58 minutes

It’s worth the risk: Identifying and managing risks in CS

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.

Watch the recording

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About the speakers

Gurprem Sagoo

CS Operations, Planhat

Moderator

Gurprem Sagoo is a CSM at Planhat with over 8 years of experience as a CS lead in the SaaS industry. He has worked with global brands across the world and is an enthusiastic speaker, passionate about Customer Success, Advocacy, and Community. Gurprem is also a part-time musician and an avid record collector.

Gurprem Sagoo

CS Operations, Planhat

Moderator

Gurprem Sagoo is a CSM at Planhat with over 8 years of experience as a CS lead in the SaaS industry. He has worked with global brands across the world and is an enthusiastic speaker, passionate about Customer Success, Advocacy, and Community. Gurprem is also a part-time musician and an avid record collector.

Gurprem Sagoo

CS Operations, Planhat

Moderator

Gurprem Sagoo is a CSM at Planhat with over 8 years of experience as a CS lead in the SaaS industry. He has worked with global brands across the world and is an enthusiastic speaker, passionate about Customer Success, Advocacy, and Community. Gurprem is also a part-time musician and an avid record collector.

Gurprem Sagoo

CS Operations, Planhat

Moderator

Gurprem Sagoo is a CSM at Planhat with over 8 years of experience as a CS lead in the SaaS industry. He has worked with global brands across the world and is an enthusiastic speaker, passionate about Customer Success, Advocacy, and Community. Gurprem is also a part-time musician and an avid record collector.

Jeffrey Beaumont

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.

Jeffrey Beaumont

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.

Jeffrey Beaumont

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.

Jeffrey Beaumont

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

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.

Rob Culross

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.

Rob Culross

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.

Rob Culross

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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