Katie is a customer success and growth leader with over a decade in SaaS and CRM, having built her career across partner success, account management and enterprise customer roles. At Planhat she leads Enterprise Growth & Deployment Strategy, a role she stepped into in 2026 after progressing from Customer Success Manager to Senior Customer Manager, Enterprise across four years with the company. Before Planhat she spent six years at CRM and marketing-software firm BenchmarkONE, moving from consultant to Partner Success Manager, and earlier worked in account management and sales in the St Louis area.

Jess is Senior Manager of Customer Success at Canvas Medical, where she leads go-to-market operations and supports long-term customer growth across the care delivery ecosystem. She brings over 15 years of combined experience in clinical operations, informatics, and customer experience, with a deep understanding of provider workflows and implementation strategy. Since joining Canvas, she has progressed through multiple roles—spanning collaboration management, support, and customer success—drawing on her frontline healthcare background to build trusted partnerships and scalable support systems.

Lisa is a Customer Success Manager at Planhat, partnering with early-stage startups to design and implement scalable CS strategies. She brings over a decade of experience in customer experience, account management, and leadership roles, including Director of Customer Success at CampusReel and Customer Experience Director at QS Quacquarelli Symonds. With a background spanning education, SaaS, and media, Lisa is known for building efficient, high-performing teams and customer-centric processes that drive retention and growth.