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Learning 50 MIN READ

The Customer Education Experts Directory

CUstomer training experts and companies directory. A complete directory where you can find experts, consultants and companies specializing in customer education.

Since the outbreak of the global pandemic, customer education has become a hot topic of discussion, and for a good reason. Recent research findings collected by Intellum (2019), present the importance and highlight the effectiveness of customer education on a wider spectrum.

In the study, companies utilizing customer education reported:

The benefits of customer education though are not limited to these.

An effective customer training program can also expand your customer base, improve customer satisfaction, increase customer loyalty and reduce churn.

To help you further exploit the power of customer education, we have prepared a list of customer education experts who are the best in the industry.

This article presents a directory of over 75 customer education experts, who you can reach out to at any point and get advice on how to create a successful customer training program.

Here, you will also find relevant communities and events that you can join or add to your calendar.

Download the list and get detailed information on:

With the guidance of the top experts in customer education and LearnWorlds as your go-to learning management system, you can create amazing learning experiences for your customers just as easily.

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The list of CE & CS consultants follows alphabetical order from A to Z and there is no preference in regards to the structure of the information presented.

Individual Experts

Name:

Adam Avramescu

Position:

Customer Education Leader | Author of “Customer Education” | Co-host of CELab Podcast

Company:

Slack

Location:

Oakland, California, United States

About

Before Adam started working at Slack, he worked as a Content Developer, Instructional Designer, Community & Customer Education Director for Optimizely, Checkr, Kasasa and Enspire Learning. With over 15 years of experience and working with some high-performing teams, he has acquired vast knowledge in the customer education field and is currently leading Slack’s enterprise customer learning function.

Services:

Summary:

Reach out to Adam and/or join his Meetup community to learn from other customer educators and enablement professionals.

Industries:

Marketing Tech, Fintech, HR, and Edtech

Accolades:

Additional Content:


Name:

Alessandra Marinetti

Position:

Director of Customer Education

Company:

AppDirect

Location:

San Francisco, California, United States

About

Alessandra is passionate about helping people transform through learning. Starting out as a university educator teaching French and Italian, she worked at LinkedIn, Box, and AppDirect as a Customer Education Leader. Until today she helped to build transformational experiences for her team and their customers. Also, she built high-performing teams of learning professionals that help transform customers’ careers and drive their success through learning and certification.

Services:

Summary:

Consult with Alessandra to help you learn how to create successful customer learning experiences.

Industries:

Startups, SaaS, Ecommerce

Accolades:

Additional Content:


Name:

Alex Farmer

Position:

Vice President of Customer Success

Company:

Cognite

Location:

London, England, United Kingdom

About

Alex is a Customer Success Executive with experience in building post-sale teams to reduce churn and increase growth at high-growth B2B SaaS scale-ups. He is the Founder and CEO of Customer Success Excellence – the world’s first awards event dedicated to the Customer Success profession. Currently VP Customer Success at Cognite, a global industrial AI Software-as-a-Service (SaaS) company supporting the full-scale digital transformation of heavy-asset industries around the world.

Services:

Customer Success

Summary:

Connect with Alex to learn more about customer success, reduce churn and increase growth for your SaaS business.

Industries:

Saas

Accolades:

Additional Content:


Name:

Andrew Marks

Position:

Founder of SuccessHacker

Company:

SuccessHacker

Location:

Granite Bay, California, United States

About

For over 25 years, Andrew served as an operational executive in customer-facing roles. During that time he saw Customer Success grow from being little more than an idea to an industry standard, and he welcomed the opportunity to support the growth of the CS community every step of the way. He believes in the power of professional training designed to address real-world challenges and opportunities. From teaching and coaching to strategic consulting and technical implementation, he applies his deep experience in post-sales client services to every aspect of his work. Whether partnering with established CEOs and Founders or up-and-coming industry contributors, his mission is the same: Create lasting value for clients by empowering them to succeed with their own customers.

Services:

Summary:

Connect with Andrew to build customer relationships with lifetime value or/and explore the best ways to set up your people, processes, and strategies for success.

Industries:

Coaching, Training, CS Consulting

Accolades:

Additional Content:


Name:

Andy Dyer

Position:

Senior Director of Support & Customer Education at Workable

Company:

Workable

Location:

Greater Boston

About:

Andy has been working for Workable for over 7 years gaining experience in customer support, customer success, and education. His background in customer experience has given him valuable insights but so was working at early-stage companies. There he gained the ability to move quickly, adapt to changing business priorities, and build new processes from the ground up. He has worked in B2C and B2B, with a range of responsibilities from people management to product management. He likes to back up his intuition with data to drive continual improvement, tackle new problems with both creativity and practicality.

Services:

Customer Experience, Customer Education, Customer Success

Summary:

Contact Andy to learn more about delivering excellent customer support and experience.

Industries:

Customer Service, Customer Support, eCommerce, HR, Project Management

Accolades:

Additional Content:


Name:

Ashna Patel

Position:

Manager of Customer Success & Customer Support

Company:

Ascent Cloud

Location:

Irvine, California, United States

About:

Ashna is an Award Customer Success Leader with 7+ years of Customer Success & Account Management experience leading teams, delivering strategic initiatives, and improving processes to deliver exceptional value to customers. As an intelligent coach with knowledge of Relationship building, personal development, Customer Journey, Engagement, Retention management, NPS, CSAT, NRR, ROI & success planning. She is also Founder, initiator & community builder leading & supporting Customer Success professionals to grow in their CS career and building & scaling B2B SaaS companies.

Services:

Leadership, Customer Success, Customer Experience, and Emotional Intelligence, Revenue Growth Onboarding & Implementation Customer Success Metrics, Renewals & Retention Automation & Tech Touch Team Building

Summary:

Contact Ashna to collaborate on customer success projects, grow your CS career, and/or build & scale your B2B SaaS company.

Industries:

B2B SaaS companies

Accolades:

Additional Content:


Name:

Boaz Arbel

Position:

CS executive, an Advisory Board member, and Founder of the ICSEF

Company:

MaiView

Location:

Greater Boston

About:

Boaz is a Customer Success Executive, Co-founder, and CEO of MaiView. In the past, Boaz has been leading customer-facing fronts at Logz.io as the VP of CS (Pre and Post Sales Engineering) and facilitating the company’s hyper-growth as the VP of Operations and Support. He established and managed the Professional Services, Customer Success, and Customer Data Analytics teams at Profitect (currently Zebra Prescriptive Analytics, after being acquired by Zebra Technologies).

Services:

SFDC, Insurtech, SFDCDeveloper, Digitalization, Customer Success

Summary:

Contact Boaz to learn more about customer success.

Industries:

Job Recruitment, Hiring

Accolades:

Additional Content:


Name:

Brian Hartley

Position:

Senior Director, Customer Success

Company:

RFPIO

Location:

Kansas City, Missouri, United States

About:

Brian is an experienced executive leader with a demonstrated record of working in the information technology and services industry. He is passionate about helping others in the industry, and paying it forward is his motto!

