Blogs
Three Emerging Career Paths for Customer Success Managers
As economic shifts reshape the SaaS landscape, the role of the Customer Success Manager (CSM) is evolving with emerging career paths. Once focused solely on customer retention and satisfaction, CSMs are now stepping into new, specialized roles that reflect the growing...
How to Create Effective Customer Success Plans as a Customer Success Manager
Customer success plans are not nice-to-haves, they’re a necessary tool for Customer Success Managers who want to retain and grow their client accounts. But what exactly is a customer success plan, why is it essential, and how can it be implemented effectively? Let’s...
How Customer Success Managers Can Leverage AI to Excel In Their Role
Imagine having a virtual assistant that not only handles your repetitive tasks but also predicts customer churn, crafts personalized engagement strategies, and provides actionable insights at the click of a button. Sounds like a dream, right? For today’s Customer...
10 Common Misconceptions About Customer Success Managers That Will Make you Facepalm
I've come across a lot of misconceptions about the Customer Success Manager role so I thought I’d call them out to dispel these myths once and for all. While this is not a comprehensive list, I’m sharing a few themes that I’ve heard as the most common over the years....
24 Ways to Promote your Online Brand on LinkedIn as a Customer Success Manager
As a Customer Success Manager, it's important to have a strong LinkedIn profile and develop your online brand, especially if you're looking for your next role. While this is not an exhaustive list, we're going to discuss 24 ways to bring your brand to life using...
Which is the Best Customer Success Certification For You?
There are many certifications to choose from when looking to break into the CSM role or even advance your skills, but which Customer Success Manager certification is the best one for you? We'll take a look at various options and compare the details of each program...
From Sales Pro to CSM: How Tony Found his Calling as a Customer Success Manager
Name: Tony Reyes Role: CSM II Company: DealerOn Hybrid or Remote: Remote Location: Houston, TX LinkedIn Tasneem: I met up virtually with Tony to learn about his journey and how he found his calling as a CSM. Let's dive in and learn more! Q: Tell us about your...
Top Customer Success Manager Interview Questions with Answers
When going into a Customer Success Manager interview process, you want to be well prepared by understanding common interview questions that candidates get asked and how to approach the answers to top questions. Interviews are never easy, but by doing your homework,...
How to Prepare a Successful Quarterly Business Review
They may sound intimidating, but Quarterly Business Reviews (QBRs) are a powerful tool used on Customer Success teams to help you engage your clients. If executed successfully, they will leave a lasting impression on your clients and help you strengthen the...
A Glimpse into AI Innovation at San Francisco’s Networking Event with Founders
Did you know that 44% of our labor force will be affected by AI in the future? Well, that’s what early stage AI founders are betting on. I had a chance to attend a Learn and Network event hosted by Wing Venture Capital in San Francisco where I got an opportunity to...
Customer Success Manager vs Account Manager Breakdown
If you're interested in working in a client-facing role, you may have come across the titles "Customer Success Manager" and "Account Manager" within a customer success team in the tech sector. While the two roles may seem similar at first glance, there are key...
What are Top Customer Success KPIs?
If you're running a business, department or managing a book of clients, how do you know if you're doing a good job? That's where customer success Key Performance Indicators (KPIs) come in. By tracking these metrics, you can get a better understanding of how well...
How to Write the Best Customer Success Manager Resume
If you're looking for a job as a Customer Success Manager, you know that having the best resume is the first step to landing an interview. Your resume needs to showcase your skills and achievements in a way that makes you stand out from other candidates. In this...
Customer Success Manager: Best Remote Job in 2023
Looking for a remote job as a Customer Success Manager? There are plenty of opportunities available across various industries as the CSM role continues to experience rapid growth. As a Customer Success Manager, you are the voice of the customer and will be responsible...
Confessions of a Consultant-Turned-Customer Success Manager: What It’s Really Like to Switch
Name: Omar Garada Role: Strategic Customer Success Manager Company: Samsara Hybrid or Remote: Fully remote Location: Washington, DC LinkedIn Profile Tasneem: I had the opportunity to chat with Omar and get to learn more about his career journey from Consultant to CSM....
