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Adam
Blanchette
Director of Customer Success
Catchlight
Adam is the Director of Customer Success at Catchlight, an AI-powered software platform that helps wealth management firms grow their client base by predicting lead convertibility and providing more targeted lead segments. In this role, Adam specializes in elevating customer experiences, driving long-term business growth, and improving client success strategies. Previously, he managed enterprise clients at Funnel, leading onboarding, training, and Executive Business Reviews, and earlier built his skills at Placester, Inc.. Adam combines leadership, analytics, and technical expertise in HubSpot and commercial operations to deliver growth and exceptional customer experiences.
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21 January 2026 13:30 - 14:15
Peer exchange: CS as a revenue engine
Customer Success isn’t just about retention - it can be a strategic revenue engine. But what does that look like in practice? In this peer exchange session, participants will collaborate with fellow CS leaders to explore how Customer Success can drive expansion, upsell, and long-term growth. Led by an expert panel, you’ll compare real-world strategies, share lessons, and work through challenges your team faces today. You’ll work on: • Identifying revenue opportunities embedded in your customer base • Designing processes that align CS activity with measurable growth • Exchanging tactics, metrics, and success stories with peers Through guided discussions and collaborative exercises, you’ll leave with a practical playbook for turning Customer Success into a revenue-generating function - not just ideas, but actionable steps you can implement immediately.