When it comes to risk in Customer Success, how should you understand it and how should you manage it? Risk can be as subtle as an offhand complaint about a feature, or as glaring as a customer facing financial hardship. Regardless of scale, all risk carries the potential to impact your relationship with your customers, and, ultimately, your company's bottom line. So what are some proactive steps you can take to manage it?
When it comes to risk in Customer Success, how should you understand it and how should you manage it? Risk can be as subtle as an offhand complaint about a feature, or as glaring as a customer facing financial hardship. Regardless of scale, all risk carries the potential to impact your relationship with your customers, and, ultimately, your company's bottom line. So what are some proactive steps you can take to manage it?
Gurprem, Rob, and Jeff dive into risk in the world of Customer Success. Whether you're a veteran CSM or new to the concept of risk management in CS, this discussion will set you on a path towards more resilient, risk-aware customer success best practices. This webinar will shed light on what constitutes a risk, the importance of vigilant monitoring, practical steps to establish a robust risk management process.
Gurprem Sagoo
Gurprem Sagoo
Customer Success Operations Manager
Customer Success Operations Manager
Planhat
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Jeffrey Beaumont
Jeffrey Beaumont
CS Consultant
CS Consultant
Jeff Beaumont has 17+ years of professional experience with over 10 years in SaaS and Customer Success, delivering outcomes in customer adoption, renewals and expansion, and customer satisfaction across CS Ops, CS Leadership, and Support. His mission is creating rich customer experiences through people and processes working in harmony.
Rob Culross
Rob Culross
Customer Success
Customer Success
Planhat
Rob Culross is a SaaS and healthcare expert with a demonstrated history of leading teams, implementing complex solutions and finding creative solutions to difficult problems. Skilled in management, product, UX, customer success, and business process optimization, he has strong data analytics skills and a natural curiosity to solve problems.
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© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
