How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner

Listen to this episode from The Customer Success Pro Podcast on Spotify. Signup for the FREE Masterclass: https://www.thecustomersuccesspro.com/masterclassIn this episode of the Customer Success Pro Podcast, host Anika Zuber and guest Kelley Turner, SVP of Global Customer Success at Vitally, discuss the critical role of customer segmentation in driving effective customer success strategies. They explore the importance of understanding customer needs, the balance between automation and personalization, and how AI can enhance segmentation efforts. Kelley shares her unique background in finance and how it informs her approach to customer success, emphasizing the need for curiosity and engagement in building strong customer relationships. The conversation also touches on measuring success in customer success initiatives and the evolving landscape of customer engagement.#customersuccessmanager #podcast #revenuegrowth Chapters00:00 Introduction 02:54 The Importance of Customer Segmentation05:57 Kelley Turner's Background and Role at Vitally08:48 Understanding Customer Success at Vitally14:51 The Role of Curiosity in Customer Success18:01 Operational vs. Service Segmentation20:51 Creative Segmentation Strategies23:54 Impact of Segmentation on Customer Outcomes27:06 Balancing Automation and Personalization29:59 Measuring Success in Segmentation32:59 Future of Segmentation and AI in Customer Success36:06 Quick Fire Round with Kelley TurnerConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Kelley Turner:Email: [email protected]: https://www.linkedin.com/in/kelleyturner/Kelley Turner is a seasoned leader in Customer Success, currently serving as SVP of Global Customer Success at Vitally. With a career spanning across multiple industries, Kelley is known for building high-performing teams that deliver measurable value and lasting customer partnerships. At Vitally, she leads the full post-sale experience—spanning onboarding, support, education, and CSM teams —to drive retention, expansion, and strategic impact across the customer base.Prior to Vitally, Kelley held executive roles at Iterable, Guild Education, and Kapost, where she managed portfolios exceeding $200M ARR, built customer success functions from the ground up, and championed initiatives around DEI and employee development. Whether scaling customer teams, driving retention, or mentoring future leaders, Kelley is driven by the belief that customer success is everyone’s business.Send Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event