Ep 41 | Sara Vera Cruz
Episode 41 of the Mastering CS: Candid Leader Insights podcast, hosted by Custify | Customer Success, titled "Ep 41 | Sara Vera Cruz" was published on November 17, 2025 and runs 29 minutes.
November 17, 2025 ·29m · Mastering CS: Candid Leader Insights
Summary
In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Sara Vera-Cruz Quintas, Customer Care & Success Manager at CargoFive. Sara shares insights from her multifaceted career spanning customer service, procurement, and sales — exploring negotiation, data-driven adoption, and how to unite Customer Care and CS for impact.What You’ll Learn:☑️ How sales & procurement skills translate to everyday CS negotiation☑️ Structuring one team across Customer Care and Customer Success☑️ Building a rigorous sales → CS handover and onboarding flow☑️ When (and why) high/medium/low-touch must change with company goals☑️ Turning data into action: the dashboards and signals that matter☑️ Spotting adoption risk early and moving accounts toward growth☑️ Practical advice for new CSMs on personas, patience, and clarity----With Custify, you can:☑️ automate daily tasks through Playbooks☑️ build individual customer #HealthScores ☑️ create customer segments☑️ improve your customer communication strategy ☑️ streamline your onboarding process☑️ track customers’ journeys every step of the way☑️ get a 360 view of their progressWant to do great things with your customer success initiative? Keep in touch with us below:Custify WebsiteLinkedInTwitterFacebookContact Us
Episode Description
In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Sara Vera-Cruz Quintas, Customer Care & Success Manager at CargoFive. Sara shares insights from her multifaceted career spanning customer service, procurement, and sales — exploring negotiation, data-driven adoption, and how to unite Customer Care and CS for impact.
What You’ll Learn:
☑️ How sales & procurement skills translate to everyday CS negotiation
☑️ Structuring one team across Customer Care and Customer Success
☑️ Building a rigorous sales → CS handover and onboarding flow
☑️ When (and why) high/medium/low-touch must change with company goals
☑️ Turning data into action: the dashboards and signals that matter
☑️ Spotting adoption risk early and moving accounts toward growth
☑️ Practical advice for new CSMs on personas, patience, and clarity
----
With Custify, you can:
☑️ automate daily tasks through Playbooks
☑️ build individual customer #HealthScores
☑️ create customer segments
☑️ improve your customer communication strategy
☑️ streamline your onboarding process
☑️ track customers’ journeys every step of the way
☑️ get a 360 view of their progress
Want to do great things with your customer success initiative? Keep in touch with us below:
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