Career Planning & Leadership

Everything you need to know about planning your career in Customer Success and leading your organization to success.

  • How to Prepare for a Customer Success Interview

    How to Prepare for a Customer Success Interview

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  • 10 Must-Read Articles for Junior Customer Success Managers

    10 Must-Read Articles for Junior Customer Success Managers

    More and more new grads are looking at the industry as an opportunity to have a real impact and jumpstart their careers. Here are 10 blog posts that every new CSM should read.

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  • What Makes a Great Customer Success Leader?

    What Makes a Great Customer Success Leader?

    Being a terrific CSM isn't enough to make you a great leader. If you want to grow into a Director or VP of Customer Success, make sure you’ve got (or build) skills in these 5 areas.

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  • Nailing Your Customer Success Job Transition

    Nailing Your Customer Success Job Transition

    So you have decided to take the leap and switch companies. Now, what!? Below are 8 steps that will help you transition smoothly while making yourself valuable as rapidly as possible.

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  • Team Management Tips for Amazing Customer Success Leadership

    Team Management Tips for Amazing Customer Success Leadership

    Managing a team is never an easy task. Customer Success leaders take responsibility for delivering advice and career development opportunities to their teams; hiring and onboarding; and much more.

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  • The 4 Traits of a Great Customer Success Mindset

    The 4 Traits of a Great Customer Success Mindset

    What’s the secret to great customer success? It starts with great customers – the ones that realize true value from your solution, provide invaluable product feedback and are the most vocal advocates.

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  • Running Your Customer Success Org at Peak Efficiency

    Running Your Customer Success Org at Peak Efficiency

    There are many things that you can do to help your Customer Operations Organization run at peak efficiencies. Below are three simple steps to get you started down the journey of operationalizing.

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  •  Operationalizing a High Volume Onboarding Team

    Operationalizing a High Volume Onboarding Team

    Do you think it’s impossible to set-up an efficient, consulting focused onboarding program for your smallest SaaS customers? Think again.

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  •  The Best Time Management Techniques for Customer Success Professionals

    The Best Time Management Techniques for Customer Success Professionals

    As a Customer Success Manager, there’s a lot you can do to take ownership of your schedule and do what needs to get done. Take a look at these time-management techniques for Customer Success Managers.

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  • 10 Leaders Share Their Customer Success Career Paths

    10 Leaders Share Their Customer Success Career Paths

    Not only can it be difficult to get started in Customer Success, it’s also challenging to have a clear idea of what your career path should look like. Here are 10 Leaders' Customer Success Stories.

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  • Measuring Your Success With CSM KPIs

    Measuring Your Success With CSM KPIs

    A key performance indicator is a measurement of your team’s most essential goals and objectives. Take a look at these general guidelines on building your own KPIs for your Customer Success team.

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  • Client Success 101: Building Strong, Personal Relationships

    Client Success 101: Building Strong, Personal Relationships

    A fallout of the ‘digital age’ for businesses and Customer Relationships is that while we can now communicate with others faster and more efficiently than ever before, we are doing so with less care.

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  • 10 Leaders' Advice on Getting Started in Customer Success

    10 Leaders' Advice on Getting Started in Customer Success

    We asked 10 Customer Success Leaders with proven track records of building and growing thriving Customer Success Organizations "what's one piece of advice you wish you'd been given when you started?"

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  • Moving from Support to a Career in Success

    Moving from Support to a Career in Success

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  • Fixed vs. Growth Mindset in Customer Success, What Does That Mean?

    Fixed vs. Growth Mindset in Customer Success, What Does That Mean?

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  • The Best Online (and Offline) Customer Success Communities

    The Best Online (and Offline) Customer Success Communities

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  • Boosting Your Day to Day Productivity as a CSM

    Boosting Your Day to Day Productivity as a CSM

    Optimizing productivity is important in any role but it requires particular attention in the world of customer success. I’ve gathered these productivity tips from my network of experienced CSMs.

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  • A Week in the Life of an InVision Customer Success Manager

    A Week in the Life of an InVision Customer Success Manager

    At InVision, our customer success team is responsible for managing the relationships with our most important users: Enterprise customers. This is our most advanced product available.

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  • Onboarding The First Member of Your Customer Success Team

    Onboarding The First Member of Your Customer Success Team

    Onboarding a new member of your Customer Success team should have a plan. You want your new team member to know what their day to day will look like, and what success looks like.

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  • The Most Important Traits & Skills To Look For When Hiring a Customer Success Manager

    The Most Important Traits & Skills To Look For When Hiring a Customer Success Manager

    Effective customer success is key to reducing churn and increasing MRR, so it’s vital the customer success manager you hire be the kind of rockstar who will lead your team to….well, success.

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