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CS School
Customer Success Collective
33 episodes
1 month ago
Tired of overly niche customer success conversations that might as well be in a different language? CS School is the podcast that strips customer success back to basics. Tune in so you don’t zone out. Ever wanted to have a full overview of how segmentation works in customer success? Check out CS School. Always wondered what the psychology behind CS is? Head to CS School. Wanna know the best way to tackle renewals? Find out at CS School.
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Management
Business
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All content for CS School is the property of Customer Success Collective and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tired of overly niche customer success conversations that might as well be in a different language? CS School is the podcast that strips customer success back to basics. Tune in so you don’t zone out. Ever wanted to have a full overview of how segmentation works in customer success? Check out CS School. Always wondered what the psychology behind CS is? Head to CS School. Wanna know the best way to tackle renewals? Find out at CS School.
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Management
Business
Episodes (20/33)
CS School
How customer success impacts GTM with Akash Singh
In this episode, we're joined by Akash Singh, Head of Customer Success (APJ) at Software AG, about the importance of customer success in go-to-market (GTM) strategy. We discuss driving adoption, navigating compliance and user privacy, evaluating customer success team performance, and aligning CS with GTM culture.
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1 month ago
28 minutes 17 seconds

CS School
Redefining customer experience with Raymond Otero, Microsoft
In this episode of CS School, we're joined by Raymond Otero, the Director of Global Customer Experience (Strategic Programs) at Microsoft, about the intersection of customer experience (CX) and customer success (CS).
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1 year ago
42 minutes 8 seconds

CS School
How to improve your emotional intelligence (EQ) with Jenelle Friday with Jenelle Friday, Forecastable
In this episode, we're joined by Jenelle Friday, VP of Customer Success at Forecastable, about emotional intelligence (EQ) and its importance in customer success. We discuss the four pillars of emotional intelligence: self-awareness, self-management, social awareness, and relationship management. Janelle emphasizes the need for self-awareness as the foundation of emotional intelligence and the importance of understanding oneself and one's emotional triggers.
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1 year ago
45 minutes 16 seconds

CS School
CS Ops: The innovative frontier of customer success with Roger Mendez
In this episode, we're joined by Roger Mendez, Global Leader, Strategic Programs, Customer Success & Acceleration at Cisco, about the critical role of customer success operations, AKA "CS Ops."
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1 year ago
46 minutes 26 seconds

CS School
How to onboard a new Customer Success Manager with Jess Galenski
Onboarding new CSMs is crucial for their success and the success of the company. In those first 90 days, you have the opportunity to establish the mold of your customer success team and determine its future. In this episode, we're joined by Jess Galenski, Director of Customer Success at Apryse, to discuss how she onboards her new Customer Success Managers to set them, and their future clients, up for success. Takeaways: Set clear goals and milestones for new hires during their onboarding process. Provide resources and training documents to help new CSMs learn about the company, systems, processes, and products. Facilitate connections with other teams and stakeholders to help understand the company's ecosystem. Encourage your new hires to be curious, ask questions, and provide feedback to improve the onboarding process. Onboarding practices should be sustainable and scalable to accommodate the growth of the company.
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1 year ago
31 minutes 15 seconds

CS School
CSMs: The customer's guide to advocacy with Cristy Rahman

Most companies drop the ball when nurturing customers into passionate advocates. Advocacy is the real payoff. So, why are so many companies getting it wrong? 

For customer success specialist Cristy Rahman, CSMs are the customers' compass toward advocacy.


In this episode, we dive deep into the vital role Customer Success Managers play in championing their clients and ensuring lasting success - bridging that critical gap between closing the deal and nurturing long-term customer relationships.


Cristy brings a wealth of experience from her background in sales and her passion for customer success. She shares how shifting from transactional sales interactions to prioritizing relationships completely transformed her approach to customer success.


