Managing Customers: Building Relationships with Existing Clients that Lead to Retention and Expansion
Agenda: A core component of the Customer Success role is to build relationships within and across client accounts, ensuring you have connection with the right stakeholders within an account to mitigate risk and find additional opportunities. Learn from Customer Success Executives at BBTV and US Bank on how to manage this critical skill during our panel conversation.
Who: This session is open to all Kiwi customer success operators.
Lead: Kirsty Traill with discusses Managing Customers with:
Jaime Stein: Jaime Stein is recognized as a leader in customer success with an extensive background working in finance, professional sports and hyper-growth technology businesses. As Global Director of Enterprise Client Strategy at Hootsuite, he engaged Fortune 500 companies and large government agencies. Jaime grew the customer success function at Toronto-based startup, Taplytics, where he managed relationships with one of the largest companies in the world. He has most recently been working as Head of Customer Success at BBTV, a media-tech company, helping some of the creator economy's top talent expand their reach and grow their revenue.
Tim Lehman: Tim has global experience building meaningful relationships in sales and customer success. He was one of the first members of Hootsuite’s APAC team, ultimately tasked with leading the expansion into North Asia, and was given LinkedIn’s “Most Consultative Seller” award for Asia in 2019. Moving to New York City, he joined customer success software startup Catalyst before becoming Assistant VP, Customer Success Management at talech, a part of U.S. Bank. He has worked in Singapore, Hong Kong, Germany, London, New York and Indonesia, and once somehow sold a rollercoaster while based on the island of Lombok.
Kirsty Traill is a Movac Operating Partner, and has held senior customer success leadership roles in US tech companies, including VP of Client Advocacy at Yext, VP Customer at Hootsuite and Chief Customer Officer at Snapfish. Kirsty is a Senior Advisor at Sixth Street Growth, with under $65B under management. She is a NZTE Beachhead Advisor and serves as the Chair of the Board of Directors for Optimal Workshop, and GoGenerosity, as well as MenuAid.
This session is part of the Movac Customer Success Chapter. Full line up, and registration details here