Services:

Customer Relationship Management (CRM), Market Research, Management, Customer Success, SaaS

Summary:

Talk with Brian to learn more about customer success and build an effective CS strategy for your business.

Industries: SaaS

Accolades:

Additional Content:


Name:

Brittany Tamul

Position:

Senior Director, Customer Success at ArrowStream

Company:

ArrowStream

Location:

Chicago, IL

About:

Brittany has over 10 years of experience in customer experience. While working her way up to becoming Director of Customer Success at her current company, she started with Account Management, then moved to Education and Customer Support. Through her career, she helped develop high-performing Support and Education Teams that curate a customer journey that embodies ‘success.’ She developed training materials that compel utilization of the products and translate customer behaviors into actionable insights for the company’s strategic objectives.

Services:

Customer Experience, Customer Education, Customer Success, Education

Summary:

Connect with Brittany to learn more about how customer experience works and develop effective customer training content.

Industries:

Education, Customer Support, Account Management, Supply Chain, Foodservice

Accolades:

Additional Content:


Name:

Chris Hicken

Position:

CEO at ’nuffsaid

Company:

Nuffsaid

Location:

Salt Lake City, Utah, United States

About:

Chris is the CEO and Co-Founder at ’nuffsaid. He also serves as Advisor at TestRigor and in the past served as a Partner at Inspiration Ventures. Chris has over 15 years of experience in technology as a leader, investor, adviser, and board member. Before joining Inspiration Chris was President and COO of UserTesting, where he led revenue growth from $1 million to $70 million, and before UserTesting he was Director of Marketing at Headsets.com. Chris serves on the Board of Directors for The/Studio, and as an adviser to GitPrime, Study.com, Reactful, and Acceleprise.

Services:

Summary:

Reach out to Chris to learn how to achieve customer-led growth for your business.

Industries:

SaaS

Accolades:

Additional Content:


Name:

Christian Jakenfelds

Position:

Field Researcher in Customer Success

Company:

Planhat

Location:

Milan, Lombardy, Italy

About:

Christian is a Field Researcher in Customer Success. He helps customer success leaders scale their processes, revenue, and recognition, so they can help their companies grow faster and cheaper. Currently working with Planhat which supports his research and he is helping them grow in the UK and globally.

Services:

Summary:

If you are a Customer Success Leader, contact Christian to help you scale your processes and help your company grow faster and cheaper.

Industries:

Startups

Accolades:

Additional Content:


Name:

Daniel Quick

Position:

VP of Learning Strategies at Thought Industries

Location:

San Francisco, California, United States

About:

Daniel has an extensive knowledge of Customer Education having worked as Director, Head, and Manager of Customer Education at Asana, Optimizely, and Culture Amp. He was also the co-founder and Creative Director of Red Point Labs where he led design for all game systems and narrative content.

Services:

Customer Success, Content Marketing, Customer Learning, Customer Education, Instructional Design

Summary:

Contact Daniel to learn how to improve your customer’s journey and transform prospects into brand evangelists.

Industries:

Instructional Design, L&D

Accolades:

Additional Content:


Name:

Danielle Campbell

Position:

Senior Vice President, Global Enablement & Education

Company:

Infor

Location:

Oak Park, Illinois, United States

About:

Danielle is empowering customer, partner, and employee success through workforce enablement and skills transformation. She has 20 years of experience in leading training and enablement functions within high-growth software companies. In her work, she showed an ability to lead high-functioning teams, grow revenue, and improve margins through business development initiatives, cost management, recruiting key partners and employees, and innovative training product development.

Services:

Summary:

Reach out to Danielle to learn how to build a ‘future ready’ workforce, skills, and capabilities that can increase product adoption for customer retention, value realization, and renewals.

Industries:

SaaS, Consumer Industries, Public Sector, Energy & Natural Resources, Hospitality, Service Industries, Discrete Industries, Computer Software

Accolades:

Additional Content:


Name:

Dave Blake

Position:

Founder & CEO at ClientSuccess

Company:

ClientSuccess

Location:

Lehi, Utah, United States

About:

Dave is the founder and CEO of ClientSuccess, which helps its clients deliver world-class client success, retention, and growth. He has been a customer success professional himself for over a decade and has never found a solution that he loved, for him or his team. Dave knows what it’s like to be a CSM on a small team trying to manage success for a rapidly growing startup, as well as an executive managing a large, global organization with 100+ CSMs.

Services:

SaaS, SaaS Management, Customer Success, Entrepreneurship

Summary:

Work with Dave to learn how to achieve client success, retention, and growth for your business.

Industries:

SaaS

Accolades:

Additional Content:


Name:

Dave Derington

Position:

Director of Customer Education & Co-host of CELab Podcast

Company:

ServiceRocket

Location:

Seattle, Washington, United States

About:

Dave aims to define and grow the customer education field and helps SaaS professionals combat churn, increase revenue, and empower customers with the knowledge and skills they need to do their jobs in an increasingly disruptive world. Dave’s mission, and passion, is to help SaaS professionals in all parts of your organization, from Sales to Customer Success to Product Marketing.

Services:

Summary:

Contact Dave if you are a B2B SaaS company and need to educate and enable your market at scale.

Industries:

Edtech, Instructional Design, B2B Software as a Service (SaaS)

Accolades:

Additional Content:


Name:

Dave Jackson

Position:

VP Customer Success

Company:

Seenit.io

Location:

Greater Reading Area

About:

Dave is CEO of TheCustomer.Co, advising senior SaaS executives on building customer-focused companies. He is currently supporting a number of B2B SaaS companies and investors in building CS as a company-wide capability.

Services:

Leadership, Customer Success, Customer Led Growth

Summary:

Dave is a recognized expert in the area of customer-focused organizations. Talk with Dave to get advice on how to improve your results by providing an effective customer experience at all stages of the buyer and customer journey.

Industries:

B2B SaaS

Accolades:

Additional Content:


Name:

Debbie (Carey) Smith

Position:

Customer Education Leader

Company:

Smartsheet

Location:

Plymouth, Massachusetts, United States

About:

Debbie is an entrepreneurial, innovative Customer Education Leader and analytical strategist skilled in using data to evaluate and develop training programs, both free and fee-based. She is a collaborative communicator continually focused on building relationships and promoting synergy across organizational lines and providing guidance and mentorship for multiple teams. She leverages uncommon expertise in competency-based education, project management, technological acumen, and instructional design and development to design, develop, and teach courses designed to give employees the skills they need to succeed in today’s workforce.

Services:

Summary:

Connect with Debbie if you are looking for a subject matter expert in certification, competency-based learning, and instructional design that can help you build successful customer education programs.