What we discussed

In this insightful episode, Cristy opens up about the transformative journey of CSMs toward championing customer advocacy, focusing on key areas such as:

  • Her transition from sales to customer success and its profound effect on cultivating deeper customer connections.
  • The critical importance of seamlessly passing the baton from sales to you, the CSM, to kickstart the advocacy journey.
  • Essential strategies you can employ to build rapport and trust, laying the groundwork for strong advocacy.
  • How to navigate the bumps along the way and keep your customers' trust when outcomes fall short of expectations.
  • The power of empathy and proactive communication in solidifying your relationship with customers.
  • Actionable advice tailored for you, the CSM, to foster advocacy by aligning with customer goals and sharing valuable insights for shared victories.
  • Aiming beyond mere satisfaction to extend customer lifetime value through deliberate advocacy and partnership efforts.



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1 year ago
35 minutes 54 seconds

CS School
Redefining customer advocacy with Haig Kingston, OpenBlend

Do your customers rave about your brand to friends and colleagues? They should! Turning satisfied customers into loyal advocates is essential today. Yet most companies drop the ball when it comes to post-sale customer experience. 


In this episode, we’re exploring why customer success teams must radically shift their approach to spark organic advocacy and word-of-mouth marketing in an online review world. We chewed the fat with CX maestro, Haig Kingston, Head of Customer Success at OpenBlend, on how to obsess over lifetime customer value, foster brand loyalty, and leverage your happiest customers as a secret sales team. 


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1 year ago
23 minutes 3 seconds

CS School
Demystifying digital customer success with Alex Turkovic

Joining us on this episode of the CS School podcast is Alex Turkovic, Director of Adoption Programs (Digital Customer Success & Customer Education) at Snow Software. Alex and our host Grace delve into the fascinating confluence of digital customer success.


This episode is a treasure trove of wisdom for anyone looking to demystify digital customer success and leverage it to its full potential. Alex expertly navigates through the complexities of digital customer engagement, the critical role of generative AI, and the indispensable balance between technology and human interaction. With engaging anecdotes and practical advice, the conversation reveals how digital customer success strategies can not only simplify processes but also significantly amplify the impact of customer success teams. Whether you're a customer success professional aiming to refine your strategy, or simply curious about the future of customer engagement, this episode offers valuable insights into making digital customer success a driving force in your organization.


With a rich background that spans audio engineering in the music industry to leading customer education and digital customer success initiatives, Alex brings a unique perspective to the table, shedding light on the transformative power of digital tools and strategies in enhancing customer journeys.

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1 year ago
34 minutes 55 seconds

CS School
Speaking segmentation | Kimberly Ayala, Akeneo
“How do I see tech touch coming into play? I see that it’s really going to make a difference, specifically, if you’ve got one customer who isn't going to respond well to a QBR, or who perhaps doesn't want a biweekly call. We need to make sure they’re engaged in other ways."


Customer segmentation is an indispensable part of customer success. Without it, you can’t truly aim to provide every customer with the service and experience they require. 


In this episode of CS School, we sat down with Kimberly Ayala, Director of Customer Success (North & South America) at Akeneo, and chatted about everything segmentation-related. Digital segmentation, AKA “tech touch” is touted as a vital approach in all businesses, but how and why is it employed? 


Tune in to find out just how Akeneo’s customer success team tackles this crucial topic.


Key topics

  • How you can customize your tech touch approach for different segments
  • Akeneo’s secret recipe for efficiency through technology
  • What automation and AI really mean for segmentation
  • How you can segment to monetize customer success
  • The trick to balancing tech touch with customer expectations
  • Kimberly’s advice to overcoming challenges with customer segmentation


Resources

  • Connect with Kimberly on LinkedIn
  • Don’t miss her talk at Customer Success Festival New York
  • Be a part of the conversation in the CSC Slack channel
  • Become a member and tap into a bank of expert-vetted resources


A little about our guest

Customer success has been Kimberly’s calling for over a decade now – you could say she’s one of the OG's in this field! Her passion for helping customers achieve their goals lit a fire early on. She loves rolling up her sleeves, getting scrappy, and doing whatever it takes to drive success.

