It all depends

Ep #8 | Prioritizing & Planning in Customer Success

12 snips
Jul 23, 2024
Delve into the exciting journey of a customer success specialist, exploring account planning and the essential skills for effective customer management. Discover the significance of building relationships and aligning with sales teams for optimal collaboration. Learn about the power of research and curiosity in enhancing customer value. Time management and delegation emerge as vital strategies for success, while personal habits like language practice foster growth. Plus, a fun nod to future guests keeps the conversation alive!
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ANECDOTE

Diego's CS Journey

  • Diego's CS journey spans five years, starting in video conferencing.
  • He briefly worked in fintech but found it wasn't for him and returned to video.
ADVICE

Choosing the Right CS Role

  • Thoroughly analyze job descriptions and ask specific questions during interviews.
  • Industry expertise, or at least affinity, is helpful for CSM success.
ADVICE

Prioritization for CSMs

  • Prioritize using account planning, success planning, and relationship building.
  • Research and leverage AI tools for efficient customer interaction.
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