How to Best OPTIMIZE Your Customer Success Plan

In this insightful podcast episode, we dive into the world of customer success with our special guest, Sharon Zanandrais, the Manager of Customer Success Team at Take Blip, a renowned company with over 2000 employees.Sharon has accomplished remarkable feats, rapidly building her CSM team while achieving unparalleled customer satisfaction and an impressive NRR rate. The key to her success? A meticulously crafted CSM onboarding process!Join us as Sharon openly shares her innovative CSM onboarding framework and unveils the contributing factors behind her team's remarkable achievements. In this episode, you'll discover:The essential qualities of a successful CSM team: proactivity, predictability, problem-solving orientation, and a focus on customer data.The importance of allowing sufficient time for new CSMs to adjust during the onboarding process.Strategies for making impactful CSM hires, including the need for excellent communication skills and expertise in your product or technology.The significance of adaptability in a team leader, enabling them to stay competitive amidst industry changes.Tune in to gain valuable insights and practical tips from Sharon Zanandrais, and learn how to set your CSM team on the path to unprecedented success. Get ready to unlock the full potential of your customer success initiatives in this enlightening podcast episode!◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:🎥 Video: Proving the VALUE of Your CUSTOMER SUCCESS Team       https://bit.ly/3tIj4HF🎥 Video: 2021 HIGH PERFORMING Customer Success Teams      https://bit.ly/3Hzmsdz📑 Blog: 10 Traits of High Performing Customer Success Teams      https://bit.ly/3bk3VGt📑 Blog:Productivity Tips For Customer Success Teams – PART 1      https://bit.ly/3PSLwAi📑 Blog: Productivity Tips For Customer Success Teams – PART 2      https://bit.ly/3z42y8l⏬  Infographic: 10 Traits of Highly Performing Customer Success Teamshttps://bit.ly/48rZzFz⏬  Research results: High Performing Customer Success Teamshttps://bit.ly/3V2mXWG◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter

Hiring a first-time CSM might seem hard at first, but our special guest, Brian Hartley, made it simple by sharing his strategy for hiring Customer Success Managers with no previous industry experience. Most customer success leaders prioritize hiring experienced, high-performing CSMs. However, it has become increasingly difficult to find a Customer Success Manager in recent years. Because of this, hiring managers must be creative and are focused on hiring a first-time CSMs with no relevant experience. In hiring one, they look at coachability, emotional intelligence, attitude, and motivation, among other things. Over 30% of Brian Hartley’s team of CSMs were hired despite not having any previous experience. Fortunately, some of them turned out to his best CSMs.  Listen to the full recording to find out how to hire first-time CSMs. ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Blog: 3 Interview Tips for Hiring Customer Success Managershttps://bit.ly/3uSkSBP🎥 Video: Steps in Hiring the Right CSM (Customer Success Manager)https://bit.ly/4bZOIow🎥 Video: Hiring Hacks: How to better evaluate your candidates for a Customer Success Manager positionhttps://bit.ly/4bTMzLd🎥 Video: Getting a large Customer Success Budget approvedhttps://bit.ly/4bY2x71⏬ Infographic: Four Key CSM Role Profiles you want to hire for!https://bit.ly/4bUoxjc ⏬ Infographic: 2022 Global Customer Success Manager Salary Trendshttps://bit.ly/3SWYZJv⏬ Infographic:The 10 Skills of Highly Effective CSMshttps://bit.ly/4bWyWLe⏬ DOWNLOAD: Recommended CSM Recruiters Listhttps://bit.ly/3wDlwUn⏬ DOWNLOAD:  Guide to Customer Segmentation Strategies for Customer Success Teamshttps://bit.ly/42VgL4F◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter

The CSM role is critical for driving customer value. These leaders make the case that our old job description of the CSM no longer works. They outline a new version for the CSM role. Guests: Jay Nathan (CCO. Higher Logic), Ella Dillon (CCO, Conversica), and Sasha Anderson (Sr Dir CS, Procore).Watch this episode for free at catalyst.io/podcast.

In today's competitive market, many people are considering the next step in their current organization or are in search of a new role. They may also be considering entering the customer success profession as a career or wondering what their next steps will be in their customer success careers.Join Irit Eizips, CEO of CSM Practice, and Maranda Dziekonski of Swiftly, as they talk about CSM career development and ways to further improve the skills needed for a Customer Success Manager career track.In this video, you will learn:What skills to look for when hiring a Customer Success ManagerWhy having the right attitude mattersWhat the ideal CSM attitude isCareer Path Pros and consCareer Paths to considerListen to this podcast episode to get a full understanding of CSM Career Development Path.◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Blog: 3 Interview Tips for Hiring Customer Success Managershttps://bit.ly/3uSkSBP📑 Blog: Customer Success Career Developmenthttps://bit.ly/3OZzHcA⏬ Infographic: Four Key CSM Role Profiles you want to hire forhttps://bit.ly/3wBN4JE⏬ Infographic: The 10 Skills of Highly Effective CSMshttps://bit.ly/49UTUZe◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter