Mastering CS: Candid Leader Insights2 Mars

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

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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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