Email Archive

Discover ten ways you can manage up as a Customer Success Manager to impress your boss and bring out the best in your work.

This article outlines the six situations that you can expect as a new Customer Success leader and how to handle them.

Learn how to break into Customer Success by positioning your skills and past experience, even if you haven't worked in SaaS before.

Thought leadership, account transfers, and money problems - all your questions are answered in this installment of Dear Insider.

Clean and robust documentation helps you and your team become more effective and consistent. Learn how to document like a pro.

Learn how to track accomplishments at work as a Customer Success Manager with just ten minutes of effort each week with this guide and template.

Learn how to properly set expectations so both you and your customers are on the same page.

Moving from IC to a manager, scaling Customer Success, and relocation - all your questions are answered in this installment of Dear Insider.

Your first account as a new Customer Success Manager (CSM) may be a red account at risk of churning. Learn what to do in this type of situation.

Are you considering a career in customer success? Learn what to look for in a potential employer.

As a new manager, your instinct will be to micromanage. Instead, use this guide to learn how to lead by inspiring and building trust with your team of direct reports.

Learn how to spot if Customer Success is the right career for you using these reflection questions.

As a new leader, it's often difficult to ask for help. Learn why it's important to seek the help of others as a newer leader and how to do it.

Making the jump from SMB to Enterprise accounts is a great way to advance your career. Learn the difference between managing these accounts.

As a new Customer Success Manager, not everyone will be your cup of tea. Learn how to manage difficult direct reports with this guide.

Every CSM needs to be prepared to have difficult conversations with their customers. Yet many don't know how to prepare. Here is a step-by-step guide to doing it right.

Looking to transition into Customer Success from Sales? You are not alone. Here's how to navigate this transition using your past experiences and accomplishments.

Imagine you're being onboarded but have little help learning your new product. We've all been there. Here's how to onboard yourself in this type of difficult situation.

Are CSMs just firefighters? Customers call us when shit hits the fan. When things go “boom” or when all hell breaks loose. But isn’t it more than that? Find out.

Learn how to prepare for your customer kick-off calls and make a great first impression with this guide.

Brian Nicholls shares his experience transitioning into leadership for the first time. Learn his top three lessons that helped him make the jump.

Learn how to use LinkedIn to land your first Customer Success role using this proven guide.

Being promoted over your former peers brings unique challenges. Learn how to transition into a leadership role while maintaining your past work relationships.

It’s been one year since I completed my first Customer Success certification. Here's what I learned and why I think you should consider these learning resources.

How do you know if you're ready for a leadership role? Ashna breaks down her top signs that help you know if you're ready to take the leap into leadership.