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Caity
Serra
Director of Customer Marketing
SmartBear
Caity Serra is the Director of Customer Marketing at SmartBear, bringing more than a decade of experience building customer-focused marketing strategies across SaaS and technology organizations. Throughout her career, she has focused on creating programs that help customers realize value, deepen product adoption, and grow their engagement over time. Her work spans the full customer lifecycle, with particular expertise in product and digital adoption, lifecycle marketing, customer communications, advocacy, and community-building. Caity is passionate about connecting customer needs and insights with broader business goals to create experiences that drive both customer success and sustainable growth. In her current role, she leads customer marketing initiatives centered on three key pillars: adoption, expansion, and advocacy. Her approach combines data-driven engagement with a strong understanding of the customer journey to identify opportunities to improve product utilization, strengthen relationships, and create meaningful moments of value.
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14 October 2026 12:30 - 13:00
Beyond the message: Creating moments that move customers forward
Getting customers to buy is one thing. Getting them to stay, grow, and succeed is another. This session moves beyond messaging and campaigns to explore how customer marketers can engineer the moments that actually move people forward: from onboarding through to expansion. Caity Serra breaks down how to meet customers where they are, use the product itself as an engagement channel, and identify the inflection points that turn early adoption into lasting value. 1. Journey-based experiences: navigating the customer lifecycle Understanding where customers are in their journey and creating experiences that align to their evolving needs, goals, and stages of adoption. 2. Meet them where they are: using the product as a channel Leveraging the product as a powerful engagement channel to deliver relevant guidance, education, and discovery opportunities in the moments customers are most likely to benefit. 3. Moments that matter: turning engagement into adoption and growth Identifying the critical moments that can move customers forward, from awareness and discovery to deeper adoption, value realization, and expansion.