Casey Roberts
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Casey Roberts Email & Phone Number

Head of High Touch Customer Success at Ashby at Ashby
Location: Greater Boston, United States 14 work roles 3 schools
1 work email found @coda.io LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email c****@coda.io
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Current company
Role
Head of High Touch Customer Success at Ashby
Location
Greater Boston, United States

Who is Casey Roberts? Overview

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Quick answer

Casey Roberts is listed as Head of High Touch Customer Success at Ashby at Ashby, based in Greater Boston, United States. AeroLeads shows a work email signal at coda.io and a matched LinkedIn profile for Casey Roberts.

Casey Roberts previously worked as Head of High Touch Customer Success at Ashby and Head of Scaled Enterprise, Digital Success at Coda. Casey Roberts holds Bachelor Of Arts (Ba), Psychology, Math from Middlebury College.

Company email context

Email format at Ashby

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{first}@coda.io
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AeroLeads found 1 current-domain work email signal for Casey Roberts. Compare company email patterns before reaching out.

Profile bio

About Casey Roberts

Casey Roberts is a Head of High Touch Customer Success at Ashby at Ashby. They possess expertise in social media, blogging, social media marketing, social networking, microsoft office and 12 more skills. They is proficient in French. Colleagues describe them as "As a Hubspot customer, Casey is my Hubspot rep. It's been a pleasure to work with her; she's always eager and willing to answer questions and is a fountain of knowledge when it comes to the platform and marketing in general. It's clear she doesn't just work in the industry -- she actually understands it. She's always friendly and her responses are smart, timely, and go above and beyond to help ensure her customers' success." and "Casey is an exceptionally hard worker and is proactive about presenting new ideas to the team. She has a special passion and affinity for analytics, and due to her psychology background can connect consumer motivation to social media metrics. She will succeed in any capacity, but especially in the social media analytics world."

Listed skills include Social Media, Blogging, Social Media Marketing, Social Networking, and 13 others.

Current workplace

Casey Roberts's current company

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Ashby
Ashby
Head of High Touch Customer Success at Ashby
AeroLeads page
14 roles

Casey Roberts work experience

A career timeline built from the work history available for this profile.

Head Of High Touch Customer Success

Current

San Francisco, Us

We're building an all-in-one recruiting product that consolidates your ATS, Sourcing & CRM, Scheduling, and Analytics into a single solution – all with best-in-breed functionality and seamless UX.Ashby is a Series B, W19 YC startup – we came out of stealth in Sept 22' and have a growing base of +700 incredible customers such as Deel, Notion, Ramp, Quora, and Duolingo. Join the team ;) https://www.ashbyhq.com/careers

Oct 2024 - Present

Head Of Scaled Enterprise, Digital Success

San Francisco, California, Us

Oversee Coda's Scaled Enterprise segment, including Account Management, Customer Success Management and Digital Success. Our team is responsible for all retention and expansion post-sale. We partner strategically with Product & Marketing to create an exceptional customer experiences at scale.

Feb 2023 - Oct 2024

Head Of Digital Success

San Francisco, California, Us

The Digital Success team is responsible for the digital aspects of the Customer Success org including digital experiences (email, in app, online content), operationalizing processes and maintaining the tech stack.

May 2023 - Feb 2024

Manager, Customer Success And Associate Customer Success

San Francisco, California, Us

Started the scaled Customer Success program for Coda. This included Customer Success Managers who individually managed larger books of business, and Associate Customer Success Managers who, as a team, managed thousands of accounts.

Jan 2022 - Jun 2023

Customer Success Manager, Strategic Accounts

San Francisco, California, Us

Apr 2021 - Jan 2022

Principal Customer Success Manager, Strategic Accounts Team

Cambridge, Massachusetts, Us

Solved for a variety of customer pain points by collaborating cross-functionally with Sales, Product, Contract Management, Legal, Quote-to-Cash, and the Executive team. Presented to Executive Leadership on segment-wide friction on a quarterly basis. Launched the Executive Sponsor Program for both CS and Sales, the Account Planning framework, and the Engineering Escalation process. Acted as the Strategic Accounts Lead for Partner Alignment and Customer Experience and represented the Strategic Accounts segment as Roadblocks DRI.Mentored new teammates and successfully coached them on book-of-business management, resource coordination, stakeholder communication, and risk mitigation through SWOT analyses. Played a key role in proposing, creating, and hiring for a new Quote-to-Cash White Glove Specialist position. Planned and optimized interview kits and participated in interviewing for the Strategic Accounts team and Quote-to-Cash team.Recognized as 1H 2019 Top Customer Success Performer for highest Customer Dollar Retention (C$R) among all Customer Success Managers. Participated in the HubSpot Fellows Program in Spring of 2019. Awarded a HubSpot Champagner Award at Q2 2019 Company Meeting.

