Podcasts about customer success manager

Most Customer Success job seekers track their applications. Mariia tracked the data behind her entire job search.In this episode, I'm sitting down with Mariia, a Customer Success Manager who recently landed her dream role in cybersecurity. Because she tracked every part of her job search, we were able to see exactly which activities generated the biggest return on her time and energy and which ones created the most momentum.In this client spotlight episode, we unpack the strategy shifts that helped her dramatically increase her interview conversion rate, the outreach approach that changed the trajectory of her search, and why being more intentional gave her more opportunities instead of fewer.The result? Two job offers, five companies she ultimately turned down, and a Customer Success role that checked every box on her list.If you're ready to stop guessing what's working in your job search and start focusing on the activities that actually create momentum, hit play and let's dive in.And if you're doing all the things and not getting the results you want, apply for coaching HERE and let's figure out what's actually standing between you and your next offer.1:15 – The mindset shift Mariia used to land two dream job offers and confidently turn down five others6:20 – Which job seeking activities don't actually move the needle in a CS job search8:02 – The two high-ROI actions Mariia focused on that made all the difference11:43 – How Mariia's application-to-interview rate increased from 8% to 40%14:27 – How switching to quality over quantity and getting selective with applications completely shifted Mariia's confidence and options22:47 – Why mindset and surrounding yourself with experts were key in Mariia's job searchOTHER EPISODES YOU'LL LOVE:

In this exciting return episode of Strategy with Sally, Sally and co-host Ash, a Customer Success Manager, welcome back business growth strategist John Bellamy, founder of Chat To Clients. John specializes in helping local service businesses stop being the "best-kept secret" in their market and start becoming the obvious choice for clients. In this conversation, John reveals why relying solely on referrals can keep businesses stuck in unpredictable growth cycles and explains the dangers of operating without a clear visibility system in place. He shares practical strategies for creating consistent client acquisition through simple, repeatable systems that actually work. One of the highlights of the episode is John's powerful "2-video-a-month" strategy—a straightforward approach that helps local businesses build authority, increase visibility, and generate trust without needing to constantly create content. He also discusses marketing misconceptions, the importance of simplifying your strategy, and what he would focus on first if he were starting over today. Listeners will also enjoy a fast-paced Fast Talk segment covering everything from organic vs paid reach to authority vs popularity, plus John's favorite marketing tools and advice for local business owners looking to grow smarter. Whether you're a coach, consultant, or local service provider, this episode is packed with actionable insights to help you stand out, attract more clients, and become the go-to name in your industry. Connect with John Bellamy: Website: https://johnbellamy.com Facebook: https://facebook.com/johnbellamycoach Instagram: https://instagram.com/thejohnbellamy LinkedIn: https://linkedin.com/in/johnbellamy Special Offer: Check out John's Facebook Ads Course and learn how to consistently attract local clients on autopilot using a simple 5-minute conversion system: https://go.chattoclients.io/ Tune in and learn how to build local authority, create predictable growth, and become the obvious choice in your market.  

On this episode of The Association Podcast, we welcome Lacey Pope, MBA, CAE, Customer Success Manager at Web Scribble, to discuss her career journey in associations and her transition to the industry partner side. Lacey shares how she entered the association world through temp work, earned her CAE, and later drove process improvements at the Oncology Nursing Society that increased live support and boosted customer satisfaction by nearly 10%. She reflects on leading membership technology modernization at Shriners International—including AI translation tools, a new LMS, project management platform, and Power BI reporting—work that earned her recognition at the AWTC Awards. The conversation also explores hiring in the age of AI, daily AI use in customer success, and how associations can build stronger workforce development pipelines beyond a basic job board. 00:00 Welcome and Introductions 00:36 Rapid Fire Questions 02:17 Lacey Association Journey 03:26 Process Improvement Wins 04:55 Career Pivot and Web Scribble 07:22 Awards and Title Tradeoffs 09:32 Vendor Side and Member Value 12:05 Meet Mabel Topic Wheel 13:23 Hiring in the Age of AI 17:44 Daily AI and Policies 20:01 Using AI On The Side 20:51 Five-Year Career Pivot 22:17 Recruited To WebScribble 23:00 Industry Credibility Matters 24:58 Networking And Job Boards 27:02 Daily Wins And Parenting 28:21 AWTC Recognition And Belonging 30:52 Recognition And Community Growth 33:24 Customer Success Trends 34:51 Advice For Student Pipelines 36:42 What WebScribble Does 38:32 Final Thanks And Wrap

In this deeply reflective episode of Strategy with Sally, Sally and co-host Ash, a Customer Success Manager, welcome Alison Eades—Spiritual & Energy Healer with over 35 years of experience in spiritual exploration and more than two decades of channeling transformative energy work. Alison shares her journey of guiding individuals back to themselves—helping them reconnect, find inner peace, and embrace their true essence. She also opens up about the profound "Gift of Peace" she received in 2020, which elevated her work to an even deeper level. Together, they explore why so many capable and responsible people still struggle to gain traction in life. Alison offers a unique perspective on how internal disconnection, ungrounded energy, and unconscious habits can keep people feeling stuck—even when they're doing everything "right." Listeners will gain practical insights into how simple habit shifts can create a stronger sense of presence and grounding, along with a gentle introduction to somatic practices that support reconnection with the body and nervous system. The conversation also touches on pivotal life experiences that shape our perspective, what Alison would share with her younger self, and how her path might have unfolded differently. Plus, stay for a calming and insightful Fast Talk round that reveals her preferences across spiritual practices, daily rituals, and ways of being. If you've been feeling stuck despite your efforts, this episode offers a grounded, soulful approach to finding clarity, balance, and forward movement. Connect with Alison Eades: Website: https://alisoneades.com Facebook: https://www.facebook.com/thedivineconnexion Instagram: https://www.instagram.com/alison.eades.divine.connexion/ LinkedIn: https://www.linkedin.com/in/alison-eades/ Special Offer: Experience the Grounded Soul Activation—a quiet 35-minute session designed to help you pause, relax, and reconnect. Through channelled Light Language and Sacred Song, you'll be gently guided back into your body, supporting your nervous system and restoring a sense of presence and stability. Learn more at: www.alisoneades.com/groundedsoul Tune in and discover a more grounded, connected way to move forward in life. Stay Connected & Get Exclusive Access: Join the Private OmniSAM Community: omnisam.com.au/gsdgroup Facebook Group: gsdfb.omnisam.com.au Follow on Facebook: facebook.com/sallysparkscousins Watch the Live Stream & Subscribe for More Updates: OmniSAM YouTube: youtube.com/@omnisamsoftware Sally Sparks-Cousins YouTube: youtube.com/@sallysparkscousins  

In this powerful episode of Strategy with Sally, Sally is joined by co-host Ash, a Customer Success Manager, as they sit down with Allyson Brown—Director of Everheal, creator of the 4-Step LIFE Formula Program, and a PhD-trained analytical researcher who transformed her own life after overcoming Multiple Sclerosis. Allyson shares how her personal health journey led her to help others break free from fatigue, brain fog, stubborn weight gain, and autoimmune challenges. Together, they unpack why so many people place their health last—and what it really takes to start prioritizing it without overwhelm. You'll learn how to recognize the warning signs that your body is asking for a reset, plus practical strategies to boost energy, reduce inflammation, and create sustainable lifestyle changes through diet, mindset, and daily habits. The conversation also dives into common health misconceptions, the influences that shaped Allyson's approach to wellness, and what she might be doing if she weren't in the health space today. Plus, stay tuned for a fun and insightful Fast Talk round that reveals her personal preferences when it comes to health and lifestyle. If you've been putting your well-being on the back burner, this episode is your reminder—and your roadmap—to give your health the promotion it deserves.   Connect with Allyson and Everheal: Website: www.www.everheal.com.auFacebook: https://www.facebook.com/everheal.com.au/ Instagram: https://www.instagram.com/everheal_/ LinkedIn: https://www.linkedin.com/in/allyson-brown-everheal/ Promo: Free Health Strategy Session – For anyone wanting to chat about their health and get next steps for feeling better ASAP.   Stay Connected & Get Exclusive Access: Join the Private OmniSAM Community: omnisam.com.au/gsdgroup Facebook Group: gsdfb.omnisam.com.au Follow on Facebook: facebook.com/sallysparkscousins Watch the Live Stream & Subscribe for More Updates: OmniSAM YouTube: youtube.com/@omnisamsoftware Sally Sparks-Cousins YouTube: youtube.com/@sallysparkscousins