Industries:

Education, Elearning, Distance Learning

Accolades:

Additional Content:


Name:

Diana De Jesus

Position:

Customer Success Manager

Location:

Poughkeepsie, New York, United States

About:

Diana is running several projects focused on Customer Success. She writes about it, posts on LinkedIn about it, and also works as a Customer Success Manager for a Customer Success Platform, Catalyst. Her goals are to help companies retain their customers, help the Customer Success community grow, and learn as much as she can in the process.

Services:

Customer Success

Summary:

Contact Diana to learn more about customer success, retain your customers and grow your community.

Industries:

Technology, Computer Software

Accolades:

Additional Content:


Name:

Donna Weber

Position:

Customer Onboarding Expert

Location:

Palo Alto, California, United States

About:

Donna is a recognized Customer Success thought leader, influencer, expert, and strategist. She specializes in helping high-growth companies create customers for life. Companies that work with Donna decrease time to customer-first value, increase customer lifetime value, reduce implementation time and costs, product usage and adoption, and scale Customer Success organizations. Donna is an expert, author, and speaker who gets to the heart of the matter. She is passionate about helping customers reach their goals because she believes that when customers win, you win.

Services:

Summary:

Reach out to Donna to talk about how you can scale customer success for your business.

Industries:

Onboarding, Enablement, Education

Accolades:

Additional Content:


Name:

Ed Powers

Position:

Principal Consultant

Location:

Fort Collins, Colorado, United States

About:

Ed is helping teams make breakthroughs in customer loyalty by addressing why customers leave—and why they stay. His approach combines neuroscience with data analytics and enterprise-wide improvement to deliver dramatic results. His career includes sales, marketing, operations, and consulting for start-ups to Fortune 40 companies. Industry experience includes software, electronics manufacturing, business services, hospitality, IT services, management consulting, and education.

Services:

Customer Success strategy and operations, Customer Experience management (CX), Service excellence, Marketing, selling, and business development, Financial modeling and management, Statistical analysis and mathematical modeling, Solving very complex operational problems, Improving organization-wide performance using Baldrige and Lean Six Sigma practices

Summary:

Work with Ed to learn how to keep your customers, why they choose to leave, and meet their needs effectively.

Industries:

B2C and B2B (Enterprise, Mid-Market, and SMB), Startups

Accolades:

Additional Content:


Name:

Emilia D’Anzica

Position:

Founder, Customer Success Consulting

Company:

Growth Molecules

Location:

San Francisco, California, United States

About:

Emilia is a Management consultant, board advisor, author, and educator, who is working alongside companies to create scalable growth & metrics-driven customer programs from onboarding to adoption, renewals, and advocacy. Founder of Growth Molecules, a management consulting firm. Her team also works with individuals who are seeking to take the next step in their careers.

Services:

Business Consulting, Career Development, Resume Writing, Interview Preparation, Executive Coaching, Management Consulting, Customer Service, Leadership, Revenue Growth, Customer Success

Summary:

Consult with Emilia to help your company achieve scalable growth.

Industries:

SaaS, Career Development

Accolades:

2016 Stevies Award for Customer Service | 2012 Jobvite Customers Award

Additional Content:


Name:

Heidi Kirby

Position:

Customer Education Manager at Pantheon, Learning and Development Leader & Host of the BLOC Podcast

Company:

Pantheon.io

Location:

Cleveland, Ohio

About:

Heidi has over 8 years of experience leading learning projects. She has worked as an instructional designer for NASA, a large health insurance company, a small tech startup, and a software company. She also led many instructional design functions for small and mid-sized organizations.

Services:

Summary:

Work with Heidi to get started and/or improve your instructional design efforts.

Industries:

Instructional Design, L&D

Accolades:

Additional Content:


Name:

Jay Nathan

Position:

Chief Customer Officer at HigherLogic & Founder of GainGrowRetain

Company:

GainGrowRetain

Location:

Mount Pleasant, South Carolina, United States

About:

Across the years and a number of functional executive roles in customer success, product, services, and account management, Jay has developed a methodology for building, leading, and scaling SaaS companies serving a wide range of end-markets and customer sizes. He founded Customer Imperative – a company focused on helping B2B SaaS retain customers, grow revenue, and scale customer success. Then in 2020, he co-founded Gain Grow Retain, a community for customer success leaders, and subsequently sold Customer Imperative to Higher Logic where he is currently the Chief Customer Officer.

Services:

Summary:

Talk with Jay to learn how to scale customer success for your SaaS.

Industries:

B2B SaaS companies

Accolades:

Additional Content:


Name:

Jeff Breunsbach

Position:

Director of Customer Experience

Company:

Higher Logic

Location:

Charleston, South Carolina, United States

About:

Jeff is building a CS Leadership Community at Gain Grow Retain where he is a co-founder. Gain Grow Retain is a community for Customer Success leaders to share their work, collaborate and grow their careers. As the Director of Customer Experience, he is also building scaled success at Higher Logic.

Services:

Summary:

Reach out to Jeff to learn how to build scaled customer success for your business.

Industries:

Think Tanks

Accolades:

Additional Content:


Name:

Jeff Heckler

Position:

Director of Customer Success Solutions

Company:

MarketSource

Location:

St Petersburg, Florida, United States

About:

Jeff is a Senior Customer Success Leader with over 20 years of leading Customer Success, Professional Services, and customer-facing revenue teams. As the Director of Customer Success Solutions at MarketSource, Jeff is responsible for ensuring customers – including but not limited to employees, clients, and delivery teams – identify and provide opportunities for outsourcing Customer Success at-scale, build the most relevant and emerging CS operations model, provide enablement channels (training, digital, etc.), evaluate CS technology adoption, and oversee the delivery of all CS services.

Services:

Summary:

Connect with Jeff to learn more about the Customer Success profession and how the market operates.

Industries:

Marketing and Advertising

Accolades:

Additional Content:


Name:

Jeremy Donaldson

Position:

Team Lead, Customer Success

Company:

Totango

Location:

Harrisonburg, Virginia, United States

About:

Jeremy is the Customer Success Leader at Totango, and he helps people look like heroes by helping them achieve their desired outcomes. He leads a team of customer success managers for their small enterprise segment. He is also a founding member of Gain Grow Retain – a free, open community for Customer Success leaders in B2B SaaS organizations.

Services:

Strategy, Leadership, Customer Success

Summary:

Talk with Jeremy to learn more about his strategy for work and customer success.

Industries:

Think Tanks

Accolades:

Additional Content:


Name:

Jesse Evans

Position:

Head of Customer Education

Company:

Facebook/Meta

Location:

San Francisco, California, United States

About:

Jesse has been working as a Customer Education Manager for many years before he became the Head of Customer Education at Facebook/Meta. He has experience in building adoption-focused software/product enablement programs and managing Customer Education teams. Thus far he has deployed and oversaw the Workplace Academy with over 200 videos, live (virtual) classes, and self-paced e-learning courses. He is an award-winning presenter with extensive, interactive virtual facilitation and course design experience focusing on product value proposition and user segmentation. Holds experience authoring highly interactive, scalable self-paced online software training courses utilizing a range of formats from SCORM to short video assets.

