Podcast

Salesforce’s Anthony Rizzo Discusses Financial Services Customer Success

The expectations we have for customer success in financial services are changing. To explore the market and talk about major emerging themes from the Salesforce perspective, our CEO Chris Heineken spoke with Anthony Rizzo (Senior Vice President, Customer Success, Financial Services at Salesforce). They discussed the top success patterns that separate average Salesforce outcomes from the top 1%, the evolution of the success program at Salesforce, and how financial institutions should be measuring success today and for the future.

You can listen now on Spotify or Apple Podcasts:

Anthony Rizzo

Senior Vice President, Customer Success, Financial Services at Salesforce

LinkedIn

The Podcast Speaker

Customer Success and Technology executive with 25+ years driving growth, retention, and digital transformation. Proven record of scaling teams, boosting adoption and AOV, and reducing churn while partnering cross-functionally across Product, Go-to-Market, Success, and Services. Passionate about turning customer outcomes into lasting business value.