Professional Builders Secrets brings you an exclusive episode featuring Andy Skada, Head Coach at APB, alongside Ahmed Yusuf and Erick Villa from Wunderbuild, a cloud-based construction management software built specifically for builders. Together, they dive deep into the financial habits that separate profitable building companies from those that are busy but barely breaking even.This episode is sponsored by Apparatus Contractor Services, click the link below to learn more:hubs.ly/Q02mNSsG0INSIDE EPISODE 234 YOU WILL DISCOVER Why being busy doesn't always translate into being profitableHow growing too fast without the right systems can destroy a businessWhy your bank balance is not an indicator of financial healthThe financial habits that high-performing builders use every dayWhat financial roles you need to hire as your business scalesAnd much, much more.ABOUT ANDY SKARDAHead Coach at the Association of Professional Builders, Andy specialises in helping business owners in the building industry identify and implement the skills and systems they need to be successful, without needing to go back to school. Or more importantly, without going bust.Connect with Andy: linkedin.com/in/andy-skarda-92a6875/ABOUT AHMED YUSUFAhmed Yusuf is a Director at Wunderbuild, a cloud-based construction management software built specifically for builders. Based in Melbourne, Australia, Ahmed works closely with thousands of builders to help them manage growth, build better financial habits, and put the right systems in place to scale their businesses sustainably.Connect with Ahmed: linkedin.com/in/amedi65/ABOUT ERICK VILLAErick Villa is a Customer Success Manager at Wunderbuild, a cloud-based construction management software built specifically for builders. With over 20 years of experience leading high-performing customer support teams across multiple industries, Erick is passionate about helping builders get the most out of WonderBuild to grow and scale successfully.Connect with Erick: linkedin.com/in/erick-vincent-villa/TIMELINE 9:35 Why builders can work 80 hour weeks and still not know if they're profitable16:15 How a builder spent money he never actually had25:17 Why APB won't scale an unprofitable business28:34 When business complexity outgrows your systems42:35 The non-negotiable reporting cadence every builder needs45:11 Practical daily, weekly and monthly financial habits to keep you in controlLINKS, RESOURCES & MOREAPB Website: associationofprofessionalbuilders.comAPB Rewards: associationofprofessionalbuilders.com/rewards/APB on Instagram: instagram.com/apbbuilders/APB on Facebook: facebook.com/associationofprofessionalbuildersAPB on YouTube: youtube.com/c/associationofprofessionalbuilders

Trent Luecke is the Customer Success Manager for TeamBuildr OS at TeamBuildr, where he helps gym owners save time, streamline operations, and deliver a better experience for their athletes and members.Before joining TeamBuildr, Trent spent six years owning and operating a personal training facility in Baton Rouge, Louisiana. During that time, he coached over 400 clients, built long-term client relationships, and learned firsthand the realities of running a sports performance business, from programming and coaching to operations, retention, and growth.With nearly a decade in the fitness industry, Trent brings a unique blend of coaching experience and operational insight to the private sector. His passion lies in helping coaches solve complex problems, build sustainable systems, and create an experience that meets clients where they're at, without sacrificing quality or culture$1 Trial Membership to SCN

Firas Jarboui est Head of Machine Learning chez Gorgias, la scale-up qui propose une plateforme d'IA conversationnelle pour les e-commerçants. Ils ont plus de 15 000 clients et la scale-up a été valorisée plus de 700 millions de dollars lors de leur dernière levée de fonds en 2022.Firas va nous raconter comment l'arrivée des IA génératives a entraîné un repositionnement complet de Gorgias avec des fonctionnalités GenAI qui sont maintenant au cœur du produit.On aborde :

Sandrine Kerfers est Head of Data Analytics chez Veepee, la licorne française qui propose des ventes flash sur son site e-commerce. Sandrine va nous parler du plus gros challenge qu'elle a rencontré ces dernières années : adopter une organisation hybride centralisée x décentralisée et une approche Analytics Engineering.On aborde :

Christophe Vaudable est VP Data chez Accor, le leader mondial de l'hôtellerie. Christophe pilote les équipes Data et IA de l'activité centrale d'achat du groupe.On aborde :

What if the reason you're not landing interviews isn't your experience, but your strategy? In today's episode, I'm sharing the story of Junior, a Customer Success Manager who applied to over 1,000 jobs across 2.5 years and had almost nothing to show for it except a handful of interviews.In this client spotlight episode, we unpack exactly what changed when he stopped using the “spray and pray” approach and started approaching his job search with a completely different strategy. We talk about the mindset shifts that helped him move past anger and rejection, the resume changes that suddenly unlocked interviews, and the outreach strategy that helped him connect directly with hiring managers instead of getting lost in the applicant pool.The result? He went from averaging one interview a month to multiple interviews in just a few weeks and signed a job offer in about 90 days.If you're ready to stop sending out endless job applications and finally understand what actually gets results in a competitive job market, hit play to hear the strategy shift that made all the difference.And if you're tired of applying to jobs and hearing nothing back, apply for coaching HERE and let's fix your strategy together.00:28 – Why "Spraying and Praying" Your Resume Leads to Burnout, Not Results02:54 – The Emotional Toll of Layoffs and Why Mindset Shifts Are Critical for Job Search Success05:16 – How Applying to Over 1,000 Jobs Led to Only 20 Interviews (and What Had to Change)11:02 – The Game-Changing Impact of a Professionally Written, Targeted Resume12:35 – Why Targeted Outreach (Not Just More Applications) Opened New Doors for Junior15:15 – What Most Job Seekers Get Wrong When Messaging Recruiters on LinkedIn17:08 – How Consistent Interview Practice (and Feedback) Turned Rejection Into Confidence18:55 – Why Overpreparation for Interviews Is About Confidence, Not Sounding Rehearsed24:17 – The Mindset and Community Support That Helped Junior Land a Role in Just 90 DaysEPISODE LINKS:Connect with Junior on LinkedInFREEBIES & RESOURCES:

Job searching can be one of the hardest seasons of your career, especially when a layoff comes unexpectedly and you're responsible for providing for your family.But it can also be one of the most refining seasons of your life.In this episode, Audrey sits down with former coaching client Anu to share her job search journey, from months of applications and final-round rejections to landing a Senior Customer Success Manager role with a salary increase and a clear leadership path.You'll learn:How to keep going after multiple interview rejectionsWhy interviewing is a skill you can improveHow to explain your career pivot with clarityWhy strategy matters more than sending hundreds of applicationsHow faith helped during the job searchIf you're currently job hunting, facing rejection, or trying to pivot careers, this episode will give you both practical advice and encouragement to keep moving forward.Cheering you on,Kelsey Kemp & Audrey BagarusBOOK A FREE CALL WITH US THIS WEEK:https://portal.kelseykemp.com/public/appointment-scheduler/6222458612c06afee1de0032/scheduleFREE CAREER COACHING RESOURCES:Free Training: How to Find and Land a Job You Feel Called to in 8 Straightforward Steps → https://thecalledcareer.com/our-processMore of a reader? ⁠Download the 22 page PDF⁠ version instead → https://thecalledcareer.mykajabi.com/PDFFOLLOW US ON OTHER SOCIALS:

