How do we work with our Exec team to help narrow down what we focus on?
Customer success managers often get pulled in several directions and everything feels urgent.
4 Answers
Jellyfish Senior Vice President, Customer Success • 2y
Great question! I've fallen in this trap so I'm speaking from experience here. You need to lead the conversation here and find the right answer, and don't just take ord...
719 Views
Adobe Head of Customer Success (Asia) | Formerly Sitecore, Red Hat, Symantec, Blue Coat, Intel, Dell, Dialogic • 8mo
Here’s a concise approach:Clarify Strategic Goals:Meet with execs to confirm top company/customer objectives (e.g., 5% churn reduction, 10% upsell growth).Map CSM tasks t...
394 Views
Payscale Vice President - Customer Success & Implementation • 3y
To understand what initiatives are critical to focus on within your business, you need to take a data-driven approach. A quick strategy would be to understand the financi...
1838 Views
Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 2y
Customer Success Managers (CSMs) indeed often find themselves pulled in multiple directions with everything feeling urgent. It’s important to work with the executive team...
496 Views