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Joshua
Pritchett
Director of Scaled Customer Success
Okta
Joshua is an experienced Senior Customer Success leader with over 13 years of expertise driving business outcomes, coaching and developing high-performing teams, and executing effectively in high-pressure environments. He has a deep background in critical SaaS platforms and a proven passion for implementing strategies that scale. Currently, Joshua serves as Director of Scaled Customer Success at Okta, a role he has held since February 2025. Prior to this, he was Regional Manager of Customer Success at Okta from August 2022 to February 2025, where he successfully led initiatives to enhance customer engagement and drive value across the region. Throughout his career, Joshua has consistently demonstrated the ability to align customer success strategies with business objectives, fostering long-term growth and client satisfaction.
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11 March 2026 11:15 - 11:45
Don’t panic! How to tell customers they’re losing their CSM
Transitioning customers to a pooled Customer Success model doesn’t have to be scary. In this session, Joshua Pritchett, Director of Scaled CS at Okta, shares strategies for communicating CSM changes in a way that preserves trust, strengthens relationships, and ensures customers feel supported throughout the process. Attendees will learn practical techniques to manage both external and internal communications effectively. Key Takeaways: - How to announce CSM changes to customers without losing them - Best practices for positioning a pooled CSM model as a value-add - Techniques to reassure customers and maintain trust during transitions - How to educate and align the sales team internally on CSM changes - Tips for handling objections and questions with confidence