Jeff discusses specialized roles in customer success teams and the importance of investing in these roles to drive value for all customers. The podcast also focuses on scaling customer success by rethinking engagement, operationalizing work, and specializing teams.
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Quick takeaways
Specialized roles like scaled program managers, customer marketers, and community managers can help drive specific outcomes and benefit customers beyond the scope of CSMs.
Customer success teams should evaluate headcount allocation and invest in specialized roles to drive value creation and impact customers at a larger scale.
Deep dives
Scaling Customer Success: Rethinking Engagement Model
The podcast discusses three pillars of scaling customer success: rethinking the engagement model, operationalizing the work, and specializing the teams. In the specialization phase, teams are carved into support, implementation, paid services, renewal, and eventually scaled program management. Each specialized role contributes to efficiency, driving specific outcomes, creating cohesive campaigns, and fostering customer communities.
Shaking Up Success: Diversifying Roles for Value Creation
The podcast emphasizes the need to shake up traditional customer success models and think creatively to drive value creation. Instead of solely hiring more customer success managers (CSMs), teams should evaluate their headcount allocation and consider investing in other roles such as scaled program managers, customer marketers, and community managers. These roles can benefit all customers, impacting value creation beyond the scope of CSMs. Customer success teams should seize the opportunity to drive step functions and value creation, like sales and marketing have done in the past.
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Scaling Customer Success: Rethinking Engagement, Operationalizing Work, and Specializing Teams
This week, Jeff discusses the various stages of the CS team and focuses on the newest realm of specialized roles. All of the stages are important to building an effective team. These specialized roles: Scaled Program Managers, Customer Marketers, and Community Managers can help drive specific outcomes by developing campaigns that benefit customers whether they have a named CSM or not.
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