AMA: Yext VP, Client Solutions Management, North America, Jessica Broderick on Scaling a Customer Success Team

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 about the unfamiliar or unknown. Communication Skills. The ability to express themselves clearly and engage others verbally and in writing; can determine the effective means and frequency of communication to keep al ...Read More

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 understandin ...Read More

The first step to knowing if a client is at risk of churning is to identify the potential warning signs: Lack of Engagement Client Turnover Service/Support Issues Economic Climate Poor Performance Low CSAT/NPS Scores Once you understand what to look for you can better assess risk within any given account and create an action plan to get things back on track. I've found the most impactful element to avoiding churn from the onset is to create strong executive relationships with clients. This allow ...Read More