Podcasts about Customer success

What if the only thing between you and your next Customer Success role is a smarter job search strategy? In this episode, I sit down with Howard, who went from layoff (with a baby on the way!) to landing his dream job at Zoom in just eight weeks, and in the toughest market we've ever seen. He's sharing the raw truth about what actually works, how to get recruiters to notice you, the difference strategic coaching makes, and the resume and interview secrets that put you at the top of the pile—even with hundreds of competitors.You'll leave this episode with a playbook to fast-track your interviews, stand out in a crowded field, and confidently negotiate your next offer. Ready for the strategy other job seekers don't know? Press play and find out exactly how Howard did it and how you can too.

Hey CX Nation,In this week's episode of The CXChronicles Podcast #264, we welcomed Mika Yamamoto, Chief Customer and Marketing Officer at Freshworks based in San Mateo, CA. Freshworks Inc. (NASDAQ: FRSH) builds uncomplicated service software that delivers exceptional customer and employee experiences. Their enterprise-grade solutions are powerful, yet easy to use, and quick to deliver results. Their people-first approach to AI eliminates friction, making employees more effective and organizations more productive.Over 72,000 companies, including Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, trust Freshworks' customer experience (CX) and employee experience (EX) software to fuel customer loyalty and service efficiency.In this episode, Mika and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that her team at Freshworks think through on a daily basis to build world class customer experiences.**Episode #264 Highlight Reel:**1. The power of reflection & attention to the customer journey you're building 2. Enhancing customer experience through employee engagement  3. Building your playbook on tech-stack efficiency and utilization 4. Breaking down silos to build world-class customer & employee experiences 5. Investing in "Voice of Customer" (VOC) & "Voice of Employee" (VOE) Click here to learn more about Mika YamamotoClick here to learn more about FreshworksHuge thanks to Mika for coming on The CXChronicles Podcast and featuring her work and efforts in pushing the customer experience & customer success space into the future.For our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of the "CX Nation". You know what would be even better?Go tell one of your friends or teammates about CXC's custom content,  strategic partner solutions (Hubspot, Intercom, & Freshworks to name a few) & On-Demand services & invite them to join the CX Nation, a community of nearly 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's best CX-driven companies? We recently launched CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building the pillars upon an AI-powered foundation for the future. Huge thanks for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

In “The C.H. Robinson Perspective: Navigating the Next Era”, Joe Lynch and Michael Castagnetto, President of North American Surface Transportation at C.H. Robinson, discuss how the company's people-first culture and commitment to developing its employees drive its ability to solve complex logistics challenges and innovate for the future. About Michael Castagnetto Michael Castagnetto was named president of North American Surface Transportation (NAST) in January 2024. Prior executive positions with the company include Vice President, Customer Success in NAST from January 2023 – January 2024 and President of Robinson Fresh from December 2019 – January 2023. Michael began his career with C.H. Robinson in 2005 and has held various leadership roles including sourcing manager at Food Source, general manager of the tropical and dry vegetable categories, director of global supply and vice president of global sourcing. He holds a bachelor's degree from Saint Mary's College of California. About C.H. Robinson C.H. Robinson delivers logistics like no one else™. Companies around the world look to us to reimagine supply chains, advance freight technology, and solve logistics challenges—from the simple to the most complex. 83,000 customers and 450,000 contract carriers in our network trust us to manage 37 million shipments and $23 billion in freight annually. Through our unmatched expertise, unrivaled scale, and tailored solutions, we ensure the seamless delivery of goods across industries and continents via truckload, less-than-truckload, ocean, air, and beyond. As a responsible global citizen, we make supply chains more sustainable and proudly contribute millions to the causes that matter most to our employees. For more information, visit us at chrobinson.com (Nasdaq: CHRW). Key Takeaways: The C.H. Robinson Perspective: Navigating the Next Era In “The C.H. Robinson Perspective: Navigating the Next Era,” Joe Lynch and Michael Castagnetto, President of North American Surface Transportation at C.H. Robinson, discuss how the company's people-first culture and commitment to developing its employees drive its ability to solve complex logistics challenges and innovate for the future. The Human Element is the "Secret Sauce": C.H. Robinson's core strength is its people. Despite its massive network and technology investments, the company's ability to solve complex logistics challenges is rooted in its team's expertise and problem-solving skills. This human touch is consistently cited by customers as a key differentiator and a source of trust. Navigating the Post-COVID Freight Recession: The interview addresses the challenges of the recent freight recession. C.H. Robinson's approach during this time focused on helping customers navigate market volatility, reinforcing the need for a flexible and proactive logistics strategy to manage supply chain disruptions and shifting market dynamics. The Power of a Diverse Business Portfolio: C.H. Robinson's strength is built on four distinct business segments: NAST, Global Forwarding, Robinson Fresh, and Managed Services. This diverse structure allows the company to provide comprehensive solutions across multiple modes and industries, from a single truckload in North America to complex international and global supply chains. Nearshoring Drives Cross-Border Importance: The trend of reindustrialization in the U.S. is making cross-border logistics, particularly with Mexico, more critical than ever. The discussion highlights C.H. Robinson's investments and leadership in this area, positioning them to support this strategic shift and build more resilient supply chains. Cybersecurity is a Top Priority: Freight fraud and cybersecurity are growing threats in the logistics industry. The conversation underscores the importance of a proactive approach to security, including robust protocols and technology to protect against digital risks. This focus is essential for building and maintaining trust with customers and carriers. Unrivaled Scale and Expertise: C.H. Robinson leverages its unmatched global scale—managing 37 million shipments with a network of 450,000 contract carriers—to deliver tailored solutions. This combination of vast operational reach and deep industry expertise ensures they can solve logistics challenges of any size. The Intersection of People and Technology: While the team is the company's secret sauce, technology is a key enabler. The conversation emphasizes C.H. Robinson's continuous investment in freight technology, including AI and other digital platforms. This innovation allows for better data-driven decisions and enhanced efficiency. Learn More About The C.H. Robinson Perspective: Navigating the Next Era Michael Castagnetto | Linkedin C.H. Robinson | Linkedin C.H. Robinson Global Newsroom | C.H. Robinson The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this episode, we explore the rise of Customer Success in healthcare & imaging informatics—where it came from, how it differs from traditional IT approaches, and why it's gaining traction in the industry. We discuss the Customer Success mindset, key principles for driving outcomes in healthcare, and practical frameworks for building successful programs. You'll also hear strategies for launching a Customer Success function, fostering customer advocacy, and creating long-term value for both users and organizations. You can find our podcast on Spotify, Apple Podcast, or anywhere else you subscribe to podcasts. Please help us out by leaving a review! Visit us at https://siim.org/page/siimcast Special Thanks to @RandalSilvey of http://podedit.com for editing and post processing support.

Scaling teams inside matrixed organizations is rarely about speed alone. Shane Hughes, Head of Customer Success at LinkedIn and former Salesforce executive, argues that real growth comes from slowing down to coach with intention, aligning stakeholders early, and focusing relentlessly on customer value. In this conversation, he shares how leaders can avoid the trap of “chasing renewals” and instead build advocacy from the start by connecting adoption to measurable business outcomes.Shane also pulls from his experience leading teams that grew revenue from millions to billions to highlight what separates managers from true coaches. He explains why curiosity is the foundation of influence, how consistency compounds impact, and why high performers act more like consultants than communicators. Whether you're a CRO, frontline manager, or rep aiming to lead, his lessons offer a clear path to scaling without losing your edge.Key Takeaways1. Renewals are won early, not saved late – Retention isn't about heroics at the end of a contract; it's about shaping value in the first months after a deal closes.2. Adoption does not equal value – Usage is necessary but meaningless unless it connects to the customer's defined business outcomes.3. Curiosity drives advocacy – The best customer success leaders don't just communicate; they ask sharp questions that reframe problems and uncover hidden opportunities.4. Coaching beats chasing – Managers who focus on coaching their teams to think like consultants create consistent impact, while those who chase activity confuse motion with progress.5. Slow down to speed up – Scaling in matrixed organizations requires alignment and influence across stakeholders; patient lobbying accelerates outcomes later.6. Consistency compounds – Small, repeatable practices in coaching and customer engagement build long-term trust and measurable growth.7. Leaders must coach across, not just down – True leadership requires influencing peers and executives in addition to managing direct reports.