Apr 2019 - Apr 2021

Inbound Consultant, Enterprise Accounts

Cambridge, Massachusetts, Us

Piloted what is now known as the Strategic Accounts Program. Responsible for the retention and growth of 30 of HubSpot’s highest paying customers. Set the framework for how to best work with this segment of customers, including creating and executing on HubSpot’s first custom contract.

Jun 2017 - Mar 2019

Customer Success Manager

Cambridge, Massachusetts, Us

Consulted with 170+ SMB clients on how to use the HubSpot platform in conjunction with inbound marketing & sales strategy to reach their respective business goals and drive product valueResponsible for revenue retention, renewals, and exploring product and service upgrades. Ended 2016 with the top revenue retention among Mid-Market CSMs (109% on a goal of 100%).Promoted in January 2017 to work solely with 130+ of HubSpot’s Enterprise Customers. Currently manage a book of ~$3 million ARR

Dec 2015 - Jun 2017

Senior Support Engineer, Team Lead

Cambridge, Massachusetts, Us

Responsible for assisting a small group of Support Engineers with difficult casework and facilitating effective one-on-ones to empower New Hires to reach their goals and provide the best customer experience possible. Awarded Team Lead MVP for Q2 2015.Took ownership of both internal and customer escalations to ensure customer satisfaction.Continued being a contributing member of the frontline team. Have exceeded productivity and contribution targets for the Support Engineer role every month since joining HubSpot (July 2014-October 2015).

Apr 2015 - Dec 2015

Support Engineer

Cambridge, Massachusetts, Us

Helped customers of varied skill levels navigate and troubleshoot the HubSpot software and implement inbound marketing initiatives into their marketing strategy.Communicated customer frustrations to the development team in order to improve the product.Selected Support Q4 MVP as top contributor for consistently exceeding monthly targets.

Jul 2014 - Apr 2015

Student Advisory Council For Psychology

Middlebury, Vermont, Us

Selected as one of two Psychology majors to represent the student body in the case of new faculty hires, external reviews and curriculum changes Interviewed prospective faculty members and presented them with information and perspective regarding the Middlebury student body

Jan 2013 - May 2014

Social Media Intern

Boston, Massachusetts, Us

Developed client content for campaigns, blogs and social media platforms: Facebook, Twitter, Instagram, Pinterest and Google+Analyzed client blog using Google AnalyticsResearched and presented information on how B2B and B2C companies can use Instagram to better promote their products

Jun 2013 - Aug 2013

Waitress And Caterer

Newbury, New Hampshire, Us

Developed real-time problem solving skills and the ability to successfully interact with fellow staff, management and club members of all agesAsked back each summer with increasing responsibilities

Jun 2010 - Aug 2012

Coach

Dover-Sherborn Youth Lacrosse

Played a critical role in developing a strong relationship between the youth and high school lacrosse programsOrganized clinics, gave individual lessons, and motivated a group of girls from different towns into a cohesive teamAwarded the inaugural Dover-Sherborn Lacrosse Mentoring Award and Scholarship in 2010

Mar 2007 - Jun 2011
3 education records

Casey Roberts education

Bachelor Of Arts (Ba), Psychology, Math

Middlebury College

Psychology

Danish Institute For Study Abroad

Education record

Dover-Sherborn Regional High School
FAQ

Frequently asked questions about Casey Roberts

Quick answers generated from the profile data available on this page.

What company does Casey Roberts work for?

Casey Roberts works for Ashby.

What is Casey Roberts's role at Ashby?

Casey Roberts is listed as Head of High Touch Customer Success at Ashby at Ashby.

What is Casey Roberts's email address?

AeroLeads has found 1 work email signal at @coda.io for Casey Roberts at Ashby.

Where is Casey Roberts based?

Casey Roberts is based in Greater Boston, United States while working with Ashby.

What companies has Casey Roberts worked for?

Casey Roberts has worked for Ashby, Coda, Hubspot, Middlebury College, and Brand Content.

How can I contact Casey Roberts?

You can use AeroLeads to view verified contact signals for Casey Roberts at Ashby, including work email, phone, and LinkedIn data when available.

What schools did Casey Roberts attend?

Casey Roberts holds Bachelor Of Arts (Ba), Psychology, Math from Middlebury College.

What skills is Casey Roberts known for?

Casey Roberts is listed with skills including Social Media, Blogging, Social Media Marketing, Social Networking, Microsoft Office, Google Analytics, Hubspot, and Marketing.

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