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Phil
Knight
Director, Client Success
Optiv
Phil is Director of Client Success at Optiv and a business operations leader with more than 25 years of experience helping organizations scale through operational excellence, organizational design, and customer-focused transformation. Throughout his career, Phil has led teams and initiatives spanning customer success, client operations, service delivery, sales, and business process improvement. Passionate about helping people succeed, Phil specializes in building systems that reduce dependency, increase organizational capability, and enable exceptional customer outcomes at scale. His work focuses on transforming tribal knowledge into shared organizational intelligence, developing high-performing teams, and designing operational frameworks that make success easier for both employees and customers.
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19 November 2026 09:45 - 10:15
Operational excellence is not efficiency: How CS leaders build capability at scale
Operational excellence in Customer Success is often reduced to efficiency metrics, process optimization, and doing more with less. But real operational excellence is about building the systems, feedback loops, and team ownership models that enable consistent customer outcomes at scale. In this session, Phil Knight will share lessons from working in hybrid operational and customer-facing roles, including how to design internal systems, create frontline buy-in, and build the organizational capability needed for long-term success. Key takeaways: - Why operational excellence in CS should be defined by capability, not just efficiency - How to build systems and processes that support scale without losing frontline ownership - Ways to create feedback loops so teams help shape how operations work - What CS leaders can do when they do not have a dedicated CSOps function - Practical lessons from blended ops and CS roles that can apply across different org structures Attendees will leave with a practical perspective on how CS leaders can strengthen operations not just to streamline work, but to make their teams more effective, adaptable, and impactful.