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Steve
Sandison
Director, Customer Success - Finance & Insurance Vertical
Dun & Bradstreet
Steve is a seasoned professional with over two decades of experience in spearheading client-facing teams, and successfully delivering software solutions, services, and projects. His track record demonstrates a remarkable ability to cultivate and expand client relationships, consistently achieving goals related to client retention, product adoption, and revenue growth. Steve's talent lies in building collaborative teams that work closely with clients, ensuring their needs and key performance indicators (KPIs) are met, resulting in mutual success.
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18 November 2026 16:15 - 17:00
Panel | Customer revenue operations: When CS becomes predictive
As Customer Success evolves, it is increasingly taking on characteristics traditionally associated with Revenue Operations, becoming more structured, data-driven, and accountable for predicting and shaping revenue outcomes. This panel explores how CS teams are shifting from managing customer health reactively to building operational models that forecast revenue, identify expansion opportunities, and guide customer engagement with greater precision. Panelists will discuss how forecasting accuracy, revenue science, predictive expansion, and signal intelligence are redefining the CS function. The conversation will focus on what it takes for Customer Success to operate with RevOps-like rigor while staying close to customer needs - aligning teams, systems, and workflows around a shared, forward-looking view of customer value and revenue performance.