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CSM Toolbox

Author: Isabel Ruiz

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Welcome to CSM Toolbox with Isabel Ruiz. In each bi-weekly episode, we'll hear from experts in Customer Success, Product, Community Management and Marketing to name a few and learn more about their journey and insights.So, what's in your toolbox?
50 Episodes
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Send us a textAngela is a Senior Customer Success Leader & Startup Advisor. Passionate about building high performing teams and mentor others to reach their full potential.For the past +8 years, she led and operationalized multiple customer success programs, focused on reducing time to value and increasing business results.She's results-driven and process-oriented. And values authenticity, direct communication, and grit.How to contact Angelahttps://www.linkedin.com/in/angelaguedes/Cl...
Send us a textSteffen is the Co-Founder and CMO at Dream Data, which delivers tools and enables algorithmic decision-making in marketing and sales.Dreamdata is the B2B revenue attribution platform for small to midsize B2B companies seeking to stop the guesswork and build, repeat, and scale success.How to reach Steffenhttps://www.linkedin.com/in/steffenhedebrandt/Find out more about Dreamdata and Revenue Analytics here--------If you enjoy this podcast, please subscribe and leave a review.You c...
Send us a textAntonia is the Co-Founder and CEO of Toucan, the video platform built for networking. She is a recent graduate of Stanford University, having studied Economics and Political Science. Prior to Toucan, her work experience was largely in political campaigning and data science.How to reach Antonia:https://www.tiktok.com/@antoniahellmanhttps://www.toucan.events--------If you enjoy this podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t ...
Send us a textJudy is a Work Psychologist with a passion for change and helping individuals and organizations alike thrive. She works as a coach for Strengths Consultancy, where their goal is to provide organizations with the tools and knowledge to implement positive psychology in the workplace. They assist organizations at all levels to focus on strengths rather than weaknesses by assessing their talents using a tool known as Clifton StrengthFinders. www.strengthsconsultancy.nl-------If you ...
Send us a textCèline Riemenschneider is the Community Lead for Canva Creators, Germany She is also Founder of The Community Mentor and The Community Workademy - an Online Course for Community professionals starting out in the space. Céline on Twitter @celinecommunityThe Community Mentorhttps://workademy.thecommunitymentor.com/-------If you enjoy this podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t forget to use the hashtag #CSMToolbox if you find an up...
Send us a textMarija Skobe-Pilley is leading European Customer Success team at the productivity platform ClickUp. She's building and scaling a high-performing and productive success team with the main emphasis on culture, personal and professional wellbeing. She’s a classical musician turned tech. Having spent education years as a music performer and educator, Marija discovered her passion for tech and business after completing her graduate research on using arts to develop business...
Send us a textA Customer Success professional since 2011, Kate has created CS programs from scratch and hired & led teams at 4 different SaaS startups. Passionate about building and scaling relationships, Kate recently joined Staircase AI as Director of Customer Success to help usher in a new era of the CS tech stack - Relationship Intelligence. When she's not in front of her computer, you can find her surfing, creating music, obsessively learning, and cuddling with her cute pitbull, Zen ...
Send us a textValentina Thörner has 10+ years of experience in the customer support industry, from customer facing roles to managing teams, and leading the product development of the customer service quality management platform "Klaus". She currently acts as Empress of Remote & Quality, helping companies to create and adapt quality assurance into the very fabric of how they talk about customer conversations. Previous experiences include leadership roles at companies like Automat...
Send us a textWith 10+ years experience in Customer Service, 6+ years working with SaaS Platforms and most recently 4+ years experience in Customer Success/ CX, Ryan was featured in a report of Customer Success Managers to watch out for in 2022.Throughout his time in Customer Success, he’s picked up skills in Kanban, Scrum, Agile Working, Project Management and Delivery of Face-to-Face Training.Ryan's YouTube channelhttps://www.youtube.com/channel/UC10MZtMrXCKJs7y7YBtbVKw--------The Customer ...
Send us a textOver the past decade, Niclas helped build two global SaaS companies, worked with 100+ of the Fortune 500, in 20+ markets.In doing this, Niclas realized that he’s all about building truly customer-centric companies, that can both grow fast and sustainably over time, and create value for all stakeholders - Investors, employees, customers, and communities. His mission is to make the business world Customer-Led.Niclas currently serves as Operating Partner at Verdane Capital----...