Jérôme Couzy est Customer Success Manager chez Alteryx, l'outil qui permet aux profils non techniques d'exploiter et de valoriser leurs données. La solution est utilisée par plus de 8 000 clients dans le monde, tous secteurs confondus, Telco avec Orange notamment, Banque avec la Caisse d'Épargne, mais aussi Pharma, services financiers, etc. Plus de 750 000 utilisateurs dans le monde utilisent la solution.On aborde :

Recorded live on the show floor at International Confex, this episode features Dan Robertson, Customer Success Manager at Jonas Event Technology - just five weeks into the role. We talk about why Jonas have invested in a dedicated customer success function, what organisers consistently get wrong about registration (hint: it starts far too late), and why capturing attendee intent the moment a show closes is one of the smartest moves an organiser can make. Dan also shares his take on the Jonas and Sitka partnership, why bringing data into one place is no longer a nice-to-have, and where AI fits into customer support without replacing the human moments that actually build loyalty. A refreshingly honest conversation from someone who's worked on both sides of the industry fence.

#790 What if the easiest way to grow your business was hiding in plain sight — your existing customers? In this episode, host Brien Gearin welcomes back Brian O'Connor, ex-Deloitte consultant, founder of TalentHQ, and three-time MU guest, to dive deep into the power of customer success. Learn how businesses of all sizes — from SaaS companies to local service providers — can drive massive growth by retaining clients, generating referrals, collecting more reviews, and increasing lifetime customer value. Brian also shares how he helps companies hire top-tier talent from Latin America at a fraction of U.S. prices, and why the Customer Success Manager might be the most overlooked (and most profitable) role in your business. Whether you're just starting out or scaling fast, this episode will help you unlock more revenue — without chasing new leads! (Original Air Date - 6/26/25) What we discuss with Brian: + Customer success vs. customer service + Retention, referrals, and renewals + How SaaS pioneered customer success + Reoccurring vs. recurring revenue + Upselling through relationship building + Why reviews drive local business growth + Hiring top talent in Latin America + Small business roles to outsource + Automating follow-up for repeat sales + Customer success for online communities Thank you, Brian! Subscribe to Brian's newsletter at ⁠OutlierGrowth.com⁠. Follow Brian on social media @thebrianfoconnor. Email Brian at brian@talenthq.co. Watch the ⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Olga Kazarina is an award-winning EdTech Specialist, ISTE+ASCD Community Leader, and Google Certified Trainer, Coach, GEG Leader, AI Fellow, and Educator with over a decade of international experience.From beginning her journey as a classroom teacher in Chile to her current role as Customer Success Manager and Community Builder at Genially, Olga has been a passionate advocate for empowering educators across the world.Her expertise shines in:✨ Strategic & ethical integration of Generative AI✨ Building educator communities✨ Fostering computational thinking in young learnersA recipient of the ISTE 20 to Watch Award, Olga also played a key role in the Guinness World Records breaking Capacita+ Google Cloud AI event a testament to her global impact.

Découvrez ma formation aux fondamentaux de l'accueil, un parcours d'excellence, accessible à toutes & tous !Vous êtes tous concernés par ce sujet, dirigeants, managers ou collaborateurs ! Je n'ai jamais trouvé la bonne réponse quand je travaillais dans des hôtels. Les hôteliers que j'accompagne ont tous des solutions différentes, cela crée un sentiment brouillon et beaucoup de stress. Les outils de communication sont nombreux, mais aucun ne coche toutes les cases... Alors découvrons ensemble quelles solutions existe-t-il ? Notes et références : Dmbook Pro Épisode 35 - Bruno Lanvin, Customer Success Manager chez LoungeUp Le partenaire de l'épisode : LoungeUp Découvrez LoungeUp : www.loungeup.com / contact@loungeup.com / +33 (0)1 84 16 82 20 Bénéficiez de -10% sur la première année d'abonnement, ainsi que -20% sur le paramétrage de la solution (réservé aux nouveaux clients, pour tout abonnement débutant avant juillet 2024) Pour découvrir la solution en live, demandez une démonstration en ligne ici Chapitrage : 00:00:00 - Introduction 00:02:13 - Choisir le bon outil de communication 00:05:30 - Telegram pour la communication pro 00:07:07 - Slack : canaux et conversations privées 00:07:47 - DMbook Pro : Passage de consigne digital 00:10:39 - Importance de la déconnexion dans la culture d'entreprise 00:13:40 - Conclusion Si cet épisode vous a passionné, rejoignez-moi sur :L'Hebdo d'Hospitality Insiders, pour ne rien raterL'Académie Hospitality Insiders, pour vous former aux fondamentaux de l'accueilLe E-Carnet "Devenir un Artisan Hôtelier" pour celles et ceux qui souhaitent faire de l'accueil un véritable artLinkedin, pour poursuivre la discussionInstagram, pour découvrir les coulissesLa bibliothèque des invités du podcastMerci de votre fidélité et à bientôt !Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Your weekly dose of information that keeps you up to date on the latest developments in the field of technology designed to assist people with disabilities and special needs. Special Guest: Dr. Rachel Levy, SLPD, CCC-SLP – Customer Success Manager – VoiceItt VoiceItt info: voiceitt.com Voiceitt email: support@voiceitt.com Email Racheal: rachel@thebabelgroup.com Babel info: thebabelgroup.com —– […]

Cassie Braswell Cassie Braswell is a Customer Success Manager in agricultural technology, specializing in advanced water management solutions for vineyards and specialty crops across Northern California. With more than a decade of experience spanning irrigation systems, agri-business operations, and customer relationship management, Cassie serves as a key connector between growers, technology innovators, and regulatory agencies.…More

AI isn't here to replace you—unless you let it. What if you could flip the script and use AI to become the most valuable Customer Success Manager in the room, no matter what your company throws at you (or doesn't)?In this episode, I reveal the two high-impact ways CSMs are actually leveraging AI to stand out—one that repositions you as a trusted consultant to your customers and another that instantly fills the coaching and feedback void you've been frustrated about for years. Forget about asking ChatGPT to write your follow-up emails. This goes way deeper, and I'll walk you through the strategies no one's sharing.I'll show you exactly how to use AI to create thought leadership content that your customers crave (and remember you for), plus the step-by-step system I use with my private one-to-one clients to self-coach, level up core skills, and get actionable feedback faster than any manager ever could. You'll learn how to build a bulletproof feedback loop and shift from vendor to trusted expert without needing anyone's permission.If you want to move from being replaceable to irreplaceable and get immediate, data-backed ways to make your customers care, get noticed by leadership, and truly accelerate your growth before the New Year, hit play and let's dive in.1:01 – Why Using AI to Summarize Emails Won't Set You Apart 1:16 – How to Use AI to Become a Valued Expert, Not Just a Vendor2:24 – The Fastest Way to Generate Thought Leadership Content That Customers Care About4:04 – How to Add “Real Value” with Non-Product-Centric Insights9:53 – Step-By-Step Guide: Coaching Yourself with AI When No One Else Does14:13 – How to Build a Feedback Loop So You Level Up Faster Than Your Peers