Send us a textWe've all been there—put on hold, passed around, or treated like an inconvenience. In this episode, we dive into the frustrating world of bad customer service and explore how it silently kills brand loyalty, especially for small businesses. From viral disasters to tone-deaf policies, we unpack the real stories behind service fails and ask: when did “the customer is always right” stop being a thing?We also throw in a few legendary stories of companies that got it right—just to prove it's still possible. So grab your drink of choice and settle in for this one. It's about to get cringe-worthy.Don't miss the latest insights and entertaining discussions on entrepreneurship, small business, and random BS. Subscribe, follow, and like Mike and Blaine's "Business, Beer, and BS" and catch every episode! Featured Beer: @lonepintbrewery @cabinbrewingco @bornbrewingcoMike: Lone Pint Brewery “Brewer's Select” American Wheat AleBlaine: Cabin Brewing Company and Born Brewing Co. Collaboration “Super Cutie!” Hazy IPA with MangoWatch on YouTube: https://youtu.be/wF1pM8EdhFIThanks to our Beer Sponsors: • Rachel Barnett from Gentle Frog: youtube.com/@GentleFrog • Karen Hairston from 3S Smart Consulting: 3ssmartconsulting.com• Larry Weinstein, the Cash Flow Cowboy in Houston Texas!• Neighbor Pat• Devin• Jeff Robertson at jeffreyrobertson.comListen to all our episodes at mikeandblaine.comcashflowmike.comdryrun.com#mikeandblaine #smallbusines #cashflow #finance #beer #entrepreneur #craftbeer Support the showCatch more episodes, see our sponsors and get in touch at https://mikeandblaine.com/

Meet Chuck Ganapathi, the new CEO of Gainsight!In this special episode of [Un]Churned, host Josh Schachter sits down with Gainsight's outgoing CEO Nick Mehta and his successor, Chuck Ganapathi, to mark a pivotal leadership transition. Nick reflects on his 13-year journey building Gainsight into a category-defining company, the lessons he's learned navigating growth, and why now is the right time to hand over the reins. Chuck shares his gratitude for the opportunity, the deep trust he and Nick have built over decades of connection, and his vision for the company's next chapter—one shaped by AI, customer success innovation, and a human-first culture.Timestamps0:00 - Welcome & The Big Announcement2:25 - Why Nick Is Stepping Down3:54 - Lessons from Private Equity & Building a Lasting Company6:23 - Chuck on becoming the NEW CEO7:10 - How Nick & Chuck First Met (Stanford Days & Startup Stories)16:25 - Why Chuck Was the Obvious Choice for CEO21:12 - CEO Transitions as Turning Points25:40 - Human-First Leadership & Gainsight's Mission28:20 - What's Next for Customer Success in the Age of AI 34:12 - Will AI Replace CSMs? (Nick & Chuck's Take)36:42 - Looking Ahead: The Next Chapter of Gainsight38:52 - Fun Facts About Chuck (Heartthrob, Tennis & Shopping!)44:34 - Final Words: Legendary & Transformational Futures

Think your interview skills are top-notch but still walking away empty-handed? You might be leaving points (and offers) on the table…without even knowing it.In this episode, I'm pulling back the curtain on the real way interviewers score your answers and why vague talk tracks are quietly wrecking your chances. We'll dive into the truth about the interview scorecard system, run through real-life answer transformations (from bland to “Hire them now!”), and I'll reveal the tiny shifts that separate “meh” candidates from absolute standouts in today's hyper-competitive Customer Success market.You'll walk away knowing exactly how to turn your stories into high-scoring, offer-earning answers so you finally stand out, leave no doubt, and get the job you deserve. Curious what your go-to interview stories are really scoring in the eyes of a hiring manager?Hit play now because the details you're missing might be the only thing standing between you and your dream role.

Send us a textReady to inject some punk spirit into your customer experience? In this episode of the Customer Success Playbook, Adrian Swinscoe joins Roman Trebon to explore the delicate art of reducing friction without losing that vital human touch. From the bustling cultural tapestry of Edinburgh's Fringe Festival to personal tales of rock climbing and postponed trips to Japan, Adrian sets the stage with personality before diving into why not all friction is bad. He reveals why some “effortful” moments between a brand and its customers actually build loyalty, and how removing them in the name of efficiency can backfire spectacularly. If you're looking to refine your customer journey without sterilizing it, this episode serves up the perfect balance of practical wisdom and a punk attitude.In a world obsessed with streamlining every process, this episode is a refreshing reminder that operational efficiency is not always the hero of customer success. Adrian Swinscoe brings a nuanced perspective: friction isn't the bogeyman it's often made out to be. By distinguishing between “good friction” — those meaningful touchpoints that enrich customer relationships — and “bad friction” that truly hinders progress, organizations can avoid the pitfall of a too-easy, yet emotionally barren, experience. His example of a company that saw sign-ups soar but retention dive thanks to over-simplification is a cautionary tale for businesses tempted to sanitize their customer journey too aggressively.The actionable takeaway? Approach your customer journey analysis with deliberate care and use data combined with direct customer feedback to fine-tune that balance. This means digging deep into customer stories and operational metrics to identify where technology should speed things up and where human moments need to be preserved or even amplified. Adrian's advice serves as a critical chapter in your customer success playbook, fueling smarter decisions that respect both business goals and the emotional dynamics that bind customers to your brand.Bonus: His reflections on rock climbing as a meditative, focus-driven hobby provide a clever metaphor for the customer success journey itself—it's about balance, precision, and the right amount of challenge.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Presenter Contact Info Email: jenine.stanley@aira.io Website: https://aira.io

What if your KPIs are hiding your true impact and that's why you're not getting promoted? Most CSMs are tracking what leadership asks and missing the real proof that moves careers forward. If your best work is going unnoticed, you're not alone. That's why in this episode, I reveal the three high-impact metrics I personally used to score raise after raise (including how I built a 200k IC role from scratch), the “invisible work” you should start logging today, and how to create your own bulletproof folder of receipts for interviews, promotions, and layoff protection. Hear the small, simple experiments that can lead to company-wide change and find out how to capture the magic that really sets you apart.You'll learn how to turn invisible effort into undeniable evidence, make your value pop in every review, and protect yourself from layoffs or missed opportunities. Want to know the "receipts" no one else is collecting but every leader cares about? Press play now and get the edge you deserve.

What if you could quote thousands of lanes in minutes, respond to shippers in under two, and still have time to grow your customer base? Let's welcome Tabi Connect's Dan Hellmann back to the show to explain how quoting automation, RFP modules, and lightning-fast rate delivery are changing the game for freight brokers and carriers! We discuss why speed is your biggest competitive advantage in today's market, how data-driven sales build trust with shippers, and why honest onboarding beats over-promising every time.  Dan covers more topics to help you automate smarter, execute flawlessly, and deliver more value than the competition, so keep tuning in!   About Dan Hellmann With a career spanning 19 years in the transportation and logistics industry, Dan Hellmann is a dynamic and results-driven leader. Currently serving as the Chief Sales Officer at Tabi Connect, he has been at the forefront of the company's success for the past 3.5 years. In this role, Dan leads sales, marketing, account management, and customer success, driving the company's growth and ensuring client satisfaction. Dan is deeply involved in industry associations, serving as a Board Member for the Logistics and Transportation Association of North America (LTNA), an active member of the Young Executive Committee for the Transportation Intermediaries Association, and serves as a Board Member for the Denver Transportation Club.  A true veteran in the brokerage field, Dan Hellmann has accumulated invaluable experience in sales leadership, P&L management, and strategy. His journey includes successfully starting up a brokerage for a former customer, steering it to an impressive $50 million in revenue. Dan brings a wealth of knowledge and practical insights to industry events. His passion for innovation, strategic thinking, and commitment to excellence make him a compelling voice in the world of transportation and logistics.   Connect with Dan LinkedIn: https://www.linkedin.com/in/dan-hellmann-ctb/  Email: DanH@tabiconnect.com  

Start your very own Credit Repair business - Learn how by joining our FREE 5-day challenge: http://startrepairingcredit.com/By now, we all know that we can't call leads anymore…But what if I told you that's the best thing that's ever happened to your business?In today's episode, we're joined by Christopher Stirgus, credit repair entrepreneur and founder of Stirgus Credit Repair. He's built a fully automated, TSR-compliant credit business that signs up new clients without making a single phone call. And today, he's pulling back the curtain.This special live session, hosted by our very own Troy Hitt, Head of Customer Success, dives deep into how Christopher eliminated cold calling, automated his onboarding, and used tools like CRC Billing and Credit Hero Score to streamline his entire operation.You'll see exactly how his website converts leads without contact, how his 50-question FAQ page builds instant trust, and how self-service signups helped him scale faster than ever, all while staying 100% compliant.Plus, you'll learn how to handle objections around trust, when (and how) to get on the phone with clients, and why you should fire bad leads before they even join.If you've been stressed about the TSR, this episode is your blueprint to not just survive, but grow.Tune in!Key Takeaways:00:00 Intro 01:27 What Is the Telemarketing Sales Rule (TSR)? 02:52 How the TSR Impacted Christopher's Business07:30 Christopher's Website, Self-Service Signup, and CRC Billing14:11 Cool Credit Hero Score Features 15:20 Advice for Aspiring Credit Heroes18:36 Affiliate Partnerships 21:34 Dealing with Stall Letters24:48 OutroAdditional Resources:Stirgus Credit Repair: https://stirguscreditrepair.com/index.htmlGet a free trial to Credit Repair CloudGet my free credit repair training  TSR Could End Your Credit Repair Business Overnight, Here's What You Can DoMake sure to subscribe so you stay up to date with our latest episodes.