The thrill of project management combined with genuine connection with people makes customer success the perfect space for her. 


Now Kimberly’s fortunate to lead a team of remarkable CSMs. It's deeply fulfilling to help them grow into their own as professionals. 


Be on the pod!

Did you enjoy this episode? If so, please subscribe to the CS School podcast and leave a rating and/or a review – we appreciate your support! Alternatively, you can speak to us on our socials, or get involved with the discussion on the Customer Success Collective Slack channel.Have you got something to say? Perhaps you wanna be on the podcast, or know someone who’d be a great guest? Get in touch, contact hello@customersuccesscollective.com. 📩

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1 year ago
39 minutes 41 seconds

CS School
Harmonizing the hustle between customer success and sales: Part 2

In the second installment of our podcast two-parter that inspects the relationship between customer success and sales, we had the pleasure of being joined this time by Taylor Hodges, the Global Head of Customer Success at JLL Technologies, who shared invaluable insights from their journey in customer success.


Taylor revealed how JLL has ingeniously aligned their sales and customer success teams by industry verticals. This innovative approach involves the formation of “pods” – small, focused teams consisting of a sales rep, a CSM, and a Product Manager. Wanna hear more about how JLL defines and distinguishes their roles and RACI? Hit play and you'll find out.

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1 year ago
37 minutes 30 seconds

CS School
Harmonizing the hustle between sales and customer success: Part 1

Balancing your sales and customer success functions is crucial for any growing business seeking to drive revenue while delivering ongoing value. 


But there are ongoing questions that surround both customer success and sales functions: who’s responsible for revenue growth, customer outcomes, and new acquisition metrics, and how can C-suite leadership create alignment between the two?


There isn’t anyone better suited to answer our burning questions and shed light on this critical topic than Chris Dishman, SVP of Customer Success at Totango. 


We sat down with Chris and dived into the nuances between these two pillars, specifically how to:


  • Navigate how the customer success role has evolved in relation to sales,
  • Choreograph collaboration between the teams,
  • Steward seamless transitions and handoffs,
  • Intertwine metrics for mutually reinforced success.


Get your AirPods ready for practical wisdom on fostering a tight-knit relationship between sales and CS from one of SaaS's most respected CS leaders.

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1 year ago
37 minutes 50 seconds

CS School
Same goal, different playbook: CSM role variety across companies | Romiel Noumbissi

This one goes out to the people in the back: customer success is not monolithic. It’s all well and good talking about the ins and outs of the CSM role, but one size definitely doesn't fit all.


CSM roles can vary wildly depending on the organization's priorities and business model. In some companies, CSMs are sales superstars who live and breathe renewals and upsells. But in other organizations, CSMs take on more of a project manager hat, directing and overseeing the successful delivery of the product or service. 


So while all CSMs want happy customers and shared value, their day-to-day reality can be quite different depending on whether their employer wants them to be a sales machine or a delivery guru.


This important nuance is what brings Romiel Noumbissi, Customer Success Manager at Synup, back on the podcast. Tune in to find out just how to evaluate these very different CSM roles.


Key points:


  • Which key metrics are utilized by sales-focused CSMs vs. project-delivery CSMs.
  • Onboarding is crucial across both models to form a good vendor reputation and relationship with the customer.
  • Achieving time to first value requires understanding the customer's use case, maintaining open communication, and setting realistic expectations.
  • When transitioning between models, CSMs should understand the new organization's expectations, draw connections from their experience, and ask questions about the role in interviews.
  • CSMs should tailor their resumes and highlight relevant metrics - sales-focused roles may highlight revenue metrics more, while project-focused roles emphasize delivery metrics.