Megan Bowen, CEO of Refine Labs, shares the core fundamentals behind modern B2B growth. She explains how buyer behavior has shifted, how marketing must evolve, and what it takes to build a profitable, scalable go-to-market engine rooted in focus, data, and customer understanding.Topics CoveredEvolution of B2B buying: analog → website → dark social → AI era.Aligning go-to-market around buyer behavior.Ideal Customer Profile (ICP) definition and validation.Strategic narrative development using Andy Raskin's framework.The “Brand, Demand, Expand” model for growth.Simplifying measurement: attribution, share of search, and split-the-funnel analysis.Sales and marketing alignment through shared goals and accountability.Building efficient, profitable revenue systems.Questions This Video Helps AnswerHow has B2B buying behavior evolved and what does it mean for marketers?What are the most important elements of a modern go-to-market strategy?How can you define and operationalize an ideal customer profile?What is a strategic narrative and how does it drive company alignment?How should marketing and sales collaborate to achieve efficient growth?What metrics actually matter when measuring pipeline performance?Jobs, Roles, and Responsibilities MentionedCEO, CMO, VP of Sales, RevOps Lead, Account Manager, Customer Success Manager, Marketing Manager, BDR/SDR, Product Manager, Private Equity Partner, Founder.Key TakeawaysFocus beats complexity: simplify your go-to-market strategy around what works.The best companies deeply understand buyer behavior shifts and adapt early.A validated, data-driven ICP ensures efficiency and profitable growth.A strong strategic narrative, backed by leadership, drives internal and external alignment.Growth requires balanced investment in brand, demand, and expansion.Align marketing, sales, and finance goals to create predictable, sustainable performance.Measurement should prioritize insight and decision-making over vanity metrics.

Text us your questions and thoughts!What does it take to leap from vineyards to tech—and thrive? In this episode, we sit down with Dimple Athavia, a former winemaker (now, Customer Success Manager at Mimecast) who turned her love of chemistry, nature, and craft into a high-impact career in Customer Success. Her path is curiosity in motion: from studying microbiology and viticulture, to traveling the world for harvests, to building a drinks venture that sparked a deep fascination with digital products, data, and scale.Dimple shares how she broke into her first CSM role—treating interviews like iterative sprints, translating experience into CS language, and reaching out to a podcast guest for mentoring with a clear, respectful ask. That single outreach led to a new opportunity and a lasting lesson: be specific about what you need, make it easy for mentors to help you, and turn inspiration into action.We chat about:Early love of science leading to a winemaking degree and global harvest workBuilding a CSM career through podcasts, clear outreach and mentorshipStrategic customer conversations that map goals and influencePractical AI use for research, memory support and preparation in CSGuidance for emerging leaders on trust, clarity and coachingShe also shares how AI fits into the modern CSM toolkit—from researching public signals before first calls to surfacing insights and personalizing every touchpoint. For her, data directs attention; real conversations build momentum.If this conversation sparks an idea for your career or customer strategy, share it with a colleague, hit follow, and leave a quick review to help others discover the show.

Can customer success strategies be replicated across different regions and cultures? In this episode, we sit down with Jomilsa Sousa, a Customer Success Manager based in Dubai, to explore why standardized playbooks often fall short in international markets.Jomilsa shares her firsthand experience contrasting customer success approaches between the UK and the Middle East, revealing how communication preferences, relationship-building expectations, and client engagement vary dramatically across regions. From tech-driven approaches in some markets to high-touch, personal interactions in others, she explains why adaptability and human connection trump rigid frameworks.Key topics include:

  Special Offer ✓ Try the Giraffe360 PRO Camera risk-free for 60 days—just $123/month for two months, with up to 10 property scans and all add-ons included. ✓ Learn more: offer.giraffe360.com/wgan "The Giraffe PRO Camera brings cinematic-quality virtual drone footage to interior spaces—without ever needing to fly a drone." In this WGAN-TV Podcast training episode (above), Guest Host Tom Sparks (Founder and CEO, Sparks Media Group and ScanYourSpace) sits down with Samuel Kakar, Customer Success Manager at Giraffe360, for an in-depth walkthrough of the Giraffe PRO Camera and Giraffe360 Content Studio—powerful tools designed to help real estate photographers capture, process, and deliver immersive property visuals with cinematic precision. This episode gives a first-hand look at the onboarding process for new users, highlighting how Giraffe360 supports photographers from initial setup to advanced production techniques. Samuel explains key differences between the Giraffe PRO Camera and the Giraffe360 GO Cam, offering best practices for capturing data-rich scans, using the motorized tripod for optimal results, and generating virtual drone and cinematic videos through LiDAR technology. Tom and Sam discuss real-world workflow tips including: ✓ Efficient property preparation and lighting setup ✓ Managing scan counts and gallery organization ✓ Handling multi-floor scanning and project merging ✓ Creating cinematic fly-throughs from LiDAR point-cloud data ✓ Using “Snapshot” stills to save time on separate photo passes ✓ Leveraging post-processing tools like object removal, blur editing, and scan omissions The conversation also covers upcoming feature requests and creative use cases—from adding a Ken Burns-style pan-and-zoom to millimeter-based lens settings—underscoring how Giraffe360 continues evolving to meet professional photographer needs. For real estate photographers curious about integrating AI-enhanced 3D scanning and automated video creation into their workflow, this episode serves as a practical guide to getting started with the Giraffe PRO system. Special Offer ✓ Try the Giraffe360 PRO Camera risk-free for 60 days—just $123/month for two months, with up to 10 property scans and all add-ons included. ✓ Learn more: offer.giraffe360.com/wgan Watch or listen ✓ Watch the WGAN-TV Podcast here (or WGAN on your favorite podcast app.) Connect with Tom Sparks ✓ SparksMediaGroup.com ✓ ScanYourSpace.com Special Offers for WGAN Community ✓ Try Giraffe360 for 60 days with 10 Residential Lists for $123 per month www.WGAN.info/giraffe360-pro Best, — Dan Smigrod Founder and Managing Editor We Get Around Network Forum Atlanta  

Newly minted Microsoft MVP Stephen Valdinger, known as Steviecoaster, joins The PowerShell Podcast to share his journey from IT admin to community mentor and automation advocate. He talks about discovering PowerShell through Exchange, the career-changing power of automation, and his work with AutomatedLab, PowerShell Universal, and WinUI Shell. Stevie also highlights the importance of mentoring, building community, and making PowerShell approachable for everyone.   Key Takeaways: PowerShell as a gateway: Learning PowerShell can unlock career growth, lead to better automation, and even spark new opportunities like blogging, mentoring, and conference speaking. Tools for learning and labs: AutomatedLab, paired with Stevie's utilities and GUI work, provides a powerful way to build test environments and gain hands-on experience. Community and mentorship matter: Sharing knowledge, mentoring beginners, and creating approachable tools not only help others grow but also strengthen your own skills. Guest Bio: Steven Valdinger (Steviecoaster) is a Microsoft MVP, Customer Success Manager at Chocolatey, and community leader with a passion for automation and mentoring. With years of experience in IT, Stevie has become known for his approachable teaching style, and his contributions to open source. He is also a frequent contributor to community discussions, blogs at steviecoaster.dev, and presents at events like PowerShell Wednesdays and PowerShell Summit.   Resource Links: Steviecoaster's Blog: https://steviecoaster.dev Steviecoaster on BlueSky: https://bsky.app/profile/steviecoaster.dev Steviecoaster on GitHub: https://github.com/steviecoaster Connect with Andrew: https://andrewpla.tech/links Stevie's AutomatLab UI: https://github.com/steviecoaster/PowerShellUniversal.Apps.AutomatedLab AutomatedLab: https://github.com/AutomatedLab/AutomatedLab PowerShell Universal (by Ironman Software): https://ironmansoftware.com/powershell-universal WinUI Shell: https://github.com/mdgrs1/WinUI-Shell PDQ Discord: https://discord.gg/PDQ Stevie's PowerShell Wednesday WinUIShell talk: https://www.youtube.com/watch?v=PE1hy0VZXes&list=PL1mL90yFExsix-L0havb8SbZXoYRPol0B&index=5 The PowerShell Podcast on YouTube: https://youtu.be/iKYfZBakoBI The PowerShell Podcast Hub: https://pdq.com/the-powershell-podcast 

