Get answers from customer success leaders
Stephen O'Keefe
HubSpot Senior Director, Customer Success • February 21
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 being a bit of a black box where it's hard to tie the actions you take to specific outcomes when there could be a number of variables outside of your control that influence the ultimate score. I much prefer to commit to lead measures that are directly within the control of the team. KPIs related to customer engagement are a good example of things that are more directly within the team's control. 2. Upgrade rate. Many CSM teams are measured on Net Revenue Retention. As part of this, your CSMs may be responsible for identifying growth opportunities within the install base of customers. I find it's effective to measure the team on how many growth opportunities the team identifies but not the close rate or upgrade rate, especially if the Sales or Account Management team owns the closing motion.
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John Brunkard
Sitecore Vice President of Customer Success APJ | Formerly Red Hat, Symantec, Blue Coat, Intel, Dell, Dialogic • April 21
There are many possible paths for a Customer Success Manager. Some examples are; Individual Contributor (IC) Path * Associate Customer Success Manager => * Customer Success Manager => * Senior Customer Success Manager (Enterprise Accounts) => * Principal Customer Success Manager (Large Strategic Accounts) => * Senior Principal CSM or CSM Director As a CSM progressing through the IC path, the more senior you become the larger and more strategic the accounts that you are assigned to. People Manager / Leadership Path * Senior CSM => * Team Lead, Customer Success * Manager, Customer Success * Senior Manager, Customer Success * Director, Customer Success Some Possible Career Paths Outside of Customer Success * Account Executive * Product Management / Product Marketing * Business Development * Renewals Manager * Technical Path: Technical Account Manager, Solution Consulting
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Christine Vienna Knific
mParticle Senior Director, Customer Success - North America • January 17
Question: What does customer success mean to you? What is it, what is it not? Why it's good: It's open-ended, and gives the candidate a big opportunity to talk about CS as a field, the success of a customer on an individual basis, and more. Example of a great answer: "To me, Customer Success is the driving of client business outcomes by providing value through our product and services." From there, the best candidates talk about being able to do this at scale (do more with less!), using technology and data to drive results, and give examples of how they actually prove ROI to customers.
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Brett Milstein
Narvar Director, Customer Success • February 7
Here are a few mistakes I see most often: 1. Not doing their research on the company/role they are interviewing for. It is surprising how many interviews I have participated in where the candidate had clearly not reviewed our company's product offering or job description. One of the keys to interviewing is to showcase why you are the best fit for the role. The best way to do this is to fully understand what the company does and what they are looking for, and to articulate how you meet those needs. 2. Not asking enough and/or not asking the right questions. I tell candidates all the time it is just as important that we interview them, as it is they interview me (the hiring manager) and our company. Accepting a role at a huge company is a huge commitment, and as a candidate, you want to make sure you know exactly what the role is, the expectations and what you are walking into. 3. Talking for too long and over-explaining. While I want to make sure a candidate has sufficient time to answer questions, it becomes concerning if they tend to ramble on for a long period and have trouble directly answering the question. When I am interviewing a candidate I am always picturing myself as one of our customers and what the zoom experience would be like for our customer, if we hired this candidate. Our customers are looking for CSMs who can provide clear and concise answers to their questions and candidates must showcase that skill during the interview process.
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Georgia Glanville Harrison
Braze VP Customer Success, EMEA • January 26
Unlike a lot of Customer Success departments, we’ve chosen to align our team to customer KPIs rather than commercial/upsell targets. As such, we have less overlap in goals between CS and Sales. Of course, we’re both targeting Gross Renewal Rate and ensuring we maintain the customer base, but we don’t extend that to upsell targets in the same way as commission-based CS teams. Currently, we’re focused on exploring how we can share “time spent” efficiency and reach KPIs to help keep us accountable for spending as much face time with our customers, tech, and agency partners as we can over the course of many key city hubs whilst being mindful of the cost of trips.
