Emilia P.

Experience

• 

  Cast.app

  Product Advisory Board Member

  Jan 2022 - Present

  Cast.app — #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product. Cast.app is backed by Array Ventures, Soma Capital, New York Venture Partners, Leonis Capital, Techstars (2020) and angels from Gainsight, S&P Global, a16z, Github, Microsoft, Salesforce, Autodesk, S&P Global, ProductBoard, Insided.com, Bill.com, and Revenue.io.

  • Cast.app is the #1 automation platform to drive growth, advocacy, and expansion revenue from existing customers, using virtual CSMs who connect insights to actionable recommendations and practical advice at scale. As an active member of the Cast PAB, I help with ideas, product direction, and operations advice.
• 

  OneGuide

  Your On-Demand Advisory Board

  Jan 2022 - Present

  OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.

  • Helping companies set-up new functions, hire for specific roles, and optimize processes and technologies.
  • 1. CS Org Structure and Capacity Modeling: Advising on team structure, roles, responsibilities, and job descriptions across the sub-functions of customer success, including success, support, and customer marketing.
  • 2. Building CS Playbooks: Helping companies design the rightsuccess plans for tech-touch, mid-touch, and high-touch segments.
  • 3. CS Data and Technology: Establishing customer and revenue data consistency and accessibility and advising on tech stack adjustments that allow for business insights and team maturity.
  • 4. Fractional Leadership: Helping companies who need a part-time leader.
• 

  Growth Molecules™

  Founder, Managing Partner

  Aug 2020 - Present

  We help companies protect and grow revenue by growing customers and mitigating churn. We are a group of management consults specializing in customer success for B2B and B2B2C SaaS companies. Our award-winning team comprises of former global tech execs, so we “get it.” We’ve trained professionals in accredited customer success, support, and leadership training programs, served as fractional leaders, and are globally recognized for delivering high-impact assessments, playbooks, and customer journey maps. We are proven growth revenue advisors who deliver data-driven customer success strategies to enable your teams and customers. Growth Molecules is Customer Success. Solved.

  • Customer Growth Advisors helping companies protect and grow revenue.
  • We build repeatable customer success programs and processes. We offer CSA-accredited customer success training, high-impact workshops, CSKO events, diagnostics, recommendations, playbook creation, and fractional leadership.
  • Check out our reviews on G2 here: https://bit.ly/3vWOsDG
  • Serial Fractional CCO at numerous companies including Chorus (now Zoominfo) & Givelify.
• 

  Baton

  Board Advisor

  Jan 2022 - Feb 2023

  Served as Board Advisor. Baton manages and automates every step of your software implementation process.

  • Working with the Leadership team to grow the company through customer success.
  • Baton manages and automates every step of your software implementation process.
• 

  PCI Pal

  Board Advisor

  Sep 2021 - Sep 2023

  PCI Pal® is the global provider of secure payment solutions. PCI Pal’s globally accessible cloud platform empowers organisations to take Cardholder Not Present payments securely without bringing their environments into scope of PCI DSS and other card payment data security rules and regulations. With products served from PCI Pal’s cloud environment, integrations with existing telephony, payment, and desktop environments are flexible and proven, ensuring no degradation of service while achieving security and compliance. PCI Pal provides a true omnichannel solution so payments can be managed securely via telephone, IVR or across any digital channel, including Webchat, Whatsapp, Social Media, Email and SMS. PCI Pal has offices in London, Ipswich (UK), Charlotte NC (USA), Sydney (Australia) and Toronto (Canada).

  • PCI Pal is integrated to, and resold by, some of the world's leading business communications vendors, as well as major payment service providers, telecommunications companies, and CRM providers.
• 

  UpdateAI

  Executive Board Advisor

  Sep 2021 - Sep 2023

  Smart Meeting Summaries™ that save you time. UpdateAI is #1 in automated recaps of post-sales calls (powered with ChatGPT).

  • Helping Customer Success teams gain back the time, energy, and focus they need to be outstanding relationship builders.
• 

  Forbes Business Council

  Forbes Council Member & Contributor

  Jun 2021 - Jul 2023

  • Official member of the Forbes Coaches Council, an invitation-only community for successful business and career coaches. Members are selected based on their depth and diversity of experience. Forbes profile https://bit.ly/36a9QYE
• 

  Headsup

  Board Advisor

  Jan 2021 - Jan 2022
• 

  Copper

  Chief Customer Officer

  Sep 2019 - May 2020
• 

  Catalyst Software

  Advisory Board Member

  May 2018 - Dec 2018

  One of the first board advisors to organization.

• 

  Base - Customer Led Growth

  Advisory Board Member

  Dec 2017 - Dec 2018

  First Board Advisor to Organization

• 

  Walkme™

  Vice President, Customer Engagement

  Nov 2014 - Nov 2017
• 

  Brightedge

  Director, Client Service Operations

  Nov 2013 - Nov 2014
• 

  Jobvite

  Directior, Customer Success

  Mar 2008 - Nov 2013

  9th Employee with clients including LinkedIn and Zappos.

• 

  Redenvelope

  Business Analyst | Project Manager

  Mar 2006 - Feb 2008