When you're raising your first rounds, every cap table decision can echo for years. Give away too much equity early, lock yourself into restrictive pro rata rights, or over-optimize for valuation — and you may find yourself boxed in just when your company starts to grow. Pulley co-founder and CEO Yin Wu has seen these mistakes firsthand. In this episode of Fund/Build/Scale, she offers practical, founder-first strategies for structuring and managing your cap table so you can attract top talent, keep your options open, and stay in control of your startup's destiny. We also discuss how to compete with entrenched incumbents, why her LinkedIn profile says she works in Customer Success, and how founders can shift their role as the company scales. RUNTIME 38:44 EPISODE BREAKDOWN (2:46) Why her LinkedIn profile says she's in “customer success,” not CEO/co-founder. (5:43)  How much time passed between Day Zero and serving Pulley's first customer? (9:48) “ You're trying to market the product, and then you're also playing the role of customer success at the same time.” (10:04) The number-one cap table mistake founders make? “Being too greedy.” (13:55) Why are startups sticking with four-year vesting schedules when it takes 7-10 years to exit? (15:14) How founders should think about pro rata rights in early rounds. (19:04) Taking money out in a secondary “ actually releases some of the pressure and allows founders to focus.” (21:04) Founder-preferred shares “are becoming increasingly popular.” (24:15) CEO/founders need to remember “ the soft power that you have as a leader of the company.” (26:45) How Yin defines “founder mode.” (30:50) “ Every successful company has been a response to some incumbent's worldview.” (33:38) Why going public “ can actually make it tough for companies to be able to innovate.” (34:04) The one question she'd ask the CEO if she were interviewing for a job with an early-stage startup. LINKS Yin Wu Pulley How to Scale a Startup in Just 3 Months, Pulley Employee Equity, Sam Altman Will the Blockbuster Deal for Wiz Spur an M&A Wave in Cybersecurity?, WSJ Pro VC SUBSCRIBE

In this weeks' Scale Your Sales Podcast episode, my guest is Monica Stewart.   Monica is a transformational GTM Consultant with 15+ years of experience, empowers B2B startup founders to achieve sustainable success on the journey from $1-$10M ARR.   In today's episode of Scale Your Sales podcast, Monica shares valuable insights on why the jump from $1M to $10M in annual recurring revenue is more challenging than many anticipate. She outlines the critical stages of growth, the risks of scaling too soon, and the importance of staying focused on proven strategies. Monica also emphasizes the need for strong alignment between product, marketing, and sales, while offering practical advice on benchmarking, system scalability, and making the right hiring decisions—particularly when considering candidates from larger organizations.   Welcome to Scale Your Sales Podcast, Monica Stewart.     Timestamps: 00:00 Startup Growth Challenges 05:20 Understanding Go-to-Market Strategy Components 07:22 Optimizing Sales Funnel Efficiency 09:33 Optimizing Team Performance & Growth 15:23 Adaptive Startup Development Strategy 18:34 Adapting Strategies for Modern Success 22:32 Prioritize Customer Success for Growth 23:54 Optimizing Customer Retention Cycle 26:57 Prioritize Buyer Experience 32:25 Crucial: Benchmark Job Requirements     https://www.linkedin.com/in/monica-stewart/ https://www.instagram.com/monicastewartsales/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

Send us a textReady to shake up your customer experience approach with some no-fluff, straight-to-the-point wisdom? In this episode, Adrian Swinscoe – author of *Punk CX* and *How to Wow* – joins Roman Trebon to deliver a masterclass on how real, actionable data combined with firsthand customer stories can transform your CX from good to unforgettable. Learn why "going to the gemba" (that's Japanese for “go see where the work happens”) can be the secret weapon in your customer success playbook, and why less complexity often results in more memorable experiences.Adrian Swinscoe dives deep into a pragmatic, almost punk rock philosophy of customer experience that's anything but conventional. His call to action? Don't get lost in the sea of binary data points and over-engineered solutions. Yes, data is king – but raw numbers alone often feel like a monochrome sketch. True customer success leaders bring color and context by blending quantitative insights with rich, qualitative stories. It's these narratives that move teams to act and innovate, bridging the gap between cold metrics and vibrant human emotion.Swinscoe invokes the Toyota-inspired practice of “going to the gemba,” encouraging CX leaders to ditch conference rooms and dashboards for direct observation—whether it's sitting with frontline agents or experiencing the product as a customer would. This boots-on-the-ground approach fosters empathy, reveals friction points invisible in reports, and catalyzes meaningful change.Echoing his punk ethos, Adrian warns against the natural tendency to keep piling on features and processes under the guise of “improvement.” Instead, simplicity should be your compass. If you add one new element to a process, critique what two things you can eliminate. Complexity is easy; elegance and clarity require discipline—and they pay dividends in customer loyalty.Roman's illustrated comic example highlights the paradox: an overcomplicated onboarding and an overly simplified offboarding process reveal where brands lose customers—not because of lack of effort, but too much of the wrong kind of effort.For anyone seeking practical, actionable guidance on staying ahead in the crowded CX arena, this conversation is a treasure trove. Tune in, challenge your assumptions, and enrich your customer success playbook with these hard-earned lessons on observation, storytelling, and ruthless simplicity.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Are you building a sales org from scratch? Or rebuilding one in the middle of an AI boom? If so, this episode is your field guide. CJ sits down with Ethan Schechter, SVP of Global Sales and Customer Success at Qodo (and the guy who helped take Snyk from $0 to $100M+ in revenue), to talk about the wild days of early-stage sales leadership. Ethan shares how he navigates “basecamp” moments and the “smile” and “cry” days of year one. He explains his approach to hiring for a new org, building internal trust while over-communicating, designing incentive structures for the early days, trading dollars for speed through discounting, and staying competitive in the fast-changing era of AI. The episode ends with an entertaining roast of LinkedIn's cringe posts, from fake ARR math to self-given nicknames and beyond.—LINKS:Ethan Schechter on LinkedIn: https://www.linkedin.com/in/ethanschechterQodo: https://www.qodo.aiCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:A CFO's Guide to Understanding Sales Teams, featuring Snyk's Ethan Schechter — —TIMESTAMPS:(00:00) Preview and Intro(02:07) Sponsor – Navan | Rillet | Pulley(06:10) Ethan's Career as an Early-Stage Sales Leader and Understanding Equity(10:04) The “Basecamp” Mindset and Restarting Strong(12:33) Building Out Your Rules of Engagement(14:25) Sponsor – Brex | Aleph | RightRev(18:45) Navigating the “Smile and Cry” Days of Year One(24:03) Ethan's Approach to Hiring for a New Org(27:38) Building Trust With Founders as a New Sales Leader(30:19) Incentives: Creating a Commission Plan for the Early Days(34:10) Why You “Can't Divide Zero”: Handling Deal Splits(35:52) Other Early-Stage-Isms or Philosophies(38:52) Discounting at an Early-Stage Company(41:17) Selling in Today's Environment: Competitive Trap-Setting(44:47) Budgets for AI Products: Experimental ARR(45:50) Monthly Deals and Decision Cycles in the Current Environment(47:33) Remaining Competitive in the Era of AI(51:08) The Lighter (and Cringier) Side of LinkedIn(1:03:01) Wrap—SPONSORS:Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.#SalesLeadership #StartupSales #SalesStrategy #SalesCompensation #discounting This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Are you sick of making it to the final interview round, only to watch the offer slip away at the last moment? What if the thing holding you back isn't your experience, your resume, or even your skills…but just three tiny tweaks to your interview game?In this episode, I break down the exact changes my client made to go from getting ghosted after interviews to locking in two final rounds and a six-figure Customer Success offer (with a 35% raise!) in just a few weeks. You'll hear the interview mistakes almost everyone makes, why your stories might be falling flat, and the secret to selling your value without feeling like you're bragging. Plus, I'll reveal my favorite strategy for steering interviews so you finally stand out from the crowd.If you're frustrated by interview feedback that never seems to turn into offers, you're about to get massive clarity and a road map to confident, compelling interviews that actually seal the deal. Hit play now to learn exactly what you need to shift and finally break out of the endless interview loop for good.

