# ClientSuccess

ClientSuccess is an Asset Manager based in Lehi, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lehi, United States
- **Region:** North America
- **Address:** Lehi, UT, United States
- **Assets under management:** Undisclosed
- **Website:** clientsuccess.com
- **LinkedIn:** https://www.linkedin.com/company/clientsuccess

## Regulatory record

- **Reports private funds:** No

## About

The simple, powerful customer success software for SaaS teams. Reduce churn, drive retention, grow customer revenue. Trusted by 500+ CS teams.

## Sectors

- Enterprise Software
- Customer Success

## People

- Dave Blake — Founder
- Kristi Faltorusso
- TJ Ruff
- Evan Leong

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/clientsuccess

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