Mastering CS: Candid Leader Insights

Ep 61 | Mark Rocklin

23 min · 19 de may de 2026
Portada del episodio Ep 61 | Mark Rocklin

Descripción

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Mark Rocklin [https://www.linkedin.com/in/mark-rocklin-b3904186/], Director of Success Management EMEA at CloudShare, a platform that helps software companies run virtual labs for product demos, training, and technical enablement. Mark shares how Customer Success and operations work together at CloudShare, why responding to every NPS score made a bigger impact than any system they implemented, what breaks first as a CS team scales, and how he would approach building a CS organization from scratch with just three people. What You’ll Learn: ☑️ How Customer Success and account management differ—and where they overlap ☑️ What a Director of Success Management actually does day to day ☑️ Why CS and revenue operations sit under the same function at CloudShare ☑️ How CS connects sales, legal, finance, and product teams ☑️ What operational process made the biggest impact as the team scaled ☑️ Why negative NPS scores are Mark’s favorite to receive ☑️ What breaks first when a hands-on CS approach meets rapid growth ☑️ What Mark prioritizes when building a CS organization from scratch ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

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71 episodios

Portada del episodio Ep 71 | Veronica Bianchini

Ep 71 | Veronica Bianchini

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Veronica Bianchini [https://www.linkedin.com/in/veronicabianchini/], Senior Strategy Customer Success Manager at Discuss, a qualitative research platform for enterprise insights teams. Veronica brings a unique blend of experience in political science, data science, research, and consulting across three countries and five languages. She shares why customer silence concerns her more than complaints, how she proves value when success isn't measured through feature adoption, and why she believes technology will always follow people—not the other way around. What You’ll Learn: ☑️ How Veronica’s background shapes her approach to Customer Success ☑️ What an effective first 90 days of onboarding looks like ☑️ Why easier onboarding can create new renewal challenges ☑️ The earliest warning sign of an account at risk—before it appears in the data ☑️ How to tell the difference between engaged pushback and an oversold customer ☑️ How to align multiple stakeholders within a complex enterprise account ☑️ How to measure and prove value when success is about decision quality, not usage ☑️ How Veronica uses AI with a data science mindset—and what she chooses not to automate ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

24 de jun de 202620 min
Portada del episodio Ep 70 | Katrin Loodus

Ep 70 | Katrin Loodus

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Katrin Loodus [https://www.linkedin.com/in/katrinloodus/], Customer Success Manager in the cybersecurity space. After more than a decade with the same organization, Katrin shares how working across multiple roles shaped her approach to Customer Success, why deep product and organizational knowledge help her serve customers more effectively, and how AI is helping her save time while delivering more value. She also discusses a personal social engineering incident that changed her perspective on cybersecurity and the human skills that will remain essential as AI continues to evolve. What You’ll Learn: ☑️ How working across multiple roles creates a stronger CS foundation ☑️ The advantages of deep product and organizational knowledge ☑️ How cybersecurity readiness is measured beyond training completion ☑️ What a real-world social engineering attempt taught Katrin about security ☑️ Practical ways AI can automate and improve Customer Success work ☑️ How to communicate customer needs more effectively to product teams ☑️ Which skills will remain valuable as AI transforms Customer Success ☑️ Why curiosity and continuous learning matter more than ever ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

18 de jun de 202618 min
Portada del episodio Ep 69 | Nir Kalish

Ep 69 | Nir Kalish

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Nir Kalish [https://www.linkedin.com/in/nirkalish/], VP of Customer Success at BlinkOps, an AI platform that helps security teams automate their operations at scale. Coming from a company where AI is the product itself, Nir offers a unique perspective on the future of Customer Success. He shares why white-glove CS cannot be replaced by AI agents, how BlinkOps uses its own platform to build internal CS tools, and how he approaches the build-versus-buy decision in a world where anyone can create software with AI. What You’ll Learn: ☑️ How BlinkOps structures its Customer Success and Support teams ☑️ Why an AI company still invests heavily in human Customer Success ☑️ What AI can—and cannot—do in a white-glove CS environment ☑️ How BlinkOps uses its own platform to build internal CS tools and agents ☑️ Why over-relying on AI can be as risky as ignoring it ☑️ How Nir approaches the build-versus-buy decision for CS technology ☑️ What CSM-to-customer ratios look like with and without AI assistance ☑️ Why some roles may be disrupted by AI while Customer Success remains essential ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

16 de jun de 202626 min
Portada del episodio Ep 68 | Alexandra Ardelean

Ep 68 | Alexandra Ardelean

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Alexandra Ardelean [https://www.linkedin.com/in/alexandra-ardelean/], Senior Customer Success Manager at BigTime, a professional service automation platform for project-based businesses. Alexandra brings a uniquely diverse background to Customer Success, combining a design degree, Lean Black Belt certification, and years of operational experience—including time spent as a customer of the very platform she now supports. She shares what post-acquisition CS integration looks like in practice, why localizing playbooks requires human expertise beyond AI prompts, and why patience remains one of the most important skills she continues to develop. What You’ll Learn: ☑️ What CS looks like during a post-acquisition integration—and what the role involves day to day ☑️ Why localizing CS playbooks requires cultural knowledge, not just AI prompts ☑️ How cultural differences between the US, Eastern Europe, and Poland affect CS interactions ☑️ Why being a former customer gives Alexandra a unique advantage as a CSM ☑️ How call transcripts and AI help surface insights for product discussions ☑️ What “form follows function” means in Customer Success ☑️ How Alexandra applies Lean principles when building CS processes from scratch ☑️ Why patience is a critical professional skill—and one she’s still developing ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

11 de jun de 202623 min
Portada del episodio Ep 67 | Silviana Prodan

Ep 67 | Silviana Prodan

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Silvana Prodan [https://www.linkedin.com/in/prodan/], Team Lead Customer Success at Bloomflow, a platform that helps large organizations deploy and manage their innovation programs. Silvana brings a unique background to Customer Success, combining a PhD in communication, a career in conference interpreting, and experience working across German-, French-, and English-speaking clients. She shares how these experiences shape her approach to enterprise relationships, navigating champion and sponsor dynamics, and balancing AI tools with critical thinking. What You’ll Learn: ☑️ What Customer Success looks like inside an innovation platform serving global enterprises ☑️ How Silvana’s background in languages, interpreting, and research influences her client approach ☑️ How to manage champion and sponsor relationships without losing trust ☑️ What strong adoption looks like beyond login metrics—and how to track data quality ☑️ How Silvana uses AI and automation to create more time for critical thinking ☑️ What was hardest about transitioning from project management into CS ☑️ What advice Silvana would give to someone considering a career in Customer Success ---- With Custify, you can: ☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress Want to do great things with your customer success initiative? Keep in touch with us below: * ⁠⁠⁠⁠⁠⁠⁠Custify Website⁠⁠⁠⁠⁠⁠⁠ [https://custify.com/] * ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ [https://linkedin.com/company/custify] * ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/custifysrl] * ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/Custify/] * ⁠⁠⁠⁠⁠⁠Contact Us⁠ [https://www.custify.com/contact]

9 de jun de 202619 min