Subscribe to ASUG Talks on Apple Podcasts, Overcast, and SpotifyAccording to the 2025 ASUG Pulse of the SAP Customer Research, over one-third (35%) of respondents indicated that finding employees with the internal skills necessary to manage new technology is a top organizational challenge. As SAP S/4HANA adoption, cloud migration, and the growing utility of AI become more and more critical to SAP customers, it has never been more important to find IT professionals equipped with the knowledge and expertise to spur IT innovation. In this episode of ASUG Talks, SAP education takes center stage.  Shaquille Charles, a graduate of the St. Michael's Learning Academy (SMLA) SAP Veterans to Work program and a current Customer Success Manager at SAP, and Christine Aboud,  CEO & Co-Owner of SMLA, join the podcast. They discuss the Veterans to Work Program, Shaquille's transition from the military to his current SAP role, and the importance of building the next generation of SAP professionals. Key InsightsRetiring IT professionals and the gaps they fill on teamsShaquille's journey from U.S. Army medic to SAP professional How SMLA develops education and equips its graduates with the skills necessary to IT success Related ContentAs Christine mentioned, register for the Dallas-Fort Worth ASUG Chapter meeting on Oct. 17Read insights from the SAP for Utilities conference keynote stageTune into last week's ASUG Talks focused on IT challenges in the oil and gas industrySubscribe to ASUG Talks on Apple Podcasts, Overcast, and Spotify

In this episode, I dive deep into the state of veterinary marketing in 2024 alongside Trace, our Gen Z marketing guru and Customer Success Manager. Drawing from our hands-on experience managing over $600,000 in monthly ad spend and working with 50–60 veterinary practice owners each week, we break down what's working, what's not, and how you can set your practice up for success in today's fast-changing landscape. We cover everything from adapting to seasonality and economic shifts, to leveraging the latest digital platforms and creating messaging that truly converts. We start by exploring the unique challenges and opportunities facing veterinary practices right now — like how seasonality and economic trends impact client behavior, and why it's crucial to plan your marketing proactively rather than reactively. I share actionable strategies for staying ahead of slow periods, monitoring local trends, and making sure your campaigns are always ready to deploy when you need them most. We also talk about the massive impact of organic social media and video content, especially for reaching Gen Z and Millennial pet owners who are living on platforms like Instagram and TikTok. I give you practical tips for showcasing your practice authentically, testing content organically, and remixing what works to maximize engagement. Paid advertising is another big focus in this episode. We dig into the nuts and bolts of Google Ads, Performance Max campaigns, and the often-overlooked power of display ads. I walk you through setting realistic budgets, targeting the right demographics, and tracking your results for true ROI. Plus, we discuss the importance of direct response messaging, unique offers, and building a nurture funnel that actually converts leads into appointments. And of course, we can't ignore the evolving search landscape — so we cover why your Google My Business profile still matters, how AI is changing the way clients find you, and the critical role of reviews in building trust. Finally, I share insights on outbound marketing, the vital importance of well-trained CSRs, and how to avoid common pitfalls that hold practices back. We wrap up with a look at the future — highlighting the growing role of AI, the need for proactive planning, and the value of a strong partnership with your marketing team. Whether you're looking to optimize your current strategies or future-proof your practice, this episode is packed with expert insights and actionable advice to help you thrive in 2024 and beyond.

Industrial Talk is onsite at Xcelerate 2025 and talking to Gary Wood, Customer Success Manager at Fluke Reliability about "You reliability journey today into the future". Scott Mackenzie interviews Gary Wood, a passionate industry professional and Customer Success Manager at Fluke Reliability, at the Accelerate 2025 event in Austin, Texas. Gary shares his journey from a military background to a career in manufacturing, emphasizing the importance of personal connections and team buy-in in maintenance and reliability. He discusses the challenges of implementing and sustaining condition-based monitoring (CBM) systems, the role of technology in improving asset management, and the necessity of demonstrating return on investment (ROI) to executive leadership. Gary also highlights the evolving capabilities of CBM tools like Azima, Connect Assets in enhancing predictive maintenance and reducing downtime. Action Items [ ] Reach out to Gary Wood on LinkedIn to connect and learn more about Fluke's solutions. [ ] Explore the use of condition-based monitoring and Azima technology to improve asset management and maintenance practices. [ ] Prepare financial data and "receipts" to demonstrate the return on investment of a reliable maintenance program when presenting to executives. Outline Introduction and Technical Issues Scott MacKenzie introduces the Industrial Talk podcast, emphasizing its focus on industry professionals and innovations. Scott mentions the current event, Accelerate 2025, and the technical issues faced during the broadcast. Scott humorously suggests using older versions of technology to resolve issues. Scott introduces Gary Wood, highlighting his passion and experience in the industry. Gary Wood's Background Gary Wood shares his background, mentioning his military service and his father's influence in the manufacturing industry. Gary describes his career progression from a maintenance technician to a plant manager. He emphasizes the importance of learning and the relationships built throughout his career. Scott and Gary discuss the long-standing issues of maintenance, reliability, and asset management in the industry. Challenges in Maintenance and Reliability Gary talks about the current state of the industry, noting that people are less focused on internal improvements. He stresses the importance of personal connections and care within maintenance teams. Gary shares his experience with a technician who was initially resistant to change but later became a dedicated team member. Scott and Gary discuss the necessity of creating a culture of pride and focus in maintenance and reliability. Gary's Role at Fluke Gary explains his role as a Customer Success Manager at Fluke, focusing on implementing and nurturing CMS systems. He describes the importance of taking clients through the future and adapting CMS systems to their evolving needs. Gary discusses the challenges of preventing pencil whipping and the importance of internal strength and KPIs. He emphasizes the human factor in maintenance and the need for continuous improvement. Creating a Reliability Culture Scott asks about creating a reliability culture within an organization. Gary shares an example of a successful transformation in a Michigan-based company. He explains the importance of explaining the benefits of new technologies and gaining team buy-in. Gary highlights the...

Welcome back to our special Gen Z mini-series of Leadership Discoveries! In this episode, you'll hear Barry Kavanagh, Customer Success Manager at Diligent. Hear how Gen Zers and Zillennials think about their career path, why Steven Bartlett is so inspiring, what goes into a holistic company culture, the importance of emotional intelligence (EQ) in a leader, and a Quick-Fire round filled with AI. Connect with Shirley at ShirleyKavanagh.com and on LinkedIn, and Barry at Diligent.com and on LinkedIn

June was a lot, and in true Random Musings fashion, I'm here to talk all about it.From starting a brand new role as a Customer Success Manager (oh yes, Raffy is a woman in tech now

#472 What if the easiest way to grow your business was hiding in plain sight — your existing customers? In this episode, host Brien Gearin welcomes back Brian O'Connor, ex-Deloitte consultant, founder of TalentHQ, and three-time MU guest, to dive deep into the power of customer success. Learn how businesses of all sizes — from SaaS companies to local service providers — can drive massive growth by retaining clients, generating referrals, collecting more reviews, and increasing lifetime customer value. Brian also shares how he helps companies hire top-tier talent from Latin America at a fraction of U.S. prices, and why the Customer Success Manager might be the most overlooked (and most profitable) role in your business. Whether you're just starting out or scaling fast, this episode will help you unlock more revenue — without chasing new leads! What we discuss with Brian: + Customer success vs. customer service + Retention, referrals, and renewals + How SaaS pioneered customer success + Reoccurring vs. recurring revenue + Upselling through relationship building + Why reviews drive local business growth + Hiring top talent in Latin America + Small business roles to outsource + Automating follow-up for repeat sales + Customer success for online communities Thank you, Brian! Subscribe to Brian's newsletter at OutlierGrowth.com. Follow Brian on social media @thebrianfoconnor. Email Brian at brian@talenthq.co. Watch the ⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. EXCLUSIVE NordVPN Deal ➼ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nordvpn.com/millionaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

