Mastering CS: Candid Leader Insights

Ep 63 | Dylan Berno

23 min · 26. Mai 2026
Episode Ep 63 | Dylan Berno Cover

Beschreibung

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Dylan Berno [https://www.linkedin.com/in/dylanberno/], Head of Customer Success at Coast, a fintech company helping businesses control and track fleet spending. Dylan shares how Coast built a signal-driven CS function powered by AI and automation, what the CS team focuses on when systems handle the operational layer, and why data accessibility remains the biggest blocker for most CS teams trying to scale. What You’ll Learn: ☑️ Why Dylan moved from growth and go-to-market into Customer Success ☑️ How Coast structures its CS team by segment and lifecycle stage ☑️ What a signal-driven, telemetry-based CS motion looks like in practice ☑️ How Coast uses Salesforce, Braze, Redshift, Grain, and Claude to power CS ☑️ Why data accessibility is the biggest blocker to scaling most CS teams ☑️ What CS teams focus on when automation handles the operational work ☑️ What skills matter most in an AI-driven CS organization ☑️ Why understanding customer outcomes during the sales process changes everything ---- 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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Alle Folgen

65 Folgen

Episode Ep 65 | Vlad Zholnerchuk Cover

Ep 65 | Vlad Zholnerchuk

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Vlad Zholnerchuk [https://www.linkedin.com/in/vlad-zholnerchuk-027040160/], CS Team Lead at Health Samurai, a platform that helps healthcare organizations build and scale interoperable clinical data systems. Vlad shares what Customer Success looks like when your customers are engineers building clinical systems on a highly technical platform, why he restructured his team to embed engineers directly into CS, and how Health Samurai built an AI agent that can reproduce customer issues in minutes instead of hours. What You’ll Learn: ☑️ What Customer Success looks like in a highly technical healthcare platform company ☑️ Why Vlad integrated engineers directly into the CS team ☑️ How Health Samurai measures customer health beyond product usage ☑️ What the Sales → CS handoff looks like when CS is involved from pre-sales onward ☑️ How an AI agent reproduces customer issues in minutes instead of hours ☑️ Which roles Vlad would prioritize when building a three-person CS team ☑️ What was most challenging about moving from e-commerce and SEO into healthcare CS ---- 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]

2. Juni 202626 min
Episode Ep 64 | Kiko Rodríguez Moreno Cover

Ep 64 | Kiko Rodríguez Moreno

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Kiko Rodríguez Moreno [https://www.linkedin.com/in/franciscorodmor/], Customer Success Manager at Wazuh, an open source security platform helping organizations detect threats, monitor their infrastructure, and stay compliant. Kiko shares how he transitioned from a linguistics background into cybersecurity, what Customer Success really looks like in a highly technical industry, and why communicating with technical customers is often more challenging than people expect. He also offers practical advice for anyone stepping into a technical role without a technical background. What You’ll Learn: ☑️ What Customer Success looks like inside a cybersecurity company ☑️ How to measure success when enterprise projects take years to complete ☑️ Why technical customers communicate differently—and what CSMs often get wrong ☑️ How Kiko learned a highly technical product without a technical background ☑️ Where AI is making CS easier—and where it adds complexity ☑️ What tools and automations save the most time in day-to-day CS work ☑️ What non-technical professionals should know before entering a technical CS role ---- 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]

2. Juni 202621 min
Episode Ep 63 | Dylan Berno Cover

Ep 63 | Dylan Berno

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Dylan Berno [https://www.linkedin.com/in/dylanberno/], Head of Customer Success at Coast, a fintech company helping businesses control and track fleet spending. Dylan shares how Coast built a signal-driven CS function powered by AI and automation, what the CS team focuses on when systems handle the operational layer, and why data accessibility remains the biggest blocker for most CS teams trying to scale. What You’ll Learn: ☑️ Why Dylan moved from growth and go-to-market into Customer Success ☑️ How Coast structures its CS team by segment and lifecycle stage ☑️ What a signal-driven, telemetry-based CS motion looks like in practice ☑️ How Coast uses Salesforce, Braze, Redshift, Grain, and Claude to power CS ☑️ Why data accessibility is the biggest blocker to scaling most CS teams ☑️ What CS teams focus on when automation handles the operational work ☑️ What skills matter most in an AI-driven CS organization ☑️ Why understanding customer outcomes during the sales process changes everything ---- 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]

26. Mai 202623 min
Episode Ep 62 | Sarah Chipps Cover

Ep 62 | Sarah Chipps

In this episode of the podcast, Irina Cismas [https://www.linkedin.com/in/irinabucurenciu/], Head of Marketing at Custify, sits down with Sarah Chipps [https://www.linkedin.com/in/schipps/], Manager of Customer Success at FMX. They discuss how Customer Success teams scale through specialization, operational efficiency, stronger systems, and leadership development. Sarah also shares lessons from growing through multiple CS roles within the same company and what it really takes to transition into management. What You’ll Learn: ☑️ How communication changes across different CS roles ☑️ Why specialization becomes necessary as CS teams scale ☑️ The signals that show a CS organization needs structural change ☑️ How FMX scaled its CS team without creating burnout ☑️ Why FMX implemented a new customer success platform ☑️ How automation improved operational efficiency during handoffs ☑️ What helped Sarah transition from individual contributor to leadership ☑️ The first steps to building a Customer Success 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]

21. Mai 202622 min
Episode Ep 61 | Mark Rocklin Cover

Ep 61 | Mark Rocklin

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]

19. Mai 202623 min