The CRM Success Show

Pamela Hannett, VP of Salesforce Strategy and Execution at Liberty Bank - CT

With over 25 years of experience driving innovation and transformation in financial services, a trusted advisor to institutions navigating complex change. 

Her expertise spans marketing technology, customer relationship management, core banking, business applications, product management, and sales operations - empowering organizations to ...

Suzie Campbell is the creator or 24/7 Suzie, Secretary of Dreamin’ in Data and Assistant Director, Salesforce at Start Early, leading data architecture strategy across a complex multi-cloud environment. 

After 10 years in higher education, she transitioned to Salesforce administration six years ago. She's presented at Dreamforce, DevOps Dreamin', Datablazer Mastery On-Site, and multiple nonprofit user groups on d...

Episode: #34

Christy Grow is a Sr Salesforce Program Manager at Beacon Pointe who excels at bridging the gap between business stakeholders and engineering teams. She has 7+ years of experience managing enterprise Salesforce orgs and 15+ years of experience in healthcare and financial services. 

Highlights from her 7+ years in financial services include managing diverse teams, bringing Salesforce orgs up to enterpr...

Featured: Brent Downey, Sr. Director of Revenue Technology of Pushpay

Brent Downey a Salesforce MVP and the creator of AdminHero.com. Since 2012, He has empowered Salesforce Administrators to become workplace heroes through practical advice, best practices, and thought leadership in the Salesforce community.

As a multi-certified Salesforce professional with over 15 years of experience, Brent combines deep technica...

Khero Witey has spent over a decade supporting execs across North America & Europe execute on their hiring initiatives, placing over 1000+ resources at 200+ clients, ranging from Start-Ups to Fortune 500.

He also holds 4x Salesforce Certs to his name and is organizer of the largest Salesforce user group meet in Texas, "Salesforce of North Dallas" with over 2k members and is known for bringing execs together over roundt...

David "Maz" Masri is a veteran Data Architect and Project Manager with 20+ years of well-rounded IT experience working in various industries and IT verticals. Dave founded Gluon Digital in 2020 with the goal of promoting data migration and integration best practices to the Salesforce Ohana. And more recently Co-founded High Meadow a digital transformation agency End-to-End CRM solution tailored for Financial Services, Rea...

In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 4, what they enjoyed and what is to follow for Season 5. 

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Talking with the people who own the largest and most...

Featured Ankur Gupta

Ankur is a senior technology executive with 20+ years leading global software engineering, GTM systems, and AI-first enterprise transformations.

A 16x Salesforce Platform Architect and AWS-certified leader, he has scaled teams 2.5x, managed multimillion-dollar programs, and delivered revenue-driving solutions across Sales, Service, Data, and Revenue Clouds.

With MIT AI Strategy cred...

Featured Hyung Lee

Hyung Lee is a seasoned applications leader with deep roots in the Salesforce ecosystem.

Over his career, Hyung has become an expert at navigating the technical and organizational complexities of enterprise software. From hands-on development to high-level architecture, system extensibility, and process optimization.

His journey gives him a vantage point on how Salesforce and CRM plat...

Featured Kevin Mossman

Kevin is an experienced Digital CRM Leader with a broad background in both Software Development and IT Operations.

Recognized for providing strategic and tactical executive direction for Customer Experience organizations, he is currently VP of Salesforce Development at DUAL North America, a leading Specialty Program Manager in Property, Casualty, and Financial Lines.

Kevin's j...

Featured: Ian Hopper

Ian is an Executive Director with 15 years’ experience in transformation, operations, and strategic growth across charities, NGOs, and the public sector.

He specialises in modernising operating models, embedding digital innovation, and ensuring financial sustainability. Ian has led complex transformations in workforce planning, governance, and digital strategy.

Known for building hig...

Featured: Onttu Lindeman

As a Salesforce leader, Onttu helps organizations avoid the most common pitfalls that drain value and increase costs. He is passionate about ensuring that strategy, licensing, governance, and adoption are aligned so Salesforce becomes a growth engine rather than a burden.

Currently, Onttu holds 13x Salesforce Certifications and Product Certifications.

Onttu's career has seen...

Featured: Rob Lajeunesse

As Senior Director of Product Management at Angi, Rob leads a team of Product Managers to deliver transformative technology solutions for Sales and Care, including Salesforce (Service Cloud, Sales Cloud), Medallia, Playvox, and SMS platforms. 

His focus is on driving user-centric products that enhance homeowner and pro experiences while optimizing operational efficiency through AI and CRM ...

Featured: Pranav Lal

Pranav is an experienced technology leader with a passion for building world-class business technologies and high-performing teams. Currently, Pranav is Head of Business Technology - Enterprise Systems at Gusto which serves more than 400,000 businesses nationwide.

Skilled in developing and executing scalable architecture strategies that accelerate revenue growth, enhance operational efficiency...

Featured: Jon Beller

Jon is a big-picture strategist, down-to-earth, with a track record of guiding teams from vision to impact through bold collaboration and relentless curiosity. His approach empowers individuals and teams to solve complex problems, bridge strategy to execution and grow through diverse perspectives, tailored tools and adaptive approaches.
 
Jon's expertise covers: 

• Business & ...

In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4. 

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Talking with the people who own the largest and most...

Featured: Ethan Lippman 🤖

Ethan Lippman leads Revenue Operations at Alkami Technology, a fast-growing cloud platform powering digital banking for financial institutions across the U.S. In this critical role, he oversees the alignment of Rev, Ops, Sales, Product, and Marketing—ensuring cohesiveness between go-to-market strategy and operational execution.

With a wide-ranging background including account management...

Featured: Maxwell Mozes

Maxwell has expertise is in building and growing large-scale B2B organizations from inception to 9, 10, and 11 digits in revenue.

At Walmart Business, the B2B division of Walmart, he is the Director and Head of Revenue Operations.

In this role he owns: 1) Customer Success & Onboarding, 2) Sales Operations, 3) GTM Strategy, Planning & Enablement, and 4) Sales Performance, ...

Get to know your Guest.

Featured: Jason Belote

Jason is Vice President of Technology at Vari, a rapidly growing office furniture and workspace innovation firm serving 98% of Fortune 500 companies. Toolkit includes leading platforms such as Salesforce, SAP S/4HANA, Boomi, Microsoft Data and Business Intelligence tools, etc.

He has over 20 years of experience in building and leading high-performing technol...