Lana Castle in

Lana Castle

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Director, Referral & CRM Solution Sales at Promptly
📍 Minneapolis, Minnesota, United States

Lana Castle is a customer success leader with over 15 years of experience specializing in the digital health and SaaS industries. She focuses on the entire post-sale lifecycle, from onboarding to retention and upsells. She holds a BA from the University of the Pacific.

Her work in customer success and growth at the health tech startup MDbackline, LLC directly contributed to the company’s successful acquisition by Alcon.

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Experience
14 Years
Current Role
Director, Referral & CRM Solution Sales
Job Level
Mid-senior
Location
Minneapolis, Minnesota, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lana cares about

Customer Success Strategy
With over 15 years of experience, she has built customer success functions from the ground up, focusing on client retention and growth.
Digital Health Adoption
Specializes in guiding healthcare clients through workflow optimization and driving the adoption of new digital technology solutions after initial training.
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Career

Work history

12-2025
Director, Referral & CRM Solution Sales
Promptly
7-2025
Customer Success Manager
Open to Work
5-2022 - 7-2025
Digital Customer Success Specialist
Alcon
3-2018 - 5-2022
Client Success Manager
MDbackline, LLC
6-2011 - 3-2018
Account Manager/Client Advocate
Sophrona Solutions
In the press

Media appearances

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Education
BA
University of the Pacific
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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