Hi! I am Agustín Segalini from Buenos Aires, Argentina. I am a family physician and a health informatics especialist. I am currently working as the Head of Customer Success at Osana Salud a B2b Saas company focus onAPI-connected healthcare infrastructure to empower the next generation of medical providers with a patient…
I am now one month into my CSM journey. It is eveidently clear that my role is not a traditional CSM role. I am a CS team of one at a Travel Tech Startup. My only real partners are the COO who has 3 other projects more important than my verticle, and a software engineer who has functioned as CS/Support/Tech for a few…
Hi everyone, I'm working on a CSM relationship management plan and would very much appreciate it if anyone has a good template they would could share or recommend. Also, any advise about how to guide new enterprise CSM to penetrate an existing account (high level strategy). Thanks so much! Adi Hila
Hey Gain Grow Retain Community! My name is Adam, and I'm a new member to this awesome community I found thanks to Jeff! I have a question regarding the path to CS leadership, and steps people have taken to put themselves on top, and a recognized member of your organization. My company is moving from an Account Management…
Hi GGR Community, what events are we attending this year? What have you previously attended? Thanks to @Pam Micznik for sharing this - Conferences - CEd & CS - just hoping for some advice/reviews... Cheers,
We're heading into peak summer here in the United States. @Matt Myszkowski had a brillant ice-breaker yesterday on CS Leadership Office Hours. "What song depicts your day-to-day life in customer success?" The responses were amazing... Mo Money Mo Problems Little Lies Happy So we turned it into a Spotify Playlist... If you…
Now that we are 2 years into COVID, I'm really curious about what has become non-negotiable for growing teams when it comes to staying connected with teammates and coworkers. We often talk about the CS tools used to serve customers, but what are you using that approximates casual conversations and 'watercooler' chat that…
Hey there! I work at a company where we trade data with customers. I'd like to design a document that can be shared with customers from the kickoff call that includes their "tasks" for the first year of using our service to set expectations and a timeline. I'd like to be able to edit the document with notes and ideally…
Hey there! I work at a company where we trade data with our customers. I'd like to design a document to provide to customers that outlines the "tasks" they're meant to complete in a certain timeframe. I'm imagining the document would be edited by CSMs and customers to track notes and dates to stay on task throughout their…
Hi there, Longtime listener, first-time caller here. I am looking to connect with other members who are the first CSM in their Orgs. I just started as CSM for a travel agent technology startup. I would love to learn more best practices and hear advice and feedback from other first CSM's. What metrics are you using to…
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