Our Team
CSSG was born from a bigger realization: organizations across industries are struggling to deliver on the promises they make to their customers. Whether it’s unmet expectations, gaps in communication, operational shortfalls, or unclear ownership of the end-to-end customer success function—the disconnect between intent and reality is costing companies trust, loyalty, and revenue.
After decades of working inside and alongside leading organizations—whether in early stages, scaling, or well-established—we saw the same pattern: it’s not a lack of data—it’s a lack of action. Companies are overwhelmed by dashboards, hampered by scattershot deployment of technology, and increasingly lagging in safe, effective AI adoption. Strategy firms deliver slides. Platforms deliver signals. But few help teams act—cohesively, and at scale.
That’s why we built CSSG: to close the last—and most critical—mile. We turn insight into action across customer success strategy, people, process, technology, and AI. And we do it with the speed, precision, and partnership today’s environment demands.
CSSG Leadership Team
Marc P.
Senior Advisor
Marc is a seasoned strategy consultant, entrepreneur, and SaaS leader with 25 years of experience driving growth, retention, and performance across the entire customer value chain. He is an expert in customer success strategy and implementation, helping organizations turn customer insights into action through powerful analytics, scalable processes, and technology enablement. Marc works across functions to align teams, elevate customer experience, and deliver measurable business outcomes.
Healthcare | Insurance | CPG | Casino & Gaming
Jeb D.
Senior Advisor
Jeb is a leading expert in customer strategy and enterprise growth, with decades of executive experience, including 11 years as Chief Customer Officer at Oracle. He advises global brands on customer success, loyalty, and stakeholder engagement—focusing on helping organizations develop strategies, enhance AI skills, and deploy AI applications for Customer Experience and Customer Success. Jeb is also a best-selling author, board advisor, and frequent keynote speaker.
Technology | Healthcare | Life Sciences | Financial Services
Amir H.
Senior Advisor
Amir, bestselling author of Competing for Customers, is a trailblazer in customer success. He founded Oracle’s Customer Value Services, setting the benchmark for scalable, outcome-driven engagement. As co-founder of the Studio CX platform, he empowers enterprises to elevate customer experience using AI. A former lecturer at UC Berkeley’s Haas School of Business, Amir continues to influence global customer success strategies and shape the next generation of customer-focused innovation.
Technology | Retail | CPG
Tony G.
Senior Advisor
Tony is a global business leader, Board Director, and trusted advisor to C-level executives, with over 30 years of experience in consulting and C-suite leadership. He brings deep expertise across B2B and B2C organizations. As Chief Commercial Officer for two iconic companies, Tony drove brand revitalization, global growth, and innovation through customer-centric strategies and strong commercial partnerships. His work spans commercial transformation, go-to-market strategy, pricing, executive transitions, and M&A support—all focused on accelerating growth and delivering exceptional customer experiences.
CPG | Supply Chain
Sam A.
Senior Advisor
Sam is a strategic growth and operational excellence leader with deep expertise in strategy, operations, analytics, and transformation. He helps leadership teams identify key opportunities, focus priorities, and accelerate results. Known for turning complex challenges into clear, actionable models, Sam delivers simple, executable solutions. His cross-industry experience and ability to align diverse perspectives make him a trusted partner in driving sustainable growth.
Healthcare | Data & Analytics
Elena R.
Senior Advisor
Elena is a dynamic marketing strategist and brand storyteller with over 15 years of experience driving customer engagement and growth. She specializes in customer journey mapping, brand positioning, and digital strategy—transforming insights into powerful, customer-centric campaigns. Elena blends creativity with data to build deeper customer connections and scalable results. Known for her energy and leadership, she inspires teams to innovate, execute, and deliver measurable impact.
Retail | Entertainment & Media
Arjun M.
Principal Advisor
Arjun M. is a results-oriented product and customer experience leader with a passion for solving complex problems at scale. With expertise in product strategy, user insights, and cross-functional execution, he helps companies build solutions that meet real customer needs and drive measurable business value. Arjun combines a sharp analytical mindset with deep customer understanding, making him a trusted voice in product development, innovation, and growth.
Insurance | Technology
Daniel W.
Principal Advisor
Daniel is a strategic operations and customer success leader with deep expertise in analytics, process optimization, and customer lifecycle management. He helps organizations scale efficiently while improving customer experience and retention. Known for bridging data and execution, Daniel brings clarity, focus, and measurable results. He’s a trusted partner to leadership teams driving growth, operational excellence, and long-term value in dynamic, fast-paced industries.
Healthcare | Financial Services
Lisa M.
