3 Essential Tips for Leveraging Your Seat at the Table ft. Monica Trivedi (JLL Technologies)

This week’s episode is all about maximization. 

As a CSM, how do you maximize your seat at the table? 

Because it wasn’t that long ago that customer success rarely – if ever – had a seat at the table. We’re still fighting in many cases, but today, CSMs find themselves more-and-more at the center of major organizational decisions.

And when we get there, it’s important to know what to do. 

Fortunately, Monica Trivedi, JLL Technology’s senior director of global customer success, is our guest this week on Unchurned, and she has plenty of wisdom to share.

In particular, you’ll want to listen for Monica’s 3 Essential Tips on how CSMs can leverage their seats at the table. 

But there was much more covered in this episode, including:

• Gaining your seat at the table to begin with 
• How CS takes shape within a major commercial real estate company 
• The importance of being “crisp” when making budget requests
• Why you need to know your audience and what motivates them
• The benefit of sharing your wins – and losses 

So be sure to check out the latest Unchurned episode on Spotify, Apple Podcasts and YouTube. 

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