5 Things I Wish I Knew About Business Reviews as a Customer Success Manager
1. You and the client decide the cadence. It's called a Quarterly Business Review, but this can be misleading. The cadence for the BR is solely up to you and the customer to decide. Now, for most companies, quarterly tends to be the most effective, but depending on...
Customer Success Manager Career Path and Progression: A Comprehensive Guide
Are you interested in a career path that combines customer service and business strategy? If so, we'll explore how the Customer Success Manager (CSM) role might be a great career path for you. As a CSM, you will be responsible for ensuring that your company's...
12 Things I Wish I Knew Before Becoming a Customer Success Manager
Reflecting back on my journey as a Customer Success Manager, I realize just how much I didn't know. You'll never stop learning in this role or any role for that matter and continuous learning should always be the goal. I wanted to share valuable lessons I've learned...
What is a Customer Success Manager’s Job Description?
A Customer Success Manager is a vital role in the subscription economy, responsible for bringing in recurring monthly or annual revenue from clients and ensuring the long-term success of clients on the platform. If you're interested in a career that allows you to work...
How to Harness the Power of Storytelling as a Customer Success Manager
As a Customer Success Manager, I use my personal experiences to tell a story - in fact I use it in all of my blog posts. Storytelling doesn’t just have to be for famous celebrities or politicians. I’ll share how you can harness the power of storytelling to be a better...
9 Experts Share Top Tips for Customer Success Managers: How to be a CSM All-Star
Over the past few weeks, I reached out to my peers and asked, what advice has helped you in your career as a Customer Success Manager? I thought I would get very similar responses, but to my surprise, every thought leader had a unique piece of advice that helped them...
Techniques to Ace the Customer Success Manager Job Interview
Job interviews are nerve-racking, not just for Customer Success Managers, but for any role! But what if you learned some tricks to help you navigate the interview process like a pro? Well, I'm going to do exactly that. I'll help you channel some simple, but powerful...
CSM Spotlight: Learn how Brittany made the leap from Product Maven to Customer Success Manager
Name: Brittany Milbourne Company: Clockwise Role: Customer Success Manager Location: Dallas, TX Remote or Hybrid: Fully Remote LinkedIn Profile Question: Tell us a little about your background and experience. Brittany: I obtained my Bachelor’s degree in Marketing, and...
Cialdini’s Principles: How to build strong communication skills as a Customer Success Manager
At the heart of a Customer Success Manager’s role is communicating effectively with all parties, customers and colleagues alike. How do you build strong communication skills and win over your customers? Instead of making assumptions, let’s look at the science and...
Mentorship for Customer Success Managers: What Is It Good For?
For Customer Success Managers or for any field for that matter, mentors are very powerful. When you look back and say, ‘I wish I knew back then what I know now,’ I definitely would put mentorship in this bucket. While I personally did not have a mentor, I wish I had...
Work Smarter: How to Use AI as a Customer Success Manager
At first, I was hesitant to welcome AI into my life, but after being exposed to all the cool things that I can use AI for as a Customer Success Manager, I didn't want to get left behind! Is it going to take over my job? I’m not too worried. Although the bigger...
Day in the Life of a Customer Success Manager with Olivier
Name: Olivier Fiaty-Amenouvor Company: Camunda, inc Role: Senior Customer Success Manager, Strategic Accounts # of years as a CSM: Unofficially 15 years, officially 7 years Location: Fully Remote (San Diego, CA) LinkedIn: Profile Tasneem: We sat down virtually with...
Active Listening Techniques for Customer Success Managers – Sorry What Did You Say?
Today, there are a multitude of distractions I face as a Customer Success Manager. As I prepare for a meeting, I have to remind myself to silence Slack, Gmail, my phone and all the tools and gadgets that keep our daily lives running. And this list doesn’t even include...
2 Hard Skills to Make a Competitive Candidate for a Customer Success Manager Role
There are many skills that a great Customer Success Manager possesses, but I want to highlight two hard skills to make you a competitive candidate. I want to preface that these skills are not required as a CSM. But are they going to make you stand out on an...