Services:

Summary:

Talk with Jesse to learn everything there is about customer education and build programs/teams that will help deliver powerful educational and training content.

Industries:

Marketing, Sales, Customer Success, Product, Business
Analytics, Partner enablement, Consulting

Accolades:

Additional Content:


Name:

Junan Pang

Position:

Director of Customer Success

Company:

Slack

Location:

San Francisco, California, United States

About:

Junan had the opportunity to work with various companies from startups to Fortune 100 organizations and built vast knowledge in his career as a Customer Success Coach and Director. As a Customer Success Strategist, he was recognized amongst the top professionals in the industry. Now as the Customer Success Leader at Slack, he is helping the world’s largest organizations make their employees’ working lives simpler, more pleasant, and more productive.

Services:

Summary:

Reach out to Junan to learn everything there is to know about Customer Success.

Industries:

SaaS, Startups, Fortune 100 organizations, Computer Software

Accolades:

Additional Content:


Name:

Kristen Hayer

Position:

Founder & CEO

Location:

Brisbane, California, United States

About:

Kristen founded The Success League to help companies design exceptional Customer Success programs that drive revenue. Over the past 20 years, she has built and led award-winning sales, marketing, and customer success teams, primarily for technology organizations.

Services:

Leadership, Management, Customer Success

Summary:

Work with Kristen to learn how to design successful customer success programs.

Industries:

Management Consulting

Accolades:

Additional Content:


Name:

Kristen Swanson

Position:

VP, Customer Insight at Slack

Company:

Slack

Location:

San Francisco, California, United States

About:

Kristen is passionate about co-creating healthy organizations where every individual and customer can thrive, and her work is a testimony to that. With over 15 years of work experience in the field, she managed to bring change and real results to every company she worked.

Services:

Summary:

Talk with Kristen about innovation and building trust with customers.

Industries:

SaaS B2B, Computer Software

Accolades:

Additional Content:


Name:

Kristi Faltorusso

Position:

VP of Customer Success

Company:

ClientSuccess

Location:

New York City Metropolitan Area

About:

Kristi is an award-winning Customer Success Executive with experience in building, scaling, and transforming Customer Success organizations at hyper-growth B2B SaaS companies. Over the past decade, she has helped many companies redefine Customer Success resulting in increased retention, long-term revenue growth, and customer advocacy. She has led Customer Success and Experience teams at companies like BrightEdge, Sisense, BetterCloud, and IntelliShift and supported customers of all sizes. As the VP of Customer Success at ClientSuccess – a leading Customer Success Management solution, she leads Customer Success, Technical Support, and Consulting.

Services:

Summary:

Contact Kristi to learn how customer success works, improve customer retention and drive growth.

Industries:

Customer Success organizations, B2B SaaS

Accolades:

Additional Content:


Name:

Maranda Dziekonski

Position:

Chief Customer Officer

Company:

Swiftly

Location:

San Francisco Bay Area

About:

Maranda is a ground-up builder with a passion for setting up the right teams, systems, processes, and overall infrastructure to take both the team and the company to the next level.
She has over 20 years of experience both working in and building world-class operations and extensive experience building and scaling teams in early and mid-stage startups.

Services:

Summary:

Talk with Maranda to help you gather the best CS resources (teams, systems, processes) to grow your company.

Industries:

Startups

Accolades:

Additional Content:


Name:

Matt Mulholland

Position:

Customer Education Manager

Company:

Miro

Location:

Cedar Park, Texas, United States

About:

Matt leads Miro’s customer education program focusing on in-app learning. He has a background in customer success and a passion for making delightful content, while he makes sure to deliver light-hearted experiences that are focused on user needs.

Services:

Summary:

Work with Matt to learn how to create learning experiences that meet users’ needs.

Industries:

SaaS, Project Management, Remote Work, Agile Teams, Computer Software

Accolades:

Additional Content:


Name:

Matt Myszkowski

Position:

Vice President, Customer Experience, EMEA

Company:

Cision

Location:

Broughton, England,
United Kingdom

About:

Matt is an experienced & award-winning customer success leader & strategist with a proven record of building efficient and effective customer success organizations. Demonstrates strong business acumen aligning customer experience teams to corporate goals with outcomes of reduced churn, increases in both retention and revenue, and high customer satisfaction. He has been successful in the creation, implementation, and maturation of international customer success organizations. Demonstrates professionalism, gravitas, and integrity developing collaborative approaches to problem-solving, working with all stakeholders across multiple functions. Obsessed with the customer success function and the value it brings businesses through the connection of technology, education, data analytics, and desired business objectives.

Services:

Summary:

Reach out to Matt to help you build an efficient and effective customer success program for your business that brings high customer satisfaction.

Industries:

SaaS

Accolades:

Additional Content:


Name:

Megan Bowen

Position:

COO & CCO

Company:

Refine Labs

Location:

New York, New York, United States

About:

Megan creates the conditions for people, customers, and companies to be successful. Her passion is working with talented and driven people to solve complex challenges in order to achieve things most people think are impossible! She embraces a human-first leadership approach. Her style is to focus on achieving excellence through empowerment and accountability while leading with empathy, kindness, and vulnerability. This approach creates trust and fosters a collaborative culture which is the foundation of all high-performing teams. She has a proven track record of building and leading teams that scale and succeed.

Services:

Summary:

Connect with Megan to help you increase your business marketing’s contribution to qualified pipeline and revenue while lowering customer acquisition costs.

Industries:

Marketing and Advertising, B2B companies

Accolades:

Additional Content:


Name:

Monica Sindwani

Position:

Customer Enablement Manager

Company:

AgentSync.io

Location:

Denver Metropolitan Area

About:

Monica is a strategic marketing and Customer Success professional. Her expertise is the recruitment of underrepresented groups, Salesforce, project management, marketing collateral, event planning, relationship management, account management, teaching/training, and social media. She enjoys analyzing data to identify gaps, develop opportunities to enhance student success, and create strategic messaging to maximize opportunities.

Services:

Summary:

Connect with Monica to learn more about what she does and how to manage a program/project effectively.

Industries:

Insurance, Legal, Compliance, Medical, Management

Accolades:

Additional Content:


Name:

Nick Mehta

Position:

CEO

Company:

Gainsight

Location:

Palo Alto, California, United States

About:

Nick is the CEO at Gainsight – the leading Customer Success company. He works with a team of nearly 700 people who together have created the customer success category that’s currently taking over the SaaS business model globally. Since joining the company in 2013, Nick led the company through multiple funding rounds, raising a total of $156 million, and grew the company from a handful of employees to more than 630 people working in seven offices around the world.

