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Financial Partners

Behind every great company is a network of strategic partners who believe in its vision. I'm proud to be in partnership and collaboration with some of the most respected VC  firms in the industry—partners who share my commitment to innovation, growth, and customer success.

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Shaking Hands

Strategic Partners

Success doesn’t happen in isolation—it’s built through collaboration. That’s why we’ve partnered with leading consultants, top-tier recruiters, and world-class certification and education providers to empower our customers and the community.

About My Partners

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Elite & Impact-Driven

We collaborate with high-caliber partners who have a proven track record of delivering measurable results, ensuring excellence and long-term success for our customers.

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Strategic & Growth-Focused

Our partners bring deep expertise and innovation, helping businesses scale efficiently with tailored solutions, industry insights, and hands-on strategic support at every stage of growth.

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Trusted & Visionary

We align with forward-thinking, highly reputable partners who are committed to pioneering new approaches, driving success, and shaping the future of their industries.

Investment Partners

Technology Partners

We partner with best-in-class technology providers to ensure our customers have access to the most powerful, scalable, and innovative solutions. Our preferred platforms streamline operations, enhance efficiency, and drive long-term success. With the right technology in place, we help businesses stay ahead, adapt faster, and grow smarter.

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Strategic Partners

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Peakspan

PeakSpan Capital is a growth-stage investment firm focused on B2B SaaS companies, providing strategic capital, industry expertise, and operational support to help businesses scale efficiently and sustainably.

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Success Venture Partners

Success Venture Partners is a strategic investment firm dedicated to supporting high-growth companies, providing capital, expertise, and guidance to drive long-term success and innovation.

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Stage 2 Capital

Stage 2 Capital is a venture capital firm that invests in early-stage B2B SaaS companies, combining funding with hands-on go-to-market expertise to accelerate scalable growth.

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CS Angel

CS Angel is a network of investors focused on funding and mentoring startups that are revolutionizing Customer Success, providing capital, strategic guidance, and industry expertise.

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Infinite Renewals

InfiniteRenewals specializes in subscription renewals and retention strategies, helping businesses optimize revenue, reduce churn, and drive long-term customer success.

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GoldHue

GoldHue helps businesses set KPIs, build dashboards, and showcase ROI, while enhancing teams' expertise in P&L, revenue drivers, and commercial strategy.

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AlignRev

AlignRev delivers tailored strategies that align with your startup’s unique needs, transforming sales challenges into sustainable revenue growth and scalable success.

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SuccessCoaching

SuccessCoaching empowers CS professionals with tailored training, equipping them with the skills, strategies, and mindset to drive retention, growth, and customer impact.

Technology Partners

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Avenue Talent Partners

Avenue Talent Partners specializes in recruiting top go-to-market leaders, helping startups build high-performing sales and customer success teams for sustainable growth.

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Productea

ProducTea with Leah delivers expert guidance on PLG and product strategy, leadership, and innovation, helping teams drive growth, alignment, and customer-centric product success.

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CXChronicles

CXChronicles provides insights, frameworks, and consulting to help businesses build, scale, and optimize customer experience, retention, and revenue growth strategies.

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Melo Associates

Melo Associates specializes in recruiting top talent for Customer Success and SaaS roles, helping businesses build high-performing teams that drive retention and growth.

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ClientSuccess

ClientSuccess is a leading customer success platform, helping businesses drive retention, growth, and engagement through powerful insights, automation, and customer intelligence.

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Baton

Baton is a customer onboarding platform that helps businesses orchestrate, automate, and track implementations, ensuring seamless project management and faster time to value.

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Update.AI

Update.ai streamlines customer success meetings with automated recaps, insights, and action items, helping CS teams drive engagement, retention, and efficiency effortlessly.

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Matik

Matik enables teams to automate data-driven presentations and reports, transforming complex insights into scalable, personalized customer success and sales enablement materials instantly.

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Flowla

Flowla simplifies B2B sales and customer journeys by creating seamless, interactive deal collaboration spaces, enhancing engagement, alignment, and conversion rates.

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Intercom

Intercom is a leading customer engagement platform, enabling businesses to provide personalized messaging, support, and automation across every stage of the customer journey.

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ZoomInfo

ZoomInfo provides accurate B2B data, insights, and automation, empowering sales, marketing, and customer success teams to drive targeted outreach, engagement, and growth.

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Canva

Canva is an intuitive design platform that enables teams to create stunning graphics, presentations, and marketing materials with ease and efficiency.

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Carly Agar

Carly Agar is a career coach who helps individuals unlock their potential, navigate transitions, and achieve professional growth.

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ChurnRX

ChurnRx is a customer retention platform that uses data-driven insights to reduce churn and improve customer lifetime value.

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CustomerSuccessU

CustomerSuccessU is an online platform offering training, resources, and certifications to help professionals excel in customer success management.

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Aspireship

Aspireship is a career development platform that helps professionals break into SaaS sales through online training, certification, and job placement.

Because WHO you work with matters

Explore my strategic partners for all things funding, technology, hiring, resource planning, education, consulting and more.

Financial Firms

Investors Dedicated to Customer Success and Post-Sales Excellence.

Consultants

Expert Consultants and Advisors in Customer Success.

Recruiting

Specialized Hiring & Staffing for SaaS and Customer Success.

Technology

Solutions Built for Customer Success and Driving Outcomes.

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eWebinar

eWebinar automates webinars with interactive, pre-recorded sessions, enabling scalable customer onboarding, training, and engagement without live hosting fatigue.

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Tidio

Tidio is an AI-powered live chat and chatbot platform that helps businesses automate customer support, boost engagement, and drive sales.

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Women in
Customer Success

The Women in Customer Success Podcast spotlights inspiring female leaders, sharing career stories, insights, and strategies to thrive in Customer Success.

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trust who you're working with

CONTACT
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