What is a Quarterly Business Review for Customer Success Managers?
We often hear Customer Success Managers talk about a Quarterly Business Review (QBR) or Executive Business Review (EBR), but what exactly does that entail? A Business Review is a strategic recurring meeting used to share valuable insights on the partnership with...
How does a Customer Success Manager work with other teams?
What is cross functional collaboration? As a Customer Success Manager, your goal is to be the main point of contact and resource for your client. Oftentimes, you will not have the answer and will need to work with many different roles and departments to ensure your...
Customer Support v.s. Customer Success
It's often easy to mix up Customer Support with Customer Success. A Customer Support or customer service role is reactive. When a customer calls in with an issue, the goal of the representative is to resolve the issue quickly and accurately to the customer’s...
Customer Success Manager Resume Prep: Know Before you Apply
In our previous blog, we discussed where to search for a Customer Success Manager role, but what happens when you find a great fit? If your resume is not in good shape, you will be wasting your time applying to Customer Success Manager roles. Let’s review some tips to...
How to search for your next Customer Success Manager job
Customer Success Manager roles come in all shapes and sizes so it’s important to search for a job within a company that caters to your strengths. Sometimes, some of the best roles are not even posted online. I’ll share some tips on where and how you can navigate your...
6 Must Have Skills for a Great Customer Success Manager
Passion In order to be a great Customer Success Manager, one of the most important skills is to be passionate about helping people. In customer service, having that passion for putting the customer first will always shine through and have a tremendous effect on your...
Unlock Your Potential: Why Not Start Now?
How to unlock the power of self-care and self-growth.
The Evolution of the Modern Consumer
What kind of customer are you? Let’s explore the impact of our purchasing habits.
How to Embrace Feedback as a Customer Success Manager
Don’t know how to handle feedback? Here are some effective ways to embrace client feedback as a CSM.
How Customer Success Managers Can Leverage AI to Excel In Their Role
Imagine having a virtual assistant that not only handles your repetitive tasks but also predicts customer churn, crafts personalized engagement strategies, and provides actionable insights at the click of a button. Sounds like a dream, right? For today’s Customer...
Work Smarter: How to Use AI as a Customer Success Manager
At first, I was hesitant to welcome AI into my life, but after being exposed to all the cool things that I can use AI for as a Customer Success Manager, I didn't want to get left behind! Is it going to take over my job? I’m not too worried. Although the bigger...
24 Ways to Promote your Online Brand on LinkedIn as a Customer Success Manager
As a Customer Success Manager, it's important to have a strong LinkedIn profile and develop your online brand, especially if you're looking for your next role. While this is not an exhaustive list, we're going to discuss 24 ways to bring your brand to life using...
How to Write the Best Customer Success Manager Resume
If you're looking for a job as a Customer Success Manager, you know that having the best resume is the first step to landing an interview. Your resume needs to showcase your skills and achievements in a way that makes you stand out from other candidates. In this...
12 Things I Wish I Knew Before Becoming a Customer Success Manager
Reflecting back on my journey as a Customer Success Manager, I realize just how much I didn't know. You'll never stop learning in this role or any role for that matter and continuous learning should always be the goal. I wanted to share valuable lessons I've learned...
Techniques to Ace the Customer Success Manager Job Interview
Job interviews are nerve-racking, not just for Customer Success Managers, but for any role! But what if you learned some tricks to help you navigate the interview process like a pro? Well, I'm going to do exactly that. I'll help you channel some simple, but powerful...
Cialdini’s Principles: How to build strong communication skills as a Customer Success Manager
At the heart of a Customer Success Manager’s role is communicating effectively with all parties, customers and colleagues alike. How do you build strong communication skills and win over your customers? Instead of making assumptions, let’s look at the science and...
Mentorship for Customer Success Managers: What Is It Good For?
For Customer Success Managers or for any field for that matter, mentors are very powerful. When you look back and say, ‘I wish I knew back then what I know now,’ I definitely would put mentorship in this bucket. While I personally did not have a mentor, I wish I had...
