2 Answers
14,751 Views
Stephen O'Keefe
Stephen O'Keefe
HubSpot Senior Director, Customer SuccessFebruary 22
I've found two KPIs to be difficult to commit to: 1. Customer Health. If you have a robust algorithm to measure customer health (influenced by a number of inputs ), it can be hard commit to a certain outcome. To frame this another way, I've often observed customer health scores as b......Read More
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4 Answers
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Georgia Glanville Harrison
Georgia Glanville Harrison
Braze VP Customer Success, EMEAJanuary 26
Technical Support response targets! We’ve all been there, and being the first Success Hire is super exciting. You get to wear many hats, get involved all the way through the customer lifecycle and be scrappy to get customers what they need. For us at the beginning, that meant taking on a lot of T......Read More
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2 Answers
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Brett Milstein
Brett Milstein
Narvar Director, Customer SuccessFebruary 8
In my experience there are a few characteristics/skillsets that the best CSMs I have hired all have in common: 1. Organizational skills - This is #1#1 for me. I have never seen a CSM who was not organized be successful. As a CSM requests are being thrown at you left and right, and you are bein......Read More
2102 Views
4 Answers
5,313 Views
Ben Terrill
Ben Terrill
Brex Senior Director, Customer SuccessJanuary 19
This is a tough one. I generally view these as “lite sales cycle” which it sounds like you do as well. If the account is large enough - a multi-level engagement strategy extending 1-2 management layers above your main champion would help. I would also ask why these champions are changing - is ......Read More
1798 Views
12 Answers
16,465 Views
Jessica Broderick
Jessica Broderick
Yext VP, Client Solutions Management, North AmericaApril 13
The best customer success candidates possess the following traits: * Relationship Building Skills. The ability to develop positive, trust-based relationships while adding value to the client and team. * Intellectual Capability & Curiosity. The desire to proactively seek out and learn a......Read More
971 Views
4 Answers
4,771 Views
Meenal Shukla
Meenal Shukla
Gainsight Senior Director of Customer SuccessJanuary 20
Growth opportunities abound for really effective and successful CSMs. *  Jungle GYM: We have seen and heard of Customer Success Managers moving into literally every department - Training, Marketing, Product, Analytics, Operations, Consulting, Professional Services, HR and more. (Check out......Read More
947 Views
3 Answers
1,745 Views
Amara Okoli
Amara Okoli
MURAL Director of Customer SuccessMarch 22
As CSMs we are expected to be trusted advisors to our customers.  We gain trust by helping our customers address their challenges and achieve their business objectives. We become advisors when we learn to anticipate questions or concerns and we guide our customers toward successful outcomes. To g......Read More
913 Views
3 Answers
1,721 Views
Conor Holmes
Conor Holmes
Confluent Director, Customer Success EMEAMay 19
This will depend on how fast the team is expanding. 1 to 3 people will need a different approach than 1 to 10+ Generally, you will want enough processes to quickly get a team member up to speed. Yet, if you are adding only one more in the near term, onboarding could be done via shadowing and clo......Read More
925 Views
4 Answers
2,721 Views
Manil Vasantha
Manil Vasantha
Freelance Information Technology ConsultantJanuary 18
Even fresh graduates come with some set of soft skills. A good communicator who worked in small groups on projects or even played on a team comes with valuable soft skills. Hard skills can be learned on the job and over time. Great question. However, it gives little room for new graduates. You e......Read More
1276 Views
3 Answers
2,777 Views
Natasha Evans
Natasha Evans
Hook Head of CustomerApril 26
Soft skills * Communication - (This is everything from how to communicate with an Executive, to how to deliver a training session, how to manage expectations with customers in the right way and get their buy-in to a Success Plan) * Organisation & prioritisation - More and more is expect......Read More
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