60 minutes
Accelerating growth through Customer Success
About the speakers
Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.
Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.
Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.
Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Eric Dost
Customer Success Director, SmarTrak
Eric leads a dynamic team focused on driving customer growth, retention, and long-term success. With a passion for building strong partnerships and understanding the client's goals, Eric has been instrumental in scaling SmarTrak's CS strategy, helping maximize adoption and outcomes. Eric's expertise lies in creating proactive engagement strategies, optimizing customer journeys, and aligning SmarTrak's roadmap.
Eric Dost
Customer Success Director, SmarTrak
Eric leads a dynamic team focused on driving customer growth, retention, and long-term success. With a passion for building strong partnerships and understanding the client's goals, Eric has been instrumental in scaling SmarTrak's CS strategy, helping maximize adoption and outcomes. Eric's expertise lies in creating proactive engagement strategies, optimizing customer journeys, and aligning SmarTrak's roadmap.
Eric Dost
Customer Success Director, SmarTrak
Eric leads a dynamic team focused on driving customer growth, retention, and long-term success. With a passion for building strong partnerships and understanding the client's goals, Eric has been instrumental in scaling SmarTrak's CS strategy, helping maximize adoption and outcomes. Eric's expertise lies in creating proactive engagement strategies, optimizing customer journeys, and aligning SmarTrak's roadmap.
Eric Dost
Customer Success Director, SmarTrak
Eric leads a dynamic team focused on driving customer growth, retention, and long-term success. With a passion for building strong partnerships and understanding the client's goals, Eric has been instrumental in scaling SmarTrak's CS strategy, helping maximize adoption and outcomes. Eric's expertise lies in creating proactive engagement strategies, optimizing customer journeys, and aligning SmarTrak's roadmap.
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Delivering customer outcomes with a value framework
The art of scaling Customer Success
How to become the best CSM of the year
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
