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What is a CUSTOMER SUCCESS MANAGER?

CSM Metrics#CustomerSuccessManager #CustomerSuccess
Looking forward to kickstart a successful career as a Customer Success Manager, this video gives you a head start on what to expect. Find out what a day as a customer success manager looks like.
In this video, you’ll find answers to questions like - Who a customer success manager is and what your daily routine as a Customer Success Manager would look like.
It goes further to describe what is expected of you as a Customer Success Manager and the best practices to adopt while carrying out your daily tasks.
This video also gives you clarity on what metrics to take note of and lets you in on effective techniques for connecting with customers while on the job. It reveals what are the primary goals a Customer Success Manager should prioritize and how to approach customer success in a productive manner.
Join Irit Eizips, Chief Customer Officer and CEO of CSM Practice, and Saqib Jamil, Senior Customer Success Manager at Trapeze group in this eye-opening session where Saqib shares his experience on the job and what every day as a customer success manager looks like.
Watch and enjoy!
00:00 Intro
1:20 CSM Responsibilities
1:43 CSM Core functions
3:18 Tips for CSM applicants
4:28 CSM First month
6:06 CSMs connect customers
7:02 CSM Productivity Tips
Here are some bonus resources for you!
📑 Read more from this blog: What is a Customer Success Manager?
www.csmpractice.com/customer-...
⏬ Infographic: 2022 Global Customer Success Manager Salary Trends
www.csmpractice.com/customer-...
📑 Want to know how much Customer Success Managers are getting? Read this blog now:
www.csmpractice.com/customer-...
📑 3 Interview Tips for Hiring Customer Success Managers
www.csmpractice.com/3-intervi...
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Need to hire a CSM?! Looking for your next job as a CSM?
We asked the customer success community - which recruiters do they recommend working with when hiring a CSM. Whether you are looking for a CSM job or hiring for one, download the list to work with others with a great experience.
⏬ Download the CSM recommended recruiters List: www.csmpractice.com/recruiters
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CSM HIRING PROCESS
Need help defining your CSM staffing plans, optimizing your hiring process? Reach out to CSM Practice to optimize your methodologies around hiring CSMs.
☎️ Contact us now: www.csmpractice.com/call
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Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice:
1. Grab a free copy of our Customer Success templates and infographics
We’ve created a resource library for you to gain easy access to best practices and benchmark data. www.csmpractice.com/resources
2. Subscribe to our CSM Practice newsletter
Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. www.csmpractice.com/newslette...
3. Work with our team privately
If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. www.csmpractice.com/cs-consul...
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LEARN MORE ABOUT CUSTOMER SUCCESS
with these free resources:
📌 Subscribe to CSM Practice KZread channel:
kzread.info?s...
📌 Listen to our Podcast:
www.csmpractice.com/podcast
📌 Follow us on TikTok:
www.tiktok.com/@csmpractice?l...
📌 Download CS Templates and Infographics:
www.csmpractice.com/resources
📌FOLLOW us on LINKEDIN:
/ csm-practice
📌 FOLLOW us on TWITTER:
/ csmpractice

Пікірлер: 47

  • @CSMPractice
    @CSMPractice5 ай бұрын

    What’s your favorite aspect of the CSM role?

  • @filipo5976

    @filipo5976

    Ай бұрын

    Taking ownership and mobilizing the troops! I'd love to get on a call with you. I have been a CSM for a while, and was accountable for one of the largest BOB in Canada.

  • @CSMPractice

    @CSMPractice

    Ай бұрын

    Nice! You’re welcome to DM me in LI 🙏🏼

  • @haroldmason3872
    @haroldmason38723 жыл бұрын

    Good stuff for CSMs at any level - to refresh on what the priorities should be for a CSM.

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Hello Harold, Thank you so much for your appreciation. Enjoy watching!

  • @andreslopez8193
    @andreslopez81932 жыл бұрын

    Great video! I've been working in the role for a year and a half now. I would love to hear more interviews like this from different CSMs. Maybe some topics to talk about: Project management. How to manage small(100). Also how to handle difficult situations; many times software doesn't work as expected or event incidents on the tech side(server down, outage, databases). Also I think being a CSM is a lot about consulting. Customers sometimes tell me: you have more experience in this, how can we do it? What should we do?

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Great ideas! Will definitely try to create more videos about these type of topics.

  • @Christjs27
    @Christjs273 жыл бұрын

    Great presentation. Thank you.

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Hey Christopher, thank you for your appreciation.

  • @narayanrl27
    @narayanrl273 жыл бұрын

    Great query and explanations. Thanks for sharing.

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Hello Narayan, Glad it was helpful!