This conversation delves into the innovative manufacturing processes at Horn, highlighting the importance of collaboration, customer relationships, and adaptability in the tooling industry. The speakers share their experiences and insights on how Horn's commitment to quality and rapid delivery sets them apart in a competitive market. They discuss the significance of continuous improvement and the company culture that fosters trust and teamwork among employees and customers alike.In This Episode:-00:00: Welcoming Horn USA Back To Workforce 4.0-06:23: Horn GmbH's Next Level Customer Experience-10:42: Investing In American Made Products-13:54: The Impact Of Shorter Lead Times On CX-16:50: Sharing The Power of Customer Success-20:44: Winning Through Collaboration-23:36: Cutting Time, Not Quality-26:18: The Blueprint For Building An Innovative Product-31:47: Career Opportunities and Growth At Horn-36:08: Conclusion and Contact InformationMore About Bryan Winterlin, Eric Carbone and Todd DeMeyer:Brian, Eric and Todd are all members of the Horn USA Outside Sales team that spend their days working directly with Horn's customers to provide innovative and quality solutions for their machining needs. Covering territory all throughout the United States, connect and learn more about each of these sales rockstars and what Horn USA can do for you here:Bryan Winterlin | Eric Carbone | Todd DeMeyer

Join the VIP Waitlist for RevUP: https://www.thecustomersuccesspro.com/revupIn this episode, Anika Zubair discusses the transition from customer service to customer success with Lena Therese Zimmerman, Head of Customer Experience at Do Instruct. They explore the importance of curiosity, team collaboration, and the need for a strategic approach in customer success. Lena shares her journey in transforming a reactive customer service team into proactive customer success managers, emphasizing the significance of aligning internal goals with customer success metrics. The conversation highlights the shift in mindset required to prioritize customer success over mere customer happiness, and the strategies for educating customers about the role of customer success managers. In this conversation, the speakers delve into the intricacies of customer success, focusing on the challenges faced during onboarding, the importance of empathy, and the need for effective communication. Chapters00:00 Introduction 02:52 Transitioning from Customer Service to Customer Success05:52 Understanding the Role of Customer Experience08:51 The Importance of Team Collaboration in Customer Success12:07 Curiosity as a Key Trait in Customer Success15:02 Transforming Reactive Teams into Strategic Partners18:11 Aligning Internal Goals with Customer Success21:10 The Shift from Customer Happiness to Customer Success23:53 Educating Customers on the Role of Customer Success28:38 Understanding Customer Fears and Onboarding Challenges31:38 Empathy in Customer Success33:02 Overcoming Customer Hesitation34:32 Communicating Effectively During Onboarding36:09 Setting Expectations: The Importance of Honesty39:33 The Balance of Saying No: Guiding Customers to Success41:00 Collaboration Between Sales and Customer Success43:40 Transitioning from Support to Strategic Advisor47:59 Lessons Learned: Shifting from Service to Revenue Focus51:25 The Future of Customer Success: Embracing AI52:59 Changing Perceptions of Customer SuccessConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Lena Theres Zimmermann:Linkedin: https://www.linkedin.com/in/lena-theres-zimmermann/Lena Zimmermann is Head of Customer Experience at doinstruct, a fast-growing Compliance Tech startup. With over 7.5 years of experience in SaaS, she has led Customer Success teams across DACH and BENELUX, helping companies create meaningful, long-term customer relationships.Lena is passionate about turning Customer Success into a strategic growth lever — especially in contexts where customer bases are more traditional and starting their digital transformation. Her leadership approach blends structure with empathy, enabling scalable processes that support retention, adoption, and revenue expansion.Send Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

In this episode of Building Better Developers with AI, Rob Broadhead and Michael Meloche delve into the often-overlooked yet crucial topic of customer success. Revisiting a previous episode, "Customer Success - Delivering value on a budget," with AI's help, they reframe how developers and founders can deliver long-term value—even on a limited budget. “Customer success isn't optional—it's how you grow sustainably.” Unlike reactive customer support, customer success is a proactive mindset. It ensures that what you build helps users meet their goals, reduce friction, and ultimately drive business results—for both them and you. The Key Difference: Support Reacts. Success Delivers. Many developers conflate customer support with customer success, but they serve very different roles: Support fixes problems when users hit a wall. Success removes those walls altogether. Callout: “When you build for success, you become an investment—not just a cost.” Developers should aim to reduce effort, automate pain points, and align solutions with customer outcomes. That's when your work becomes mission-critical. Busting the Budget Myth A common misconception is that customer success programs are a luxury reserved only for large companies. The truth? Small teams may need it even more. Michael shares a real-world example: After years of manually maintaining a client's outdated systems, a simple upgrade cut service time from three days to four hours. That's budget-friendly success with measurable ROI.

Ever nailed your elevator pitch only to get ghosted after the first interview? Here's the hard truth, “Tell me about yourself” isn't a trick question, but it's tripping up even the most seasoned Customer Success pros. In today's episode, I'm exposing the five most common (yet completely fixable) mistakes that are sabotaging your first impression and keeping your dream CS role just out of reach. You'll learn why memorizing your pitch could be your downfall, how to avoid oversharing your life story, and the secret to using job description keywords to get recruiters rooting for you. I'll break down the mistakes that could be costing you callbacks and walk you through a real client's before-and-after pitch so you know exactly what “good” sounds like in less than 20 minutes.You'll leave with a sharper, more strategic elevator pitch that gets noticed (and gets you to the next round), with none of the fluff or rambling. Ready to finally turn that first impression into a second interview? Hit play now to fix your pitch before your next big opportunity slips by.

The CS Promotion Tracker: https://www.thecustomersuccesspro.com/offers/wh6BFvEc?coupon_code=PODCAST50In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of taking charge of one's career development in customer success. She discusses the necessity of creating a personal development plan, identifying skills gaps, and proactively tracking accomplishments to secure promotions. Anika outlines common mistakes professionals make in their career growth and provides actionable steps to build a successful career trajectory. The episode encourages listeners to prioritize their personal development and take ownership of their career paths.Chapters00:00 Taking Charge of Your Career Development07:52 Building Your Personal Development Plan14:51 Tracking Your Wins for Career Growth19:36 Recap and Action Steps for SuccessConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupSend Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

In this weeks' Scale Your Sales Podcast episode, my guest is Leeron Yahalomi.   Previously, she was a Head of Customer Success at Regie.ai. LeeRon Yahalomi is a GTM leader passionate about blending AI innovation with human insight. With deep experience in building teams and scaling post-sale operations, she's known for turning customer value into business growth.   In today's episode of Scale Your Sales podcast, Janice speaks with Leeron, they explore how AI is transforming post-sales operations, why customer success must evolve into a revenue-driving function, and how leaders can build trust, inclusion, and data-driven strategies in today's hybrid world. Leeron also shares why curiosity, authenticity, and asking the right questions are key to leading high-performing, empowered teams.   Welcome to Scale Your Sales Podcast, Leeron Yahalomi.     Timestamps: 00:00 Embracing AI: The Next Wave 06:09 AI Call Notes for Workforce Efficiency 08:01 Reframing Work: Start Where They Are 12:25 Strategic Planning and Resource Request 14:56 Sales as Discovery Art 17:25 Customer Success Drives Future Sales 22:07 Customer Engagement Defines Company Perception 23:32 Data-Driven Customer Insight Process 27:22 Empowered Women's Presence     https://www.linkedin.com/in/leeron-yahalomi-1b066819/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com   LinkedIn: https://www.linkedin.com/janice-b-gordon/   Twitter: https://twitter.com/JaniceBGordon   Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast   More on the blog: https://scaleyoursales.co.uk/blog   Instagram: https://www.instagram.com/janicebgordon   Facebook: https://www.facebook.com/ScaleYourSales   And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

