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ClientSuccess
ClientSuccess is a asset manager based in Lehi; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
ClientSuccess
The simple, powerful customer success software for SaaS teams. Reduce churn, drive retention, grow customer revenue. Trusted by 500+ CS teams.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Lehi
Corporate office
Lehi, UT, United States
Principals
Dave Blake
Founder
Kristi Faltorusso
TJ Ruff
Evan Leong
Sector focus
Frequently asked questions
Does ClientSuccess operate as a fund or invest in third-party companies?
No. ClientSuccess is a software company, not an investment vehicle. It generates revenue by selling its customer success platform to other businesses on a subscription basis. The firm does not disclose any direct investment activities, venture capital partnerships, or a family office structure.
How does ClientSuccess integrate into a typical tech stack?
The platform is designed to sit at the center of a company's customer data flow. It integrates directly with leading CRM, support, and communication platforms, pulling in usage data, support tickets, and engagement signals. This aggregated data feeds into proprietary health scoring, automated lifecycle workflows, and executive reporting dashboards.
What is ClientSuccess's relationship with outside investors or a parent company?
The firm's ownership structure is not publicly documented. No venture capital rounds, private equity backing, or parent-company relationships have been disclosed. The concentration of leadership authority under founder Dave Blake and the Utah-based private company profile suggest a bootstrapped or closely held entity.
Which customer lifecycle stages does ClientSuccess specifically address?
The platform covers the full post-sale lifecycle: collaborative customer onboarding, product adoption tracking, renewal management, and ongoing health monitoring. It also includes tools for collecting and analyzing Net Promoter Score feedback and automating customer communications across these stages.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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