Active Listening Techniques for Customer Success Managers – Sorry What Did You Say?
Today, there are a multitude of distractions I face as a Customer Success Manager. As I prepare for a meeting, I have to remind myself to silence Slack, Gmail, my phone and all the tools and gadgets that keep our daily lives running. And this list doesn’t even include...
What is a Quarterly Business Review for Customer Success Managers?
We often hear Customer Success Managers talk about a Quarterly Business Review (QBR) or Executive Business Review (EBR), but what exactly does that entail? A Business Review is a strategic recurring meeting used to share valuable insights on the partnership with...
Customer Success Manager Resume Prep: Know Before you Apply
In our previous blog, we discussed where to search for a Customer Success Manager role, but what happens when you find a great fit? If your resume is not in good shape, you will be wasting your time applying to Customer Success Manager roles. Let’s review some tips to...
How to Prepare a Successful Quarterly Business Review
They may sound intimidating, but Quarterly Business Reviews (QBRs) are a powerful tool used on Customer Success teams to help you engage your clients. If executed successfully, they will leave a lasting impression on your clients and help you strengthen the...
Unlock Your Potential: Why Not Start Now?
How to unlock the power of self-care and self-growth.
The Evolution of the Modern Consumer
What kind of customer are you? Let’s explore the impact of our purchasing habits.
How to Embrace Feedback as a Customer Success Manager
Don’t know how to handle feedback? Here are some effective ways to embrace client feedback as a CSM.
Three Emerging Career Paths for Customer Success Managers
As economic shifts reshape the SaaS landscape, the role of the Customer Success Manager (CSM) is evolving with emerging career paths. Once focused solely on customer retention and satisfaction, CSMs are now stepping into new, specialized roles that reflect the growing...
Customer Success Manager Career Path and Progression: A Comprehensive Guide
Are you interested in a career path that combines customer service and business strategy? If so, we'll explore how the Customer Success Manager (CSM) role might be a great career path for you. As a CSM, you will be responsible for ensuring that your company's...
How does a Customer Success Manager work with other teams?
What is cross functional collaboration? As a Customer Success Manager, your goal is to be the main point of contact and resource for your client. Oftentimes, you will not have the answer and will need to work with many different roles and departments to ensure your...
Customer Support v.s. Customer Success
It's often easy to mix up Customer Support with Customer Success. A Customer Support or customer service role is reactive. When a customer calls in with an issue, the goal of the representative is to resolve the issue quickly and accurately to the customer’s...
How to Create Effective Customer Success Plans as a Customer Success Manager
Customer success plans are not nice-to-haves, they’re a necessary tool for Customer Success Managers who want to retain and grow their client accounts. But what exactly is a customer success plan, why is it essential, and how can it be implemented effectively? Let’s...
10 Common Misconceptions About Customer Success Managers That Will Make you Facepalm
I've come across a lot of misconceptions about the Customer Success Manager role so I thought I’d call them out to dispel these myths once and for all. While this is not a comprehensive list, I’m sharing a few themes that I’ve heard as the most common over the years....
Which is the Best Customer Success Certification For You?
There are many certifications to choose from when looking to break into the CSM role or even advance your skills, but which Customer Success Manager certification is the best one for you? We'll take a look at various options and compare the details of each program...
Customer Success Manager vs Account Manager Breakdown
If you're interested in working in a client-facing role, you may have come across the titles "Customer Success Manager" and "Account Manager" within a customer success team in the tech sector. While the two roles may seem similar at first glance, there are key...
5 Things I Wish I Knew About Business Reviews as a Customer Success Manager
1. You and the client decide the cadence. It's called a Quarterly Business Review, but this can be misleading. The cadence for the BR is solely up to you and the customer to decide. Now, for most companies, quarterly tends to be the most effective, but depending on...
12 Things I Wish I Knew Before Becoming a Customer Success Manager
Reflecting back on my journey as a Customer Success Manager, I realize just how much I didn't know. You'll never stop learning in this role or any role for that matter and continuous learning should always be the goal. I wanted to share valuable lessons I've learned...