Services:

Summary:

Contact Nick to help you improve all your customer success initiatives.
Industries: Technology

Accolades:

Additional Content:


Name:

Nils Vinje

Position:

Founder, CEO, and Leadership Coach

Location:

Phoenix, Arizona, United States

About:

Nils can deliver a tremendous amount of value to you and your organization in two ways: 1) leadership development and coaching – providing B2B leadership advice, and 2) through customer success consulting with Glide Consulting – as he has been helping early, growth, and scale stage companies build an incredible Customer Success function that delivers predictable renewals and expansions.

Services:

Summary:

Work with Nils if you need leadership training or dedicated customer success advice.

Industries:

B2B, Coaching

Accolades:

Additional Content:


Name:

Or Guz

Position:

Senior Director, Global Customer Success, and Operations

Company:

Perimeter X

Location:

San Francisco, California, United States

About:

Or is a Revenue, Customer Success, Security and growth leader currently Senior Director of Global Customer Success and Operations at PerimeterX with a proven record of strategy building and execution for achieving customer desired value confirmation and business outcomes including Fortune 100 organizations. He has over half a decade of experience in pre & post-sales roles in dynamic technical customer-centric environments. Passionate about improving the company’s product/s and roadmap working with the product team by acting as the voice of the customer within the company.

Services:

Summary:

Reach out to Or to help you build scalable teams and develop processes that drive customer success.

Industries:

Computer & Network Security

Accolades:

Additional Content:


Name:

Pam Micznik

Position:

Founder & Strategic Advisor

Location:

West Bloomfield Township, Michigan, United States

About:

Pam is helping companies create holistic programs that combine digital and enablement strategies to ensure their customers’ journeys are successful. She helps businesses create Education programs that excite and motivate learners, whether they are employees, customers, or partners.

Services:

Summary:

Discuss your Customer Education strategy with Pam and get advice on how to scale your Customer Success, increase company profits and stop churn.

Industries:

SaaS, Education, Training, Business

Accolades:

Additional Content:


Name:

Peter Armaly

Position:

Senior Director, Customer Enablement and Thought Leadership

Company:

ESG

Location:

Toronto, Ontario, Canada

About:

Peter is a Senior-level Marketing and Customer Success professional with extensive experience working with wide-ranging clients of both SaaS and On-Premise engagement models. He is also an industry researcher for client engagement best practices, and a client-facing executive advisor helping customer success leaders understand what it takes to transform their practices and make them fully digital and better-prepared to not just defend against, but to exploit, the external forces that are disrupting business. He is also an Advisory Board member for CSM Practice – a #customersuccess consulting firm offering services to increase net retention, improve customer satisfaction, and grow a company’s advocacy base. It does so by providing research, advisory, and strategy services for technology and service companies that wish to achieve effective and scalable results.

Services:

Sales, Marketing, Leadership & Customer Success

Summary:

Talk with Peter to learn more about customer engagement best practices.

Industries:

B2B, SaaS

Accolades:

Additional Content:


Name:

Phil Byrne

Position:

Head of Customer Education team at Intercom

Company:

Intercom

Location:

Dublin, Ireland

About:

Phil has been working at Intercom for 6 years – started as Product Education Manager, then moved to Customer Engagement Lead, Advocacy & Education Manager to become the Head of Customer Education. He is the founder of Noisey for music production and has been a freelance Customer Experience Consultant to the gaming industry.

Services:

Customer Experience, Customer Education, Customer Advocacy

Summary:

Work with Phil to learn more about customer education and create better customer experiences.

Industries:

Instructional Design, Customer Education, End-to-end Customer Experience, Product Design

Accolades:

Additional Content:


Name:

Rav Dhaliwal

Position:

Investor and Venture Partner

Location:

London Area, United Kingdom

About:

Rav is an investor and former software executive, with particular experience building, leading & scaling start-ups and business units that drive net revenue retention (Customer Success, Consulting, Professional Services, Support & Education). He has built Slack’s presence in the UK, founded the Global Customer Success team, and led its EMEA arm. Previously built & led both Zendesk & Yammer’s European Customer organizations, creating, scaling, leading, and developing strong teams dedicated to driving Net Revenue Retention by helping some of the world’s largest organizations drive user adoption & business value from Enterprise SaaS software.

Services:

Summary:

Connect with Rav to learn more from his expertise or invite him to speak at your public event on the topics he specializes in.

Industries:

Internet, SaaS, Startups

Accolades:

Additional Content:


Name:

Rick Adams

Position:

Author, Trainer, Consultant, and Business Owner

Company:

PracticalCSM.com

Location:

Ballina, County Mayo, Ireland

About:

Rick’s passion is maximizing business value ever since he sold his SaaS company in 2012. He focuses on consultancy and training in consultative selling of business outcomes and in customer success management to maximize the value from IT investments. After consulting and training thousands of technology professionals in over 30 countries across 4 continents, his recent work includes the development and delivery of a customer success management global certification program for Cisco Systems Inc.

Services:

Summary:

Work with Rick to help you maximize business value and build effective customer success programs.

Industries:

Professional Training & Coaching

Accolades:

Additional Content:


Name:

Samma Hafeez

Position:

Sr. Director Sales and Customer Success

Company:

Insight Partners

Location:

New York City Metropolitan Area

About:

As a Go-to-Market Leader & Vice President at the Sales and Customer Success Center of Success at Insight Partners, Samma is strategically advising Insight’s portfolio of software companies to build winning go-to-market Customer Success (post-sales) strategies and functions while also evaluating the CS side of potential investments.

Services:

GTM Sales, Sales & Customer Success Strategies, Scaleup

Summary:

Reach out to Samma if you want to brainstorm, seek career guidance, or discuss meaningful engagement or partnership opportunities.

Industries:

SaaS, Startups, Learning Tech, Health Tech, Martech

Accolades:

Additional Content:


Name:

Sarah Sedgman

Position:

CEO at LearnExperts

Company:

LearnExperts

Location:

Greater Ottawa Metropolitan Area

About:

As the CEO of LearnExperts, Sarah is helping businesses launch effective learning programs that train people. The organization helps companies train sooner and grow revenue. Developed by course creators, the LearnExperts Artificial Intelligence (LEAi) platform helps you rapidly develop courses to kickstart your training program, onboard people sooner, and grow revenue. The company believes in combining technology with human intelligence to change traditional processes into modern solutions with trusted value.

Services:

Onboarding, Customer Education, Strategy, Management, Leadership

Summary:

Grow your business revenue with effective learning programs developed under the guidance of Sarah and her team at LearnExperts.

Industries:

Training, Education

Accolades:

Additional Content:


Name:

Sebastian Skarbek

Position:

Learning Experience Designer

Company:

Greenhouse.io

Location:

New York, United States

About:

Sebastian has been working for more than 3 years as Learning Experience Designer at Greenhouse Software and earlier in his career he has been an active consultant and project manager. Now he is building customer education programs and ensuring processes are highly effective, collaborative, and scalable. He enjoys challenges and solving complex problems through teaching, project management, and analytical problem-solving.

Services:

Strategically advising Insight’s portfolio of software companies to build winning go-to-market Customer Success (post-sales) strategies and functions while also evaluating the CS side of potential investments.

