Exterro Keynote: The Insight Revolution- Case Files

Juli Clark is the Chief Customer Officer at Exterro, where she leads Customer Success, Technical Support, and Voice of the Customer initiatives for the global organization. Since stepping into the role in April 2026, Juli has infused customer feedback directly into product development, launching initiatives that bring Product, Sales, and Customers into closer alignment, and built a forward-looking engagement strategy anchored by Product Advisory Groups and Quarterly Regional User Groups. She joined Exterro in 2024 as Vice President of Global Customer Success, was promoted to Senior Vice President in 2025, and most recently to Chief Customer Officer.
Prior to Exterro, Juli held pivotal roles at renowned companies such as LexisNexis, where she directed sales and operations in the legal and corporate sectors; Cisco, where she served as a global sales and operations leader; and Veritas, where she served as Renewals Executive. Juli also played a crucial role at Beam Benefits as an InsureTech Executive, launching their customer engagement strategy and establishing a Customer Success team.
Her extensive background includes serving as an SMB C-level executive dedicated to customer experience strategies, engaging with private equity, and acting as a portfolio executive consultant for K1 and Marlin on strategic customer engagement. Juli's passion for the Customer Success function is evident in her commitment to fostering customer advocacy and embedding the voice of the customer at the heart of product and business strategy.

Rick Valentine is an accomplished executive with more than 30 years of leadership experience building, scaling, and transforming global organizations at some of the technology industry’s most recognized companies.
Rick recently assumed the role of Exterro’s Chief Operating Officer after serving as Chief Customer Officer, expanding his responsibilities from leading the customer organization to driving broader company operations, execution, and organizational performance. His transition to COO builds upon decades of experience managing complex global operations, leading large-scale transformations, and connecting customer outcomes with business performance.
Prior to Exterro, Rick served as Chief Customer Officer at Quantum Corporation, where he led the company’s global post-sales organization, including Professional Services, Technical Support, Customer Experience, Training & Education, and Renewals.
Previously, Rick was Chief Customer Officer at Silver Peak Systems, where he established the company’s first CCO organization and led its rapidly growing global post-sales operations and customer experience functions. He helped scale the organization through a period of significant growth that culminated in Silver Peak's acquisition by Hewlett Packard Enterprise for approximately $980 million.
Earlier, Rick served as Chief Customer Officer for Veritas/Symantec, leading customer success and support for a major global software portfolio. He managed an organization of more than 1,500 employees and 400 outsourced professionals across 11 major global locations and 15+ languages. Rick also played a leadership role in the separation of Veritas from Symantec and established the Chief Customer Officer function for the newly independent company.
As COO, Rick brings a distinctive combination of customer leadership and operational experience. His philosophy is that operational excellence and exceptional customer experiences are inseparable: companies achieve sustainable growth when strategy, people, processes, and customer outcomes are aligned around a common set of objectives.
Rick's leadership approach centers on clarity, accountability, collaboration, and execution—turning strategy into measurable results while building organizations capable of scaling for the next stage of growth.