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2 years ago
33 minutes 59 seconds

CS School
How to perfect customer implementation | Deanna Sotolongo

The journey from a customer's first interaction with your product to their long-term success hinges on one crucial phase: customer implementation. It bridges a promising sales pitch and the tangible value a customer derives from your service. 


Deanna Sotolongo, Senior Implementation Manager at Catalyst, joins us on the podcast to provide us with a deep dive into the nuances of customer implementation, shedding light on Catalyst's unique approach and sharing invaluable insights that every SaaS company can benefit from.


Key discussion points

  • Adoption vs. implementation
  • The Catalyst approach to implementation
  • The Sales-to-CS handover
  • Stakeholder involvement
  • Value realization metrics


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2 years ago
29 minutes 6 seconds

CS School
Scaling customer success with community | Wes Gibson

Catalyst’s very own Scale Customer Success Manager, Wes Gibson, talks us through the significance of communities in relation to customer success scale programs. If you weren’t convinced about the value community brings to the table before this episode, rest assured you’ll be setting your own up in no time. 


Key discussion points

  • Why community is the backbone of Catalyst’s organization 
  • How to keep a human-touch approach when scaling with communities
  • Adding value to your community
  • Incorporating SLAs 

Resources

  • Connect with Wes on LinkedIn
  • Carry on the conversation in the CSC community Slack channel
  • Become a member and tap into a bank of expert-vetted resources
  • Unearth about the power of community-led growth
  • Learn more about Catalyst


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2 years ago
52 minutes 42 seconds

CS School
Building high-performing customer success teams | Amy Oilman

Want to discover the secrets to building and growing high-performing customer success teams?


Amy Oilman, RVP of Customer Success at RingCentral lets us into a secret: it's all about hiring strategies, supportive leadership, and the importance of diversity, equity, and inclusion.


Key discussion points

  • The process of building a customer success team.
  • The strategies for attracting and vetting high-performing customer success professionals.
  • Setting the "rules of the road" for CSMs to work independently and effectively.
  • The importance of diversity, equity, and inclusion (DEI) in building a high-performing customer success team.

Resources

  • Attend Customer Success Festival in San Francisco on September 19-20, 2023.
  • Connect with Amy on LinkedIn to continue the conversation.
  • Learn how to build your own customer success team, and get accredited with our specialist online course: Building a Customer Success Team Certified.
  • Chat with other CS leaders in the CSC Slack channel for more tips and tricks.


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2 years ago
40 minutes 58 seconds

CS School
Preparing for the next stage of customer success | Carlos Quezada

With the rise of the subscription model over the last 20 years, customer success has radically changed. But what will it look like in years to come? How will CSMs adapt to this brave new world?


Answering this question is Carlos Quezada, VP of Customer Experience Strategy, Automation & Enablement at Hewlett Packard Enterprise, who probes into the past, present, and future of customer success.



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2 years ago
38 minutes 31 seconds

CS School
How to ingrain a human-first approach in your workplace | Danielle Martin

In this captivating episode of the CS School podcast, we're joined by Danielle Martin, Senior Customer Success Manager at TryHackMe.


Danielle believes that a genuine commitment to customer success requires a human-first approach. Join us as we delve into the essence of being human-first, and discover how you can incorporate this approach into your own customer success strategy. Don't miss out on this enlightening conversation!


Key talking points

➡️ What it means to be “human-first”

➡️ How to advocate a human-first approach internally

➡️ Resolving conflict by being human-first 

➡️ The effect of human-first on customers

➡️ Software solutions to aid a human-first approach

➡️ Challenges to human-first

➡️ The difference between sales and customer-led companies


Resources

➡️ Attend Customer Success Festival in London on November 29-30, 2023

➡️ Connect with Danielle on LinkedIn to continue the conversation.

➡️ Become leadership certified by taking the Customer Success Leadership Accelerator Program

➡️ Chat with other CSMs in the CSC Slack channel for more tips and tricks.

