43 min

Building a Foundation for Customer Success Operations: A Step-by-Step Guide to Scalability


Brittney Pelfrey, Sr. Director, Customer Operations, TigerConnect. - It is imperative to establish an infrastructure around data, processes, people, and systems to empower customer success teams and enhance the customer experience. Yet, when resources and bandwidth for Customer Success Operations are constrained, knowing where to begin can be daunting. This session provides insights into a systematic approach for initiating customer success operations and advancing toward scalability despite limitations. Learn how to methodically integrate data, systems, processes, and personnel to drive sustained success.