Master Customer Success Platform: Selection to Optimization

Master Customer Success Platform: Selection to Optimization

Master Customer Success Platform: Selection to Optimization

Master Customer Success Platform: Selection to Optimization

Listen to an insightful discussion on mastering your Customer Success platform - from selection to optimization.

Whether you're looking to bring on a new Customer Success Platform or you're considering a switch, this session will guide you through the critical steps to ensure you're on the right path. Planhat's VP of CS, Malin Skoglund, hosts a panel discussion with two CS strategy experts, Kate Griffin and Grace Tester. They cover how to: Assess the requirements for your strategy, Plan and execute an effective migration, Optimize and scale capabilities for all team members.

Malin Skoglund

VP Customer Success, Americas

Planhat

Malin brings over 15 years of experience scaling SaaS businesses across global markets. Before joining Planhat, she spent nearly a decade at Meltwater, where she rose to Vice President overseeing a $50M+ ARR portfolio and a 100+ person team across six countries—playing a key role in both the company’s growth to $400M+, and its subsequent IPO. With deep expertise in both sales and post-sales, Malin blends sharp commercial instincts with no-nonsense leadership, consistently building high-performing teams through every stage of scale.

Kate Griffin

Head of Implementations

Planhat

Kate is Head of Implementations at Planhat, bringing over a decade of experience leading post-sales delivery and customer success teams. She previously served as VP of Services at nCloud Integrators, where she scaled delivery operations and drove measurable impact for enterprise clients. Earlier in her career, Kate spent eight years at Campus Labs, progressing through roles in consulting, customer success, and operations leadership. Known for her pragmatic leadership style and data-first approach, she excels at transforming strategy into outcomes and building scalable systems that elevate the customer experience.

Grace Tester

Implementation Manager

Planhat

Grace is a CS and implementation specialist with over 8 years of experience driving adoption and operational efficiency in SaaS. At Planhat, she leads customer onboarding as Implementation Manager, bringing deep expertise in tooling, process, and enterprise systems. Prior to joining Planhat, Grace held senior roles at nCloud Integrators, where she advised enterprise clients on strategic CS initiatives, and gained deep systems and operations experience at Kronos, Red Hat, and Dude Solutions. She’s known for bridging technical and business needs to deliver measurable outcomes for teams and customers.

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.