
Branching Out: Exploring the roles of Customer Success

Branching Out: Exploring the roles of Customer Success

Branching Out: Exploring the roles of Customer Success

Branching Out: Exploring the roles of Customer Success
As Customer Success professionals, career growth doesn't always follow the traditional path to leadership.
In this webinar, we'll discuss how to leverage your existing skills to thrive in these diverse opportunities.
As Customer Success professionals, career growth doesn't always follow the traditional path to leadership. There are many specialized roles within the CS space that offer exciting new challenges and ways to make an impact. Roles like Technical Account Managers and CS Operations are becoming more vital as companies focus on optimizing customer experiences and driving success across the organization. Understanding the ever-evolving landscape of Customer Success can help guide career choices. In this webinar, we'll discuss how to leverage your existing skills to thrive in these diverse opportunities. Whether you're seeking a fresh challenge or curious about broadening your career potential, this discussion will provide valuable insights into how to forge your own path in Customer Success. What you'll learn in this session: What are the motivations to transition from a traditional CSM role, How the evolution of these roles might look like in the future, What strategies would you advise for others looking to branch out.
Katie Culp is a Customer Success Manager at Planhat, where she focuses on consulting CS leaders and teams on their CS strategies. Katie has over 8 years of SaaS experience with the majority of that time being spent in customer and commercial facing roles.
Corinne Jones
Leadership, Customer Success
Lead Forensics
Corinne is a seasoned post-sales and enablement leader with over 15 years of experience driving customer retention and operational scale across SaaS and service environments. At Lead Forensics, she leads U.S. customer success operations and has built functions spanning onboarding, support, and enablement—launching national L&D programs and aligning GTM teams for growth. Previously, she held roles in client relations and operations at Fleetmatics and Ricoh, where she honed her process-first approach and customer focus.
Tyler Ammons
Technical Account Manager
Planhat
Tyler is a seasoned customer success leader with over a decade of experience guiding teams and clients through complex SaaS solutions. Currently a Technical Account Manager at Planhat, he partners with enterprise customers to drive retention and long-term value. Tyler previously led customer success functions at UserIQ and Lead Forensics, where he managed teams, scaled onboarding programs, and drove upsell and renewal growth. Known for his hands-on leadership and deep client focus, he brings a blend of strategic and tactical execution.
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB