This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale world class CS organization. Each interview will unlock tips, tricks and best practices to help scale your customer success career and company. I wi ...
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At Planhat we believe customer success is everybody’s business, and with this podcast - we want to help you succeed. Our host Anika Zubair, discusses customer success with leaders in the B2B SaaS and tech space. We dive into important and relevant topics to help spread knowledge about customer success and help companies center their business around customers. Because when a companies customers become successful, so does the company. Learn from the best at www.planhat.com
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How to Build Strategic Relationships with Your Customers
27:05
27:05
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27:05In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of building genuine human relationships with customers. She discusses the challenges faced by Customer Success Managers in managing multiple accounts and the need to shift from transactional interactions to strategic partnerships. Anika outlines common mista…
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Transforming Customer Success: From Reactive to Proactive
19:57
19:57
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19:57In this episode, Anika Zubair discusses the importance of transitioning from a reactive to a proactive customer success strategy. She outlines a step-by-step approach to building a proactive customer success organization, emphasizing the need to define success from the customer's perspective, map the customer journey, automate touchpoints, and regu…
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Improve Your Storytelling Skills by 200% and Land Your Next Upsell
20:49
20:49
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20:49In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of storytelling in customer success and upselling. She discusses how effective storytelling can significantly enhance a CSM's ability to connect with customers, drive revenue, and create compelling narratives that resonate with clients. Anika outlines a stru…
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Why Your Marketing Team is the Key to CS Revenue Growth with Ashna Patel
1:02:33
1:02:33
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1:02:33In this episode, Anika Zubair discusses the vital collaboration between customer success and marketing with guest Ashna Patel. They explore how aligning these two functions can drive growth, retention, and upsells. Ashna shares her journey from customer success to marketing, emphasizing the importance of messaging and cross-functional teamwork in e…
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How to Identify At-Risk Customers and Save Them
38:16
38:16
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38:16In this episode of the Customer Success Pro Podcast, Anika Zubair discusses the critical skill of identifying customer churn signs and implementing strategies to prevent it. She debunks common myths about churn, emphasizes the importance of proactive engagement, and outlines a five-step framework for recognizing at-risk customers. The episode provi…
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The #1 mistake CSMs make when trying to drive expansion — and how to fix it
23:17
23:17
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23:17In this episode of the Customer Success Pro podcast, Anika Zubair discusses the common pitfalls in customer expansion strategies and emphasizes the importance of proactive engagement. She highlights that expansion should not be treated as a one-time event but rather as an ongoing process that requires continuous conversations and guidance. Anika pr…
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The Anti Check-In: How to CSM on a Daily Basis to Drive Value and Expansion with Melanie Faye
52:19
52:19
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52:19In this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Melanie Fay, an enterprise Customer Success Manager at Goldcast. They discuss Melanie's journey in customer success, her transition between various roles, and her innovative approach to customer engagement known as the 'anti-check-in.' Melanie shares her experiences …
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The One Thing That Will Make or Break Your Customer Success Career
33:19
33:19
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33:19In this episode of the Customer Success Pro podcast, Anika Zubair discusses the critical role of strategic communication in customer success. She debunks common misconceptions about what defines success in the field, emphasizing that it's not just about product knowledge or churn prevention. Instead, she highlights the importance of effectively com…
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How to Scale a Customer Success Team Without Losing Customer Value with Saahil Karkera
49:43
49:43
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49:43In this episode, Anika Zubair discusses the challenges of scaling customer success teams without losing sight of customer value with guest Saahil Karkera. They explore the importance of understanding customer value, the need for continuous engagement with customers, and the significance of personal relationships in customer success. Sahil shares in…
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The Power of Data Driven Decision Making in Customer Success with Guy Rahamim
48:05
48:05
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48:05Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. Enter the Planhat Giveway to win an all expense trip to Planhat Open: www.planhat.com/giveaway In this episode of the Customer Success Pro Podcast, host Anika Zubair s…
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From CS to Sales Growth: Turning Upsells into New Sales with Ejieme Eromosele
43:30
43:30
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43:30In this episode of the Customer Success Pro podcast, host Anika Zubair speaks with Ejieme Eromosele, an award-winning customer success leader, about her journey from customer success to general management. They discuss the importance of customer advocacy in driving new sales, strategies for upselling and expansion, and the evolving role of customer…
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First time Customer Success Leader to a Revenue Leader with Stijn Smet
51:57
51:57
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51:57In this episode of the Customer Success Pro podcast, host Anika Zubair speaks with Stino, the head of customer success at whale.io. They discuss the evolving role of customer success in the SaaS industry, emphasizing the importance of a revenue-focused mindset. Stino shares his journey from being a tax attorney to a customer success leader, the cha…
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Customer Success Metrics That Drive Growth with Jay Nathan
51:04
51:04
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51:04In this podcast episode, Anika Zubair interviews Jay Nathan, COO of Churnkey, about his extensive experience in the SaaS industry and the evolving role of customer success. They discuss the key metrics that drive growth in SaaS, such as retention, customer lifetime value, and profitability, emphasizing the need for agility in tracking and adjusting…
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How to Get Promoted into an Enterprise CSM with Caly Agar
46:37
46:37
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46:37Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. In this episode of the Customer Success Pro podcast, host Anika Zubair discusses with Carly Agar, founder and CEO of Carly Agar Training, about effective strategies fo…
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Using AI in Your Daily Customer Success Routine with Alex Turkovic
48:23
48:23
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48:23Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. The podcast episode features Alex Turkovic discussing the integration of AI in customer success routines. Key topics include practical applications of AI, tools for cu…
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Leading with Value and Increase Revenue in Customer Success with Madelyn DePrey
36:00
36:00
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36:00Learn more about our show sponsor CSM RevUP Academy: https://thecustomersuccesspro.com/csm-revup-academy/ Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. In this episode of the Customer Success Pro Podcast, host Ani…
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Driving Customer Retention and Customer Growth at Scale with Daphne Costa Lopes
51:21
51:21
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51:21Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. In this episode, Anika Zubair talks with Daphne Costa Lopez, Director of Customer Success at HubSpot, about strategies for driving and growing customer retention at sc…
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How to Get Hired in Customer Success in a Tough Job Market with Jared Orr
46:02
46:02
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46:02Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. In this episode of the Customer Success Pro podcast, hosted by Anika Zubair, guest Jared Orr, a Senior Customer Success Manager and copywriter, shares his journey over…
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How to become a Strategic Customer Success Manager with Erika Villarreal
46:47
46:47
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46:47Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. In this episode of the Customer Success Pro podcast, host Anika Zubair interviews Erica Villareal, a strategic customer success manager at Eptura and a top 25 CS influ…
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Customer Success Career Path to the C-Suite with Kristi Faltorusso
49:55
49:55
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49:55Navigating your Customer Success Career with Kristi Faltorusso In this episode of the Customer Success Pro podcast, Anika Zubair interviews Kristi Faltorusso, a four times Top 25 Customer Success Influencer award winner and CCO at Client Success. Kristi shares her remarkable journey from a marketing professional to becoming a leading figure in the …
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Psychological Mindset Shift from Reactive to Proactive Customer Success with Rachel Provan
43:25
43:25
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43:25Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey. Imposter Syndrome, Prioritization, and Mindset Shifts in Customer Success. All topics we covered in Today’s talk with Rachel Provan. Today’s podcast will focus on how …
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Welcome to The Customer Success Pro Podcast by Anika Zubair
2:04
2:04
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2:04This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale wo…
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A special episode: Big thanks to Anika, and a cheerful hello to Malin!
30:34
30:34
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30:34This podcast episode marks a special moment as Anika Zubair wraps up her four-year hosting journey on the Customer Success Channel podcast. The exciting news is that we're welcoming our very own, Malin Skoglund, VP of Customer Success Americas, who will be stepping in as the new host. Listen to the full episode now and learn more about the future o…
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Brandon Ramsey, Head of CS at OnsiteIQ - Customer success is not sales
37:50
37:50
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37:50In this episode, our host Anika Zubair chats with Brandon Ramsey, Head of Customer Success at OnsiteIQ about how to ensure that customer success truly stands on its own and is not overshadowed by sales. Customer Success (CS) is frequently linked with sales and often entails revenue targets. However, is this truly the most effective way to structure…
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Sue Nabeth Moore, Co-founder of Success Chain - Planning for Customer Success in 2024
43:23
43:23
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43:23In this episode, our host Anika Zubair chats with Sue Nabeth Moore, Co-Founder of Success Chain about the future of customer success. As we approach the end of the year, it's crucial to begin strategizing for customer success in 2024. Despite the hurdles we've encountered recently, we must now pave the way for a successful year ahead. So, what shou…
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Maranda Dziekonski, Senior VP of CS at Datasembly - The importance of revenue in CS
36:12
36:12
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36:12In this episode, our host Anika Zubair chats with Maranda Dziekonski, Senior VP of Customer Success at Datasembly about the importance of viewing customer success as a revenue generator rather than a cost center. The field of customer success (CS) has been through a whirlwind of changes this year due to the global economy. As we near the end of 202…
