Sign In
Register

Request to partner

Register now

Call to action
Your text goes here. Insert your content, thoughts, or information in this space.
Button

Back to speakers

Tracy
Rubin
Former Senior Director, Customer Success
Carta
Tracy is passionate about delivering effective and efficient customer experiences. Having worked both at startups and large financial institutions, she has focused her entire career on enhancing the post-sales customer journey and has leveraged technology to improve operations along the way. Throughout her time at Carta Tracy held several leadership roles focused on scaling Cusromer Successs and Delivery Operations. Most recently Tracy served as the Senior Director of Customer Success leading teams across the US and Brazil responsible for the experience of ~30,000 customers using Carta’s equity management software.
Button
30 October 2025 09:45 - 10:30
Panel discussion - Speaking CEO: How to translate the value of CS to the C-suite
Customer Success is no longer a ā€œnice to haveā€, but proving its strategic value to executive leadership still isn’t always straightforward, especially across different business models and industries. In this cross-industry panel, CS leaders from SaaS, fintech, services, and beyond will share how they’ve successfully made the case for customer success at the executive level. From tying CS efforts directly to NRR, churn, and expansion, to aligning with the priorities of CFOs and CEOs, to navigating internal politics—this conversation will offer candid, practical insights from those who’ve been in the room. Attendees will learn how to tailor their message to their business model, translate CS impact into board-level metrics, and shift the perception of Customer Success from a cost center to a revenue-critical function—regardless of industry.