In this short segment of the Revenue Builders Podcast, we revisit the discussion with Shopify's CRO Bobby Morrison. We dive into the transformational "pod structure" they've adopted to align cross-functional teams more closely with customer outcomes. Drawing on lessons from his tenure at Microsoft, Morrison explains how Shopify's industry-specific pods streamline collaboration across sales, solution engineers, marketing, and customer success—leading to improved speed, accountability, and customer satisfaction. He also reveals how aligning incentives within these pods reduces internal friction and creates scalable, enterprise-grade execution. This episode is packed with strategic insight for CROs, sales leaders, and go-to-market operators aiming to drive operational efficiency and growth.KEY TAKEAWAYS[00:00:28] Shopify's shift to 16 industry-specific pods was designed to bring cross-functional teams closer to the customer.[00:01:00] Each pod includes sales, solution engineering, launch engineers, and partners all aligned around a single outcome.[00:02:00] At Microsoft, the team spent 70% of their time on internal orchestration, highlighting the inefficiency of siloed roles.[00:03:00] Shopify's pod structure includes defined primary and secondary roles with centralized responsibility and incentives.[00:03:49] All roles in a pod are measured against the same customer cohort, improving continuity and reducing disruption.[00:04:12] Morrison explains how aligning marketing with outcomes (not just MQLs) is helping Shopify eliminate interdepartmental friction.[00:05:00] Shopify is close to assigning at-risk compensation to marketing teams based on segment performance—creating real ownership.[00:05:49] The pod model drives faster decisions, stronger accountability, and less tug-of-war between siloed departments.QUOTES[00:01:00] "All aligned around a single outcome, which is helping our customers win."[00:02:39] "A sales rep could have as many as 87 different people they're working with internally to hit their objective."[00:03:49] "Now the pods are incentivized off of the same customer cohort."[00:04:59] "We're very close to assigning at-risk targets to our marketing team."[00:05:49] "Less tug-of-war that happens between siloed parts of the organization that have different KPIs."Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/ai-driven-sales-innovation-with-bobby-morrisonEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

Send us a textHow do you build AI governance that scales without becoming the innovation police? In our final conversation with tech lawyer Gayle Gorvett, we tackle the ultimate balancing act facing every organization: creating robust AI oversight that moves at the speed of business. From shocking federal court rulings that could force AI companies to retain all user data indefinitely, to the Trump administration's potential overhaul of copyright law, this episode reveals how rapidly the legal landscape is shifting beneath our feet. Gayle breaks down practical frameworks from NIST and Duke University that adapt to your specific business needs while avoiding the dreaded legal bottleneck. Whether you're protecting customer data or designing the future of work, this customer success playbook episode provides the roadmap for scaling governance without sacrificing innovation velocity.Detailed AnalysisThe tension between governance speed and innovation velocity represents one of the most critical challenges facing modern businesses implementing AI at scale. Gayle Gorvett's insights into adaptive risk frameworks offer a compelling alternative to the traditional "slow and thorough" legal approach that often strangles innovation in bureaucratic red tape.The revelation about the OpenAI versus New York Times case demonstrates how quickly the legal landscape can shift with far-reaching implications. A single magistrate judge's ruling requiring OpenAI to retain all user data—regardless of contracts, enterprise agreements, or international privacy laws—illustrates the unpredictable nature of AI regulation. For customer success professionals, this uncertainty demands governance frameworks that can rapidly adapt to new legal realities without completely derailing operational efficiency.The discussion of NIST and Duke University frameworks reveals the democratization of enterprise-level governance tools. These resources make sophisticated risk assessment accessible to organizations of all sizes, eliminating the excuse that "we're too small for proper AI governance." This democratization aligns perfectly with the customer success playbook philosophy of scalable, repeatable processes that deliver consistent outcomes regardless of organizational size.Perhaps most intriguingly, the conversation touches on fundamental questions about intellectual property and compensation models in an AI-driven economy. Kevin's observation about automating human-designed workflows raises profound questions about fair compensation when human knowledge gets embedded into perpetual AI systems. This shift from time-based to value-based compensation models reflects broader changes in how customer success teams will need to demonstrate and capture value in an increasingly automated world.The technical discussion about local versus hosted AI models becomes particularly relevant for customer success teams handling sensitive customer data. The ability to contain AI processing within controlled environments versus leveraging cloud-based solutions represents a strategic decision that balances capability, cost, and compliance considerations.Gayle's emphasis on human oversight—Kevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

В этом выпуске у меня в гостях Сергей Макаров — CEO стартапа TalentWay, бывший тимлид Microsoft и серийный фаундер с проектами в России, Голландии и США.Мы обсудили, как AI меняет рынок найма, почему традиционные job boards и рекрутеры больше не справляются, и как работает его AI-агент, помогающий менеджерам по работе с клиентами находить работу мечты. Поговорили о профессиях будущего, тестах, Digital Twin, перспективах HRTech и о том, почему инженеры и senior-специалисты рискуют больше всех. Затронули тему карьерных ошибок, FOMO и как технологии могут помочь каждому найти работу, где действительно можно быть в своей силе.Сергей Макаров (Jay Makarov) - CEO компании Talentway (AI агент для помощи в поиске работы для Customer Success в США), ex Technical Team Lead at Microsoft.LinkedIn: https://www.linkedin.com/in/smaksmak/Сайт: https://talentway.ioБросил Голливуд и стал электриком с доходом $25 тысяч в месяц. Николай Семененко https://youtu.be/SJDP-VNCHhwThe Future of Talent Acquisition: How AI is Transforming Recruitment and Hiringhttps://medium.com/@sami.tatar/the-future-of-talent-acquisition-how-ai-is-transforming-recruitment-and-hiring-69589f6c7ee4The future of career navigationhttps://medium.com/emerge-edtech-insights/the-future-of-career-navigation-182ae81be8a7***Записывайтесь на карьерную консультацию (резюме, LinkedIn, карьерная стратегия, поиск работы в США): https://annanaumova.comКоучинг (синдром самозванца, прокрастинация, неуверенность в себе, страхи, лень) https://annanaumova.notion.site/3f6ea5ce89694c93afb1156df3c903abОнлайн курс "Идеальное резюме и поиск работы в США":https://go.mbastrategy.com/resumecoursemainГайд "Идеальное американское резюме":https://go.mbastrategy.com/usresumeГайд "Как оформить профиль в LinkedIn, чтобы рекрутеры не смогли пройти мимо": https://go.mbastrategy.com/linkedinguideМой Telegram-канал: https://t.me/prodcastUSAМой Instagram: https://www.instagram.com/prodcast.us/Prodcast в соцсетях и на всех подкаст платформахhttps://linktr.ee/prodcastUS⏰ Timecodes ⏰00:00 Начало7:10 Калифорния загибается?10:01 Как тебе пришла идея запустить AI агента для поиска работы?17:49 Почему Customer Success & Sales?23:24 Планируете ли вы выходить на новые роли?26:57 Куда сейчас движется HR tech? Какие тренды?36:15 Что ты думаешь про AI рекрутеров?45:25 Как видишь профессии будущего?49:29 Какие навыки будут востребованы в будущем?54:44 Кого точно не заменит AI?59:00 Психологические тесты при найме, как видишь их развитие в HR tech? 1:17:25 Что хочешь пожелать тем, кто сейчас ищет работу в США?

Sick of pouring your heart into job applications only to get ghosted, again and again? Here's the truth, cold outreach can actually land you more interviews (double, in fact), but only if you ditch the generic and learn to message like a pro. Most people are doing it all wrong and sabotaging their shot at the job before they even get a reply.Today, I'm tearing the lid off my private vault of cold outreach secrets. I'm revealing the 5 real-life messaging strategies that got my clients interviews at top companies, across multiple industries. You'll hear exactly what these killer cold DMs had in common, why hiring managers can't resist answering, and the subtle details that set your message apart from the noise. Plus, for the first time ever, I'm giving you access to my plug-and-play cold outreach templates that make customizing your next message almost too easy.If you're ready to stop feeling invisible, stand out in any hiring manager's inbox, and finally break the interview drought, this episode is your shortcut. You'll walk away with a strategy you've never tried and the confidence to hit send.

