9 Easy ways to make a bigger impact in your customer success job
Jan 28, 2025
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Here’s what you can expect from this episode:
Have you just started a CSM role and are ready to make a bigger impact? Or are you gunning for a promotion this year and want to set yourself up for success? Then this episode is a must-listen.
Here are the nine super easy things you can do to make a bigger impact at your customer success job this year. From becoming a new hire onboarding detective to mastering your product’s impact, I’ll break down each strategy into simple steps you can start implementing today. Learn how to align yourself with leadership's vision, build executive relationships, and immerse yourself in technical conversations to gain a competitive edge.
Each of these strategies is designed to be easy to implement without consuming too much of your time. It’s not about doing all nine at once; start with one, get comfortable, and then add another. Tune in, and let’s make this the year you stand out in your customer success job.
Topics covered on making a bigger impact in your customer success job:
- How to document gaps in a new CSM onboarding process by finding problems to be able to present solutions rather than just pointing out issues
- Why immersing yourself in technical conversations can help you better understand customer challenges and product usage
- How to become a Product Positioning Expert so you can be more self-sufficient in complex customer conversations, reducing reliance on your managers
- The steps you can take to align yourself with leadership’s vision in your next one-on-one to set yourself up for promotions and raises
- How to discover strategies from the most senior CSMs and apply their account planning techniques to your accounts
- Why time spent nurturing executive relationships is never wasted and can lead to better account management and customer success
- The power of always asking “why?” to uncover invaluable insights into customer needs, leadership priorities, and product positioning
- How to build cross-functional partnerships to be a better partner
- Mastering your product’s impact to gain trust with customers and leadership
Resources Mentioned:
- Learn how to stand out and get interviews in today's crowded job market. Watch my FREE Training: How I Help My Clients Stand Out & Get Interviews
- Want to know how to SELL your experience, stand out from other candidates and show up confidently to your Customer Success job interviews? Watch my FREE Training: Nail Your Customer Success Interviews
- Actively looking for a job in Customer Success or plan to in the near future? Apply for 1:1 Coaching with me
Connect with Carly:
- Connect with me on LinkedIn
- Email me at [email protected]
Related Episodes:
- Episode 44: Career Killers in Customer Success: 3 Silent Threats You Need to Know About
- Episode 39: From Invisible to Indispensable: A CSM's Guide to Impressing Leadership
- Episode 32: Becoming Layoff-Proof: Securing Your Place in a Volatile Market
More about Customer Success Career Coach:
Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join Carly and her guests as they spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – they’re diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, they’ve got the playbook for you. Every Wednesday, join Carly and her amazing guests as they dish out practical advice and real-life steps you can actually use. No fluff, just stuff you can apply ASAP to score that dream job, snag that promotion, or become the team rockstar.
