Leading a Customer Success team expands beyond retention objectives and value-driven initiatives.
Team productivity, scaling, cross-functional collaboration, CSM professional development, and being a point of escalation are among a Team leader's additional responsibilities.
Join the CS Leader Cycle and learn how to navigate challenges by staying customer-focused, fostering a collaborative team environment, and adapting to the evolving needs of customers and business environments.
PLAYBOOKS
Knowledge Management solution
The playbook describes the initial steps to consider when planning and implementing the product knowledge solution in your organization.
CSMs are expected to manage difficult situations when technology does not meet customer expectations and will need to ask a few questions to ensure they are prepared for a difficult discussion.
Customer Success and Product are no longer separate players in the customer journey. They are becoming new co-pilots. However, getting the teams aligned has never been easy. In a recent conversation with Ohad Biron, CEO of Bagel.AI , we explored why this misalignment persists, what AI changes about it, and how CS and Product can move forward together. 🔍 The Alignment Challenge CS and Product often operate in different worlds: Different KPIs Different perspectives Different l
The beauty of atomic habits is that they don’t require a complete overhaul—just a commitment and motivation to show up daily, deliberately. Moreover, these can be translated into multiple practical habits for Customer Success professionals.