Retail Media Networks are booming—but there's a catch. As major retailers like Walmart, Target, Albertsons, and Kroger rake in billions from retail media, a growing bottleneck is emerging: campaigns are being sold to brands that can't get their products on the shelf. The result? Missed sales, empty shelves, and damaged shopper trust. In the latest Omni Talk Retail Ask An Expert Series, Chris Walton and Anne Mezzenga welcome Director of Customer Success, Joy Spiotta, and Senior Product Marketing Manager, Jenya Lawson, of SPS Commerce to dive into performance-based media access—where supply chain readiness determines who gets premium ad placement, not just who's willing to pay the most. 0:00 - Introduction to retail media bottleneck crisis 2:30 - Meet the experts: Joy Spiotta and Jenya Lawson from SPS Commerce 5:00 - What SPS Commerce does: Connecting retail supply chains 6:15 - The core problem: Ads running for out-of-stock products 8:45 - Why communication breaks down between media and supply chain teams 12:00 - Planning challenges and historical data limitations 14:50 - Real-world example: Sex and the City pearl necklace viral moment 16:30 - Store vs. digital inventory coordination challenges 19:00 - Automation and technological solutions for inventory management 21:30 - Measuring retail media ROI and transparency issues 24:00 - Actionable steps retailers and brands can take today 27:30 - Collaboration strategies and contingency planning 29:00 - Contact information and wrap-up Music by hooksounds.com #retailmedia #supplychain #inventorymanagement #retailtechnology #ecommerce #retailanalytics #merchandising #retailoperations #digitaladvertising *Sponsored Content*

Text us your questions and thoughts!Leadership doesn't require a title but emerges when you inspire others, lead by example, and deliver value. We're excited to welcome Stephanie Robinson, Global Account Management Leader at Maze, to the show. In this inspiring conversation, she shares insights from her career journey from Toronto to Amsterdam, highlighting how remote work, cultural awareness, and mentorship shaped her success.Her fascinating journey from a small Toronto startup to managing global enterprise accounts across Europe showcases a powerful career strategy: the 50/50 rule. Every career move should offer 50% mastery (what you already excel at) and 50% challenge (what stretches you to grow). This balanced approach prevents both stagnation and burnout, while keeping you engaged and fostering professional development.Having worked remotely long before the pandemic at companies like InVision, Stephanie also shares crucial insights into creating effective personal systems.We discuss:The importance of leading by example and being self-sufficientCultural differences in work styles between North America and Europe Why being adaptable and understanding diverse team dynamics is essential for any leaderWhy women should confidently negotiate compensation and know their market valueHow maintaining relationships with mentors provides crucial support throughout your careerHow to quantify your achievements to better articulate your value during negotiationsFrom leadership guidance to negotiation tactics to CS tips and tricks, this episode will provide you with insights, direction, and support no matter where you are in your career. Enjoy!

Download the FREE Revenue guide: https://thecustomersuccesspro.com/resourcesIn this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the critical role of active listening in customer success. She discusses common mistakes customer success professionals make, such as listening to reply instead of understanding, and offers practical strategies to enhance listening skills. Anika shares personal experiences and actionable tips to help listeners become better active listeners, ultimately leading to improved customer relationships and increased revenue opportunities.Chapters00:00 Introduction to Customer Success and Active Listening01:40 The Importance of Active Listening in Customer Success08:01 Common Mistakes in Listening and How to Avoid Them12:32 Strategies for Effective Active Listening17:17 Real-Life Application of Active Listening20:07 Recap and Final Thoughts on Active ListeningConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revup#customersuccesspro #podcast #customersuccessmanagerSend Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

Ever wondered how customer stories come to life in global tech companies? Welcome to a fascinating conversation with Alyssa Maschi, Head of the Customer Reference Center of Excellence at Lenovo.Alyssa's career journey defies traditional expectations. Starting in nonprofit work, she made a bold transition into tech through channel marketing before finding her way to customer advocacy. Her candid admission that she "had to Google what customer reference marketing was" when applying for her current role reveals an important truth: career paths rarely follow a straight line. What carried her through these transitions? The soft skills she cultivated along the way, communication, relationship-building, and adaptability.Building Lenovo's customer reference program from scratch presented enormous challenges. Alyssa shares how she established the operational foundation, engaged with sellers, recruited customers, and eventually expanded from a single business unit to a company-wide center of excellence. Her role evolved from hands-on implementation to strategic leadership, focusing on program expansion and securing executive support. This evolution offers valuable lessons for anyone tasked with building something new within a large organization.The conversation takes an honest turn when discussing corporate politics and finding advocates. Alyssa credits her success in scaling the program to having a VP who believed in her work and provided the platform to pitch directly to the CMO. For women navigating large tech organizations, this highlights the critical importance of finding champions who can elevate your work to higher levels. When leadership guidance is lacking, Alyssa recommends returning to strategic foundations and expanding your internal network, practical advice for maintaining momentum during uncertain times.Looking to position yourself for promotion? Alyssa suggests a methodical approach: understand the specific requirements for the next level position and document how you're already fulfilling those responsibilities. This evidence-based approach creates a compelling case that's difficult for management to dispute.Join us for this illuminating conversation about career transitions, building global programs, and what it truly means to be bolder, embracing curiosity and following opportunities that spark your interest, even when they aren't obvious next steps.Support the show When you subscribe to the podcast, you are supporting our work's mission, allowing us to continue highlighting successful women in a variety of careers to inspire others helping pay our wonderful editor, Chris, and helping me in paying our hosting expenses.

Start your very own Credit Repair business - Learn how by joining our FREE 5-day challenge: http://startrepairingcredit.com/What if I told you that you could build a thriving credit repair business, even if you're brand new, not tech-savvy, or juggling multiple jobs? Well, that's exactly what Patrick Sotello, also known as The Credit Sniper, did, and today he's here to share all his insider tips. But this isn't your typical interview. This is a behind-the-scenes conversation from our private Facebook community, where our Head of Customer Success, Troy Hitt, sat down with Patrick to discuss how he got started, how he stays compliant, and how he's rapidly scaling his business with automation and affiliate partnerships.We've cut the conversation down to just the most powerful moments, so you can soak up all the valuable insights without any filler. If you want to see what it really looks like to scale a compliant credit repair business in today's world, you won't want to miss this!Key Takeaways:00:00 Intro 01:30 The Impact of Credit Repair Cloud 03:55 Navigating the TSR and Staying Compliant 07:43 Our Self-Service Sign Up 11:28 Building Trust and Client Relationships 16:39 Credit Hero Score and Affiliates 23:37 Removing Charge Offs and Late Payments 24:46 Hiring and Scaling a Team27:01 Final Piece of Advice 28:57 OutroAdditional Resources:Get a Merchant Account: http://www.creditrepaircloud.com/merchant Get Our TSR Compliance Checklist: https://www.creditrepaircloud.com/training-and-resources/tsr-compliance-checklistGet a free trial to Credit Repair CloudGet my free credit repair training  10 Steps to Build a Successful Credit Repair BusinessMake sure to subscribe so you stay up to date with our latest episodes.

In this episode of The Member Engagement Show, we talk with Bettina Fowler, Senior VP of Customer Success at Higher Logic to get the very best of her popular session at Higher Logic's annual Super Forum conference, “45 Ideas in 45 Minutes.” Bettina has been involved in customer success at Higher Logic for 11 years and has tons of great insights from working with customers on implementation, member engagement, and marketing strategies. Kelly chats with her about quick and easy ways to level up the way in which associations and nonprofits serve their communities. Topics covered include: Top things to check regularly and make sure you didn't miss in your platform setup. Tools and strategies associations can easily use to improve member engagement. The features in your platform that you might not even know about or might be underutilized. Are you maximizing AI functionalities in your community management? All the reasons not to fear upgrades to your platform.   Helpful Links: Higher Logic customers can access the full Super Forum session recording in the Higher Logic User Group (HUG).

In this bonus episode recorded live from the eduWeb Summit, Dustin chats with Destinee Mack from Workzone about how project management is evolving to meet the unique demands of higher ed. From managing competing priorities to streamlining collaboration between teams and agencies, Destinee shares how WorkZone is helping colleges and universities work smarter—not harder—without needing a full-time project manager on staff.Guest Name: Destinee Mack - VP of Customer Success at WorkzoneGuest Social: LinkedInGuest Bio: Destinee Mack is an experienced customer experience and success executive with an extensive track record of customer value attainment and expansion. A passionate leader, wife, mother, mentor and friend, she believes that a detailed understanding along the customer journey is the key to developing a strategy that allows both customers and businesses to achieve their desired outcomes. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com.

In this episode of TECHtonic, TSIA's Thomas Lah sits down with Kelly Morgan, Chief Customer Officer at Docusign, to unpack how one of the world's leading digital agreement platforms is thriving with a 100% usage-based pricing model. They explore the shift away from seat-based pricing, how Docusign restructured its customer success strategy, and why blending renewal and adoption roles is paying off. Kelly shares hard earned lessons on value delivery, organizational alignment, and the must have capabilities for customer success account managers in a data-driven, AI-powered world. Whether you're rethinking your pricing model or evolving your customer success playbook, this is the blueprint for sustainability and growth.

