The Strategic Shift: Preparing CS Teams for Revenue Goals

When Ryan Dalton joined Intiveo as Vice President Customer Experience Revenue, he made one thing clear: Customer Success would be a revenue-driving function. In this episode, Angeline Gavino sits down with Ryan to discuss how he strategically transformed the existing CS team’s charter to include expansion ownership within one year. Ryan shares the deliberate steps he took to build a strong foundation for this shift, including: Developing playbooks, role plays, and enablement programs to insti...