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, and practical steps to establish a robust risk management process.
Gurprem Sagoo
Customer Success Operations Manager
Customer Success Operations Manager
Planhat
Gurprem is a customer success operations leader with over 10 years of experience in enterprise SaaS, spanning both frontline CS and systems strategy. At Planhat, where he has spent the past five years, he leads global CS operations—owning internal processes, tooling, and data flows to drive efficiency and revenue alignment. He previously served as a Customer Success Manager, a role for which he earnt the CSM of the Year award in 2023. Before Planhat, Gurprem spent over three years at Box, where he advanced through analyst and manager roles focused on expansion, customer ROI, and operational scale.
Jeffrey Beaumont
Customer Success Consultant
Customer Success Consultant
Jeff Beaumont Consulting
Jeff is a seasoned customer success operator with over 10 years in SaaS, helping growth-stage companies design and scale CS programs through his consultancy. Previously, he led global CS operations at GitLab, where he built renewal functions, scaled onboarding, and supported IPO readiness—and shaped post-sales strategy at RightCapital and Riskalyze, where he built enablement and onboarding teams from the ground up. His approach blends systems thinking with hands-on delivery to drive retention, adoption, and customer-led growth.
Rob Culross
Customer Success
Customer Success
Planhat
Rob is a seasoned customer success leader with over 20 years of experience driving outcomes across healthcare and SaaS. At Planhat, he leads Customer Success for the Americas, bringing a deep track record of team development, strategic partnerships, and customer impact. Previously at Gainsight and hc1, Rob managed multi-million ARR portfolios, scaled success operations, and consistently elevated NPS.
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB