Customer Success Leaders: It’s Time to Level Up Your Finance Game

Jan 13 (Wed), 7:00 PM - 8:00 PM UTC ·Zoom

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Event Information

Join us on January 13th for a live Q&A-style discussion to hear from Finance leaders at Blend, UserTesting, Lever, and Higher Logic on how they want Customer Success leaders to approach strategic budgeting and planning conversations.

We’ll cover:

  • How Customer Success executives can strengthen their relationships with their peers in Finance,
  • Preparing for budgeting conversations and common areas of pushback,
  • Metrics CS should bring to the table,
  • How Finance views the investment in Customer Success at different company stages,
  • and more.

About the panelists

Panelists:

  • Tricia Benedix is the CFO at Higher Logic. Previously, she was the CFO at companies like Social Solutions, Relias Learning, and Mitratech.
  • Tien-Anh Nguyen is the CFO at UserTesting. Previously, he was the Director of Market Insights at OpenView.
  • Marc Greenberg is the Head of Finance and People Operations at Blend. Previously, Marc was the VP of Finance and Strategy at Pixar.
  • Ed Tang is the CFO at Lever. Previously, he was the VP of Strategic Finance, Business Analytics and GTM Operations at Box—and before that, the VP of Finance and Strategy at Salesforce.

Moderator: Nuffsaid’s CEO, Chris Hicken, will be moderating the discussion. Chris has 15 years of experience as a leader, investor, advisor, and board member, and was formerly the President and COO at UserTesting.

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