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Chris Regester, CCO at Planhat - Delivering customer outcomes with a value framework
41:28
41:28
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41:28In this episode, our host Anika Zubair chats with Chris Regester, Chief Customer Office at Planhat about how to deliver customer outcomes through a value framework. Achieving customer success is a long-term endeavor that demands ongoing dedication and collaboration with our clients. A solid foundation is provided by a company value framework, guidi…
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Dan Ennis, Scale Team Manager at Monday.com - The art of scaling Customer Success
52:12
52:12
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52:12In this episode, our host Anika Zubair chats with Daniel Ennis, Scale Team Manager at Monday.com about scaled customer success and explores its significance in today's ever-evolving business landscape. Customer success at scale has been a longstanding practice, but it has gained even greater significance in the current economy. So, what are the ini…
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Tulasi Ryali, Senior CSM at Siemens - How to become the best CSM of the year
35:42
35:42
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35:42In this episode, our host Anika Zubair chats with Tulasi Ryali, CSM of the Year by Customer Success Excellence about how to help your customer reach their business goals through value creation. Being a Customer Success Manager (CSM) requires great multitasking skills and adaptability. You need excellent communication skills, outstanding problem-sol…
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Shannon Nishi, Director of CS at Customer.io - Sustainable growth in Customer Success
38:45
38:45
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38:45In this episode, our host Anika Zubair chats with Shannon Nishi, Director of Customer Success at Customer.io about sustainable growth in Customer Success. Times are tough and the “big hiring days” when scaling a SaaS business are long gone. In today’s economy, you have to think about sustainable growth rather than growth at all costs. So, how do yo…
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Declan Ivory, VP of CS at Intercom - AI and the new age of customer support
46:15
46:15
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46:15In this episode, our host Anika Zubair chats with Declan Ivory, VP of Customer Support at Intercom about how AI is transforming the customer support department. The future of customer support departments is rapidly approaching. So, what changes can we expect in 2023 and beyond? What skills will support agents need to keep up? And what key performan…
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Jan Young, Principal Consultant for The Success League - AI in Customer Success
45:46
45:46
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45:46In this episode, our host Anika Zubair chats with Jan Young, Principal Consultant for The Success League about AI and it’s effect on Customer Success. ChatGPT has taken the world by storm and we are now all wondering how it will transform the Customer Success (CS) industry. For example, how will AI change the role of a CSM or will it even take CS j…
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Carly Agar, Founder and CEO at CarlyAgar - Laid off in CS, what to do next?
48:05
48:05
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48:05In this episode, our host Anika Zubair chats with Carly Agar, Founder and CEO at CarlyAgar about landing a customer success job in 2023. As the tech industry experiences a wave of layoffs, the job market is flooded with talented professionals seeking their next customer success opportunity. So, what should you do if you have been laid off? And how …
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Jay Nathan, EVP and CCO at Higher Logic - How to manage churn in turbulent times
40:19
40:19
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40:19In this episode, our host Anika Zubair chats with Jay Nathan, EVP and CCO at Higher Logic about how to manage churn in turbulent times. If you’re currently looking for strategies to prevent and reduce customer churn - you’re not alone. With the gloomy outlook for the world economy, companies are preparing for the effects of an economic downturn. He…
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Julie Raeder, CS Coach at Dooly - Transition into Customer Success
36:50
36:50
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36:50In this episode, our host Anika Zubair chats with Julie Reader, Customer Success Coach at Dooly about landing your first CS role without any SaaS experience. Taking the first step into your customer success (CS) career is something we all have to do once. But how do you apply for your first CS role without having any SaaS experience? And what are s…
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Jennifer Yorke, CCO at Omertria - Customer Success in a recession
46:30
46:30
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46:30In this episode, our host Anika Zubair chats with Jennifer Yorke, Chief Customer Officer at Omertria about how to ensure the success of your CS department during a recession. With the recession looming, there are many things a CS leader has to consider in order to ensure that the customer success department is still thriving. For example, how are y…
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Prashanth Jothi, CSM at HubSpot - A day in the life of a CSM
35:50
35:50
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35:50In this episode, our host Anika Zubair chats with Prashanth Jothi, Customer Success Manager at HubSpot about how to drive customer outcomes based on customer maturity. The life of a Customer Success Manager (CSM) is never a dull one. Everyday you meet fascinating people, change how businesses operate (normally for the better), and even help a few g…
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Gemma Cipriani-Espineira, CCO at Chili Piper - CCO Metrics: How to convince the C-Suite
44:33
44:33
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44:33In this episode, our host Anika Zubair chats with Gemma Cipriani-Espineira, Chief Customer Officer (CCO) at Chili Piper about what metrics are important and how to report them correctly. Metrics are critical in customer success – especially when reporting to the leadership team. But often SaaS businesses are unsure on how and what to report. For ex…
