YesPress Profile

Emily
Garza

Head of Customer Engagement, Unit21  ·  Founder, ValueCSwithEmily

She built customer success functions that didn't exist. Grew them until they became the heartbeat of the companies around them. Then she did it all over again - this time inside the fintech fighting fraud at scale.

Customer Success Fintech Fraud & AML Top 25 CS Influencer Speaker Founder
Emily Garza - Head of Customer Engagement at Unit21
San Francisco, CA
$300M+
ARR Fastly scaled
under her watch
30+
Global CS team
built from scratch
60+
Net Promoter Score
maintained at scale
2→5
Months onboarding
cut to weeks
200+
Institutions using
Unit21 today

The Builder Who Keeps Showing Up to Empty Rooms

There is a particular kind of professional who gets handed a job description that says "build this" - and does. Not redesign, not refactor, not optimize. Build. From a blank org chart, blank process docs, blank everything. Emily Garza has done this more than once - and the pattern is starting to look less like luck and more like a method.

At Fastly, she arrived to launch a function that didn't yet have walls. She built both the Sales Enablement and Customer Success organizations from scratch, taking the CS team from a single player-coach role to 30+ people spread across time zones. Annual recurring revenue climbed from $60 million to over $300 million. The Net Promoter Score held above 60 the entire time. That's the kind of number that turns skeptics into believers.

She did something similar at Proton.ai, where she joined in early 2022 as Vice President of Customer Success. And then again at Unit21, the San Francisco-based AI risk infrastructure platform trusted by financial institutions including Intuit, Chime, and Sallie Mae. There, she leads all post-sale customer functions as Head of Customer Engagement - the person standing between the customer's confusion and the platform's potential.

Unit21's mission is serious. The platform helps over 200 banks, fintechs, and payment companies detect fraud, run AML transaction monitoring, and file Suspicious Activity Reports. The stakes are regulatory. The competition is relentless - fraud tactics evolve faster than most compliance teams can respond. Garza's job is to make sure customers aren't just using the product, but trusting it, growing with it, and coming back to it.

Before any of this, she spent more than 12 years at AT&T. Sales. Account management. Leadership. Professional development. It's the kind of career stint that teaches you how large organizations actually move, and where the levers are. Then she pivoted to cloud infrastructure at Fastly - a different speed, a different culture, a different definition of urgency. That contrast gave her a perspective most CS executives don't have: she knows what "slow" feels like, which is why she's obsessed with making things faster.

She reduced Unit21's customer onboarding timeline from five months to two. The method: document every step, find every bottleneck, consult ERP experts, build reusable frameworks. Less heroic than it sounds. More disciplined than most companies manage. The insight driving it is simple but hard to execute: onboarding and implementation are not the same thing. Implementation is technical. Onboarding is everything else - the stakeholder alignment, the change management, the training that makes people actually use what they paid for.

On that distinction, Garza is precise: "Implementation focuses on technical integration, while onboarding encompasses implementation plus stakeholder management, change management, and training to ensure effective tool adoption." It sounds like a vocabulary lesson. It's actually a strategic argument for where CS organizations should spend their attention.

"As a company grows, the CS organization becomes responsible for the majority of revenue that drives a SaaS model."
- Emily Garza, Head of Customer Engagement at Unit21

When the Profession Needed a Voice

In 2021, Garza started ValueCSwithEmily - a platform that produces CS podcasts, articles, and resources for practitioners and leaders across the field. The name reflects her core argument: customer success organizations have been chronically undervalued inside most companies, and the profession needs to get better at making its case.

Her thesis has two parts. Internally: CS teams must earn strategic influence at the executive table by driving core business KPIs - particularly revenue. Not by being helpful, but by being accountable for numbers. Externally: CS professionals must "provide value that is thoughtful, customized, and relevant during each contact point" in an era when customers are drowning in vendor noise.

The community she's built through ValueCSwithEmily includes conference presentations, Meetup appearances, and podcast interviews - from The CXChronicles Podcast to the Support Automation Show. She advises Catalyst Software's Customer-Led Growth Advisory Board and mentors practitioners through the Customer Success Coaching Community. The platform has enough gravity that she was named among the Top 25 Customer Success Influencers in 2023, recognized by the broader community as a genuine signal-carrier rather than a content machine.

Her argument on commercial responsibility is particularly pointed. She advocates for CS managers to own revenue - not as an add-on, but as a structural feature: "Owning revenue ensures customer voices are heard internally and the team receives proper credit." She's adamant that this doesn't compromise the trusted advisor relationship. When you only sell what genuinely serves the customer, the conversation about commercial value becomes straightforward.

