CSM Practice - The Customer Success Podcast

Four Key CSM Role Profiles you want to hire for!

โ€ข Season 2 โ€ข Episode 12

In this podcast episode, Guy Galon, provides valuable insights for those building their customer success team. He introduces the ๐Œ๐ฎ๐ฅ๐ญ๐ข-๐Ÿ๐š๐œ๐ž๐ญ๐ž๐ ๐‚๐’๐Œ model, which outlines essential skills that CSMs should possess, such as:

  • solid customer-facing experience
  • Proactiveness
  • effective communication skills
  • empathy
  • and the desire to make customers successful. 

Additionally, he identifies four CSM profiles based on experience and characteristics required for his team: 

  • The "๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ซ," 
  • The "๐ƒ๐š๐ญ๐š ๐š๐ง๐š๐ฅ๐ฒ๐ญ๐ข๐œ๐ฌ" 
  • The "๐ƒ๐จ๐ฆ๐š๐ข๐ง ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ/๐“๐ซ๐ฎ๐ฌ๐ญ๐ž๐ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ," and 
  • The "๐๐ž๐ ๐จ๐ญ๐ข๐š๐ญ๐จ๐ซ"

By listening to this episode, you will learn about the entire framework and gain insights into questions to ask when hiring each of the CSM profiles introduced in this model. Guy provides helpful tips on creating different customer success manager profiles, making the CSM hiring process more efficient and effective, and finding the right people for your team from traditional places.
If you are building a customer success team, this episode is a must-listen to improve your capacity planning and hiring process.

Listen to the full episode now!

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Additional Resources:

๐Ÿ“‘ Blog: The Multi-Faceted CSM
https://bit.ly/3tubfp6

๐Ÿ“‘ Blog: What is a Customer Success Manager?
https://bit.ly/3t1YnGg

๐Ÿ“‘ Blog: 3 Interview Tips for Hiring Customer Success Managers
https://bit.ly/3M1QpDQ

๐ŸŽฅ Video: Steps in hiring the right customer success managers
https://bit.ly/38SJLSV

๐ŸŽฅ Video: Recent trends in HIRING Customer Success Managers (CSM's)
https://bit.ly/38Xb9Px

โฌ Infographic: Four Key CSM Role Profiles you want to hire for!
https://bit.ly/4bUoxjc

โฌ Download the Guide: Multi-faceted CSM Model
https://bit.ly/432k5e1

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Whenever youโ€™re ready, here are three ways to build, optimize, or scale your Customer Success practice:

1. Enhance Your Customer Success Approach โ€” Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here

2. Join Our YouTube Community โ€” Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here

3. Build Your CS Strategy โ€” If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here

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