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Manil Vasantha
Information Technology Consultant • January 17
For recent graduates who are interested in entering the field of customer success, there are a few critical pieces of advice to keep in mind: • Gaining relevant experience: Look for opportunities to gain experience in customer-facing roles, such as internships or entry-level positions in customer service or support. This will help you develop the skills and knowledge necessary to succeed in a customer role. Or you could also apply to more junior roles, such as success associate, and learn on the job. • Develop your soft skills: Strong communication, problem-solving, and customer service skills - some of this can be obtained by shadowing senior Success folks, Support folks. • Build your industry knowledge - Understand the industry’s products, services, and customers. Talk to Product Management, Product Marketing. • Gaining technical skills: Acquire technical skills (if required) such as product knowledge, data analysis, and project management. • Be open to learning and be persistent. This is the hard part. Don’t give up! Overall, it's essential to be proactive in seeking opportunities to gain experience, develop relevant skills, and network with professionals in the field. You can do it!
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Caoimhe Carlos
Udemy Vice President Global Customer Success • February 13
The future for customer success is incredibly bright! The role of CS is becoming increasingly important both for organisations and for customers. Customer retention and loyalty are the lifeblood of healthy organisations and CS directly drives these outcomes through making sure customers derive value from their investment. Exceptional customer success can act as a core differentiator in market and by investing in CS, organisations can realise benefits not only in terms of retention and engagement but also in terms of expansion and net new customer sales as superior service can be a compelling reason to buy. For the organisation this means CS is pivotal to both revenue growth and customer experience. On the customer side customer success often acts as they key conduit for customer feedback and insight, this data informs product development decisions, continuous improvement investments and improves the organisations ability to anticipate customer needs. Customer success can also be powerful partners in terms of sharing industry best practice, connecting customers with one another and ensuring the customer achieves their outcomes and can demonstrate ROI fro their investment. The advancements in AI should also free up time for CSMs to add additional value to their customers through automation and efficiency gains in administrative tasks.
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Jessica Broderick
Asana Head of Vertical Solutions Engineering • April 12
The most important aspect of communicating customer success activities to the company is identifying what each department cares about. The update provided to a Sales team looks very different than what would be delivered to a Product team. This ensures the updates have value to the people consuming them. Once you've determined what each department cares about, you then decide on the method of delivery. I prefer to provide updates in a meeting forum to allow for discussion and better understanding. Many other teams may opt for an email or newsletter that goes out on a specific cadence. A lot of this depends on the size of the company and the importance of the updates. Lastly, don't forget to ask for feedback! If something isn't working or could be better, make sure to iterate.
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Conor Holmes
Confluent Director, Customer Success EMEA • February 23
Every company is on some form of journey. Whether you are at an early-stage start-up or have been around for decades, your team needs to understand how what they do daily relates to the journey the company is on and how their daily interactions contribute to the company's goals. For me retaining good talent is ensuring that you have a team that has signed up to go on that journey with you. I operate from a position of transparency, which builds trust. If your team trusts that you are lobbying for their professional growth trajectory and aligning with the company's (and hopefully the customer's) goals. In that case, they are more likely to stay for a relatively substantial period. I'm a huge proponent of helping team members get promoted and grow their careers, and this should be a frequent conversation individually with each team member.
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Amara Okoli
MURAL Director of Customer Success • March 22
Here are a few tried and true ways to gain greater exposure to the C-Suite: 1. Get curious about the space, not just the product, and build your knowledge base. 2. Ask to shadow meetings with other CSMs, AEs, and other teammates who are closer to the C-Suite already 3. Attend all hands/conferences/tradeshows/webinars where the C-Suite is speaking so you learn about their priorities and personality. 4. Ask thoughtful questions at the appropriate opportunities and volunteer for initiatives where your skills might shine 5. Find mentors within the organization who are close to the C-Suite and offer to help them with projects Over time, the additional information and experiences you gain will help you differentiate yourself and widen your circle of influence
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