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Claire O'Regan, Director of CS at Juro - How to drive time to value for customers in only 14 days
40:13
40:13
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40:13In this episode, our host Anika Zubair chats with Claire O'Regan, Director of Customer Success at Juro about how to drive time to value (TTV) for customers in only 14 days. Getting a quick return on investment (ROI) from new software is essential. But how long should it take for a new customer to start seeing value? And is it actually possible to g…
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Markus Rentsch, CEO at Remark-able - How to grow CS while focusing on customer outcomes
31:02
31:02
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31:02In this episode, our host Anika Zubair chats with Markus Rentsch, CEO at Remark-able about how to grow customer success while focusing on customer outcomes. Many companies talk about customer-led growth and customer-focused business plans. But what does that actually mean? For example, how do you measure customer outcomes and what is the limitation…
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Irit Eizips, CCO & CEO at CSM Practice - How to close a renewal with an upsell
38:03
38:03
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38:03In this episode, our host Anika Zubair chats with Irit Eizips, Chief Customer Officer & CEO at CSM Practice about how to close a renewal with an upsell. While gaining new customers is exciting, retaining them is where your SaaS will generate revenue. So, how does your company build the best renewal process? How do you gauge the sentiment of the cus…
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Pat Phelan, CCO at GoCardless - Charging for Customer Success
44:20
44:20
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44:20In this episode, our host Anika Zubair chats with Pat Phelan, Chief Customer Officer at GoCardless about charging for customer success. To charge for customer success or not to charge is the question many SaaS companies are currently asking themselves. It can be tricky to know whether or not it should be a part of the cost of goods sold or if it sh…
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Marco Carrubba, Director of CS at Microsoft - How to design CS for a mature organization
40:00
40:00
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40:00In this episode, our host Anika Zubair chats with Marco Carrubba, Director of Customer Success at Microsoft about how to design customer success for a mature organization. An enterprise software company has plenty of functions fighting for priority. But growing your existing customers is just as important - or even more important - at large-scale o…
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Marija Skobe-Pilley, Head of CS (EMEA) at Clickup - How to expand CS in EMEA
38:25
38:25
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38:25In this episode, our host Anika Zubair chats with Marija Skobe-Pilley, Head of Customer Success (EMEA) at Clickup about leading a CS team in EMEA and working with EMEA customers. Leading a CS team in EMEA and working with EMEA customers can be quite different from other parts of the world. So, how does local culture play into expanding your CS oper…
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Bill Cushard, General Manager at Dragonboat - The role of Customer Education in CS
43:24
43:24
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43:24In this episode, our host Anika Zubair chats with Bill Cushard, General Manager at Dragonboat about everything you need to know about customer education. At some point as your business grows your CSMs are not going to have the capacity to continue to educate your customers individually. So, when should a SaaS company start adding customer education…
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Harini Gokul, Head of Customer Success at AWS - Moving from defense to offense in CS
31:45
31:45
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31:45In this episode, our host Anika Zubair chats with Harini Gokul, Head of Customer Success at AWS about her experience of shaping and building CS as a value realization. Shifting from defense to offense in Customer Success is not a simple task. But to help your customers achieve their business goals, you need to have a proactive mindset and not a rea…
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Erika Villarreal, Senior CSM at Condeco - How to build your personal brand in CS
39:26
39:26
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39:26In this episode, our host Anika Zubair chats with Erika Villarreal, Senior Customer Success Manager at Condeco about how to build your personal brand in Customer Success and how your personal brand can land your dream job. Landing your Customer Success dream job is far from being a simple task. It is a competitive industry and you need to find a wa…
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Matt Myszkowski, VP of CE (EMEIA) at Cision - Mental health in CS: It's ok not to be ok!
42:03
42:03
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42:03In this episode, our host Anika Zubair chats with Matt Myszkowski, VP of Customer Experience for EMEIA at Cision about why mental health should be prioritized in Customer Success. Mental health might still be a taboo topic in your Customer Success department, but we are here to help you change that. So, what are some of the first steps a CSM or a C…
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Vijay Mehrotra, Professor at the University of San Francisco - The world's first university degree in Customer Success
38:34
38:34
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38:34In this episode, our host Anika Zubair chats with Vijay Mehrotra, Professor of Business Analytics and Information Systems at the University of San Francisco about what tomorrow's CS leaders are being taught. Just a few years ago, Customer Success was still an emerging profession and barely mentioned at university. Many of us have ended up in the in…
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Andrew Marks, Co-Founder of SuccessHACKER - How to build effective health scores
38:24
38:24
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38:24In this episode, our host Anika Zubair chats with Andrew Marks, Co-Founder of SuccessHACKER, about how to build effective health scores. Today, most businesses are adopting some level of health scoring in order to track if their customers are healthy or not. So, what are some of the basic metrics that you need to put in place to understand health s…
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