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Stephen O'Keefe
HubSpot Senior Director, Customer Success • February 22
I've found two KPIs to be difficult to commit to: 1. Customer Health. If you have a robust algorithm to measure customer health (influenced by a number of inputs ), it can be hard commit to a certain outcome. To frame this another way, I've often observed customer health scores as b......Read More
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4 Answers
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Ben Terrill
Brex Senior Director, Customer Success • January 19
We have our Customer Success organization broken into 2 groups - Strategic Customer Success and Scaled Customer Success. In the Strategic Customer Success group I have managers who are responsible for a team of CSMs and also serve as the DRI on customer success for one or more products. CSMs n......Read More
4675 Views
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Christine Vienna Knific
mParticle Senior Director, Customer Success - North America • January 18
As a customer success manager, one of the most important skills someone can develop is setting the right expectations and getting alignment between internal and external stakeholders. The biggest frustrations I've exeperienced come from when we haven't reached alignment. The best CSMs do this......Read More
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Georgia Glanville Harrison
Braze VP Customer Success, EMEA • January 26
Unlike a lot of Customer Success departments, we’ve chosen to align our team to customer KPIs rather than commercial/upsell targets. As such, we have less overlap in goals between CS and Sales. Of course, we’re both targeting Gross Renewal Rate and ensuring we maintain the customer base, but we d......Read More
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4 Answers
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Natasha Evans
Hook Head of Customer • January 26
When it comes to maintaining positive relationships with customers – especially if your champion has changed and you need to restate your value proposition – I always think about three things as related to customer touchpoints: 1. You have to be intentional about building out a level of service......Read More
2611 Views
3 Answers
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Brett Milstein
Narvar Director, Customer Success • February 8
This question is a bit subjective as going "above and beyond" can mean different things to different people. If a candidate truly wants a role, in my opinion, they should do whatever they feel puts them in the best position to receive an offer. I cannot remember ever walking out of an interview a......Read More
1979 Views
4 Answers
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Manil Vasantha
Freelance Information Technology Consultant • January 18
For me personally, the decision was easy. I moved from technical support to Customer Success. They combine in what we deliver called Customer Experience—transitioning a customer from pre-sales to post-sales and then a steady state followed by expansion. It is called the customer journey or roadma......Read More
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Nicole Alrubaiy
Jellyfish Senior Vice President, Customer Success • March 1
What a wonderful opportunity- to start a fresh org! I see the Customer Success org as playing a key linking role between departments in your company to bring continuity to the customer journey, and with customers to make their voices heard within your organization. The first few weeks are abou......Read More
1073 Views
3 Answers
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Jessica Haas
Appcues Chief of Staff & VP of CX • April 27
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 c......Read More
2070 Views
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Jessica Broderick
Yext VP, Client Solutions Management, North America • April 13
The first step to knowing if a client is at risk of churning is to identify the potential warning signs: * Lack of Engagement * Client Turnover * Service/Support Issues * Economic Climate * Poor Performance * Low CSAT/NPS Scores Once you understand what to look for you can better assess r......Read More
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