Nina Wilkinson

AMA: ScaleUp CS Partner, ScaleUp CS, Nina Wilkinson on Developing Your Customer Success Career

May 7 @ 10:00AM PT
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Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
It depends on stage. The KPIs change as the team matures.Early stage teams (under ~$10M ARR): anchor on GRR and LRR. You’re proving the product is sticky and that custome...
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501 Views
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Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
A few I keep coming back to:Vitally’s webinar series. Practical and tactical. Good for ICs who want frameworks they can use Monday.SuccessHacker. Strong programming overa...
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357 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
There are several paths and none of them require a CS background.I came in through account management that evolved into CS. I’ve hired plenty of folks from sales (SDR, jr...
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385 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Hard skills (must haves):Strong Excel and data fluency. Not “I can sort a column.” I mean comfortable building forecasting models, churn analysis, capacity plans. You wil...
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409 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
There isn’t one. That’s the honest answer.I’ve hired people into CS from sales, support, product, implementation, consulting, ops, and one excellent CSM who used to teach...
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389 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Three things in priority order:Ownership. If you’re crushing your current role, ask for more. Take on a piece of team reporting. Own the EBR template. Own onboarding for ...
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394 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Honestly, this hits harder for me as a CS leader than as a CSM.The thing that drains me most is constant change at the exec level. When leadership turns over every quarte...
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360 Views
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Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Increasingly, yes. With tools like Claude, ChatGPT, and Second Brain, you no longer need to code to build useful things, but you do need curiosity and a willingness to le...
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369 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Five tactical skills I look for:Discovery and listening. Most CSMs talk too much. The best ones ask better questions and follow the thread. If you can’t surface a custome...
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373 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Short answer: AI is replacing parts of the job. It is not replacing the job. The CSMs who get cut in 2026 are the ones whose work product looked like AI output already: c...
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378 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
This market is brutal and I don’t want to sugarcoat it. I’ve reviewed reqs with 600+ applicants for a single CSM seat. You have to be deliberate.What is actually working ...
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352 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Both paths are valid. They are not the same job, and a lot of people pick management because it sounds like the next step, then hate it. Don’t do that. Management isn't a...
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361 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
If your team isn’t there yet, it will be. The era of “CS is a cost center, sales owns the revenue” is mostly over at strong companies. The teams I’m building today own re...
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335 Views
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Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Depends on what you actually like doing. Here’s how I think about it:AM (account management): Right move if you love commercial conversations and relationship work but wa...
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375 Views
1 request
Nina Wilkinson
ScaleUp CS Partner | Formerly Apollo, Lob, Canary TechnologiesMay 7
Most PIPs are not recoverable. I know that’s hard to hear. The data inside companies is usually that 70-80% of PIPs end in exit. In 15+ years in leadership roles, I've do...
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392 Views
1 request