Summary:

With Sebastian, you can build customer education programs that are highly effective, collaborative, and scalable.

Industries:

L&D, EdTech, HR & Recruiting

Accolades:

Additional Content:


Name:

Sue Duris

Position:

Director of Marketing and Customer Experience

Location:

Puttenham, England, United Kingdom

About:

Sue is customer-obsessed and always curious. She believes that when culture, employee experience, and customer experience are aligned, organizations can grow. She is passionate about helping organizations differentiate and grow by coaching them to be customer-centric, advising them on their digital transformation initiatives, and collaborating with them to design omnichannel experiences that engage employees and deliver customer value.

Services:

Customer Experience, Customer Experience Design, Marketing

Summary:

Reach out to Sue to learn how to become customer-centric helping your business grow.

Industries:

Startups, SaaS

Accolades:

Additional Content:


Name:

Wayne McCulloch

Position:

Chief Customer Officer

Company:

WalkMe

Location:

United States

About:

Wayne is a customer-focused executive with 25+ years of experience leading global teams. He has an understanding of how customers succeed through superior Customer Experiences (CX) along their own journey. He has the ability to use metrics and data analytics, education, support, services, and customer success to positively impact customer on-boarding & adoption, produce higher renewal rates (lower churn), expansion, and advocacy. He is experienced in P&L ownership (~$150M), product adoption/renewals and expansion playbooks, social and community engagement, gamification strategies, business/financial/technical operations, and mobile apps. He has proven talent identification and leadership development capabilities along with industry thought leadership and award recognition.

Services:

Customer Experience (CX) Journey (onboarding, adoption, retention, expansion, and advocacy).

Summary:

Reach out to Wayne to learn more about the whole Customer Experience (CX) Journey and improve your onboarding, adoption, retention, expansion, and advocacy strategies.

Industries:

Internet

Accolades:

Additional Content:


Name:

Ziv Peled

Position:

Chief Customer Officer

Company:

AppsFlyer

Location:

Tel Aviv, Israel

About:

Ziv specializes in Customer Success, Customer Support, Sales Engineering. Throughout his career, he built from scratch and led a global team of over 200 Customer Success Managers in 16 offices from pre-sales, through onboarding, adoption, and advocacy. Led a global follow the sun support team of over 60 Customer Support Engineers and developed strategic sale operations to provide presale and post-sale services such as product demonstrations, solution expansion, and customer outreach to a local and international clientele.

Services:

SaaS, Strategy, Customer Success, Thought Leadership, Team Building and Leadership, Risk Management, Problem Resolution, Budget Planning, Effective Communicator, Time/Schedule Management, Detail Oriented/Organizational, Vendor Management/Negotiation, Technical and Program Expertise

Summary:

Contact Ziv to get advice on the topics he specializes in and learn how to build a successful customer success team.

Industries:

Marketing and Advertising

Accolades:

Additional Content:

Consultant Companies

About:

The Association for Talent Development (ATD), formerly ASTD, is the world’s largest association dedicated to those who develop talent in organizations. These professionals help others achieve their full potential by improving their knowledge, skills, and abilities. ATD’s members come from more than 120 countries and work in public and private organizations in every industry sector. ATD supports the work of professionals locally in more than 125 chapters, international strategic partners, and global member networks.

Services:

Talent Development & Management

Summary:

Consult with ATD to learn how you can use new talent and build a strong organizational workforce.

Industries:

Human Resources

Accolades:

Additional Content:


Company:

Bain & Company

Location:

Boston, Massachusetts

About:

Bain & Company is a global consultancy that helps the world’s most ambitious change-makers define the future. Across 61 offices in 38 countries, they work alongside their clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. They complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Their 10-year commitment to invest more than $1 billion in pro bono services brings their talent, expertise, and insight to organizations tackling today’s urgent challenges in education, racial equity, social justice, economic development, and the environment.

Services:

Summary:

Work with the company experts to set up effective management systems for your business.

Industries:

Advanced Manufacturing & Services, Aerospace, Defense, & Government Services, Agribusiness, Aviation, and more industries here.

Accolades:

Additional Content:


Email:

contact via the form on site

Location:

Boston, Massachusetts

About:

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, they work closely with clients to embrace a transformational approach aimed at benefitting all stakeholders – empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact.

Services:

Business Strategy

Summary:

Unlock your company potential in order to advance and discover the organization’s latest news & expertise.

Industries:

Accolades:

Additional Content:


About:

CEdMA (Customer Education Management Association) is a unique not-for-profit professional association founded in 1991 for managers of training businesses in companies that manufacture and distribute technology products. They provide an ongoing forum for our members to discuss, explore, and share best practices, thought leadership, and current trends across all aspects of the technology training industry. CEdMA is a vibrant and resourceful community and is open to Education Executives, VPs, Directors, and Senior Managers, Education Managers in Delivery, Course Development, Sales & Marketing, Certification, and Partnerships, Training Professionals on a Management Path including Senior Trainers, Senior Course Developers, Project & Program Managers.

Services:

Education Management

Summary:

Explore the CEdMA community to receive valuable insights on the technology training industry.

Industries:

Training, Education, Technology

Accolades:

Additional Content:


About:

CGS is an application, enterprise learning, and business process outsourcing company that supports our clients’​ most fundamental business activities. Working hand-in-hand with clients in the world’s most admired companies, they develop powerful, hard-working solutions that strengthen and fortify the fundamental business processes that empower them to take on the present and future challenges and opportunities.

Services:

Summary:

Work with CGS to improve performance in all your business activities.

Industries:

Information Technology & Services

Accolades:

Additional Content:


Location:

London, England, United Kingdom

About:

CIL is an international management consultancy with offices in the US and Europe. They help businesses grow, build value and invest wisely. Founded in 1986, they have extensive experience in helping businesses to identify and prioritize the best opportunities for growth. They approach their clients’ challenges with passion and energy, conducting exhaustive and tailored analysis, guided by deep industry expertise. Typical engagements involve extensive primary research, competitor assessment, and evaluation of business performance. They focus on the key commercial issues and always maintain a strong, supportive client relationship.

Services:

Management & Strategy Consulting, Due Diligence Support

Summary:

Work with CIL’s consultants to help your company grow.

Industries:

Environment, Business Services, Consumer, Education, Financial Services, Healthcare, Media, Technology

Accolades:

Additional Content:


About:

Community Business is a not-for-profit organization (Hong Kong Charity Number 91/6560) whose mission is to lead, inspire and support businesses to have a positive impact on people and communities. A recognized leader in advancing responsible and inclusive business practices in Asia, Community Business facilitates networks, conducts research and events, leads programs and campaigns, and provides training and consultancy. Founded in 2003 and based in Hong Kong with a presence in India and the United Kingdom, Community Business works with companies of all sizes and from diverse industries across Asia, harnessing the power of business to drive social change.

