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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 09:45 - 10:15
Beyond the message: Creating moments that move customers forward
Getting customers to buy is one thing. Getting them to realize value, stay engaged, grow, and become advocates is another. The most effective customer marketing goes beyond messages and campaigns — using the product as a “channel”, it creates the moments that help customers take their next best step. Key takeaways: • Accelerate time to value by using the product itself as an engagement channel to help customers take meaningful next steps. • Capture real-time sentiment and champion signals to understand what’s working, where customers are getting stuck, and when they’re ready to move forward. • Turn customer data into action by identifying the moments that can influence product, brand, adoption, expansion, and advocacy.