CSM Individual Contributor
You focus on customer success, and YOU want to succeed also - We've got you!
In a cohort-based program, you will collaborate to solve day-to-day challenges, overcome common customer success challenges, and share best practices for maximizing the value of your book of business. By the end of the workshop, you will walk away with practical processes and frameworks that will establish you as a world-class CSM.
This program also provides ongoing support through a digital follow-up session and access to SaaSy’s private social network for sharing best practices among peers and GTM leaders.
CSM IC Topics Covered
Whether this is your first time as a Customer Success Manager or you're looking to expand your purview and experience, this course is designed as a framework to think about how your role defines success for your customer, your business and yourself.
Uncover the differentiators of Success vs. Support and the criticality of Customer Success to the post-sale experience.
Learn how to research your customer and know their business as if it’s your own.
Learn how to turn your activities into measurable outcomes.
Understand the key milestones in the customer journey.
Who are you as a Customer Success Manager? Learn best practices to manage internal and external relationships; when times are good and when times are bad.
This isn’t just for sales professionals. You will learn how to establish yourself as a trusted advisor and move beyond being seen as a technical expert.
All customer relationships need to be outcome focused; learn how to create a value map in partnership with your customer.
Establish consistency and learn from your peers.
This isn’t the start of the customer journey, this is a continuation of the relationship built during the sales process.
How to partner with your customer to deliver business reviews in conjunction with your customer, not to your customer.
How to forecast and manage at-risk customers
The quicker you act upon feedback, the more valuable it is. We will show you best practices for holding your customers accountable for their feedback.
You will learn the importance of prioritization of your initiatives balanced against customer needs.
We are the keepers of metrics and data. Learn to harness and then unleash the power of data to create mutual positive outcomes.
Learn to diagnose the moments when customers need a personal touch or else be comfortable with a digitized journey.
As a CSM, you are expected to handle many aspects of the customer relationship. You’ll learn best practices when it comes to managing your time and ensuring top priorities are taken care of.
We won’t give it away here, but learn how to be sales-minded without feeling like you’re pushing your customer.
That’s right, you, too, have a pipeline of renewals and key customer milestones.
Key to your success is internal influence. We will discuss how to set expectations, press your agenda and get what you need.
The SaaSy Experience
Learn from leaders of the highest growth SaaS sales organizations in the world!
Live-Virtual Course Program
Your program includes a healthy blend of short pre-work videos and exercises, which are followed by live, instructor-led working groups at the SaaSy ‘Virtual Vegas Campus’ – A unique learning environment that gets you out of Zoom and into an exciting new environment to work with peers.
- Graduates have a true sense of accomplishment
- Private Slack community
- Optional ‘Accountability’ and peer support group meet-ups
- Post-training Learning Management System
- Graduates have industry-recognized proof of knowledge gained which can lead to faster promotions
Clubs & ‘Level-Ups’
We have membership-based clubs and ‘level-up’ add-on programs that you can participate in to keep sharpening the saw and taking your career to the next level. Once inside the campus, you can explore all the available options.
Everyone is invited to join a small group who meet monthly to set goals, address challenges, and grow together.
- Retention of key principles
- Brain trust of peers who support decision making and problem solving
- Ongoing accountability and professional growth
Live-Virtual Course Options
Our bootcamps sell out fast so make sure to register at the location of your choosing. We keep the events to a small group in order to give all Sales Managers the attention they deserve.
Dates or locations don’t work for you? Let us know what you need. Chat with us 24/7.
Interested in Joining Us?
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