Services:

Summary:

Reach out to Community Business to offer a more inclusive community and improve current training strategies.

Industries:

Non-profit Organization Management, All sizes & diverse industries

Accolades:

Additional Content:


Company:

Content Beta

Location:

Santa Clara, California

About:

Content Beta helps SaaS engage, convert and retain users with marketing and training videos on autopilot, in less than two weeks, at a third of the cost of a traditional video agency.

Services:

Product Marketing, Video Production, Customer Education, Onboarding, Video Course

Summary:

Contact the company to get your own video production team for your SaaS business.

Industries:

SaaS

Accolades:

Additional Content:


Company:

Deloitte Digital

Location:

Manhattan, United States

About:

Deloitte Digital creates new growth by elevating the human experience – with connected ideas, technology, and talent. They do this to shape a better future for every single one of us. Whether they are helping clients, reimagine journeys and rewarding experiences for their customers, citizens, patients, and employees, apply human-centered design to new websites and apps, or accelerate new growth through digital transformation, they center everything they do around real people’s lives.

Services:

Experience Consultancy

Summary:

Reach out to the company professionals to help you create rewarding experiences for your customers, partners and employees.

Industries:

Information Technology & Services

Accolades:

Additional Content:


Company:

Docebo

Location:

Toronto, Ontario

About:

Docebo is redefining the way enterprises leverage technology to create and manage content, deliver training, and understand the business impact of their learning experiences. With Docebo’s multi-product learning suite, enterprises around the world are equipped to tackle any learning challenge and create a successful learning culture within their organization.

Services:

Customer Training, Partner Training, Member Training, Sales Enablement, Employee Onboarding, Employee Development & Retention, Compliance Training

Summary:

Consult with Docebo professionals to learn how to take your business training to the next level.

Industries:

Elearning, Software, Financial Services, Manufacturing, Healthcare, Business Services, Retail, Hospitality, Telecommunications

Accolades:

Additional Content:


Company:

Forrester

Email:

Submit inquiry requests via site

Location:

Cambridge, MA

About:

Forrester is one of the most influential research and advisory firms in the world. We help business and technology leaders use customer obsession to accelerate growth by putting their customers at the center of their leadership, strategy, and operations. Through Forrester’s proprietary research, consulting, and events, leaders from around the globe are empowered to be bold at work — to navigate change and chart new paths. Their unique insights are grounded in annual surveys of more than 700,000 consumers, business leaders, and technology leaders worldwide; rigorous and objective methodologies, including Forrester Wave™ evaluations; over 70 million real-time feedback votes; and the shared wisdom of our clients.

Services:

Research & Consulting Services

Summary:

Reach out to Forrester to help you grow your business using customer obsession.

Industries:

Technology, Customer Experience, B2C Marketing, B2B Marketing, Sales, Product Management, Government

Accolades:

Additional Content:


Company:

Insightly

Location:

San Francisco, CA

About:

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly’s out-of-the-box capabilities allow you to tailor each user’s experience for every customer-facing role. It is easy to use, easy to set up, highly customizable to your industry and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships. Founded in 2009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer, and Sozo Ventures.

Services:

CRM, Service, Marketing, Sales, Integrations

Summary:

Consult with the company to learn how to build lifelong relationships with your customers.

Industries:

Consulting, Design, Elearning, Education, Financial Services, Healthcare, Marketing, Music, and more, check here.

Accolades:

Additional Content:


About:

L.E.K. Consulting is a global management consulting firm that uses deep industry expertise and rigorous analysis to help business leaders achieve practical results with real impact. They are uncompromising in their approach to helping clients consistently make better decisions, deliver improved business performance and create greater shareholder returns. The firm advises and supports global companies that are leaders in their industries – including the largest private and public sector organizations, private equity firms, and emerging entrepreneurial businesses. Founded in 1983, L.E.K. employs more than 1,600 professionals across the Americas, Asia-Pacific, and Europe.

Services:

Management Consulting, Business Leadership

Summary:

Consult with the company professionals to improve overall business performance.

Industries:

Accolades:

Additional Content:


About:

McKinsey & Company is a global management consulting firm. They are the trusted advisor to the world’s leading businesses, governments, and institutions. They work with leading organizations across the private, public and social sectors. Their scale, scope, and knowledge allow us to address problems that no one else can. They have deep functional and industry expertise as well as a breadth of geographical reach. They are passionate about taking on immense challenges that matter to our clients and, often, to the world.

Services:

Management Consulting

Summary:

Get expert consultation and advice in varied industries from McKinsey & Company.

Industries:

Accolades:

Additional Content:


Company:

Mindtree

Location:

Bangalore, Karnataka

About:

Mindtree is a global technology consulting and services company that enables enterprises across industries to drive superior competitive advantage, customer experiences, and business outcomes by harnessing digital and cloud technologies. A digital transformation partner to more than 260 of the world’s most pioneering enterprises, Mindtree brings extensive domain, technology, and consulting expertise to help reimagine business models, accelerate innovation and maximize growth. As a socially and environmentally responsible business, Mindtree is focused on growth as well as sustainability in building long-term stakeholder value.

Services:

Summary:

Reach out to Mindtree’s experts if you want to drive superior competitive advantage, customer experiences, and business outcomes that last.

Industries:

Information Technology & Services

Accolades:

Additional Content:


Company:

ServiceNow

Email:

contact via the form on site

Location:

Santa Clara, CA

About:

ServiceNow’s cloud-based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make a workflow. So employees and customers can be more connected, more innovative, and more agile.

Services:

Customer experience, Technology excellence, Employee experience, Operating excellence, Enterprise CX, Automated service ops, Employee productivity, Global business services, Low-code app development

Summary:

Consult with the company to find out how to improve your business’s processes and workflows.

Industries:

Education, Energy & Utilities, Financial Services, Government, Healthcare, Logistics, Manufacturing, Retail, and more here.

Accolades:

Additional Content:


Company:

ServiceMax

Email:

contact via the form on site

Location:

Pleasanton, CA

About:

ServiceMax’s mission is to help customers keep the world running with asset-centric field service management software. As the recognized leader in this space, ServiceMax’s mobile apps and cloud-based software provide a complete view of assets to field service teams. By optimizing field service operations, customers across all industries can better manage the complexities of service, support faster growth, and run more profitable, outcome-centric businesses.

Services:

Service Operations & Management

Summary:

Learn how to support faster growth and run a more profitable business with a focus on meaningful outcomes.

Industries:

Information Technology & Services

Accolades:

Additional Content:


Company:

Splunk

Location:

San Francisco, California

About:

Splunk brings data to every question, decision, and action to help #TurnDataIntoDoing. The Splunk platform is designed to remove the barriers between data and action so that everyone thrives in the Data Age. They are empowering IT, DevOps, and security teams to transform their organizations with data from any source and on any timescale. With more than 7,500+ employees in 27 offices worldwide, they are building a future where data provides clarity, elevates discussion, and accelerates progress for innovators in IT, security, DevOps, and more.