Advisor
Lisa is a customer success leader with deep expertise in SaaS platforms like Gainsight, Totango, and Salesforce. She helps organizations design and scale strategies that drive retention, expansion, and lifetime value. Lauren specializes in building data-driven playbooks, optimizing customer journeys, and aligning teams through automation and analytics. Her strategic mindset and operational focus make her a trusted partner in delivering meaningful customer and business outcomes.
SaaS & Technology
Profiles From Our Affiliate Network Of Talented Customer Success Practitioners
Manisha S.
Advisor Network
Manisha is a seasoned advisor with over 20 years of experience guiding senior leaders on strategy, growth, and operational transformation. She has worked extensively with clients in utilities, insurance, healthcare, and financial services. Her expertise spans strategic planning, market assessment, business model transformation, and post-merger integration—helping organizations navigate complexity, unlock growth opportunities, and improve performance through actionable, results-driven strategies.
Utilities | Insurance
☑️ Vetted + Verified
Ben H.
Advisor Network
Ben is a seasoned healthcare marketing executive with deep expertise in patient experience, acquisition, and retention. He has led high-impact, data-driven campaigns that align marketing strategy with patient needs across every step of the journey. From service line growth to destination medical marketing, Benjamin has helped top health systems improve outcomes through personalized outreach, experience strategy, and integrated digital engagement that puts the patient at the center.
Hospital | Healthcare
☑️ Vetted + Verified
Chevy M.
Advisor Network
Chevy is a transformation leader with over 30 years of experience helping financial institutions elevate both client and consumer experiences through digital innovation and operational redesign. He aligns business architecture and operating models to create faster, more intuitive journeys. Trusted by top banks like BMO Harris and HSBC, Chevy has delivered $100M+ in value across lending and digital banking. A PROSCI-certified change leader, he drives measurable, customer-centric transformation at scale.
Hospital | Healthcare
☑️ Vetted + Verified
Abdul R.
Advisor Network
Abdul brings over 10 years of customer management experience with a strong foundation in customer analytics and data visualization. He spent several years at McKinsey & Company, rising from consultant to design team leader, where he helped clients improve customer experience through data-driven strategy and operational transformation. Known for blending strategic insight with hands-on execution, Abdul excels at turning complex data into clear, actionable solutions that elevate both customer engagement and business performance.
Healthcare | Pharmaceutical
☑️ Vetted + Verified
Debbie F.
Advisor Network
Debbie is a seasoned advisor with over 25 years of experience driving growth through marketing, sales, and new product development. She helps organizations exceed revenue targets and strengthen brand presence across customer-facing channels. Passionate about understanding and improving the customer experience, Debbie uncovers key insights that fuel innovation, deepen loyalty, and create strategies that align business success with what matters most to customers
CPG | Healthcare
☑️ Vetted + Verified
Aaron W.
Advisor Network
Aaron is an adaptable executive leader with a proven record of business impact in customer success, business partnership and client-facing engagements. Focused on producing value for the client, he is skilled at monitoring health scores, identifying churn risk and implementing proactive mitigation measures to optimize performance and facilitate growth. By developing a culture of proactive customer success, Aaron and his high performance teams have supported programs that produce win-win results.
Healthcare | Insurance
☑️ Vetted + Verified
Bobbie A.
Advisor Network
Bobbie is a seasoned sales executive, trainer, and coach with 25+ years in healthcare, from startups to enterprises, with customer-centric solutions. She created the Lead2TTM and Knock Knock programs to help teams sell more consultatively. Her training is tailored by industry, role, and skill level. As a consultant, coach, or fractional team member, Bobbie drives short-term results and long-term value.
Healthcare
☑️ Vetted + Verified
Abbie D.
Advisor Network
Abbie is a dynamic strategist with over 20 years of experience driving transformation across healthcare payors, providers, and health tech companies. She brings sharp insight and contagious momentum to initiatives that demand clarity, alignment, and execution. With deep expertise in strategic planning, business transformation and AI readiness, Abbie helps leadership teams cut through complexity, spark innovation, and deliver results in fast-changing healthcare environments.
Healthcare | Insurance
☑️ Vetted + Verified
Sam B.
Advisor Network
Sam is a seasoned communications leader known for delivering strategic, results-driven marketing solutions for HCP/B2B and DTC clients. She excels at executing creative concepts that align with strategy, budget, and timeline—boosting brand awareness, preference, and response. Recognized for her problem-solving skills, Sam leverages data and insights to craft high-impact programs and campaigns that enhance brand presence, drive measurable ROI, and support sustainable business growth.
Healthcare | Medical Device | Biotech | Pharmaceutical
☑️ Vetted + Verified