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Iain
Taylor
Customer Success Director
BMC Helix
Iain Taylor is a seasoned Customer Success professional at BMC Helix, serving as a trusted advisor to global enterprise clients. His career spans solution engineering, professional services, and strategic advisory, with a focus on driving value realization and scalable adoption. Iain supports CSM teams through practical frameworks, enablement initiatives, and AI-driven insights that help align product capabilities with business outcomes. His work leverages telemetry, adoption models, and self-service tools to deliver measurable success. With a collaborative ethos shaped by over a decade in the armed forces, Iain is passionate about empowering teams and customers alike. At the Summit, he joins the panel on “Next-Gen Customer Success with AI at the Core,” sharing lessons from the evolution of Agentic AI and automation in CS.
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18 June 2026 11:30 - 12:00
The handoff is broken: Turning sales-to-CS into a system
The Sales-to-CS handover isn’t a meeting. It’s a system. In this session, we’ll unpack how leading organisations are systematising the transition from closed-won to onboarding using: • Structured internal questionnaires • Digital Sales Rooms • Clearly defined success criteria • Shared visibility across commercial and CS teams Together, we’ll examine where handoffs typically fail and what changes when you move from informal knowledge transfer to repeatable workflow. Walk away with: • A clearer definition of what “good” looks like in a handover • Practical ideas to reduce ambiguity and rework • A framework for turning a fragile moment into a scalable system