Mastering CS: Candid Leader Insights26 Touko

Ep 63 | Dylan Berno

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Dylan Berno, Head of Customer Success at Coast, a fintech company helping businesses control and track fleet spending. Dylan shares how Coast built a signal-driven CS function powered by AI and automation, what the CS team focuses on when systems handle the operational layer, and why data accessibility remains the biggest blocker for most CS teams trying to scale.

What You’ll Learn:

☑️ Why Dylan moved from growth and go-to-market into Customer Success

☑️ How Coast structures its CS team by segment and lifecycle stage

☑️ What a signal-driven, telemetry-based CS motion looks like in practice

☑️ How Coast uses Salesforce, Braze, Redshift, Grain, and Claude to power CS

☑️ Why data accessibility is the biggest blocker to scaling most CS teams

☑️ What CS teams focus on when automation handles the operational work

☑️ What skills matter most in an AI-driven CS organization

☑️ Why understanding customer outcomes during the sales process changes everything

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With Custify, you can:

☑️ automate daily tasks through Playbooks

☑️ build individual customer #HealthScores

☑️ create customer segments

☑️ improve your customer communication strategy

☑️ streamline your onboarding process

☑️ track customers’ journeys every step of the way

☑️ get a 360 view of their progress

Want to do great things with your customer success initiative? Keep in touch with us below:

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Jaksot(74)

Ep 74 | Kate Panasenko

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Kate Panasenko, Customer Success Manager at Raccoon Gang, a company that builds and customizes e-learning pla...

2 Heinä 21min

Ep 73 | Patrick Ford

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Patrick Ford, Customer Success Manager at Softr, a no-code platform for building apps and client portals. Pat...

30 Kesä 26min

Ep 72 | Viola Marku

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Viola Marku, Head of Customer Success at WunderGraph, an open source platform that helps engineering teams ma...

26 Kesä 21min

Ep 71 | Veronica Bianchini

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Veronica Bianchini, Senior Strategy Customer Success Manager at Discuss, a qualitative research platform for ...

24 Kesä 20min

Ep 70 | Katrin Loodus

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Katrin Loodus, Customer Success Manager in the cybersecurity space. After more than a decade with the same or...

18 Kesä 18min

Ep 69 | Nir Kalish

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Nir Kalish, VP of Customer Success at BlinkOps, an AI platform that helps security teams automate their opera...

16 Kesä 26min

Ep 68 | Alexandra Ardelean

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Alexandra Ardelean, Senior Customer Success Manager at BigTime, a professional service automation platform fo...

11 Kesä 23min

Ep 67 | Silviana Prodan

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Silvana Prodan, Team Lead Customer Success at Bloomflow, a platform that helps large organizations deploy and...

9 Kesä 19min