Services:

Data Management Solutions

Summary:

Learn how to manage your data better to make effective decisions for your company.

Industries:

IT, security, DevOps, and more

Accolades:

Additional Content:


About:

The Customer Success Association is helping businesses retain & expand their company’s customer relationships. Their goal is to provide you with access to the most relevant information about the developing profession and to help connect you with others of the customer success community for networking, conversation, and learning. Their resources include Customer SuccessCon West / East and Europe events, white papers, research reports, an online discussion forum with more than 36,000 participants worldwide, a community map, and a Directory of resources. Their members include the leading practitioners, executives, and visionaries of Customer Success Management.

Services:

Summary:

Get involved with the Customer Success Association to learn how to improve your company’s customer relationships.

Industries:

Research, Customer Success

Accolades:

Additional Content:


About:

Training Industry is amongst the most trusted sources of information on the business of learning. Their website is one of the leading resources for corporate learning and development professionals seeking information about best practices, innovative approaches, and training products and services for organizational learning. Training Industry conducts original research and market analysis and provides information for L&D through articles, webinars, blogs, and reference materials.

Services:

Summary:

Go through Training Industry’s resources to learn about the best practices, approaches, training products, and services for organizational learning.

Industries:

Training, Education

Accolades:

Additional Content:


About:

Tyton Partners, formerly Education Growth Advisors, is the leading provider of investment banking and strategy consulting services to the global knowledge sector. Built on the tenets of insight, connectivity, and tenacity, the evolved advisory services firm leverages in-depth market knowledge and perspective to help organizations pursue solutions that have a lasting impact. Unlike most firms, Tyton Partners understands the intricacies and nuances of these markets and plays an integral role in shaping the efforts that drive change within them. The firm’s expertise is predicated on its principals’ years of experience working across market segments – including PreK–12, postsecondary, corporate training, and lifelong learning sectors – and with a diverse array of organizations, from emergent and established private and publicly traded companies, to non-profit organizations, institutions, and foundations, to private equity and venture capital firms and other investors. Tyton Partners leverages its deep foundation of transactional and advisory experience and an extensive global network to make its clients’ aspirations a reality and catalyze innovation in the sector.

Services:

Investment Banking, Strategy Consulting

Summary:

Connect with Tyton Partners to improve current processes in training and education.

Industries:

Accolades:

Additional Content:


Location:

Mountain View, California

About:

Winning by Design is a global B2B revenue consulting and training company that enables recurring revenue teams to architect sustainable growth. Combining our specialized skills as operators of high-growth companies, they apply scientific frameworks and proven models to help Sales, Marketing, and Customer Success teams at B2B companies and global enterprises achieve impact. Founded in 2012, WbD is a fully remote company, serving leading organizations around the world, including Uber Eats, DocuSign, Hewlett Packard Enterprise, and Adobe.

Services:

Summary:

Work with the company to learn how to apply scientific frameworks and proven models to help your business achieve impact.

Industries:

Sales, CSM, and Marketing

Accolades:

Additional Content:


Company:

Zendesk

Location:

San Francisco, CA

About:

Zendesk started the customer experience revolution in 2007 by enabling any business around the world to take their customer service online. Today, Zendesk is the champion of great service everywhere for everyone, and powers billions of conversations, connecting more than 100,000 brands with hundreds of millions of customers over telephony, chat, email, messaging, social channels, communities, review sites and help centers. Zendesk products are built with love to be loved. The company was conceived in Copenhagen, Denmark, built and grown in California, taken public in New York City, and today employs more than 4,000 people across the world.

Services:

Customer Experience Management, Customer Experience Solutions

Summary:

Work with Zendesk to create the best customer experience journeys.

Industries:

Accolades:

Additional Content:

CE Communities

CS Insider Community
Customer Education podcast episodes
CustomerEducation.org (on Slack)
Talented Learning Show
Customer Experience Professionals Association
CX Network

LinkedIn Groups

Customer Education Network
Customer Education Management Association – CEdMA
Association of Customer Contact Professionals
Training is Customer Success
SaaS Customer Education and Enablement
Central Illinois Customer Service Association

Meetup Groups

Austin E-Learning/Customer Training
Customer Training Education Peer2Peer
San Francisco Customer Education Meetup
Seattle Customer Education Meetup
Customer Success Management
The Customer Success Forum
CRM & Customer Experience Professionals; customer management and service
Customer Success
Customer Success Managers in Action
Customer Success Executives
Customer Experience Exchange: The Professional Networking Group for CX Leaders
Account Management, Customer Success, Sales & Business Development – EMEA & LATAM
Customer Experience & Customer Success Community
Customer Success Practitioners
Leveraging Customer Success
SaaS Customer Success
Customer Experience (CX) Leaders Knowledge & Skill Sharing
Customer Success Management
The Customer Success Network
Customer Success Operations (CS Ops)
London | Customer Success Community
Customer Success Star (NorCal)
CX, Service and Operations Leadership Forum
Customer Experience Management Professionals
Customer Experience Professionals

CX Events

The Customer Experience Conference (Central London, UK)

TSIA World: Interact (Online & In-Person – Orlando, FL)

11th Annual Strategic Customer Excellence Summit (In-Person: Vienna, Austria)

GamiCon48V (Online)

Customer Success Festival (Online)

Microlearning Conf (Online)

Customer Catalyst Conference (PAST – Online)

Digital CX Week (PAST – Online)

SaaS Metrics Summit (PAST – Online)

CustomerX Con (Past – Online & In-Person – District Hall, Boston, MA)

BIG RYG Leadership Summit (PAST – In-Person – Washington, DC)

Chief Customer Officers & Influencers, USA (PAST – Online)

Training 2022 Conference & Expo (In-Person – Orlando, FL)

Digital Customer Experience Summit 2022

Learning Solutions Conference & Expo 2022 (In-Person – Orlando, FL)

MarTech Conference (PAST – Online)

EdTech World Forum 2021 (PAST – Online)

Strikedeck Spark Summit (PAST – Online)

Worlds of Learning – WOL (PAST – Online)

Ready to Educate Your Customers Through Online Learning?

There is a lot you can do with customer education and the benefits it comes with are undeniable. The opportunity of attracting new customers and keeping them along your side is immense and with the appropriate training, you can make customers your best brand ambassadors.

Don’t forget – power is in the hands of people. Whether these are your team members or your customers, they are the ones who can help make and grow a successful and sustainable business.

Want to create learning paths for your customers and manage the training lifecycle effectively from start to finish?

Start training your customers using a powerful learning platform like LearnWorlds! Get your 30-day free trial and try it out today!

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Content Creator at

Kyriaki is a Content Creator for the LearnWorlds team writing about marketing and e-learning, helping course creators on their journey to create, market, and sell their online courses. Equipped with a degree in Career Guidance, she has a strong background in education management and career success. In her free time, she gets crafty and musical.