Question for CS Leaders: what benchmarks did you feel were necessary to being strongly considered fo

Kevin Mitchell Leonor

Some I have heard from close CS friends

• Get familiar with P&L based decisions
• Lead a customer success project
• Coach up a specialist, associate, or underperforming CSM
• Work in a key segment and excel in that segment
• Develop an internal process

What were the things you, your mentor, or your leadership checked off your list before recommending your promotion?

[Deleted User]

This is a great question Kevin. 

• To me the first point you made is a critical one. If you want to step into a leadership role you have to understand the P&L. And it goes beyond that - you need to understand the entire financials of the business - and in particular how your team is impacting it. Each decision has an impact that flows all the way down to CASH - learn about that. 

A few others: 

• Experience in other departments can be a plus - if not full-time, how did you work on a project cross-functionally
• Preparing reports, presentations, etc. that ultimately get shown to the executives or board members - concise analytics is a major positive as you move up