Send us a text​​Emilia is Head of Marketing at Userpilot and a product marketing enthusiast. She has experience of working with several SaaS businesses as a marketer and a co-founder. Her passion for content marketing, SEO and SaaS products led her to build Userpilot’s whole content ops, hiring system, and documentation from ground up.Userpilothttps://userpilot.com/--------The Customer Conference - London, UKJUNE 15-16, 2022The Customer Conference is the leading international independent Cust...
Send us a textDaria is the Co-Founder and CCO of Salesroom - a virtual meeting platform enabling Account Executives to build trust with their customers without in-person interactions. Before founding Salesroom, Daria worked in growth-stage investing and salesSalesroomhttps://www.salesroom.com/How to reach Dariahttps://www.linkedin.com/in/dariadanilina/ daria@salesroom.com--------If you enjoy this podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t forget t...
Send us a textFor the past 5 years, Telma's been working in client management and conflict mediation as a client advocate.Most of her experience was in financial markets, being her latest experience at Aon, where she managed an extensive portfolio of both large and multinational accounts.She has joined Demodesk 8 months ago with the mission of reinforcing the Success Team and help her team grow its business and designing creative strategies to improve and retain customers.A big part of her da...
Send us a textAs Co-founder & CEO at Froged, Emily says to work with people and for people is the most valuable lesson.She believes more in the power of cooperation than in competition. A problem-solver and digital strategist with an extensive background in business development in different sectors: software, industrial construction, energy, retail, civil construction.The experience of having lived in countries such as Brazil, Malaysia, France and Spain has leaded me towards a really...
Send us a textJurgita Paulauskaite is a Lithuanian now spreading roots in sunny Portugal. She started her journey in SaaS companies as an SDR and then discovered the amazing World of CSM. Being a person in the field, tackling onboarding and building relationships, prepared her for the next step, leading a team of CSMs at WFM solution company - Tymeshift. She loves to learn new things every day, to see the 'aha' moment in people's faces when things become clear and make se...
Send us a textAs the CEO of Custify, Philipp Wolf helps SaaS businesses deliver great results for customers. After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. He founded Custify to provide a tool that lets agents spend time with clients—instead of organizing CRM data.Custifyhttps://www.custify.com/--------If you enjoy this podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t forget ...
Send us a textGreg is a best-selling author, speaker, and entrepreneur. He has worked with some of the world’s leading organizations on digital transformation initiatives, customer experience, employee experience, and he also hosts The Agile Brand with Greg Kihlström podcast.---------If you enjoy this podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolbox and don’t forget to use the hashtag #CSMToolbox Connect with Isabel Ruiz https://bit.ly/2NDfOvyJoin our ...
Send us a textRaphael is a data scientist and an entrepreneur. He has studied in Paris, New York and Tel Aviv, and worked for Schneider Electric as a data engineer before handling several freelance assignments (risk management data science @Pfizer, fraud detection @IEEE). After going back to Paris, he co-founded Nalia alongside Alexi Tuill.Nalia delivers an early warning system to identify in advance risks of churn and on upsell opportunities. Naliahttps://www.nalia.io/How to contac...
Send us a textEsben Friis-Jensen is the co-founder and Chief Growth Officer at Userflow, a no-code builder for in-app onboarding and surveys, allowing SaaS businesses to be more product-led. Prior to Userflow, Esben co-founded Cobalt, which today is a 200+ employee company.How to contact Esbenhttps://www.linkedin.com/in/esbenfriisjensen/--------If you enjoy this micro podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t forget to use the hashtag #CSMTo...
Send us a textWill Stevenson is the Founder and COO of Onboard - a software built to help companies onboard their customers faster. He has over 10 years of experience building and leading CS and Onboarding teams at high growth B2B SaaS companies. And was recently named one of the Top 100 CS Strategists. How to reach Will:https://onboard.io/will@onboard.io --------If you enjoy this micro podcast, please subscribe and leave a review.You can find me on Twitter @CSMToolboxDon’t forget t...
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