B2B SaaS Product Marketing and Customer Success Consultant Team Powering Sustainable Growth


customer success consultant

Our Services

Working closely with our clients, we implement scalable processes while coaching team members to consistently achieve current and future critical metrics. Our services include:

  • Advisory & Consulting
  • Coaching & Development
  • Fractional Leadership

Our deliverables include:

Product Marketing Deliverables

  • Launch Playbook
  • Strategic Messaging Document
  • Sales Narrative
  • Personas
  • Customer & Market Research
  • Competitive Analysis
  • GTM strategy recommendations
  • Sales collateral & content
  • Sales Training Playbook
  • PM Jobs Descriptions
  • Win Loss Analysis
  • Pricing & Packaging

Customer Success Deliverables

  • Customer Journey Map
  • Customer Outcomes & Use Cases
  • Expectations Checklist
  • Customer Segmentation
  • Onboarding Playbook
  • Customer Engagement Strategy
  • Retention & Expansion Playbooks
  • Customer Health Check Scoring
  • High Touch & Low Touch Motions
  • CS Job Descriptions & Comp Plans
  • Customer Satisfaction & NPS
  • Churn Analysis

Our Insights

Explore our B2B SaaS product marketing and customer success consultant insights in our newsletter covering the biggest challenges and best practices in the industry today.

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We’re Your Senior Leaders

We have spent more than 30 years partnering with founders and leaders of early stage and high growth B2B software companies to scale customer-facing teams, with a particular focus on customer success and product marketing organizations.

Meet the Team
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B2B SaaS Companies

Our consultants strive to navigate founders of B2B SaaS companies around the pitfalls that we faced building and leading teams at early and growth stage software companies.

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Companies We’ve Worked With


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Free Report: Friction in the Customer Journey

Learn what SaaS leaders identified as their greatest challenges during the first year of the customer journey — and how you can use this data to benchmark your own customer success organization.

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Customer Stories

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Phil Leslie
Carema Consulting was the pivotal factor that enabled interviewstream to form, execute, and grow our customer advisory boards at a time when greater customer intimacy was urgently needed to inform our future strategy. Carema Consulting showed us how to use customer advisory boards in a way that created a level of engagement that we didn’t previously think was possible.
Phil Leslie, Former CEO, interviewstream
Tom Russell
Brian is smart, even-keeled, and he understands that a company’s success only comes from the success of its customers. Rarely do you get to work with, and for, an individual who has that rare balance of intelligence and humility, and who you look forward to going to work for every day.
Tom Russell, President & Founder, MXV Marketing
Vik Tanksale
Carema Consulting understands deeply the essence and process of a well run Customer Success organization. In addition to helping Genivity form a sound process, Carema Consulting helped us define success and ensure that we as an early stage fintech company were focused on the right things, including zealously capturing voice of customer.
Vik Tanksale, Head of Customer Success, Genivity
Tom O’Sullivan
Brian created, built and constantly morphed Microsystems’ Customer Success team and workflows that achieved a 98+% revenue renewal rate and that fueled the company’s 4x growth in ARR. Brian developed his team of Customer Success Managers to be highly attuned to our customers. The CSMs knew the proper time to push and when to hold back. As a result, our customers eagerly engaged with us, remained our customers for a long time, and provided references and referrals that buoyed our Sales team’s new customer acquisition efforts.
Tom O’Sullivan, Co-Founder and former CEO, Microsystems
Jessie Williams

My two years working with and for Brian represented a PhD in Customer Success for B2B SaaS. To execute against our ‘land and expand’ strategy, Brian led the creation and implementation of strategies and tactics that have empowered me to consistently forecast and achieve quarterly renewal and upsell goals for my enterprise customer base. He’s become a mentor to me.

Jessie Williams, Renewal Manager, Slack
Stacey Kacek

At Vertex Analytics, Carema Consulting led an initiative to research and prove the value of a pivot of the company’s flagship product to an entirely new use case. This included securing and leading 1-on-1 conversations with thought leaders and target buyers in order to validate the pivot, authoring a positioning document to insure consistent messaging across our Marketing mix, and producing a go to market strategy. In order to assess and sharpen the positioning and GTM plan, Brian drove the Sales effort for the newly repositioned solution; in the process, Brian closed Vertex’s largest sale.

Stacey Kacek, CEO, OnePlus Systems
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