Recap: Pacific Lake Roundtable on Building a CS Function
December 15, 2021
EVENT RECAP
Managing a Customer Success Team
Boaz Maor currently serves as Chief Customer Officer at Talech and has previously led customer success at OpenGov, Mashery, newScale, and FreeMarkets. In this guide, he discusses the role of Customer Success, how to structure a CS team as a company grows, and what metrics to track to measure success.
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Moving From Revenue Technology 1.0 To Revenue Technology 2.0
Said Mussa is the founder of Cepture.io, helping B2B companies grow through revenue technology. In this guide, Said walks through how to transition your organization from revenue technology 1.0 to 2.0, including tools that can help, key practices to install in your revenue org, and metrics to measure success.
Leveraging a Fractional Finance Team
David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.
Improving Hiring Efficiency With Highly Predictive Applicant Screening Questions
Keith Hulen is the CEO of SmartRank, a tool that helps hirers stack-rank and filter job applicants without using a resume. Keith has a lot of passion around this subject as he felt the challenges and pains first-hand by personally hiring hundreds of candidates over the past two decades. In this guide, Keith walks through creating incisive applicant screening questions, building a scoring model to help sort applicants, and using screening responses for better interviews.
