Customer Success Leader Roundtable
A virtual peer advisory group for customer success leaders at B2B software companies with $5M to $100M ARR.
Bring the decisions you’re working through to a small group of peers who understand the responsibility of retaining and growing customers.
The format
6 customer success leaders.
One ongoing conversation.
Confidential peer discussion
1-hour virtual sessions
Every 4 weeks · Free to participate
Discuss what matters.
Bring a challenge, compare approaches, and get candid feedback from your peers.
Leadership & budget
Discuss how to earn influence and budget from a CEO or CRO who sees CS as a cost center.
Ownership & compensation
Weigh who should own renewal and expansion numbers and how to pay CSMs for them.
Sales promises & product gaps
Discuss how to handle customers sold more than the product delivers, and how to get Sales and Product to fix the cause.
Team & talent
Discuss hard people decisions, from underperforming managers to CSMs who want promotions you can’t offer.
Retention & risk
Compare how you forecast renewals and when to raise churn risk with leadership.
AI & the CS team
Evaluate where AI can take on CS work and what that means for CSM roles and headcount.
Join the conversation.
Hosted by Anthony Caputi, Founder & Managing Director of Caputi Search.
Conversations are confidential. We ask members to attend at least three of every four sessions.