The career development framework she espouses is equally clear-headed: three paths, not one. Individual contributor advancement, management tracks, and lateral moves into adjacent functions. She notes that leadership doesn't require a manager title - a point that matters more in CS than in most fields, where many of the most impactful professionals never manage a direct report.

"The overarching theme is to do more with less - but prioritization matters more than attempting everything simultaneously."
- Emily Garza

What Makes Her Different

The Method Behind the Milestones

🏗

The Blank-Page Specialist

She has built CS functions from zero at Fastly, Proton.ai, and Unit21 - not optimized existing ones. There's a different skill set for starting versus improving.

📐

Process as Competitive Advantage

Cutting onboarding from five months to two wasn't magic - it was documentation, bottleneck mapping, and reusable frameworks. Boring, repeatable, and highly effective.

💰

CS Owns Revenue

She champions the idea that CS teams must hold commercial accountability to earn strategic influence. Not a side gig for account managers - a structural choice.

🌐

Cross-Industry Radar

From telecom (AT&T) to CDN infrastructure (Fastly) to industrial distribution AI (Proton.ai) to fraud prevention (Unit21) - her pattern-matching runs across industries.

🎙

The Community She Built

ValueCSwithEmily is a proof-of-concept for her thesis: that CS professionals need structured community, not just individual mentorship or one-off conference talks.

🏃

The Endurance Mindset

She ran cross country and track at Villanova. There is something telling about a CS builder who chose a sport that punishes early sprinting and rewards consistent pace.

Fastly CS Growth Under Emily Garza - Scale of Impact

ARR at start
$60M
ARR at exit
$300M+
CS team at start
1 person
CS team at exit
30+ global
Net Promoter Score
60+

Customer Success at the Front Lines of Financial Crime

Unit21 is not a typical SaaS company. Its customers are compliance officers, fraud analysts, and risk teams at financial institutions who are under constant regulatory pressure. When the product doesn't work, the consequences aren't a churned subscription - they're regulatory violations, financial losses, and in some cases, criminal liability for the institution.

In that environment, customer success isn't a post-sale nicety. It's infrastructure. Garza's role is to make sure the 200+ institutions using Unit21's AI risk platform - from small fintechs to established banks - are not just onboarded, but actively equipped to fight fraud and meet compliance obligations. That means technical support, yes. But it also means change management, training, process redesign, and the kind of relationship-building that keeps customers from looking elsewhere when something goes wrong.

In early 2026, Unit21 relaunched as "the leader in AI Risk Infrastructure" - a significant repositioning that signals the company's direction. Fraud is an AI problem now. Detection models, anomaly scoring, alert triage - the competitive moat is increasingly algorithmic. For Garza's team, that means customers need to understand not just how to use the platform, but how to trust it. Helping fraud analysts and compliance teams believe in a model's outputs - that's a CS challenge as much as a product one.

"Value-focused conversations happen naturally when companies commit to only offering products that truly serve customer needs."
- Emily Garza, on the CSM-Sales partnership

From Telecom to Fintech

~2007

AT&T - Sales & Leadership

Over 12 years across sales, account management, and professional development. Learned how large organizations actually move - and where the levers are.

2019

Fastly - AVP, Customer Success

Built both Sales Enablement and CS from scratch. Scaled from $60M to $300M+ ARR. Grew the team from 1 to 30+ globally. Held 60+ NPS throughout.

2021

ValueCSwithEmily - Founded

Launched a CS education and community platform - podcasts, articles, conference appearances - to give the customer success profession a stronger voice.

2022

Proton.ai - VP, Customer Success

Named Vice President of Customer Success at the AI-powered distribution platform. Brought the same builder's approach to a new industry.

2022+

Unit21 - Head of Customer Engagement

Joined the fraud and AML risk infrastructure platform to lead all post-sale customer functions. Cut onboarding from 5 months to 2. Named Top 25 CS Influencer in 2023.

2026

Unit21 AI Risk Infrastructure Relaunch

Unit21 repositions as the leader in AI Risk Infrastructure. Garza's CS team supports the platform evolution as fraud detection becomes increasingly AI-native.

The Details That Don't Fit on a Resume

FACT 01 She ran cross country and track at Villanova University - a sport that trains you to start slower than you want to, so you can finish faster than anyone expects.
FACT 02 She's an avid fan of Villanova basketball and US Women's Soccer. Two team sports. Both known for tactics and conditioning over individual brilliance.
FACT 03 Outside of tech, she's passionate about real estate. When someone who thinks in customer journeys and revenue models turns to property, the analysis probably gets interesting.
FACT 04 Her top book recommendation is "Radical Candor" by Kim Scott - the former Google and Apple exec who argued that the most respectful thing you can do is tell people the truth, clearly.
FACT 05 Based in Napa, California - a place famous for taking the long view, reading conditions carefully, and producing results that compound over time. Fitting.

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