➡️ Schedule a demo with Vitally

Show more...
2 years ago
39 minutes 53 seconds

CS School
Incorporating customer-led growth strategies into your daily operations | Dutta Satadip

Aspiring toward customer-led growth doesn’t have to be a pipe dream, a concept punctuated with the addendum, “One day we’ll get there!” You can start applying customer-led strategies right now. But how? In this episode of the CS School podcast, customer success leader, Dutta Satadip, joins us on the podcast to discuss how Customer Success Managers (CSM) can be customer-centric. It doesn’t have to be a company-wide initiative; it can be small achievable steps to incorporate into your daily operations.


Key talking points

➡️ Common daily challenges which can be solved with customer-led growth

➡️ How CSMs can shift their mindset to become more customer-centric

➡️ Handling negative feedback while being customer-led

➡️ Tools to boost customer-centricity

➡️ Dutta’s upcoming session at Customer Success Festival in San Francisco on September 19-20, 2023


Resources

🫂 Connect with Dutta on LinkedIn.

📝 Access a bank of vetted, tried-and-tested customer success templates with a CSC Pro membership – allowing you to free up your time and focus on customer-centric strategies.

📣 Chat with other CSMs in the CSC Slack channel for more tips and tricks.

🎧 Schedule your demo with Vitally


Show more...
2 years ago
37 minutes 35 seconds

CS School
Navigating the customer success hiring journey | Romiel Noumbissi

Whether you're looking to break into the customer success field, or are looking to climb the CS career ladder, figuring out how to best position your experience in job applications and interviews can be tough. Seriously, where do you start when it's so competitive out there?

Discussing this, and more, is Romiel Noumbissi, who has much to share on the customer success hiring journey – from résumé-writing and interview prep, all the way to networking.

Don't miss out on this firecracker of an episode.


Key discussion points

➡️ How to craft a stand-out résume to catch the attention of employers

➡️ The importance of storytelling during the interview process

➡️ Staying up-to-date with industry trends

➡️ Strategies to provide thoughtful and impactful interview responses

➡️ Tips for building and maintaining a solid network within the CS community

➡️ The role of LinkedIn in the recruitment game


Resources

➡️ Connect with Romiel on LinkedIn to continue the conversation.

➡️ Give your job hunt the best possible start with a CSC Pro membership.

➡️ Chat with other CSMs in the CSC Slack channel for more tips and tricks.

Show more...
2 years ago
41 minutes 41 seconds

CS School
Climbing the customer success career ladder | Shawna Partin

In the vast sea of information swirling around (yes, we're talking about you, LinkedIn...👀), there's a persistent buzz about "leveling up" and "ascending the career ladder." But how does one truly achieve that? How can you genuinely make a meaningful impact and apply transformative skills to propel your career forward?


This is an immense subject, especially relevant in the current volatile economic landscape, and it's something that will remain pertinent for years to come: the art of excelling in customer success.


Join us on the CS School podcast as we welcome Shawna Partin, a seasoned Senior Customer Success Manager at Catalyst. Shawna's extensive experience at Catalyst and her diverse professional journey make her the ideal guest to delve into this crucial topic.


Whether you choose to tune in during your daily commute or while savoring your morning cup of coffee, don't miss our latest episode of the CS School podcast. Gain valuable insights on how to ascend the ever-important customer success career ladder.


Key points of discussion include:


  • Daily activities that contribute to career progression
  • Navigating the realm of enterprise accounts
  • Awareness of emerging trends for CSMs
  • Evolving landscape of customer success
  • General advice and clever strategies to elevate your game.


Show more...
2 years ago
38 minutes 7 seconds

CS School
Tired of overly niche customer success conversations that might as well be in a different language? CS School is the podcast that strips customer success back to basics. Tune in so you don’t zone out. Ever wanted to have a full overview of how segmentation works in customer success? Check out CS School. Always wondered what the psychology behind CS is? Head to CS School. Wanna know the best way to tackle renewals? Find out at CS School.