Hi Everyone! We've had some CSM attrition lately and are struggling to keep the wheels on the cart with CSM account coverage. Posting here because I'm curious how other teams are handling this challen…
Hello! I have been charged with building out the customer facing executive sponsor program slides for my customer success team. I am trying to avoid reinventing the wheel. Does anyone have any cool te…
Back when I was working at Duetto, I was speaking with our CFO. He told me he didn't have previous experience as a CFO. He studied finance while working as a software developer. His first role in fina…
Hi, I am in the process of pivoting from investment operations to customer success. Although, I have gained some traction with phones calls, referrals, and interviews, I still seem to be hitting some …
Hi Everyone, I'm part of a small SaaS organization that is just now starting to develop a CS process. Being a team of one, I want to make sure that I set my organization (and future team members) up f…
Hi folks, I have a question for the community. I've been working as a CSM for SaaS startups for about ~4 years now. I'd really love to work a 4 day work week but at my current startup that's just not …
Hi Everyone! I was recently tasked with putting together our decks for our QBR's, Monthly Check In's, and Renewal meetings. Does anyone have any example of the templates mentioned? or Can anyone point…
Hi Everyone, I'm helping a mentee through the hiring process for an entry level CSM position and am perplexed and frankly insulted by the hiring practices at this company. In general I am pretty again…
Hi everyone! I have experience managing 1MM-15MM CS functions but haven't yet experienced the feel of a fully mature CS unit. For those of you that have, what do you find to be the most impactful area…
