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You're the new customer success manager for a B2B SaaS company that has 40 people and is starting to scale. What should you aim to do in your first month and your first quarter?

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  1. Meenal Shukla
    Meenal Shukla

    Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 3y

    I am assuming that given the size of the company, this question may be for the first hire in CS. First Month: Understand the company's product and services thoroughly. Familiarize yourself with the CS team processes. If there are no established processes (and you are a team of 1), ensure that you establish a risk escalation and management with clear lines of escalation to the product, support and services team.  Familiarize yourself with the customer data, including customer profiles, purchase h ...Read More

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