Featured Experts
The Clozd Expert Network features certified professionals like Jeff Weber, Danielle Wanderer, Jen Gray, and Taylor Davis, who bring extensive leadership experience in HR, marketing, SaaS, e-commerce, and healthcare to provide deep insights into buyer personas, industries, and market dynamics for uncovering customer buying motivations.
Trusted Experts, Certified by Clozd
Members of the Clozd Expert Network bring deep knowledge of key buyer personas, target industries, and market dynamics—ensuring that they surface critical insights in every interview.
Certified through Clozd’s rigorous training program, these experts are trusted partners in uncovering the real reasons behind your customers’ buying decisions.
Featured Experts
Jeff Weber
Chief People Officer, Aviation — Breeze Airways
Jeff leads human resources and workplace operations at Breeze Airways. With a strong background in HR strategy and organizational development, he has fostered a culture of growth and innovation. Previously, he held leadership roles at Instructure, Xevant, and Ancestry.com, focusing on employee engagement and business performance.
Danielle Wanderer
Chief Marketing Officer, Business Management Consulting — Perceptyx
Danielle has over 25 years in B2B SaaS tech, including executive roles at Qualtrics, SplashLab Social, Quiq Inc., and Perceptyx. She has overseen corporate messaging, product positioning, branding, buyer awareness, demand generation, customer marketing, thought leadership, and sales enablement. Danielle is passionate about capturing customer stories as the most important voice in any company.
Jen Gray
SVP of Marketing, E-commerce — Recharge
Jen has nearly two decades of SaaS experience, helping scale companies through key growth stages by blending go-to-market strategy with human-first leadership. She has led teams across marketing, product marketing, sales enablement, corporate strategy, strategic partnerships, product, and customer success, providing a holistic CMO+ perspective for sustainable growth.
Taylor Davis
CEO, Healthcare — HealthLuminate
Taylor is a healthcare executive with experience across acute, ambulatory, post-acute, finance, health IT, payer, employer, and broker healthcare verticals. He is the founder and CEO of CareLuminate and HealthLuminate, focusing on improving healthcare quality through transparency, AI-powered technology, and data-driven insights. Previously, he was president of KLAS Research.
Sterling Jackson
Head of Marketing, Financial Services — Aumni by J.P. Morgan
Sterling is the head of marketing for JPMorgan Chase & Co.'s NYSE-listed operations. He has held marketing leadership roles at Microsoft, HP, Intuit, Procter & Gamble, Qualtrics, and UserTesting, with a strong track record in driving strategic marketing initiatives.
Jonathan Johnson
Board Member, Former CEO, Retail — The J.M. Smucker Co.
Jonathan served as CEO of Overstock.com from 2019 to 2023, joining in 2002 as general counsel and later serving as president and chairman. He led Overstock’s acquisition of Bed Bath & Beyond’s intellectual property and rebranding as Beyond, Inc. He currently sits on the board of The J.M. Smucker Company, Nursa, and Bloom.
Carolyn Passey
Head of Customer Success, Tech — Spiff
Carolyn leads customer success at Spiff, driving revenue growth, operational efficiencies, and customer success. She has experience in identifying cost savings and process improvements while delivering excellent customer experiences. Previously, she worked at Instructure and TAB Bank.
Libby Knott
Owner & Primary Consultant, Customer Success & Consulting — Flow CS Consulting
Libby has over 10 years of experience in customer success, building and scaling global CS organizations. As VP of Customer Success at Instructure, she led teams across North America, APAC, and LATAM. Libby specializes in customer retention, growth, and operational excellence.
"Clozd conducts win-loss interviews that provide deep insights based on quantitative and qualitative data. We use high-level insights to inform roadmaps and interview transcript excerpts to provide voice-of-customer validation to strategic decisions.”
