by CSM-Shield-WSI | Dec 8, 2024 | CSM Skills
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...
by CSM-Shield-WSI | Dec 6, 2024 | CSM Skills
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...
by CSM-Shield-WSI | Dec 6, 2024 | CSM Skills
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...
by CSM-Shield-WSI | Dec 6, 2024 | CSM Skills
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...
by CSM-Shield-WSI | Dec 6, 2024 | CSM Skills
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...
by CSM-Shield-WSI | Dec 6, 2024 | Best Practices, CSM Skills
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...
