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“A helpful way to do this is to create personas based on the types of customers that interact most frequently with the customer service team. If your customer personas have a name and distinct personality, you can account for different factors that would affect their experience,” says Justin B. About the guest author.
Why Attend: Customers are at various stages of life cycle, adoption, maturity, plans and even expectation. Knowing what is the best action plan to drive customer success for each account takes years of experience and understanding. Webinar 4- Customer Success Strategy for an Economic Downturn. Why attend. Key Takeaways.
Speakers: Sara Bochino , Vice President of Customer Success at talech , Ari Hoffman, Global Director of CustomerAdvocacy at Crowdvocate and Megan Macaluso , Sr. Director of Customer Success Strategy at Convercent. Peter Armaly joined Marley Wagner to co-host this month’s Customer Success Unlocked webinar.
Both the models (customer engagement and customer success), focus on a customer’s journey before acquisition through customeradvocacy. Customer Success is all-encompassing and covers customer engagement under its umbrella. LAER model in Customer Success. Who owns the model?
If we went back in time ten or twenty years, before Customer Success was commonplace, we’d likely see one of two organizations owning the customer relationship post-sale, serving as the ‘trusted advisor’ to the customer. We may see Account Managers within the sales organization owning that relationship.
To achieve a successful customization process, Customer Success programs for on-premise typically include some form of a Technical Account Management (TAM) as well as other value-added services that the customer can opt into for a fee. Provide your Customer Success Managers with coaching and set them up with a mentor.
Outside of myself, we have two types of roles: the first one is Customer Success Management which includes Managers and Associates. They manage different types of customers and focus on the proactive “coaching” activities. Even in Marketing, customeradvocacy is a huge part of our strategy.
Role: Director of Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Law Business Research As a Director of Customer Success, you will develop the people, process, and tooling needed to drive meaningful outcomes in the division (GRR, NRR, renewals, customer health, customeradvocacy).
Apply here: [link] Role: Head of Customer Success Location: San Francisco, CA, US Organization: Creator Deck As a Head of Customer Success, you will coach, recruit, train, and mentor an exceptional team of customer success professionals, while playing a hands on role with many of the largest strategic accounts.
Apply here: [link] Role: Customer Success Manager Location: United States (Remote) Organization: Kanmon As a Customer Success Manager, you’ll promote long-term business partnerships, manage a portfolio of accounts. Provide white-glove treatment to our most critical customers. Your accounts are yours.
Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers. Establish executive-level customer relationships with the most strategic customers. Provide mentoring and coaching to develop team members and support career growth.
Manage and own key aspects of customeradvocacy such as advisory boards and NPS. Drive quarterly review meetings with key accounts together with various different team members. Managing a small number of key accounts, guiding them to success, renewal, and growth. Identify and mitigate risk in customeraccounts.
Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Onboard and train new customers on the solution.
Apply here: [link] Role: Senior Director, Customer Success Location: Boston, MA, US (Remote) Organization: WEVO As a Senior Director of Customer Success, you will manage a team of Customer Success Managers (initially 3 and expected to grow every quarter as we grow the customer base).
Define and optimize customer lifecycle by driving programs and initiatives to improve engagement approaches based on customer segmentation and leading a culture of continuous improvement, renewal forecasting, and account opportunities. May partner with the account manager to identify client business issues and provide solutions.
Role: Senior Director, Customer Success Location: Remote, New York, NY, US Organization: Culture Amp As a Senior Director of Customer Success, you will execute and optimize the customer journey for the North America (NA) Named Accounts segments establishing a scalable strategy for driving adoption and growth across the customer base.
Define operational metrics for the group, and measure the Effectiveness of Customer Success. Enforce process adherence across the teams to create a consistent experience for customers and other team members. Deliver a proactive customer strategy to drive merchant adoption, satisfaction, and revenue growth. Apply here: [link].
Work closely with your commercial team counterparts to identify business goal opportunities and develop account strategy. Stay engaged with your portfolio of customers – driving product usage and maintaining customeradvocacy. Identify and mitigate churn risk proactively.