  • @razzer9812
    @razzer98122 жыл бұрын

    Great video and channel.. I'm writing here as project manager for RPA.. I clicked video is to know what is CSM.. Reason I have interview lineup for CSM in coming weeks.. This is helping me to understand better as im starting from zero. Appreciated 👏🏽👍🏽

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Awesome! Glad you found this channel and video helpful :)

  • @goddessphumi
    @goddessphumi3 жыл бұрын

    love this

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Hello Phumi, Thank you so much! Enjoy watching our KZread videos.

  • @faciabradford3454
    @faciabradford34543 жыл бұрын

    Dynamic content!

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Thank you so much for your appreciation Facia!

  • @xjtujava
    @xjtujava2 жыл бұрын

    great video and very helpful to understand CSM role.

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Hello Jin, thank you for your appreciation. Enjoy watching :)

  • @armaan7915
    @armaan79152 жыл бұрын

    Love it

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Hey Armaan, thanks for watching our video!

  • @TonyMoze
    @TonyMoze3 жыл бұрын

    Thank you for this video!

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Glad you liked it 👍🏻

  • @TonyMoze

    @TonyMoze

    3 жыл бұрын

    @@CSMPractice indeed!

  • @Faramous
    @Faramous2 жыл бұрын

    Really useful. Thank you.

  • @CSMPractice

    @CSMPractice

    10 ай бұрын

    So happy to hear that! -- Irit

  • @Saminoumatt
    @Saminoumatt3 жыл бұрын

    Thank you for this video...I have an upcoming interview as A CSM, this video gave me a great insight of the job.

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Glad you found it helpful. Good luck!

  • @razzer9812

    @razzer9812

    2 жыл бұрын

    Hey just wondering did you crack inverview

  • @Saminoumatt

    @Saminoumatt

    2 жыл бұрын

    @Raz , yes I did.

  • @rimini201
    @rimini2013 жыл бұрын

    Very interesting - thanks!

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Happy you found this to be a good read. Here’s a link to our newsletter should you wish to sign up: www.csmpractice.com/newsletter-sign-up/

  • @haroldmason3872

    @haroldmason3872

    3 жыл бұрын

    @@CSMPractice Good stuff for CSMs at any level - to refresh on what the priorities should be for a CSM.

  • @CSMPractice

    @CSMPractice

    3 жыл бұрын

    Totally agree!

  • @chinni-785
    @chinni-7852 жыл бұрын

    Great peice

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Thank you 🙏🏼

  • @sowmya9710
    @sowmya97102 жыл бұрын

    Hello @CSM Practice , thank you for the video. Is this role only for people who are more creative, to solve any customer issues ? Or expertise/ methods will do? Kindly mention. Thanks in advance.

  • @formulaone07
    @formulaone07 Жыл бұрын

    Great channel! As a career changer looking into CSM, my most important question is whether communication with customers can be held asynchronously (e.g. via email, recorded Loom videos, etc.) or is the vast majority of communication done live on Zoom/the phone? If the latter, this potentially poses a big barrier for European-time zone based CSMs who can't afford to dedicate every evening to clients located in North America.

  • @CSMPractice

    @CSMPractice

    Жыл бұрын

    First off - major thanks for your kind words about my podcast :-) secondly - I totally agree with your perspectives on communications with clients! Glad you found this content helpful ♥️- Irit

  • @KingG1an
    @KingG1an2 жыл бұрын

    I’m very interested in this job. Whats the requirements to be in this industry?

  • @derrickjason2696
    @derrickjason26962 жыл бұрын

    @CSM Practice - Hi, I am trying to switch over my carrier as a CRM and looking to understand how I can go by the same. I am doing a little bit of research and that's how I landed in this video. I have experience in customer support and client engagement. Would like to take your advise. Thanks.

  • @CSMPractice

    @CSMPractice

    2 жыл бұрын

    Sounds like you have a solid background already. I recommend taking up a CSM certification. Also try reaching out to the following recruiters: csmpractice.lpages.co/recruiters/

  • @barbaraaddo4196
    @barbaraaddo41962 жыл бұрын

    Hi, what courses can one take to become a CSM?

  • @MrRickytuk
    @MrRickytuk Жыл бұрын

    In my experience, customer success manager is not a real Job. I work in sales, I pass new accounts to an account manager who handles their renewal and other things in between. For some reason we still have customer success managers who generate paperwork and bureaucracy but little else.

  • @CSMPractice

    @CSMPractice

    Жыл бұрын

    Sorry to hear that that’s all they do. That’s not what the role is about. I hear about these cases sometimes whereby a company slaps the CSM title on some existing role without defining it well or giving it the appropriate performances KPIs or tools. Bottom line, you’re probably right. Your company probably doesn’t have CSMs, in the true sense of the word.

  • @lucien0808
    @lucien080810 ай бұрын

    Do I need a salesforce admin certification to become a CSM?

  • @CSMPractice

    @CSMPractice

    10 ай бұрын

    Nope.