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ABOUT US
We are a boutique firm that offers consulting and coaching services, specializing in growth-focused, customer-centric strategies. We primarily work with venture-backed or investment-seeking B2B SaaS companies, with a focus on growth-stage to enterprise-level organizations, especially those in Series C, D, and beyond.
Our expertise lies in addressing strategic and operational gaps using our proprietary C.S.A.T. Growth-Engine Tool to identify strengths and areas for improvement.
We then implement stage-specific customer-centric solutions to help your organization reach the next level of growth. Focus areas include managed services, change management, cohesive GTM strategies, optimizing organizational structures, streamlining operational efficiencies, refining segmentation, enhancing customer engagement, and building top-tier customer-centric talent.
Whether through customized implementations, or consultations, we help you leverage your greatest asset—your customers—to drive growth and achieve your business goals. That’s what sets us apart.
WHY US
Consulting and coaching often require heavy customization, as the field of customer success is still evolving, making one-size-fits-all solutions challenging. My goal is to change that by delivering scalable, proven strategies that meet the unique needs of each client. Here’s how I do it:
Custom-fit solutions, operational efficiencies, and deliverables crafted to align with your unique business goals, offering expert advisory or hands-on implementation support whenever you need it.
End-to-end growth-engine services for all your 'Customer Everything' needs, delivering strategic processes and approaches that drive measurable value, revenue, and growth for your SaaS business and customers.
Outcome-focused sessions that illuminate the right path and provide hands-on implementation of proven, customer-centric strategies and best practices for lasting success.
Fast and reliable tools and support when and where you need it most, offering insightful strategies coupled with a comprehensive toolkit to help you achieve your next stage of growth.
Our Services
I work with clients in various ways and have several options for turnkey or customized implementation that best fit your goals and budget. Whether you’re new to customer success trying to break in, a founder wanting to start things right, or a customer success professional who is looking for guidance and best practices, I can help. See my services below.
Individuals
Have a few burning questions you need answers to? Book me for an "AMA Hour" and get the clarity you're looking for.
COACH
TRAIN
CS Professionals
Use this space to introduce yourself and share your professional history.
CONSULT
SaaS Companies
During our 121 time together, we will evaluate, position, and package your expertise and needs so that you are seen as a competent and experienced customer success professional.
* In 30 days or less, no matter what package you choose, you will eliminate confusion and have gained a clear action plan that achieves your specific & desired outcomes.
How We Work
Schedule Your Consultation
Design Your Program or Training
Execute with an Expert
Achieve your Success Goals
Visit our 'Our Services' page, choose between Kickstarter, Customize, or Optimize, and schedule your free consultation today
Choose from turnkey building blocks or opt for customized implementation to design a program or training that aligns with your business goals and budget.
Bring your strategy to life with tailored templates and expert hours to achieve your goals.
Iterate on the tools & insights provided to scale up for years to come to gain success for your customers, company, employees, and ultimately success for all.
EBOOK
How to Land and Succeed in the Customer Success Profession
PART ONE
Learn how Gainsight's 10 Laws of Customer Success can be used to find your first customer success job and succeed in your first year as a Customer Success Manager! You’ll learn how to:
PART TWO
Take your newly acquired Customer Success Manager position and parlay it into a coveted Director of Customer Success position! You’ll:
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Pursue the right employer
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Make you and your employer wildly successful
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Gain a company's loyalty
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Accelerate the hiring process
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Guarantee the achievement of your bonus plan
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Differentiate yourself from the masses, and much more!
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Receive Two (2) FREE scorecards to gauge your Employment Success thus far by applying the 4 Ps of Customer Success.
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Use the Customer Success Equation to win a promotion.
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Learn to flip your perspective to catapult your success.
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Practice actionable tactics to truly "win" at work.
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Gain insider knowledge on how customer success works, and more more!
Testimonials
Let our partners tell you that we are the most professional.
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It is rare to meet anyone as enthusiasm for improving customer experience and making them successful as Dana. She has excellent communication skills and is able to deliver findings and recommendations in an effortless way making her easy to work with as a trusted advisor and trusted colleague.
Claudia Belardo, VP of Customer Success & Experience Transformation, IFS
Dana is a superstar Customer Success (CS) professional. Smart, caring, always helping others. She is super-organized, analytical, and has strong strategic planning skills. Finally, she is absolutely pleasant to be around and extraordinary kind-hearted. A great human being!
Paul Zak, Founder & Chief Immersion Officer, Immersion Neuroscience
From the first day I met her I was impressed. While at D&B she immersed herself into learning the business, internal networks and of course, her clients. It was highly evident that she is dedicated to being successful in her role AND being seen as a trusted advisor to her clients.
Lisa Hays, Director of Customer Success, Dun & Bradstreet
Success Stories
Dana Soza Customer Solutions provides desired outcomes for its clients while delivering an exceptional customer experience. Read on to learn about some of the success our clients have received. Then contact us so we can achieve the same for you!
Clients' story
Co-Founder TED Talk Speaker Immersion Neuroscience
“Dana is a superstar Customer Success (CS) professional. Smart, caring, always helping others. She is super-organized, analytical, and has strong strategic planning skills. Dana can develop a strategic plan and map it out visually so everyone understands it. I was new to CS and Dana walked me through what to read, how CS is built into all SaaS businesses, and what differentiates well-executed CS from mediocre CS. She is dedicated to her clients and thereby creates value for her organization. Finally, she is absolutely pleasant to be around and extraordinarily kind-hearted. A great human being!”
Sr. Manager, CSM, Global, AVEVA
"I highly recommend Dana Soza as both a Leadership and Customer Success Management coach. She crafted an individual response plan and worked with me to improve very specific areas. She is very personable and action-oriented. I benefited greatly from working with her and remain a big fan/supporter of Dana and her methods."
