As one of the first Customer Success Managers (CSM) in Brazil, I have faced countless challenges along the way, which I guess qualify me to say one or two things about the kind of expertise a person should develop in order to succeed in our line of work.
Recently, I have decided to frame all this expertise to help companies and professionals plan their training programs.
This post brings what I believe to be the knowledge and skills a Customer Success Manager should master to succeed as a professional. And I will segment the expertise into four groups:
- The culture of managing customer success and its methods;
- The company’s product and how it is correlated to the client’s strategy;
- The universe of the solution that is brought by our product, been a financial solution, a productivity one, a social and so on;
- Then, we’ll talk about understanding your client’s industry to better support them.
You probably have already noticed that these four groups are complementary. Now, let’s dig into them. Continue lendo “What to learn when you’re a Customer Success Manager”