Jessica Haas

Scenario-based questions are my favorite but I especially like this one as it breaks the ice and allows the candidate to show their personality & you can have fun with the scenarios. Three emails hit your inbox, which do you answer first, second, and last and why? No wrong answers here! 1. You ordered lunch and the delivery person is running an hour behind and asks if you still want your order. (symbolizes a higher-value downgrade scenario) 2. Your friend wants to reschedule your plans for the evening and is asking for a confirmation (symbolizes a mid-value cancellation scenario) 3. You were given an Amazon gift card that needs to be claimed (symbolizes a lower-value upgrade scenario)

The two areas I would recommend are 1) Sharpening your Sales skills and 2) Adopting some Product Manager mindsets. When working with customers and the further upmarket you go, the more enriched these conversations need to be and the immediate areas for many customers are to understand their contracts, how they can scale with your product, value alignment, and ROI. Supplementing this, customers want to know how your product will be evolving and how their feedback can influence the roadmap. Being able to cut right to the value of a product, requirements, outcomes, and how those align with the customer's values will set your customer and Product teams up for mutual success!

You're going to want a well-rounded set of knowledge and tools to set you up for success in Success. These include the practice of Customer Success, business metrics, core components of Customer Success, and supplementary industry knowledge. Below are some of my favorites that I've treasured over the years: Community Seekers - Success Coaching If you want to network and learn alongside others, Success Coaching is an excellent place to start in your CS career or level up as you grow. https://successcoaching.co/ For the DIY’er - The Gainsight Blogs & CSM Certifications This content speaks all the love languages of Customer Success professionals and every post is relevant and insightful. https://www.gainsight.com/blog/ A MUST-have for all CSMs - Value-first Onboarding, the Product Adoption Academy Onboarding is crucial for the success of all customers and there is a refined art to crafting & measuring this experience for CSMs. Don’t skimp on this topic! https://academy.appcues.com/courses/value-first-onboarding CS & Business Metrics - Crash Course in Customer Success and SaaS Metrics Hands down, the main questions I hear from new CSMs are around business metrics. Dave Kellog is the LeBron James of SaaS metrics and will explain everything you need to know. Excellent video, grab a notebook! https://www.youtube.com/watch?v=U8hKPfH1q88 Separate yourself from the pack - Jeanne Bliss Understanding business metrics and a product will get you far but what separates you from others is heart and no one on earth does this better than Jeanne Bliss. She has worked with the best customer-first companies and never lets you forget why we’re here…humanity in business. https://www.customerbliss.com/ Staying on top of industry changes - Dave Kellog & Tomasz Tunguz Being aware of what’s happening in Tech will be a massive advantage for you. There are so many great blogs and resources to help you stay on top of what’s happening in the tech world so find what speaks to you! What speaks to me are the Dave Kellog & Tomasz Tunguz blogs...I swear, they're fortunetellers. Dave Kellog - https://kellblog.com/ Tomasz Tunguz - https://tomtunguz.com/

There are so many but below are the top-5 I've used and subscribed to for years. These skills are must-haves for the best of the best CSMs but apply to any role in the CX space: 1. Ownership. They feel ownership of the customer & product and treat their domain as their own business. They follow through on commitments with the agility to change priorities when circumstances change. 2. Assertion. They regularly train and lead customers to an outcome and do so with empathy, not aggression. 3. Emotional inteligence. They read the room. Beyond small talk and finding common ground, they align their messages with identified needs and wants and build the right relationship. 4. Perception. They filter product and operational changes using perceptive skills to recognize how the changes will affect the customer. 5. Social soldiers. They have strong social fortitude and actually like working with people. They have a positive outlook and authentic concern for others.

These are the top-5 characteristics I look for and interview around! I've also found these traits to be useful and necessary for any CX role, giving your team member optionality if they want to pivot their career down the road: 1. They’re owners. They feel ownership of the customer & product and treat their domain as their own business. They follow through on commitments with the agility to change priorities when circumstances change. 2. They’re assertive. They regularly train and lead customers to an outcome and do so with empathy, not aggression. 3. They’re emotionally intelligent. They read the room. Beyond small talk and finding common ground, they align their messages with identified needs and wants and build the right relationship. 4. They’re perceptive. They filter product and operational changes using perceptive skills to recognize how the changes will affect the customer. 5. They have social stamina. They have strong social fortitude and actually like working with people. They have a positive outlook and authentic concern for others.