Role: Head of Customer Success Location: Remote, United States Organization: Jarvis Elliott As a Head of Customer Success, you will work with the C-suite/leadership team to develop a Customer Journey. Coach, manage, and grow the Customer Success team as they scale. Perform campaign reviews, PCAs and QBRs.
As a Director of Customer Success, you will create efficient processes for managing all pre- post-sales technical support; including phone & e-mail support, lab-based troubleshooting, knowledge database, and interface with CRM. Establish both leading and lagging KPIs to enhance customeradvocacy.
Role: Vice President Customer Success – AI Software Location: New York, NY, US (On-site) Organization: BD Strategy Partners As a Vice President of Customer Success, you will evaluate and where appropriate, implement improvements to CS/AM workflow processes. Coach and develop team members with a hands-on approach.
Apply here: [link] Role: Customer Success Director Location: Remote, San Francisco, CA, US Organization: MURAL As a Customer Success Director, you will manage a team of CSMs and ensure they are driving adoption and growth within their portfolio of accounts.
Train and coachcustomers through a successful onboarding process, adoption phase, and ongoing usage. Promote customeradvocacy within the industry and among potential customers. Collaborate with your team and across teams to improve customer service strategies through reports and creative thinking.
Define operational metrics for the group, and measure the Effectiveness of Customer Success. Enforce process adherence across the teams to create a consistent experience for customers and other team members. Drive strategy of land and expand within the customer base. Role: Customer Success Manager. Apply here: [link].
As a VP of Customer Success, you will onboard and guide customers to enable a seamless implementation experience. Understand every aspect of the customer business and prioritize customer needs. Build & Sustain relationships with identified accounts by becoming a trusted advisor to decision makers and executive buyers.
An exceptional thought leader and a brilliant coach to thousands of executives, Allison Pickens, is a leading expert on recurring revenue growth. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Allison Pickens. Annette Franz. Bhavika Kochhar. Daphne Lopes.
CCSM Level 2 curriculum focuses on refining the ability to manage multiple accounts and internal relationships. CCSM Level 3 focuses on developing skills that one needs to become a strategic customer success manager. CCSM Level 4 curriculum is based on instilling skills that drive portfolio or account expansion.
Here’s our Top 50 Customer Success Influencers list celebrating those frontiersmen and women pushing the boundaries and making Customer Success the force that it is today. Fortunately, he now spends his time coaching and training individuals on effective customer acquisition, satisfaction, retention, and revenue generation.
Apply here: [link] Role: Engagement Manager Location: Hong Kong Organization: MuleSoft The Engagement Manager serves as a trusted advisor to Salesforce customers, providing guidance to Sales & Professional Services teams, ensuring synergies across each customer’s projects, and ensuring the highest levels of customer satisfaction.
Role: Vice President of Customer Success Location: San Francisco Bay Area, US Organization: Privacera As a Vice President of Customer Success, you will be responsible for leading, expanding, and mentoring the Customer Success teams through strategy and Objectives and Key Results along with hiring, coaching, and developing a world-class team.
Apply here: [link] Role: Director, Customer Success Location: New York, NY, US Organization: Medidata Solutions As a Director of Customer Success, you will establish clear team goals/priorities in alignment with the broader Customer Success and Engagement strategy. This is a “player/coach” role by design.
Role: VP of Customer Success Location: Santa Clara, CA, US Organization: Cloudinary As a VP of Customer Success, you will be responsible for leading, expanding, and mentoring the Customer Success teams through strategy and Objectives and Key Results (OKRs) along with hiring, coaching, and developing a world-class team.
Role: Senior Manager / Director, Customer Success Location: Remote, Boston, MA, US Organization: MackeyRMS As a Senior Manager/Director of Customer Success, you will manage a team of CSMs as well as own accounts, including renewals and upsells. Create a CustomerAdvocacy program with assigned customers.
Manage a portfolio of accounts toward optimal coverage targets including a personal portfolio. This is a “player/coach” role by design. Work with the customeradvocacy team to develop customer-specific case studies and references to share the team’s portfolio of account’s success.
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