"Internet connectivity is no longer a nice-to-have—it's a have-to-have. Without it, your business stops." — Jake Jacoby, TELCLOUD In the latest episode of the POTS and Shots podcast series from TELCLOUD, Technology Reseller News Publisher Doug Green is joined by Jake Jacoby of TELCLOUD and Christian Hernandez, Customer Success Manager at ATEL, for a conversation that goes beyond POTS replacement—it's about next-generation connectivity and opportunity for resellers. As legacy copper lines continue to disappear, the pressure is on for MSPs, MSSPs, and telecom resellers to find reliable, scalable, and forward-looking solutions. According to Hernandez, that's exactly what ATEL is delivering. A U.S.-based OEM with a global backbone, ATEL has developed rugged 5G routers like the PW550, designed to meet the growing demands of modern connectivity—including the ability to move antennas up to 250 feet away from the telco room to achieve higher signal quality. Jacoby underscored why TELCLOUD partnered with ATEL: “We're done with LTE. 5G is the future. And it's not just about replacing a phone line—it's about building in redundancy and giving businesses the internet resilience they need to operate.” This podcast highlights why 2025 is shaping up to be the year of POTS replacement. TELCLOUD and ATEL are helping resellers modernize customer environments while keeping costs down and reliability up. And with TELCLOUD's full commitment to 5G and flexible outdoor/indoor router deployments, resellers have a real shot at transforming POTS into a growth engine. To celebrate, the crew closed out the episode with a taste of ATEL's own 20-year anniversary aged tequila—a smooth extra añejo with hints of bourbon, coffee, and chocolate. As Jacoby joked, “You can't buy this one on the street… you've got to come visit.” Learn more: ATEL TELCLOUD | 844-900-2270

#updateai #customersuccess #saas #businessJoin host Josh Schachter, Co-Founder & CEO of UpdateAI, as he sits down with Cait Keohane, the Chief Customer Officer of Airtable, to explore the art of scaling world-class post-sale experiences. Cait shares her incredible journey from being one of the early employees at Zendesk and helping grow the company into a multibillion-dollar powerhouse, to stepping into her new leadership role at Airtable. Together, they explore what it takes to build robust customer management systems from the ground up, the importance of listening directly to customers, and how organizations can balance high-touch service with operational efficiency.Timestamps00:00 – Preview, Meet Cait Keohane & Learn About Airtable01:30 – Cait's Journey at Zendesk03:15 – Building Customer Success and Account Management at Zendesk07:50 – Joining Airtable as CCO08:50 – First 90 Days at Airtable: Priorities and Execution13:10 – Feedback and Voice of Customer Mechanisms15:00 – Renewal Management and Risk Mitigation19:38 – Delivering Personalized Experiences at Scale21:50 – Platform Complexity and Change Management24:50 – The Role of MVP Users and Power Builders in Scaling26:51 – Closing Thoughts and Future Outlook___________________________

Erica Guider is a Sales Executive at 42 Technologies with deep roots in retail, having spent her childhood weekends in her family's boutique tagging merchandise and managing displays. After graduating from Parsons, she brought her creative and commercial expertise to brands like Tory Burch, 7 For All Mankind, Sandro, and Maje. When the pandemic disrupted the industry, Erica pivoted into tech, joining 42 Technologies as their first Customer Success Manager. In this episode, Julia Maimone-Medwick chats with Erica, who went from growing up in her parents' boutique to working for top fashion brands and then made a bold leap into tech at 42 Technologies during the pandemic. She shares how her retail roots shaped her success in tech, the power of networking, and her side hustle in job matchmaking. A must-listen for anyone navigating a career pivot or curious about the overlap between fashion and tech.

Emily Safier transitioned from a career as a physical therapist to a customer success manager in the tech industry. She shares her experiences working with patients with severe neuro injuries, the impact of COVID-19 on her career, and the transferable skills that allowed her to pivot into a new industry. This episode goes deep on the importance of resilience, empathy, and strategic thinking as Emily navigates her way through significant career changes and provides insights into her current role in customer success.▬▬▬▬▬ Resources ▬▬▬▬▬Emily Safier: https://www.linkedin.com/in/emily-safier/Instagram: https://www.instagram.com/cacklemedia/TikTok: https://www.tiktok.com/@cacklemediaX: https://x.com/CackleMediaLLCYouTube: https://www.youtube.com/@CackleMediaLinkedIn: https://www.linkedin.com/company/cacklemedia/Support the pod when signing up for Descript / SquadCast: https://get.descript.com/transferableskill▬▬▬▬▬ Timestamps ▬▬▬▬▬00:00 Introduction and Guest Welcome00:21 Emily's Early Influences and Career Beginnings00:51 Discovering a Passion for Physical Therapy03:03 Challenges and Rewards in Neurophysical Therapy08:46 Transitioning to Customer Success16:59 Navigating the Job Market and Networking17:19 Balancing Career and Personal Life19:15 Skills Transfer and Interview Strategies26:28 Current Role and Best Practices31:16 Conclusion and Final Thoughts

summary In this episode of the AI for Sales podcast, Chad Burmeister speaks with Stephanie Middaugh, Customer Success Manager at Luster.ai. They discuss the transformative role of AI in sales, particularly through Luster's predictive enablement platform, which aims to enhance sales training and efficiency. Stephanie shares insights on how AI can help sales teams do more with less, the importance of critical thinking in leveraging AI tools, and the ethical considerations surrounding AI deployment in sales. The conversation also touches on emerging AI technologies and their potential impact on sales roles. takeaways Luster.ai aims to stop sales reps from practicing on customers. Predictive enablement helps identify skill gaps in sales reps. AI can enhance sales efficiency and productivity. Sales training should be personalized to individual needs. Automation should not replace critical thinking in sales. AI tools can help in preparing for important sales calls. The ethical use of AI requires skepticism and caution. Sales roles may evolve but not be replaced by AI. Personalization in outreach is key to better conversion rates. Emerging AI technologies can support real-time sales interactions. Chapters 00:00 Introduction to Lustre.ai and AI in Sales 02:24 Understanding Luster's Predictive Enablement 10:11 The Role of AI in Sales Efficiency 17:24 AI's Impact on Sales Roles 28:13 Emerging AI Technologies in Sales 31:30 Ethical Considerations in AI Deployment Learn more about AI for Sales with Chad: LinkedIn Group: https://www.linkedin.com/groups/12811259/ LinkedIn Personal Page: https://www.linkedin.com/in/chadburmeister/ YouTube Channel: https://www.youtube.com/@TheAIforSalesPodcast TikTok: https://www.tiktok.com/@ai4sales Facebook Page: https://www.facebook.com/theaiforsalespodcast/ Twitter Page: https://twitter.com/saleshack The AI For Sales Podcast is sponsored by our proud partners: BDR.ai | https://www.bdr.ai/ TruVersity | https://www.truversity.com/ Proudly brought to you by Nooks.ai and BDR.ai, we share proven strategies and cutting-edge technologies that enable sales teams to dramatically accelerate outcomes. Learn how to leverage AI, automation, and conversational intelligence to 5X, 10X, or even 100X your impact. The future of sales is here—let's build it together.

