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Revenue Builders

The Right Hire for Customer Success with Dan Barrett

May 19, 2024
Dan Barrett, Executive VP of Customers at MongoDB, discusses transitioning customer success from reactive to proactive, hiring the right profiles for success, understanding customer churn complexities, and listening to customer feedback. Key takeaways include disciplined processes, balancing skill and will in hiring, and pitfalls in customer success leadership.
10:58

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Quick takeaways

  • Transitioning to proactive customer success helps identify and address risks early.
  • Hiring and developing customer success teams require balancing skill and will.

Deep dives

Proactive Customer Success Approach

Shifting from a reactive to a proactive approach in customer success was a significant move for MongoDB. By implementing weekly risk reviews, they could identify potential churn early and take action to resolve issues before customers decided not to renew. Engaging with customers promptly allowed them to address problems effectively and improve customer satisfaction. Scaling the customer success team from 50 to 300 required a change in profiles, emphasizing a shift towards a more structured process with defined playbooks and metrics.

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