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Kate
Braden
Director of Customer Success
Morningstar
Kate Braden, Director of Customer Success at Morningstar, has over 13 years of experience driving customer engagement and retention in the fintech space. Her background in both pre-sale and post-sale roles has emphasized the importance of creating seamless and impactful customer journeys. Kate’s passion for building strong, customer-centric teams and her innovative strategies make her eager to tackle the next opportunity to delight our clients and drive durable growth.
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20 November 2025 09:15 - 09:45
Renewals and expansions: What the sales team can teach CS
In this session, Kate Braden, Director of Customer Success at Morningstar, explores how Customer Success teams can adopt proven sales techniques to drive stronger renewal and expansion outcomes. Drawing on lessons from high-performing sales organizations, this session will highlight strategies for effective value positioning, proactive pipeline management, and closing with confidence. Attendees will gain practical tactics to strengthen their commercial mindset, improve collaboration with sales, and elevate Customer Success as a revenue-driving function.