Екатерина Бахмутова, Customer Success Manager, делится своим опытом учебы, иммиграции и построения карьеры в США. В этом выпуске мы обсуждаем, как искать работу в американских компаниях, особенно в сфере работы с клиентами, как адаптировать резюме, строить стратегию поиска и использовать нетворкинг. Екатерина рассказывает о своем пути — от переезда по студенческой визе, обучения в бизнес-школе и PhD по Computer Science до первой и последующих позиций в IT-компаниях США.Разбираем, как работает виза F-1, чем полезны STEM-программы и как получить разрешение на легальную работу во время учебы. Катя объясняет, как совмещала учебу и работу, где учиться, чтобы это было легально, и почему важно смотреть на возврат инвестиций от образования. Обсуждаем, как она проходила собеседования, готовилась по 3-5 месяцев с коучами и мок-интервью, разбирала job description, проходила те же курсы, что и её интервьюеры, и как это помогло получить оффер.Также говорим о сокращениях, как Екатерина потеряла работу в стартапе и как искала следующую позицию, используя LinkedIn, рефералы и точечные письма hiring-менеджерам. Видео будет полезно всем, кто ищет работу в США: как выстроить план, сохранить мотивацию, справиться с отказами и построить карьеру в IT даже без роли программиста.Екатерина Бахмутова (Kate Khajvandi) - Customer Success Manager в Optimizely, MBA в Hult Business School, PhD in Computer Science в Westcliff University.LinkedIn: https://www.linkedin.com/in/kate-khajvandi/ ***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 Начало.09:05 Как легализовалась в США?16:27 Почему решила стать Customer Success Manager? 19:32 Заменит ли ИИ менеджеров по работе с клиентами?28:54 Почему ты решила искать работу?30:52 Про увольнение и поиск работы42:02 Демонстрация резюме51:17 Где искала вакансии? Как использовала нетворкинг?59:04 Как использовала LinkedIn?1:02:32 Про Culture Fit1:08:25 Как проходили собеседования?1:15:49 Как готовилась к собеседованиям?1:22:54 Торговалась ли ты за оффер?1:29:25 Что было самым сложным в поиске работы?1:41:16 Что можешь пожелать тем, кто сейчас ищет работу?

In this episode, host Wendy Hanson talks with the customer success team at Better Manager, discussing their roles, the importance of customer success, and the collaborative culture they foster. The conversation highlights the team's commitment to helping clients thrive at work, the lessons learned in their journey, and their vision for the future of customer success. Key takeaways: Customer success is about understanding unique client needs. Empathy and emotional intelligence are crucial in customer success roles. Building a customer success team requires proactive engagement. Feedback loops enhance organizational learning and improvement. Creating a collaborative culture fosters trust and transparency. Investing in employee development leads to better business outcomes. Assuming good intentions improves interpersonal interactions. A strong company culture enhances team performance. Remote work can still foster strong team connections. Customer success teams act as extensions of their clients' teams. Meet Kate Rath Kate Rath is a seasoned professional with a diverse background in leadership development, international public health, communications, and the arts. Holding a Master's of Science in International Relations from the London School of Economics, Kate brings a wealth of knowledge and expertise to her role as VP of Customer Success at BetterManager, where she is dedicated to empowering individuals and fostering positive workplace cultures. Meet Luis Vides Luis Vides is a highly experienced Customer Success Manager with over 12 years of expertise in various industries, including call center BPO, real estate, outsourcing, and leadership development. With a well-rounded skill set and a commitment to driving growth and delivering exceptional results, Luis brings a passionate and customer-centric approach to his role at BetterManager. His diverse background as a corporate trainer, senior trainer, training manager, recruiting manager, property manager, account manager, solutions architect, and customer success manager allows him to provide valuable insights and support to clients, helping them thrive in their work environments. Meet Rafael Tinoco Rafael Tinoco Hernandez is a dedicated and driven professional with a genuine passion for driving customer success. With a background in business and finance, Rafael has made significant contributions as a Key Account Manager and Customer Success Manager in multiple startup ventures. Leveraging his skills and experience, Rafael actively works towards the success and advancement of organizations. His collaborative nature and strong problem-solving abilities enable him to build meaningful relationships with clients and deliver exceptional results. With a focus on creating positive workplace cultures, Rafael strives to empower managers and inspire transformation in work environments. Follow Kate, Luis & Rafael: Kate LinkedIn: https://www.linkedin.com/in/kate-rath-5b6a2243/ Luis LinkedIn: https://www.linkedin.com/in/levides/ Rafael LinkedIn: https://www.linkedin.com/in/rafael-tinoco-hernandez/ Do you enjoy our show? One of the best ways to help us out is leave a 5-star review on your platform of choice! It's easy - just go here: https://www.newlevelwork.com/review For more information, please visit the New Level Work website. https://www.newlevelwork.com/category/podcast © 2019 - 2025 New Level Work

#updateai #customersuccess #saas #businessIn this episode of the Unchurned podcast, we are joined by our dynamic duo of experts, James Sanders (AI Implementation Strategist) and Michelle Carter (Customer Success Innovation Lead). From automated call summaries and sentiment analysis to predictive analytics and personalized customer experiences, James and Michelle will guide us through the current trends and future possibilities of AI.They discuss the burgeoning interest in specialized AI tools for customer success and delve into various applications—such as conversation intelligence, chatbots, and predictive health scoring—that are reshaping the industry. By leveraging AI, CSMs can focus on building relationships and delivering value with their new AI copilots.Timestamps0:00 - Preview & Intros2:17 - AI and Customer Success3:11 - Call summaries and follow-up generation4:05 - Voice of the Customer (Sentiment Analysis)5:11 - Predictive Analytics for Churn and Upsell6:03 - Customer Health Scoring6:40 - Task Automation and Workflow Orchestration7:42 - Chatbots and Self-Service AI8:37 - Personalized Content and Recommendations10:52 - Sophisticated proactive retention alerts12:02 - Embedded copilots for AI assistance 13:03 - Multichannel customer orchestration15:45 - Solution Categories in AI for Customer Success19:39 - Glossary of Terms Related to AI___________________________

Caitlin Wood, Chief Customer Officer at ZeroFox, joins hosts ⁠⁠Kristi Faltorusso⁠⁠, ⁠⁠Jon Johnson⁠⁠, and ⁠⁠Josh Schachter⁠⁠. They discuss the intricacies of customer success in the cybersecurity industry, along with her unique insights into the challenges and triumphs of leading a customer success organization—especially in the realm of cybersecurity, where the ROI often means that nothing happens.Tune in as Caitlin uncovers how she approaches customer experience, the evolution of customer engagement models, and the balance between AI integration and the indispensable human element in achieving customer success.Timestamps0:00 - Preview, BS & Intros4:08 - Learn about ZeroFOX5:10 - Challenges in Proving ROI in Cybersecurity7:45 - Customer Engagement and Service Model10:57 - Lead Pass Process and CSQLs15:10 - Complexity and Simplicity in Incentives18:10 - Efforts to Mature Models and Remove Friction22:35 - Adaptation of Playbooks25:51 - Attitude, Aptitude, and Experience in Hiring30:56 - Integrating AI for Internal Teams & Tasks___________________________

#updateai #customersuccess #saas #businessKelly McGuire, Vice President of Customer Success at Everstage, joins hosts Jon Johnson and Josh Schachter (Co-Founder & CEO of UpdateAI). They dive into how Everstage is disrupting the market, driving outcomes for its clients, and empowering a range of roles—from sales operations to account managers. Kelly shares her "comfort zone philosophy," emphasizing the importance of stepping beyond our comfort zones to foster growth and achieve success.She also talks about Everstage's vibrant, no-ego culture, the crucial role leadership plays in scaling customer success, and her vision for expanding Everstage's impact in the years ahead.Timestamps0:00 – Preview0:48 – Meet Kelly McGuire, VP of Customer Success at Everstage4:00 – The role of customer success in sales6:10 – Kelly's "comfort zone philosophy"12:10 – Transition from Sisense to Everstage15:42 – No-ego culture and collaborative work environment20:20 – Leadership alignment and transparency initiative25:55 – Kelly's vision for scalable growth at Everstage___________________________

Have You Ever Used a Boolean Search on LinkedIn?

