I sat down with my good friend and former Oracle teammate Jane Scott for a deep dive into customer success. Jane and I worked together for years on the key account team supporting Xerox, and she was the glue that held it all together — truly the most important person in the room.
We covered a lot in this conversation: from the foundational elements of long-term account management, to the evolving role of customer success in today’s SaaS world. Jane brings a wealth of experience and a refreshingly candid perspective on what it takes to really support customers.
Here are a few key points we dug into:
Why consistency and historical knowledge matter — and how Jane’s 12 years on a single account gave her unmatched influence and insight.
How customer success is about enabling outcomes, not just solving problems.
The importance of aligning to the customer’s business rhythm and strategic objectives.
Why some SaaS companies may not need a dedicated CS team — but the function must still be owned somewhere.
How internal alignment between sales, operations, and product impacts the customer experience.
Takeaways:
✅ Understand the rhythm of your customer’s business — timing is everything.
✅ Great customer success starts with empathy and ends with results.
✅ Whether or not you have a CSM team, someone needs to own the customer journey.
✅ The best relationships go beyond QBRs — think industry events, shared learning, and meaningful connection.
✅ Ask early: “What will keep us from being successful together?”
🌟 Jane reminds us: “It doesn’t have to be a huge, elaborate plan. Sometimes it’s just asking, ‘How can I help?’”
🔗 Connect with Jane: LinkedIn
Thanks for tuning in — don’t forget to subscribe, share, and leave a review if you’re enjoying the podcast. Until next time!
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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