marley led high-impact initiatives for global enterprise clients and has helped define and shape what modern, digital-first customer success looks like in today's world.

Paul Bernstein

Co-Founder

LIFTinnovate

Paul is an innovation consultant with over 25 years of experience driving strategic growth and customer-centric innovation. As CEO and Co-Founder of LIFTinnovate, he leads global consulting initiatives that help enterprise clients turn customers into lifelong advocates. He previously spent over a decade at Cisco, where he served as Global Client Executive and led major business transformation programs for Fortune 500 organizations. Paul currently advises digital services firm Future Bridge Solutions on corporate strategy and digital acceleration.

Paul Bernstein

Co-Founder

LIFTinnovate

Paul is an innovation consultant with over 25 years of experience driving strategic growth and customer-centric innovation. As CEO and Co-Founder of LIFTinnovate, he leads global consulting initiatives that help enterprise clients turn customers into lifelong advocates. He previously spent over a decade at Cisco, where he served as Global Client Executive and led major business transformation programs for Fortune 500 organizations. Paul currently advises digital services firm Future Bridge Solutions on corporate strategy and digital acceleration.

Paul Bernstein

Co-Founder

LIFTinnovate

Paul is an innovation consultant with over 25 years of experience driving strategic growth and customer-centric innovation. As CEO and Co-Founder of LIFTinnovate, he leads global consulting initiatives that help enterprise clients turn customers into lifelong advocates. He previously spent over a decade at Cisco, where he served as Global Client Executive and led major business transformation programs for Fortune 500 organizations. Paul currently advises digital services firm Future Bridge Solutions on corporate strategy and digital acceleration.

Alyssa Nolte

CEO

Truvue

Alyssa is the CEO of truue and a seasoned operator with over 10 years of experience across startups, consulting, and customer success. She also serves as a Principal Consultant at Ology, helping teams uncover market insights and drive customer-led growth. A serial founder and two-time podcast host, Alyssa brings a sharp perspective on leadership, GTM strategy, and team dynamics. Her career spans business building, strategic advisory, and community-driven content, all rooted in a passion for helping others think differently and move faster.

Alyssa Nolte

CEO

Truvue

Alyssa is the CEO of truue and a seasoned operator with over 10 years of experience across startups, consulting, and customer success. She also serves as a Principal Consultant at Ology, helping teams uncover market insights and drive customer-led growth. A serial founder and two-time podcast host, Alyssa brings a sharp perspective on leadership, GTM strategy, and team dynamics. Her career spans business building, strategic advisory, and community-driven content, all rooted in a passion for helping others think differently and move faster.

Alyssa Nolte

CEO

Truvue

Alyssa is the CEO of truue and a seasoned operator with over 10 years of experience across startups, consulting, and customer success. She also serves as a Principal Consultant at Ology, helping teams uncover market insights and drive customer-led growth. A serial founder and two-time podcast host, Alyssa brings a sharp perspective on leadership, GTM strategy, and team dynamics. Her career spans business building, strategic advisory, and community-driven content, all rooted in a passion for helping others think differently and move faster.

Eric Dost

Head of Customer Success

SmarTrak.ai

Eric is a customer success and account management leader with over 10 years of experience in SaaS, healthcare, and telecommunications. He currently leads Customer Success at SmarTrak.ai, helping clients unlock sales opportunities through data-driven automation. Prior to this, Eric managed outreach and partner development at Shields Health Solutions, supporting patient access programs across major U.S. healthcare systems, and held progressive customer-facing roles at Granite Telecommunications. Eric brings a hands-on, client-first approach and a strong track record of improving customer outcomes.

Eric Dost

Head of Customer Success

SmarTrak.ai

Eric is a customer success and account management leader with over 10 years of experience in SaaS, healthcare, and telecommunications. He currently leads Customer Success at SmarTrak.ai, helping clients unlock sales opportunities through data-driven automation. Prior to this, Eric managed outreach and partner development at Shields Health Solutions, supporting patient access programs across major U.S. healthcare systems, and held progressive customer-facing roles at Granite Telecommunications. Eric brings a hands-on, client-first approach and a strong track record of improving customer outcomes.

Eric Dost

Head of Customer Success

SmarTrak.ai

Eric is a customer success and account management leader with over 10 years of experience in SaaS, healthcare, and telecommunications. He currently leads Customer Success at SmarTrak.ai, helping clients unlock sales opportunities through data-driven automation. Prior to this, Eric managed outreach and partner development at Shields Health Solutions, supporting patient access programs across major U.S. healthcare systems, and held progressive customer-facing roles at Granite Telecommunications. Eric brings a hands-on, client-first approach and a strong track record of improving customer outcomes.

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Jan 18, 2023

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Online

Mar 15, 2023

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Apr 5, 2023

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Apr 19, 2023

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Sep 13, 2023

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Sep 27, 2023

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Jun 27, 2024

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May 29, 2024

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Apr 28, 2024

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Online

Jan 24, 2024

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Online

Dec 13, 2023

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Online

Nov 29, 2023

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How to Hit 120% NRR in 2024

Online

Jan 31, 2024

Panel

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Online

Feb 14, 2024

Panel

Customer Analytics

It’s Worth the Risk

Online

Mar 27, 2024

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Risk

Educating Tomorrow's CS Leaders

Online

Jan 11, 2022

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Careers

How to be a Leader on Lagging Metrics

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Jan 27, 2022

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Customer Analytics

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Jun 7, 2022

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Online

Jun 22, 2022

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Community

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Jul 6, 2022

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Oct 4, 2022

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Leadership

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Nov 1, 2022

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Revenue

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Apr 26, 2022

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Nov 15, 2022

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Scaled CS

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Online

Nov 30, 2022

Panel

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Online

Jan 18, 2023

Panel

Productivity

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Online

Feb 1, 2023

Panel

Productivity

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Online

Mar 1, 2023

Panel

Careers

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Online

Mar 15, 2023

Panel

Productivity

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Apr 5, 2023

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Apr 19, 2023

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May 10, 2023

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May 25, 2023

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Jun 6, 2023

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Aug 17, 2023

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Recognized as a world-leader by

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

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Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

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Automations

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Help Center

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RFP

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Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us