Proving the value of your investment shouldn't be an afterthought—it should be built into how you work every day. Yet, most ROI reporting is built by vendors based on assumptions. It's time to flip that model.
In this hands-on, customer-led session, we're handing you the blueprint:
-Review: Evaluate Exterro's initial ROI dashboard construct—the metrics, framework, and logic we believe matter most.
-Rebuild: Break into customer teams to challenge, reshape, and rebuild it around what actually proves value in your organization.
-Co-Author: Work together to design the tool that helps you and your stakeholders see and prove the true impact of your work.
By the end of the session, we'll have real, customer-validated input that shapes the future of how Exterro helps you demonstrate ROI—straight from the people who need it most.
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.
Natasha Garnett is a results-oriented leader with over 20 years of experience in product strategy. She is a Senior Solutions Consultant at Exterro, excelling in translating client insights into streamlined software solutions. Previously, Natasha was VP of Product Management at Sonasoft, where she defined product visions and optimized cross-functional teams. She has also held significant roles in UX/UI development and client engagement. Natasha ensures high-quality user experiences from concept to market adoption.