Hi All,
I'm Stella and I'm excited to be part of this community! Today marks my second week as a customer success advocate. I was a Special Education teacher for 10 years before transitioning to the field. I've been following the posts on LinkedIn and through here as well!
I'm wondering about the collaboration between CSMs and Sales. Is there a form your organization uses or questions the customer success managers ask sales team to understand client goals, reason for purchasing the product, etc.
Thank you in advance for the support!
Thanks,
Stella