CSM Practice: Detailed Company Information & Corporate Profile
Summary
CSM Practice, established in 2014 and headquartered in Cupertino, CA, specializes in customer‑centric solutions for SaaS businesses. The boutique consultancy offers a full spectrum of services including Customer Success Management, Operations, and Engagement, as well as Journey Mapping and Survey design to drive retention and value realization.
Operating independently with a team of 10–50 professionals, CSM Practice’s revenue sits within the $1‑$10 million range. Its leadership team—Daniel Oberes (Customer Success Technology Advisor), Kelly Dafni (Customer Success Consultant), Emilia DAnzica (Strategic Advisor), Kim Williams (Senior Consultant) and Ronila Junsan (Executive Assistant)—brings deep expertise in aligning technology, strategy and execution to maximize customer outcomes.
| CSM Practice Website | csmpractice.com |
| Phone Number | 408-663-6267 |
| Industries | |
| CSM Practice Headquarters Address | Cupertino, CA, US |
| Company Size | 10-50 employees |
| Specialities & Services | Customer Success, SaaS, Management Consulting, Customer Retention, Customer Engagement, Customer Journey Mapping, Customer Success Management, Customer Success Operations, Customer Surveys |
| Technologies | Apache, Flask, PHP, Laravel |
| Founded | 2014 |
| Estimated Annual Revenue | $1 - 10M |
| Operating Status | Independent Company |
| Updated: | 2026-10-27 |
Estimated Website Traffic
The chart shows a decline in traffic to the csmpractice.com website. In September, traffic decreased to 348, compared to 612 in the previous month. The highest traffic in 2026 was recorded in March, reaching 1961 visits.
Workforce Turnover
Length of Employment
CSM Practice's workforce includes employees across a wide range of tenure levels.
33% have been with the company for 1 to 2 years67% have been with the company for 5 to 7 years
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CSM Practice Corporate Information: FAQ
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