Casey Roberts

Global Head of Customer Success, Customer Education

Ashby

Dec 2025 - Current (9 months)

Leading Ashby's Global CSM teams (Startup, High Touch, and Strategic), the Customer Education team, and the RecOps Consulting team.

Global Head of Dedicated Customer Success and Customer Education

Ashby

Jun 2025 - Dec 2025 (7 months)

Leading Ashby’s Global High Touch and Strategic Customer Success segments, and the Customer Education team.

Head of High Touch Customer Success

Ashby

Oct 2024 - Jun 2025 (9 months)

Head of Digital Success

Coda

May 2023 - Feb 2024 (10 months)

The Digital Success team is responsible for the digital aspects of the Customer Success org including digital experiences (email, in app, online content), operationalizing processes and maintaining the tech stack.

Head of Scaled Enterprise, Digital Success

Coda

Feb 2023 - Oct 2024 (1 year 9 months)

Oversee Coda's Scaled Enterprise segment, including Account Management, Customer Success Management and Digital Success. Our team is responsible for all retention and expansion post-sale. We partner strategically with Product & Marketing to create an exceptional customer experiences at scale.

Manager, Customer Success and Associate Customer Success

Coda

Jan 2022 - Jun 2023 (1 year 6 months)

Started the scaled Customer Success program for Coda. This included Customer Success Managers who individually managed larger books of business, and Associate Customer Success Managers who, as a team, managed thousands of accounts.

Customer Success Manager, Strategic Accounts

Coda

Apr 2021 - Jan 2022 (10 months)

Principal Customer Success Manager, Strategic Accounts Team

HubSpot

Apr 2019 - Apr 2021 (2 years 1 month)

Solved for a variety of customer pain points by collaborating cross-functionally with Sales, Product, Contract Management, Legal, Quote-to-Cash, and the Executive team. Presented to Executive Leadership on segment-wide friction on a quarterly basis. Launched the Executive Sponsor Program for both CS and Sales, the Account Planning framework, and the Engineering Escalation process. Acted as the Strategic Accounts Lead for Partner Alignment and Customer Experience and represented the Strategic Accounts segment as Roadblocks DRI. Mentored new teammates and successfully coached them on book-of-business management, resource coordination, stakeholder communication, and risk mitigation through SWOT analyses. Played a key role in proposing, crea

Inbound Consultant, Enterprise Accounts

HubSpot

Jun 2017 - Mar 2019 (1 year 10 months)

Piloted what is now known as the Strategic Accounts Program. Responsible for the retention and growth of 30 of HubSpot’s highest paying customers. Set the framework for how to best work with this segment of customers, including creating and executing on HubSpot’s first custom contract.

Customer Success Manager

HubSpot

Dec 2015 - Jun 2017 (1 year 7 months)

Consulted with 170+ SMB clients on how to use the HubSpot platform in conjunction with inbound marketing & sales strategy to reach their respective business goals and drive product value Responsible for revenue retention, renewals, and exploring product and service upgrades. Ended 2016 with the top revenue retention among Mid-Market CSMs (109% on a goal of 100%). Promoted in January 2017 to work solely with 130+ of HubSpot’s Enterprise Customers. Currently manage a book of ~$3 million ARR

Senior Support Engineer, Team Lead

HubSpot

Apr 2015 - Dec 2015 (9 months)

Responsible for assisting a small group of Support Engineers with difficult casework and facilitating effective one-on-ones to empower New Hires to reach their goals and provide the best customer experience possible. Awarded Team Lead MVP for Q2 2015. Took ownership of both internal and customer escalations to ensure customer satisfaction. Continued being a contributing member of the frontline team. Have exceeded productivity and contribution targets for the Support Engineer role every month since joining HubSpot (July 2014-October 2015).

Support Engineer

HubSpot

Jul 2014 - Apr 2015 (10 months)

Helped customers of varied skill levels navigate and troubleshoot the HubSpot software and implement inbound marketing initiatives into their marketing strategy. Communicated customer frustrations to the development team in order to improve the product. Selected Support Q4 MVP as top contributor for consistently exceeding monthly targets.

Social Media Intern

Brand Content

Jun 2013 - Aug 2013 (3 months)

Developed client content for campaigns, blogs and social media platforms: Facebook, Twitter, Instagram, Pinterest and Google+ Analyzed client blog using Google Analytics Researched and presented information on how B2B and B2C companies can use Instagram to better promote their products

Student Advisory Council for Psychology

Middlebury College

Jan 2013 - May 2014 (1 year 5 months)

Selected as one of two Psychology majors to represent the student body in the case of new faculty hires, external reviews and curriculum changes Interviewed prospective faculty members and presented them with information and perspective regarding the Middlebury student body

Waitress and Caterer

Baker Hill Golf Club

Jun 2010 - Aug 2012 (2 years 3 months)

Developed real-time problem solving skills and the ability to successfully interact with fellow staff, management and club members of all ages Asked back each summer with increasing responsibilities

D

Coach

DoverSherborn Youth Lacrosse

Mar 2007 - Jun 2011 (4 years 4 months)

Played a critical role in developing a strong relationship between the youth and high school lacrosse programs Organized clinics, gave individual lessons, and motivated a group of girls from different towns into a cohesive team Awarded the inaugural Dover-Sherborn Lacrosse Mentoring Award and Scholarship in 2010

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