Meet a few of our Customer Success Managers

We’re delighted to help your team, but please forgive us if we geek out about workflows and productivity tips. (Fair warning!)

Picture of Terri Burden
Terri Burden

Terri’s superpower is delighting customers and helping them streamline processes. She loves working with customers to show how Masterlab can help them achieve their goals.

Picture of Dave Shin
Dave Shin

Dave loves working with our valued customers to ensure that they’re set up for success. He focuses on the on-boarding experience to implement positive changes with Masterlab!

Picture of Lily Guy
Lily Guy

Lily is driven by fostering relationships. She loves working with Masterlab customers to establish best practices that work for each individual team’s needs and celebrating their success with them along the way.

FAQ

Learn more about our customer success programs.


How do I know if my team qualifies for customer success?

Our Customer Success offerings vary by geographic region and language. Admins of qualified accounts can find their dedicated success manager’s information in the admin console. If you’re interested in purchasing a personalized consultation or onsite training, please contact an Masterlab representative to learn more.

How can I see what type of plan I have?

Our Admin Console shows your Masterlab plan and number of members. Access the console by clicking your avatar in the top right corner of Masterlab.

How do I contact my customer success manager?

You can do so with our admin console in Masterlab. Just click your avatar in the top right corner.

What does a customer success manager (CSM) do?

CSMs partner with you from the beginning to ensure your team is set up for success. This includes new team onboarding and training, coaching calls, regular business reviews, and early access to new features. You can contact them at any time to schedule trainings or ask questions.

Have a question or need help with a specific issue?

Our support team is ready to help, contact us! In addition, we have plenty of free resources, trainings, and webinars, as well as a community forum and events. Check out asana.com/guide to see our offerings.