Margaret Lagotta

Customer Success @ Okta | Women@Okta Co-Chair

Dallas, Texas, United States

About

Experience

  • Okta ()
    • Customer Success Executive - Dedicated Strategic
      Nov 2025 - Present · 9 mos

      > Top 5% of individual performers in Customer First - 2 Sigma Leadership FY27 Cohort > Women@Okta Co-Chair FY27

    • Customer Success Executive - Strategic
      Mar 2022 - Nov 2025 · 3 yrs 9 mos

      > Customer Success Advisory Council (CSAC) FY26 > Oktane Ambassador Program (OAP) FY26 > CSE of the Quarter - Q4 FY25

  • Customer Success Manager - Strategic at Splunk
    Mar 2021 - Mar 2022 · 1 yr 1 mo

    Splunk is helping to build a safer and more resilient digital world by equipping customers with the unified security and observability platform they need to keep their organization securely up and running — no matter what digital disruptions come their way.

  • Senior Client Success Manager - Enterprise at Yext
    Jun 2019 - Mar 2021 · 1 yr 10 mos

    Yext, the Search Experience Cloud company, exists to help brands regain and maintain a direct relationship with their customers. With a mission to provide perfect answers everywhere, Yext puts businesses in control of their facts online by delivering brand verified answers straight from the source — wherever their customers are searching. Companies like Taco Bell, Marriott, Jaguar-Land Rover, and businesses around the world use Yext to take back control of the customer journey, starting on their own website. Yext has been named a Best Place to Work by Fortune and Great Place to Work®, as well as a Best Workplace for Women. Yext is headquartered in New York City with offices in Amsterdam, Berlin, Chicago, Dallas, Geneva, London, Miami, Milan, Paris, San Francisco, Shanghai, Tokyo, and the Washington, D.C. area.

  • Customer Partner at Spredfast
    Apr 2018 - Jun 2019 · 1 yr 3 mos

    > Managed a portfolio of 12 strategic accounts, totaling in $5.4MM in ARR. Clients include: 3M, Facebook, Amazon.com Inc., Southwest Airlines, Target, Best Buy, Toyota Motor Corporation > Owned the ultimate success of Spredfast's customers, including initial on-boarding after configuration, product adoption, retention and growth > Acted as a trusted advisor with key stakeholders and executive sponsors to fully understand customer's business strategy and KPI's for success > Represented customers internally while effectively collaborating with internal and cross-functional teams including enablement, product, sales, marketing, legal and finance > Worked alongside sales account team to identify and analyze new opportunities for expansion across the customer's business by up and cross-selling new products while minimizing churn

  • Fishbowl Inc. (3 yrs 9 mos)
    • Customer Success Manager - Enterprise
      Sep 2017 - Apr 2018 · 8 mos

      > Managed a portfolio of 30 Enterprise accounts, totaling in $2.6MM in ARR. Clients include: Jamba Juice, La Madeleine, Bar Louie, Fogo de Chao, Cici's Pizza, Raising Cane's > Responsible for the retention, renewal, and up-sell opportunities within book of business > Represented "voice of the client" internally to drive client-centric product development > Worked cross-functionally with implementation, client support, and product to ensure and manage client success > Lead and supported regular, proactive client engagements - such as Quarterly or Bi-Annual Business Reviews, status calls, onsite meetings and budget planning > Created value for customers by ensuring defined business outcomes and building success plans with the appropriately identified objectives, stakeholders, milestones, risks and metrics needed to achieve them > Drove effective usage of Fishbowl software solutions within clients through creating and executing thorough and action-oriented plans

    • Marketing Consultant - Enterprise
      Apr 2017 - Sep 2017 · 6 mos

      > Developed and executed high-impact marketing strategies for six national restaurant chains including Del Taco and Buffalo Wild Wings, that enhance acquisition, engagement, and ROI > Planned and implemented integrated marketing campaigns with email, digital, social media and print elements > Served as Project Manager for all client-facing projects and campaigns to ensure timely, efficient, and quality delivery > Analyzed clients' campaign metrics and consumer data to inform on trends, successes and overall program health > Deep understanding of clients' needs while identifying additional growth opportunities for client base > Strong focus on client retention, satisfaction, and revenue growth by developing and maintaining strong relationships with clients

    • Manager, Marketing Services - SMB/Mid-Market
      Nov 2015 - Apr 2017 · 1 yr 6 mos

      > Managed a team of eight Email & Social Media Marketing Specialists and oversaw daily operations for 150+ restaurant clients' marketing services > Met with direct reports on a weekly basis to troubleshoot client issues, assisted in the development of campaigns and encouraged positive growth in each of their positions > Acted as an intermediary between direct reports and clients to resolve conflicts that arose > Participated in identifying, interviewing, and selecting potential candidates for open positions > Continued to uphold the responsibilities of an Email & Social Media Specialist position with a personal client load of 15+