I’ve spent the bulk of my career in client-facing roles primarily on the sales side of B2B. But as I moved through different roles.As a result, I decided to pivot to the post-sale motion where you’re given the runway to work with clients with a long-term view. I made the switch and haven’t looked back!
When I joined the team at Nasdaq, I saw it as a unique opportunity to help,launch and scale a Customer Success team. There are 2 aspects of my role have been particularly satisfying:
High performing CSMs are experts in relationship management, critical thinking, leading discovery calls, and maintain a growth mindset.
Customer Success should be a company-wide mindset vs. the responsibility of a single team. This is why it’s critical to develop relationships across teams to ensure that activities and projects are aligned for the maximum benefit of our customers.
CS pros who leverage AI tools now are poised to succeed as Customer Success continues to evolve. By integrating AI into existing processes and workflows, CSMs can free up time to have more in-depth and strategic conversations with customers.
Learn as much as you can about the foundation and changing landscape of Customer Success by:
Reading books, listening to podcasts, attending events, and following thought leaders.
Join communities to exchange ideas with peers in your space.
Grow your network on LinkedIn to engage with peers.
Leaning into your network is the fastest and most reliable way to find your next role. So, I would recommend job seekers grow their network and engage with the CS community NOW.
Customer Success is nuanced and varies depending on your company and solution. This can make it difficult to establish clear swim lanes between departments. I decided to collaborate with internal partners to create customer journeys which brought clarity on who does what and established the rules for engagement across all teams.
There are many peers and thought leaders that I admire but the 3 most influential CS pros I’ve encountered.
I have a lot of favourite books but I’m currently re-reading “How Women Rise” and I would recommend this to all women in business. Their list of the 16 ways women self-sabotage and their suggestions on how to counteract these behaviors is life-changing. Pick this book up now if you want to learn how to get out of your own way as you grow your career!
I’m a big fan of travel and fitness so I often combine the two by visiting gorgeous beaches and going snorkelling, swimming, running, or biking in sunny locales.
Customer Success will continue to evolve so CS pros should maintain a growth mindset and roll with it. Even better, stay ahead of the changing environment by continuously upskilling yourself and sharing your knowledge with others who are on the same journey. Giving back is often the best way to learn!