Mastering CS: Candid Leader Insights2 Mar

Ep 47 | Catalin Petre

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Catalin Petre, Customer Success Manager at Several Nines, the company helping teams deploy, manage, and operate open-source databases in production. Catalin shares why he left a seven-year corporate career to join a scale-up, how CS operates when accounts are shared across Account Executives and technical teams, and why relationship-building, onboarding speed, and operational discipline are key drivers of renewals.

What You’ll Learn:

☑️ Why Catalin moved from corporate to a lean scale-up environment

☑️ How CS works when accounts are shared across CS, AEs, and Solutions Architects

☑️ Catalin’s end-to-end rhythm: onboarding, checklists, refreshers, and renewals

☑️ How strong relationships speed up resolution and drive expansion

☑️ The three health signals he trusts most: ticket patterns, refreshers, and renewal intent

☑️ What he keeps scrappy vs. tightly documented when managing ~100 clients

☑️ The five metrics leadership tracks: renewals, churn, upsell, new business, and value

☑️ What qualifies someone for CS: experience, communication, networking, and timing

----

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:

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(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 Jul 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 19min