— Karyn DeJong | Director of Product Marketing
A Few More Experts from Our Network
Clozd contracts with a diverse group of experienced professionals across industries such as healthcare, e-commerce, IT security, and financial services. Some additional experts include:
- Ben Capell — Managing Director, Venture Capital, Peterson Ventures
- Julia Giona — Head of Corporate Comms, Enterprise Technology, Informatica
- August Jackson — VP of Market Intelligence & CS, Competitive Intelligence, Deltek
- Dirk Lindeman — Executive Director, Strategy, Healthcare, Merck
- Greta Humphrey — Sustainability Analyst, Retail, The North Face
- Karl Anderson — Vice President of Operations, Retail, RC Willey Home Furnishings
- Andrew Choi — Co-CEO, Oil and Gas, Wellsite LMS
- Abigail Alder — Senior Product Manager, Technology, Podium
- Steven Montgomery — Board of Directors, Healthcare, Comprehensive EyeCare Partners
- Shawn Martin — Senior VP Client Experience, Financial Services, WaFd Bank
- Takami Kowalski — Founder, Venture Capital, Uinta Partners
- Kurt Herrmann — Adjunct Professor of Management, Business Management, BYU Marriott School of Business
- William Putt — Instructor of Economics, Defense, United States Military Academy (USMA)
- Dave Beus — Principal Cloud Architect, Technology, Adobe
- Tracy Wellins — Founder, Research, Gnosis Research
- Richard Tripp — Chief Product Officer, Enterprise Technology, POV Method, Inc.
- Robert Bourne — SVP, Revenue and GTM, Enterprise Technology, Applied Systems
- Noel Pedroza — VP of Global Partner Management, Consumer Technology, Visa
- Sean Burns — Director of Product Research, Insurance, Liberty Mutual Insurance
- Scott Holmes — CEO, Enterprise Technology, DualEnroll
- Berkley Nelson — Chief Commercial Officer, Commerce, Babyscripts
- Joseph Woodbury — Co-founder & CEO, Consumer Technology, Neighbor
- Spencer Brown — Director of GTM Strategy, IT Services, Lyric
- McKay Potter — Vice President, Financial Services, Tower Arch Capital
These experts represent a wide range of industries and bring valuable insights to every engagement.
Related
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The article explains that win-loss analysis is a strategic B2B process of gathering direct buyer feedback to understand why sales opportunities are won or lost, enabling companies to improve product offerings, competitive positioning, sales training, messaging, pricing, and packaging, ultimately increasing win rates and informing leadership decisions without focusing on individual salesperson performance.
Unlock Rich Customer Feedback With Live Interviews
The article explains how Clozd's expert-led live interviews provide rich, nuanced customer feedback by conducting strategic, in-depth conversations that capture motivations and perceptions beyond surveys, with insights transcribed and analyzed in their AI-powered platform to inform better business decisions, exemplified by their effective use in win-loss analysis.
Meet the Experts Powering the Clozd Expert Network
The Clozd Expert Network (CEN) features seasoned professionals like Taylor Davis, a healthcare operations and technology veteran with executive experience and data fluency, who conduct senior-level interviews to uncover strategic insights and drive alignment in complex industries.
Acquia uses win-loss insights to turn their weaknesses into strengths
Acquia SVP of product Deanna Ballew developed and expanded a win-loss analysis program, initially DIY and later in partnership with Clozd, which enabled the company to leverage detailed insights into why deals were won or lost, ultimately influencing strategic decisions such as revamping their integration strategy to transform a weakness into a key driver of client acquisition and retention.
Clozd Platform Overview
Clozd is an AI-powered platform that automates the collection of authentic customer feedback through workflows and interviews, rapidly analyzes unstructured data with transcription, summarization, thematic aggregation, and tagging, and delivers actionable insights in real-time via integrations with communication and CRM tools to inform critical business decisions.
Unlock Rich Customer Feedback With Live Interviews
The article explains how Clozd’s expert-led live interviews provide rich, nuanced customer feedback by conducting strategic, in-depth conversations that capture motivations and perceptions beyond surveys, with insights transcribed and analyzed in their AI-powered platform to inform better business decisions.