Think your LinkedIn is working for you? Think again. If you're still treating your profile like a digital resume, posting because you think you “should,” or stressing about building a “personal brand” (cringe)—you're leaving job opportunities on the table.In this episode, I break down the most common LinkedIn myths keeping talented Customer Success job seekers invisible in 2025. Forget everything you've heard about content creation or copy-pasting your resume. Instead, I'll reveal what hiring managers actually look for, why keywords matter more than ever, and the simple shifts that can turn your LinkedIn into an interview magnet. The outdated advice ends here. And these data-backed strategies will help you finally stand out (no vague headlines or influencer hacks required).Curious what your LinkedIn really needs to unlock new career milestones? Hit play and discover the LinkedIn strategies nobody else is talking about. Don't miss the profile tweaks that could be the game-changer between getting ghosted and getting hired.

Amar Ghose has been growing Zenmaid from idea to market leader as a non-technical founder. Zenmaid is a SaaS platform that's been helping maid service owners grow their businesses since 2013. Amar is one of those amazing founders who truly embodies the bootstrapping spirit—when his co-founder left early on at just $15k in monthly revenue, he could have easily given up. Instead, he stuck with it, and through relentless customer focus and persistence, he's built ZenMaid into a $150k per month business over the past 12 years.What makes Amar's story particularly inspiring is that he's a non-technical founder who used a customer development approach from day one, really listening to his market and building exactly what maid service owners needed. He's also created an incredible content marketing ecosystem around ZenMaid—from YouTube channels to the Maid Summit conference to podcasts—always focused on helping maid service owners succeed rather than just selling software.We're talking about the power of persistence in bootstrapping, how to build as a non-technical founder, the importance of customer development, and how to create content that truly serves your community. We'll also dive into building a remote-first, location-independent company and staying focused on your customers' success over quick growth.The blog post: https://thebootstrappedfounder.com/amar-ghose-from-non-technical-founder-to-saas-innovator/The podcast episode: https://tbf.fm/episodes/403-amar-ghose-from-non-technical-founder-to-saas-innovatorCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

Send us a textWhen AI systems fail spectacularly, who pays the price? Part two of our conversation with global tech lawyer Gayle Gorvett tackles the million-dollar question every business leader is afraid to ask. With federal AI regulation potentially paused for a decade while technology races ahead at breakneck speed, companies are left creating their own rules in an accountability vacuum. Gayle reveals why waiting for government guidance could be a costly mistake and how smart businesses are turning governance policies into competitive advantages. From the EU AI Act's complexity challenges to state-by-state regulatory patchwork, this customer success playbook episode exposes the legal landmines hiding in your AI implementation—and shows you how to navigate them before they explode.Detailed AnalysisThe accountability crisis in AI represents one of the most pressing challenges facing modern businesses, yet most organizations remain dangerously unprepared. Gayle Gorvett's revelation about the federal government's proposed 10-year pause on state AI laws while crafting comprehensive regulation highlights a sobering reality: businesses must become their own regulatory bodies or risk operating in a legal minefield.The concept of "private regulation" that Gayle introduces becomes particularly relevant for customer success teams managing AI-powered interactions. When your chatbots handle customer complaints, your predictive models influence renewal decisions, or your recommendation engines shape customer experiences, the liability implications extend far beyond technical malfunctions. Every AI decision becomes a potential point of legal exposure, making governance frameworks essential risk management tools rather than optional compliance exercises.Perhaps most intriguingly, Gayle's perspective on governance policies as competitive differentiators challenges the common view of compliance as a business burden. In the customer success playbook framework, transparency becomes a trust-building mechanism that strengthens customer relationships rather than merely checking regulatory boxes. Companies that proactively communicate their AI governance practices position themselves as trustworthy partners in an industry where trust remains scarce.The legal profession's response to AI—requiring disclosure to clients and technical proficiency from practitioners—offers a compelling model for other industries. This approach acknowledges that AI literacy isn't just a technical requirement but a professional responsibility. For customer success leaders, this translates into a dual mandate: understanding AI capabilities enough to leverage them effectively while maintaining enough oversight to protect customer interests.The EU AI Act's implementation challenges that Gayle describes reveal the complexity of regulating rapidly evolving technology. Even comprehensive regulatory frameworks struggle to keep pace with innovation, reinforcing the importance of internal governance structures that can adapt quickly to new AI capabilities and emerging risks. This agility becomes particularly crucial for customer-facing teams who often serve as the first line of defense Kevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Signup for the RevUP Academy: https://www.thecustomersuccesspro.com/revupIn this episode of The Customer Success Pro podcast, Anika Zubair discusses the common challenges faced by customer success professionals, particularly around time management and prioritization. She emphasizes that the real issue is not a lack of time but rather the inability to prioritize effectively. Anika outlines three major mistakes that CS pros often make: reactive planning, treating all customers equally, and neglecting strategic thinking time. She provides actionable strategies for overcoming these challenges, including the importance of blocking time like a CEO, using the 80-20 rule for account management, and protecting focus blocks to enhance productivity. The episode concludes with a call to action for listeners to implement these strategies in their own work.Chapters00:00 Introduction to Customer Success Time Management10:07 Common Mistakes in Time Management19:55 Strategies for Effective Time Management29:55 Implementing CEO Time and Prioritization TechniquesConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupSend Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

Stephanie Hildreth is an accomplished executive and former CEO of Mindful magazine, now serving as Chief of Staff and Head of Customer Success at a rapidly growing tech company. In this episode, Stephanie shares her journey from media to health tech and SaaS, offering deep insight into what it takes to lead high-performing teams through change. Her approach blends strategy with emotional intelligence, and her story is a powerful guide for anyone navigating career pivots or leading transformation from within.Key Takeaways:Why strong leadership starts with self-awareness and trustHow to use feedback loops to build stronger teams and culturesWhat to look for when making a career pivot into a new industryHow to lead strategic change without losing human connectionThe mindset shift that helps you thrive in high-growth environmentsMeet Stephanie HildrethStephanie Hildreth is a high-impact executive known for leading with both heart and precision. Formerly CEO of Mindful magazine, she now serves as Chief of Staff and Head of Customer Success at a fast-growing tech company. With experience across SaaS, media, and health tech, Stephanie is passionate about operational excellence, leadership development, and building cultures rooted in emotional intelligence and transparency.Meet StephanieHow She PivotedStephanie Hildreth's career has never followed a straight line—and that's by design. After a winding path into her first leadership roles, she realized her true strengths were rooted in emotional intelligence and the ability to lead through change. As CEO of Mindful magazine, she navigated a major transformation, growing the business while realigning its vision and ultimately leading it through a successful exit.“There was a moment when I said, if not me, then who? And that changed everything,” shared Stephanie Hildreth on episode 28 of the Rhonda Coleman Wandel podcast.That clarity has guided each step since. Whether transitioning into new industries or taking on dual leadership roles in tech, Stephanie has stayed grounded in her core values. Her career evolution shows that you don't have to choose between performance and purpose—you can build a path that honours both.Insights for Ambitious WomenStephanie's story is a blueprint for leading with intentionality and grace. She believes success isn't about proving your worth—it's about aligning your work with who you are. From navigating imposter syndrome to embracing risk, her insights help ambitious women show up with more confidence and clarity.“Leadership isn't about being the loudest in the room. It's about being the clearest,” encouraged Stephanie Hildreth on the RCW podcastHer career pivots remind us that growth often begins with a question—and that reinvention starts when we stop waiting for permission and start trusting our capacity to lead.Want More Like This?Be sure to subscribe to the podcast on your favourite platform so you never miss an episode. And if you're ready for even more honest stories, career inspiration, and powerful insights, join Rhonda's monthly newsletter. It's where ambitious women get the encouragement, tools, and behind-the-scenes wisdom to thrive—straight to your inbox. Subscribe to the newsletter and catch more episodes at RhondaColemanWandel.com

Special Episode: Modern Therapist's Consumer Guide on Relias Curt and Katie talk with Candace Wallace, Chief Customer Officer at Relias, about how this tech-enabled platform supports therapist training, infrastructure, and regulatory compliance. Candace explains how Relias helps practices of all sizes reduce admin burdens, improve staff retention, and compete in a changing behavioral health landscape. This episode is part of our Modern Therapist Consumer Guide, where we explore tools and services designed for therapists and their clients. About Our Guest:Candace Wallace is the Chief Customer Officer at Relias, overseeing Customer Success, Renewals, Support, and Professional Services. Since joining in 2013, she's led several key teams and now focuses on delivering customer value at scale. With degrees in Archaeology and Religion from Baylor University, Candace's career path includes both compliance consulting and a deep commitment to healthcare systems transformation. Key Takeaways: Relias reduces administrative burdens to improve patient care Solutions are tailored to solo, small, and large practices alike Training, leadership development, and compliance tracking in one platform Helps therapist-led organizations stay competitive and grow sustainably Started with small providers—continues to focus on accessible, effective tools For full show notes and transcripts, visit:https://www.mtsgpodcast.com Join the Modern Therapist Community:Linktree Creative Credits:Voice Over by DW McCannMusic by Crystal Grooms Mangano

Think you need a “perfect” Customer Success resume to land a $120k role? Think again. Two of my clients just scored these coveted jobs. One after a two-year gap, the other coming from, wait for it, a winery. And neither had what most would call a flawless background.In this episode, I break down exactly what got them hired. You'll hear how they showcased serious revenue impact and built scalable solutions that hiring managers desperately need right now. Plus, I'll share the actionable four-step game plan you can swipe, regardless of gaps or zig-zaggy career paths and unpack the mindset shift that matters more than any bullet point on your résumé. Ready to find out what actually separates those who get hired for the big money from those who don't? Hit play and let's rewrite your CS career story, starting today.