Need a new recruitment strategy to retain interested future sisters into passionate, contributing members? Let's try authenticity.Our potential new members deserve to see clearly what membership would be like if they join, not what you want it to look like or feel like it should look like, but what it would actually be like. We invited Zafyre Turner, past chapter consultant for Alpha Chi Omega and current Customer Success Manager at PhiredUp, to share how her sorority journey started not with recruitment but with emersion. Dream with us how you can showcase the real sisterhood you are a part of and love before, during, and after recruitment. So let's revitalize your current & future members' (and your own) recruitment experience.

Character Study, Vol. 1. This is a new series on the podcast, featuring interviews with 'civilians'—ordinary adult humans of all ages and backgrounds, talking with Brad about their lives. 'Character Studies' episodes will air on Sundays—not necessarily every Sunday—and these conversations will offer listeners access to the hearts and minds and dreams and fears of people they would likely never know otherwise. In Vol. 1, a conversation with a 34-year-old woman named Sophia who works as a customer success manager in Texas. *** Otherppl with Brad Listi is a weekly podcast featuring in-depth interviews with today's leading writers. Available where podcasts are available: Apple Podcasts, Spotify, YouTube, etc. Subscribe to Brad Listi's email newsletter. Support the show on Patreon Merch Twitter Instagram  TikTok Bluesky Email the show: letters [at] otherppl [dot] com The podcast is a proud affiliate partner of Bookshop, working to support local, independent bookstores. Learn more about your ad choices. Visit megaphone.fm/adchoices

#updateai #customersuccess #saas #businessJoin Josh Schachter (Founder & CEO, UpdateAI), Kristi Faltorusso (CCO, ClientSuccess), and Jon Johnson (Principal CSM Enterprise, UserTesting) as they discuss the recent merger between Opexus and Casepoint with Bonnye Hart, Chief Customer Officer.Discover how these twin powers under the Thoma Bravo banner are navigating change, professional growth, and customer success. From strategic partnerships to expanding adoption, this episode is packed with engaging conversations and expert insights.Timestamps0:00 - Preview, BS & Intros2:49 - Thoma Bravo and merger discussion6:04 - Team dynamics post-merger8:00 - Introduction to Opexus and Casepoint11:53 - The curiosity post-merger and job security14:43 - Engagement models and customer-centricity22:17 - Bonnye's strategy & approach to CS___________________________

#updateai #customersuccess #saas #business Amy Oilman, SVP of Customer Success at Conversica, joins hosts Jon Johnson, Principal CSM, Key Accounts at UserTesting, and Josh Schachter, Co-Founder & CEO at UpdateAI, to share insights from her experience building and leading customer success teams at industry giants like Google and Salesforce. Drawing from her time at these powerhouse companies, she reveals how to create the most effective customer success teams, emphasizing the importance of a well-defined team vision, the core values guiding her teams, and innovative approaches to battling churn and ensuring customer satisfaction. Timestamps 0:00 – Preview & Intros 4:10 – Priorities for 2025 7:07 – Rules of the Road 8:40 – The #1 Rule of the Road 11:23 – Collaboration with Internal Teams 13:00 – Showing Up with a Point of View & Being Engaged 15:37 – Identifying and Hiring Potential Candidates 17:20 – "The Best in the Universe" 21:37 – Amy's Experience at the CS100 Conference 23:40 – Personal Branding and Growth ___________________________

Christine Boremeester, Senior Director of Strategy & Enablement at Deltek, joins Kristi Faltorusso, CCO at ClientSuccess, and Josh Schachter, Co-Founder & CEO of UpdateAI, to share invaluable insights into how Deltek continues to innovate and serve its global customer base. Tune in to explore Deltek's ambitious initiatives, including the creation of specialized customer success roles and the challenges of standardizing processes across a diverse range of products and customers. Christine also highlights her team's excitement and anticipation as they prepare to launch these transformative changes, aimed at elevating customer relationships and driving business growth. Timestamps 0:00 - Preview & Intros 3:00 - Christine's Career Evolution 4:15 - Formation of the Strategy and Enablement Group 11:00 - Team Structure & Implementation 12: 19 - Hiring Plans & Profiles 13:40 - Expectations from CSMs 17:40 - Diverse challenges due to multiple products and systems 20:51 - Team Sentiment and Engagement ___________________________

#updateai #customersuccess #saas #business Host Josh Schachter, Co-founder & CEO of UpdateAI engages in a fascinating conversation with Leah Bauman, the Head of Enterprise Product Alignment at monday.com. Josh and Leah delve into the innovative approach that monday.com takes to align customer feedback with product development, highlighting the importance of the voice of the customer in guiding product roadmaps. Leah shares the evolution of her role from a sales background to spearheading a transformative process that bridges the gap between client-facing teams and product development. She also shares the challenges and successes she faced while prioritizing customer needs. This episode is a must-listen for anyone looking to understand how leading SaaS companies can effectively harness customer feedback to drive innovation and achieve sustained growth. Timestamps 0:00 - Preview & Intros 4:11 - Leah's role and background 10:40 - Evolution of Voice of the Customer at Monday.com 16:30 - Aligning sales, CS, and product teams 19:20 - Handling Customer Feedback 26:40 - Closing the loop on customer requests 27:45 - Differences in expectations between product and client-facing teams 28:40 - Balancing client requests with product innovation 33:45 - Steps to improve VOC systems ___________________________

#updateai #customersuccess #saas #business Colin Murphy, SVP & Chief Customer Officer at BMC Software joins Josh Schachter, Co-Founder & CEO at UpdateAI to share insights from his extensive experience in customer success management. Colin & Josh delve into BMC's customer-centric approach to enhance risk mitigation, adoption, and expansion within the company. As we kick off 2025, Colin also reveals the vision for the year ahead, highlighting innovative approaches in leveraging AI technology to improve BMC's customer interactions. Timestamps 0:00 - Preview 1:00 - Meet Colin Murphy and overview of BMC Software 6:30 - Customer Success at BMC Software 11:35 - Core objectives of CS 13:13 - BMC's Growth Priorities 15:01 - Engagement framework, tracking & adoption reviews 21:30 - Vision and Objectives for 2025 24:40 - Use of AI in CS and Tech Support ___________________________

#updateai #customersuccess #saas #business Kristi Faltorusso (CCO, Client Success) and Josh Schachter (Founder & CEO, UpdateAI) are joined by an insightful guest, Ozge Ozcan, Chief Customer Officer at Forter, to dive into the intricacies of customer experience optimization in the evolving world of e-commerce. Ozge shares her wealth of knowledge on navigating the delicate balance between growth and retention, highlighting the company's transition toward a strategy centered on expansion and profitability. Timestamps: 0:00 - Preview, BS, & Intros 2:00 - Forter's services and impact 7:35 - Ozge's role in hiring and facilitating career transitions 12:51 - The downside of focusing solely on churn 17:25 - Cross-segment strategies and mindset shifts 20:15 - Establishing and managing a churn budget 28:30 - Tackling the "happy ears" problem 35:43 - Prioritizing customer signals 38:40 - Planning for the new year and beyond ___________________________