THE solution for modern customer success teams

Introducing ClientSuccess—where advanced technology meets innovative strategies to drive unparalleled outcomes.

Building Relationships that Last

A team uniting hands together

It all started with our Founder, Dave Blake, chasing a passion and solving pain points he had as a global customer success leader. Dave was an early customer success leader pioneering best practices, thought leadership, and solutions while managing his global team of customer success professionals. In doing so, he had to cobble together various solutions, spreadsheets, and custom dashboards to execute his strategy. This effort was costly, inefficient, and not very effective.

Confident that there was a better way, Dave set out to build a solution he wished he had as a customer success leader, and ClientSuccess was born. With his first-hand experience along the entire customer success career ladder—from front-line CSM to customer success executive—Dave was able to infuse his passion, knowledge, and experience to be the first solution in the space "built for customer success professionals, by customer success professionals."

Today, ClientSuccess continues to deliver innovative and impactful solutions and thought leadership for customer success teams across the globe. We're dedicated to building software that is powerfully simple & simply powerful that helps our customers "Build Relationships that Last."

Our Guiding Values


We strive to deliver extraordinary customer experiences that create raving fans, not just happy customers. We collaboratively innovate for our customers and with our customers. We aim to build relationships that last, but we know that lasting relationships are built on trust, transparency, and results.


We dream big & bold and work relentlessly to achieve our dreams. We come to work each day with a "can do" attitude, and we support, encourage, uplift and inspire our teammates and customers. We love to ask the questions "why not?" and "why not us?". We are enthusiastic to take on new challenges and believe feedback - positive or negative - is a gift.

Hunger to Win

We love to compete and are fierce competitors. We love winning and hate losing. We win together and lose (learn) together. We value, reward & celebrate high-performance, and we relentless strive to improve every day. We're hungry but humble, and are committed to. competing with integrity & class.

Awesome Humans

We are authentic, genuine, thankful & thoughtful. We seek to understand, lead with empathy, and assume good intentions. We encourage those around us to be themselves, while inspiring them to be their best selves.


We're undaunted, passionate and persistent in our pursuit of achieving our long-term vision and goals. We're relentless in our efforts to be great, we work hard with hustle and scrappiness. We punch above our weight & execute bigger than we are. We dream big and courageously strive to make our dreams a reality.

Lead Out

We love to lead out in everything we do - in the global customer success community and in our own communities where we live. We seek to excel in our own roles, and show thought leadership outside our roles. We mentor, coach, and inspire those around us, and we constantly seek to innnovate and improve. We are self-starters, problem solves, builders, owners, high-performers, and leaders.

Ready to get started? Request your ClientSuccess demo

Screenshot of renewals dashboard from ClientSuccess platform