Text us your questions and thoughts!In this episode of the Women in Customer Success Podcast, we sit down with Liz Starling, Head of Customer Success at Anthropic, to explore her fascinating career journey from environmental scientist to business consultant to customer success powerhouse. Liz is a seasoned customer success leader with a unique career path and a strong vision for what great customer engagement looks like. From the importance of aligning with the buyer early on to the nuances of presenting and reinforcing customer value, Liz delivers an actionable and passionate masterclass that every CS professional can learn from.She shares insights on the importance of delivering value to customers and the impact of relationship-building skills. She also offers practical advice on career advancement, lessons every woman should learn, and the role of seeking new challenges in personal growth. We discuss:Career crossroads & seeking new challengesTransitioning from Environmental Scientist to Consultant to CS LeaderThe importance of delivering customer valueHow to create opportunities for career advancementTips for aligning pre-sales and post-sales effortsYou'll also enjoy a fun, rapid-fire round where we get to know Liz on a more personal level. This episode is such a treat. So sit back and enjoy!

Are you a SaaS founder struggling to hit your first $10K in MRR? You're not alone it's the first major hurdle every SaaS founder faces: proving your product, landing real customers, and building traction. In Season 6 of the The Grow B2B SaaS podcast, Joran Hofaman spoke to 20 successful SaaS founders and experts who've been through it, and at the end of each interview, He asked them one question: “What's your best advice for reaching $10K MRR?” This episode brings all their answers together into one powerful, no-fluff summary and before each expert speaks, he'll tell you which episode they're from so you can check out their full story. If you're growing a SaaS, this episode is packed with the insights you wish you had months ago.Key Timecodes(1:07) - Episode 1: Kristi Faltorusso on Customer Success(2:35) - Episode 2: Aaron Ross on Predictable Revenue(5:11) - Episode 3: Clark Barron on Demand Gen Strategy(6:20) - Episode 4: Pablo Assensio on Product-Led Growth(7:44) - Episode 5: Peter Loving on UX and Revenue(9:04) - Episode 6: Tom Shapiro on SEO for SaaS(10:29) - Episode 7: Mina Golesorkhi on SaaS Hiring(12:59) - Episode 8: Johnny Staker on SaaS Growth Strategies(14:12) - Episode 9: Elliott Rayner on Strategic Storytelling(16:42) - Episode 10: Craig Brown on ICP and Messaging(18:56) - Episode 11: Ben Murray on Financial Strategy(20:05) - Episode 12: Nicolas Calabrese on International Expansion(22:33) - Episode 13: Kevin Lems on SaaS Pricing in the AI Era(24:21) - Episode 14: Ramly John on Onboarding Strategies(26:09) - Episode 15: Patrick Cumming on Paid Ads(28:19) - Episode 16: Zoltan Vardy on Founder-Led Sales(29:36) - Episode 17: Alexander Estner on Go-To-Market Playbook(30:55) - Episode 18: Frank Sonders on Go-To-Market Strategy(32:12) - Episode 19: Ezean and Oji Odeze on Product Management Lessons

Marketing teams are creating 70% more content thanks to AI, but can your compliance and brand review processes keep up? In this episode, we explore how AI is reshaping the creative process, brand governance, and what the next two years could look like for marketing and compliance teams. From AI-first content tools to the rise of AI agents that are redefining brand tone and content reviews, we cover what marketing leaders need to know now. We'll also break down the key differences between Generative AI and Deterministic AI, and what each means for compliance workflows, while offering practical insights on how teams are future-proofing their operations and budgets in an AI-first world. Join Wyatt Bales, CCO at Bluprintx; Eric Reichel, SVP of Customer Success at IntelligenceBank; and William Tyree, Chief Marketing Officer at IntelligenceBank, for a forward-looking conversation that every marketing, brand, and compliance leader should hear.

How do you turn new users into loyal advocates—and lead global teams while doing it? Laura Carpentier shares powerful insights on scaling customer success, driving retention, and building high-performing virtual teams. Whether you're in SaaS, tech, or leading remote operations, this episode offers practical strategies to elevate your customer journey and team culture.==========================================

Sam Jacobs, AJ Bruno, and Asad Zaman unpack what it means to lead through uncertainty in a time of rapid change. They reflect on Q2 wins, the emotional cost of ambition, and why founders are feeling more anxious than ever. From letting go of the SaaS playbook to adapting in real time, they explore how AI is reshaping leadership, team culture, and what “good” revenue looks like. Plus: the decline of CS, the rise of forward-deployed engineers, and how to build when nothing feels stable. Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday. Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket. Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today. Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader. You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast! This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence. Key chapters: (00:00) - Welcome and Pulse Check (01:14) - Celebrating Q2 Successes (02:57) - Navigating Business Transitions (03:59) - Hitting Numbers and Investing for Growth (04:47) - The Stress of Numbers and Daily Anxiety (05:47) - Balancing Ambition with Gratitude (07:00) - The Power of Pattern Interrupts and Support (07:38) - Is Ambition Always Dissatisfaction? (09:00) - Finding Fulfillment in the Journey (13:12) - The Beauty of Risk and Uncertainty (15:00) - The Astrologer and Fate vs. Free Will (23:00) - Charting the Uncertain Second Half (34:00) - Culture Change and Organizational Agility (43:28) - The Rise of Forward Deployed Engineers & Services Revenue (54:00) - The Future of Customer Success and Bearishness on Job Markets  

Are your customers ghosting your QBR invites? Let's be real… every CSM has faced the dreaded silence or worse, the wrong people showing up. But here's the ugly truth leadership never told you. It's not your QBR's timing, your agenda, or your follow-ups. It's that your meetings are about you, not your customer.In this episode, I break down the single biggest mistake 99% of CSMs make with their QBRs and hand you my simple 3-step framework to flip the script—from ignored invites to strategic sessions your customers actually want to attend. We'll dig into exactly what to research, how to reframe your outreach, and the one pro move that gets even busy execs leaning in. Craving the kind of executive buy-in that accelerates renewals, expansions, and your own career? Hit play, because everything you've learned about QBRs is about to change, starting now!

Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding partner at 20SALES, a GTM-focused VC firm, where she advises early-stage companies on scaling revenue and optimizing sales processes. Agenda: 07:00 – The Secret to Winning a Discount Conversation 09:30 – Notion's Wild New Sales Method: Mindsets Over Stages 12:00 – Why Great Sellers Never Talk Product Too Soon 14:00 – How Slack Avoided the Biggest PLG Trap of All 17:00 – The Fatal Mistake Founders Make Layering Sales on PLG 20:00 – The “Renaissance Reps” That Build Billion-Dollar Motions 23:00 – How to Spot True Grit in a Sales Hire (Without Asking Directly) 26:00 – The Case Study Test That Filters Out Bullshitters 30:00 – The Real Reason Most Reps Fail Onboarding 33:00 – Should Reps Own Their Own Pipeline? Kim's Take Is Clear 36:00 – Why Cold Calling Works in 2025 (And Nobody Does It) 39:00 – The Sales Team Audit: The REKS Framework That Changes Everything 43:00 – How to Avoid Hiring the Wrong Rep Under Pressure 45:00 – When Sales Feels Second Class: PLG vs Enterprise Tension 47:00 – The One Thing Reps Still Do That AI Will Obliterate 50:00 – AI Sales Tools: Why Every Startup Is Failing to Get It Right 53:00 – Will We Have More or Fewer Reps in 5 Years?  56:00 – Enterprises Are Scared of AI – Here's How You Break In Anyway 59:00 – Kim's Secret for Getting Past Gatekeepers and Fake Champions 1:09:00 – Kim's Hardest Phase at Slack and How She Survived It