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Dana's Story 2.0


and Creator of the C.S.A.T. Scoring Methodology

I was never built to sell. I was created to make a difference. Ten years into my sales career, I realized that the “turn ‘em and burn ‘em” mentality many employers fed me was soul crushing. It was only after doing meaningful work as a teacher abroad and making a marked difference in the field of customer success, that my success skyrocketed. Building and scaling a little-engine-that-could SaaS startup by 900% was just the beginning.

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Work with Me


1:1 Coaching with Dana


Corporate Consulting & Training


How to
Land and Succeed
in the Customer Success Profession

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A Success Playbook for Your Employment Journey

"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 BelardoVP 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 HaysDirector of Customer Success, Dun & Bradstreet

"Dana is the consummate professional. Her follow up is impeccable and she is able to manage complex problems with teams over multiple continents. She can overcome objections with grace and style. I was impressed with our dealings and her ability to get things done! Big vote of confidence." Phil Wagner

Senior Vice President, Solid State Logic

"Dana is an incredibly detail oriented, dedicated and driven individual. Her personal, yet professional, approach to client relationships lead our SaaS startup into international markets with exponential user growth and engagement. She has an exceptional work ethic and her hands-on approach to all endeavors makes her clients, colleagues and staff confident that they are in the right hands at all times." Jesse JohnsonSenior Software Engineer, PriceSpider

"I had the pleasure of working with Dana for 2 years while onboarding, collaborating and coordinating Omacro software within my IT enterprise systems. Dana was my liaison for aspect of the project from the very beginning. The level of efficiently she had for my account was unlike any other." Heather Stevenson. Project Manager, Strategic Accounts, QSC Audio Products, LLC

"Dana is very personable, punctual and attentive to her customers. She has a superb work ethic and folows up to ensure customer satisfaction is accomplished, simply a pleasure to work with." Robert NoonanDirector of Engineering, St. Joseph Health

"I highly recommend Dana Soza as both a Leadership and Customer Success Management coach. Dana really took the time to learn what I wanted to get out of the engagement and where my starting points were. She crafted an individual response plan and worked with me to improve very specific areas. Dana has many ideas and tools to help along the way. She is very personable and action-oriented. Dana will push you to be a better version of yourself, which is what a great coach should do! I benefited greatly from working with her and remain a big fan/supporter of Dana and her methods." Glenn Hummel, Senior Manager, CSM, AVEVA

"Dana is a great professional and very good person too. Her classes allowed me to level up my business english and I was able to be more confident with my presentations and meetings in my professional life. I really recommend her as a teacher for her dedication and preparation of the classes." Vicente VallinaHead of Strategic Retail Accounts, CHEP

"Dana Soza is one of the best career coaches in the business. After just one session with Dana, I had SIX full pages of notes. Having this type of access is priceless and at this price - a steal." Betsy Soler, Customer Growth, Tagboard


What to Expect From a Discovery Call

I work with clients in various ways and have several options for turnkey as well as custom solutions to best fit your goals and budget.

Our discovery call helps us assess if we’re a great fit for each other, and what we would work on together going forward.  I want to learn about you! 

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