Customer support software
10 customer success consultants
Each of these ten people currently works as a customer success consultant, advisor or fractional customer success leader. Readers can learn how a customer success consultant sets up onboarding, health scoring and renewal processes, structures a post-sale team and reduces churn at a growing software company.
Professionals to explore
01—10Bill Harris
LinkedInExperience: Founder Customer Success Consultant Advisor Coach · High Rock Consulting
Founder Customer Success Consultant Advisor Coach at High Rock Consulting since 2023; his profile says he helps early-stage B2B SaaS start-ups transform reactive post-sale operations into strategic growth engines with hands-on leadership and systematic frameworks that improve retention and expansion. He was Director, Customer Success at Enable (2022–2023) and Director of Customer Success at Presto Phoenix, Inc. (2019–2022).
Carmel Granahan
LinkedInExperience: Founder & Customer Success Lead · Unify Success
Founder & Customer Success Lead at Unify Success since 2022; her profile describes her as a fractional customer success lead and a customer success trainer and consultant who helps SaaS founders fix post-sales chaos to reduce churn and increase customer adoption. She was Founding Head of Customer Success at OnePageCRM (2013–2022) and has been a Coach at Mentors CX since 2025.
Carrie Beals
LinkedInExperience: Fractional Customer Success & Operations Consultant · Consultant
Fractional Customer Success & Operations Consultant since 2026; her profile describes fractional customer success and operations work for early-stage and growing companies, with a current engagement building the CS organization from scratch for an early-stage platform in the short-term rental space. She was Enterprise Client Success Manager at SeekOut (2022–2024) and Senior Client Success Specialist, Enterprise II at Indeed (2021–2022).
Doreen Etaat
LinkedInExperience: Customer Success & Growth Consultant · Freelance
Freelance Customer Success & Growth Consultant since 2024, and former Strategy & Operations Consultant - specialization in customer success at K1 Operations (2020–2023). Her profile says she helps SMBs and early-stage startups optimize customer retention and lifecycle management, designing frameworks such as onboarding journeys, customer health scoring and success playbooks.
Jeanne I.
LinkedInExperience: Customer Success Consultant Startup Advisor · Freelance
Freelance Customer Success Consultant Startup Advisor since 2023; her profile describes helping early to mid-stage startups define and implement long-term customer success strategies, covering customer lifecycle, onboarding, adoption and retention, and the design of customer-facing teams. She was Director of Customer Success at New Stand (2023–2024) and Customer Success Team Lead (North America) at Unbabel (2022).
Kaela Doss
LinkedInExperience: CS Consultant and Coach · Kaela Doss Coaching & Consulting
CS Consultant and Coach at Kaela Doss Coaching & Consulting since 2024 and CS Consultant Coach at Jami Zakem Coaching & Advising since 2020; her profile says she specializes in building scalable customer success frameworks and developing strong, strategic leaders, especially managers and directors. She was Sr. Director, Head of Enterprise Customer Success at Yelp (2017–2020).
Libby Knott
LinkedInExperience: Owner, Primary Consultant · Flow CS Consulting
Owner, Primary Consultant at Flow CS Consulting since 2025 and Managing Partner at Suay since 2024; her profile headline says she helps startups and growth-stage SaaS companies build scalable customer success programs that drive retention, expansion and advocacy. She was VP, Customer Success Management at Instructure (2021–2024) and Senior Director of Customer Success Management at Instructure (2020–2021).
Matt Strelecki
LinkedInExperience: Founder Fractional Head of Customer Success & Post-Sale · Strelecki.co
Founder Fractional Head of Customer Success & Post-Sale at Strelecki.co since 2025; his profile says he helps B2B SaaS companies from $1M to $200M ARR turn customer success and the rest of the post-sale function into a revenue engine. He was VP Implementation & Account Management at Vanco (2023–2025), Co-Founder Chief Customer Officer at Leadr (2020–2021) and VP of Customer Success at Pushpay (2018–2020).
Niki Clarke-Crossman
LinkedInExperience: Founder & Fractional VP Customer Success · ThinkSuccess.Net
Founder & Fractional VP Customer Success at ThinkSuccess.Net since 2026, and Founder of ThinkSuccess.Net (2021–2026). Her profile describes ThinkSuccess.net as her fractional customer success practice built on her own Success Engineer Framework methodology, and says she built and scaled customer success functions at global SaaS companies including Datadog, Confluent and Coherent.
Shruti Sharma
LinkedInExperience: Founder, Customer Success Leader & Consultant · Consult with Shruti
Founder, Customer Success Leader & Consultant at Consult with Shruti since 2022; her profile describes her as a customer success consultant focused on post-sale strategy to maximize retention, expansion and brand trust, and lists her as a Top 25 Customer Success Leader 2024 by EverAfter. She has also been Lead Mentor at Venture Lane | Startup Hub since 2022.
Choose the right perspective
Match the consultant's past operating role and company stage, for example an early-stage startup or an enterprise SaaS business, to where your customer success function is today. Ask whether the engagement is advisory, hands-on fractional leadership or coaching for your existing customer success managers.
Questions to take into the conversation
- 01What should the first customer success hire own, and when should a startup build a full customer success team?
- 02How do you design a customer health score that actually predicts churn?
- 03Which parts of onboarding and renewals should be automated, and which need a person?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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