What is a Customer Success Manager’s Job Description?
A Customer Success Manager is a vital role in the subscription economy, responsible for bringing in recurring monthly or annual revenue from clients and ensuring the long-term success of clients on the platform. If you're interested in a career that allows you to work...
How to Harness the Power of Storytelling as a Customer Success Manager
As a Customer Success Manager, I use my personal experiences to tell a story - in fact I use it in all of my blog posts. Storytelling doesn’t just have to be for famous celebrities or politicians. I’ll share how you can harness the power of storytelling to be a better...
2 Hard Skills to Make a Competitive Candidate for a Customer Success Manager Role
There are many skills that a great Customer Success Manager possesses, but I want to highlight two hard skills to make you a competitive candidate. I want to preface that these skills are not required as a CSM. But are they going to make you stand out on an...
6 Must Have Skills for a Great Customer Success Manager
Passion In order to be a great Customer Success Manager, one of the most important skills is to be passionate about helping people. In customer service, having that passion for putting the customer first will always shine through and have a tremendous effect on your...
What are Top Customer Success KPIs?
If you're running a business, department or managing a book of clients, how do you know if you're doing a good job? That's where customer success Key Performance Indicators (KPIs) come in. By tracking these metrics, you can get a better understanding of how well...
A Glimpse into AI Innovation at San Francisco’s Networking Event with Founders
Did you know that 44% of our labor force will be affected by AI in the future? Well, that’s what early stage AI founders are betting on. I had a chance to attend a Learn and Network event hosted by Wing Venture Capital in San Francisco where I got an opportunity to...
From Sales Pro to CSM: How Tony Found his Calling as a Customer Success Manager
Name: Tony Reyes Role: CSM II Company: DealerOn Hybrid or Remote: Remote Location: Houston, TX LinkedIn Tasneem: I met up virtually with Tony to learn about his journey and how he found his calling as a CSM. Let's dive in and learn more! Q: Tell us about your...
Top Customer Success Manager Interview Questions with Answers
When going into a Customer Success Manager interview process, you want to be well prepared by understanding common interview questions that candidates get asked and how to approach the answers to top questions. Interviews are never easy, but by doing your homework,...
Confessions of a Consultant-Turned-Customer Success Manager: What It’s Really Like to Switch
Name: Omar Garada Role: Strategic Customer Success Manager Company: Samsara Hybrid or Remote: Fully remote Location: Washington, DC LinkedIn Profile Tasneem: I had the opportunity to chat with Omar and get to learn more about his career journey from Consultant to CSM....
9 Experts Share Top Tips for Customer Success Managers: How to be a CSM All-Star
Over the past few weeks, I reached out to my peers and asked, what advice has helped you in your career as a Customer Success Manager? I thought I would get very similar responses, but to my surprise, every thought leader had a unique piece of advice that helped them...
Techniques to Ace the Customer Success Manager Job Interview
Job interviews are nerve-racking, not just for Customer Success Managers, but for any role! But what if you learned some tricks to help you navigate the interview process like a pro? Well, I'm going to do exactly that. I'll help you channel some simple, but powerful...
CSM Spotlight: Learn how Brittany made the leap from Product Maven to Customer Success Manager
Name: Brittany Milbourne Company: Clockwise Role: Customer Success Manager Location: Dallas, TX Remote or Hybrid: Fully Remote LinkedIn Profile Question: Tell us a little about your background and experience. Brittany: I obtained my Bachelor’s degree in Marketing, and...
Customer Success Manager: Best Remote Job in 2023
Looking for a remote job as a Customer Success Manager? There are plenty of opportunities available across various industries as the CSM role continues to experience rapid growth. As a Customer Success Manager, you are the voice of the customer and will be responsible...
How to search for your next Customer Success Manager job
Customer Success Manager roles come in all shapes and sizes so it’s important to search for a job within a company that caters to your strengths. Sometimes, some of the best roles are not even posted online. I’ll share some tips on where and how you can navigate your...