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This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale world class CS organization. Each interview will unlock tips, tricks and best practices to help scale your customer success career and company. I will dive into important and relevant topics to help spread knowledge about customer success in order to help companies put the customer at the center of their business. Because at the end of the day when customer are successful, so is the company.
In this episode of the Customer Success Pro podcast, host Anika Zubair discusses with Carly Agar, founder and CEO of Carly Agar Training, about effective strategies for landing promotions in customer success. The conversation covers the importance of aligning customer success strategies with business objectives, identifying upsell opportunities, and the nuances between a standard CSM role and an enterprise CSM role. Carly shares her insights on strategic account planning, self-advocacy, and building professional development skills. This detailed dialogue aims to provide CSMs with actionable steps to elevate their careers and excel in enterprise roles.
Chapters:
00:00 Introduction
02:04 Guest Introduction: Carly Agar
03:16 Carly's Career Journey
07:44 Services Offered by Carly Agar Training
10:29 Advocating for Yourself in Your Career
14:12 Differences Between CSM and Enterprise CSM Roles
18:25 Skills Needed for Enterprise CSMs
20:37 Steps to Transition to an Enterprise CSM Role
24:37 Advocating for Promotion: Key Strategies
25:07 Planting the Seed for Promotion
26:59 Self-Advocacy Tips for Different Personalities
29:34 Showcasing Your Value Across the Business
35:45 Proving Your Readiness for Enterprise Accounts
41:38 Quick Fire Questions with Carly
Connect with Anika Zubair:
Website: thecustomersuccesspro.com/
LinkedIn: www.linkedin.com/in/anikazubair/
Connect with Carly Agar:
Linkedin: www.linkedin.com/in/carly-agar/
Website: www.carlyagar.com/
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