60 minutes

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

About the speakers

Malin Skoglund

VP, Customer Success

Moderator

Malin is the VP of Customer Success Americas at Planhat, bringing a wealth of experience as a seasoned executive. With 15 years in B2B SaaS leadership, Malin has overseen teams ranging from 10 to over 100 members, driving revenue in the tens of millions. Her expertise spans various market segments, from SMB to enterprise, and her leadership style is known for its results-driven approach and focus on operational excellence.

Malin Skoglund

VP, Customer Success

Moderator

Malin is the VP of Customer Success Americas at Planhat, bringing a wealth of experience as a seasoned executive. With 15 years in B2B SaaS leadership, Malin has overseen teams ranging from 10 to over 100 members, driving revenue in the tens of millions. Her expertise spans various market segments, from SMB to enterprise, and her leadership style is known for its results-driven approach and focus on operational excellence.

Malin Skoglund

VP, Customer Success

Moderator

Malin is the VP of Customer Success Americas at Planhat, bringing a wealth of experience as a seasoned executive. With 15 years in B2B SaaS leadership, Malin has overseen teams ranging from 10 to over 100 members, driving revenue in the tens of millions. Her expertise spans various market segments, from SMB to enterprise, and her leadership style is known for its results-driven approach and focus on operational excellence.

Malin Skoglund

VP, Customer Success

Moderator

Malin is the VP of Customer Success Americas at Planhat, bringing a wealth of experience as a seasoned executive. With 15 years in B2B SaaS leadership, Malin has overseen teams ranging from 10 to over 100 members, driving revenue in the tens of millions. Her expertise spans various market segments, from SMB to enterprise, and her leadership style is known for its results-driven approach and focus on operational excellence.

Kate Griffin

VP, Delivery Services

Kate is a seasoned industry leader dedicated to helping technology companies achieve customer success through practical and data-driven approaches. Currently, she is the VP of Services at nCloud Integrations, a respected consulting management firm. With 10+ experience as a CS leader, Kate brings a wealth of knowledge to the table, specializing in exceptional customer experiences, streamlining operations, and emphasizing the importance of data.

Kate Griffin

VP, Delivery Services

Kate is a seasoned industry leader dedicated to helping technology companies achieve customer success through practical and data-driven approaches. Currently, she is the VP of Services at nCloud Integrations, a respected consulting management firm. With 10+ experience as a CS leader, Kate brings a wealth of knowledge to the table, specializing in exceptional customer experiences, streamlining operations, and emphasizing the importance of data.

Kate Griffin

VP, Delivery Services

Kate is a seasoned industry leader dedicated to helping technology companies achieve customer success through practical and data-driven approaches. Currently, she is the VP of Services at nCloud Integrations, a respected consulting management firm. With 10+ experience as a CS leader, Kate brings a wealth of knowledge to the table, specializing in exceptional customer experiences, streamlining operations, and emphasizing the importance of data.

Kate Griffin

VP, Delivery Services

Kate is a seasoned industry leader dedicated to helping technology companies achieve customer success through practical and data-driven approaches. Currently, she is the VP of Services at nCloud Integrations, a respected consulting management firm. With 10+ experience as a CS leader, Kate brings a wealth of knowledge to the table, specializing in exceptional customer experiences, streamlining operations, and emphasizing the importance of data.

Grace Tester

Sr. Manager, Strategic Client Development

Grace is a versatile Customer Success professional, with over 12 years experience in the industry spanning from technical support & implementation to client facing marketing & CS Operations.  In her present capacity as a Senior Manager of Strategic Client Development she focuses on driving exceptional client outcomes and fostering lasting relationships with a passion for optimizing customer experiences.

Grace Tester

Sr. Manager, Strategic Client Development

Grace is a versatile Customer Success professional, with over 12 years experience in the industry spanning from technical support & implementation to client facing marketing & CS Operations.  In her present capacity as a Senior Manager of Strategic Client Development she focuses on driving exceptional client outcomes and fostering lasting relationships with a passion for optimizing customer experiences.

Grace Tester

Sr. Manager, Strategic Client Development

Grace is a versatile Customer Success professional, with over 12 years experience in the industry spanning from technical support & implementation to client facing marketing & CS Operations.  In her present capacity as a Senior Manager of Strategic Client Development she focuses on driving exceptional client outcomes and fostering lasting relationships with a passion for optimizing customer experiences.

Grace Tester

Sr. Manager, Strategic Client Development

Grace is a versatile Customer Success professional, with over 12 years experience in the industry spanning from technical support & implementation to client facing marketing & CS Operations.  In her present capacity as a Senior Manager of Strategic Client Development she focuses on driving exceptional client outcomes and fostering lasting relationships with a passion for optimizing customer experiences.

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