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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David Lasky
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.
Keith Hulen
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.
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Leveraging AI in SEO
Samantha Torres is the Chief Data Officer of The Gray Dot Company, an SEO and Data Consulting Company. Samantha has more than 10 years of SEO experience optimizing SEO at 90+ B2B and B2C companies. In this guide, Samantha walks through how to leverage AI to improve your SEO and content strategy, and the implications of generative AI tools on SEO.