What is a CUSTOMER SUCCESS MANAGER?

[@CSMPractice]

What’s your favorite aspect of the CSM role?

[@filipo5976]

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]

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

[@haroldmason3872]

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

[@CSMPractice]

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

[@razzer9812]

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]

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

[@andreslopez8193]

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]

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

[@Christjs27]

Great presentation. Thank you.

[@CSMPractice]

Hey Christopher, thank you for your appreciation.

[@narayanrl27]

Great query and explanations. Thanks for sharing.

[@CSMPractice]

Hello Narayan, Glad it was helpful!

[@sowmya9710]

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]

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]

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

[@TonyMoze]

Thank you for this video!

[@CSMPractice]

Glad you liked it 👍🏻

[@TonyMoze]

@@CSMPractice indeed!

[@Saminoumatt]

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

[@CSMPractice]

Glad you found it helpful. Good luck!

[@razzer9812]

Hey just wondering did you crack inverview

[@Saminoumatt]

@Raz , yes I did.

[@faciabradford3454]

Dynamic content!

[@CSMPractice]

Thank you so much for your appreciation Facia!

[@chinni-785]

Great peice

[@CSMPractice]

Thank you 🙏🏼

[@goddessphumi]

love this

[@CSMPractice]

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

[@KingG1an]

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

[@armaan7915]

Love it

[@CSMPractice]

Hey Armaan, thanks for watching our video!

[@derrickjason2696]

@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]

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/

[@xjtujava]

great video and very helpful to understand CSM role.

[@CSMPractice]

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

[@rimini201]

Very interesting - thanks!

[@CSMPractice]

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]

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

[@CSMPractice]

Totally agree!

[@barbaraaddo4196]

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

[@Faramous]

Really useful. Thank you.

[@CSMPractice]

So happy to hear that! -- Irit

[@MrRickytuk]

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]

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]

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

[@CSMPractice]

Nope.