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Download the CS Promotion Tracker: https://www.thecustomersuccesspro.com/offers/wh6BFvEc/checkout

In this episode of The Customer Success Pro Podcast, Anika Zubair reveals why so many talented CSMs get overlooked for promotions and how to fix it with a clear promotion-focused goal-setting strategy. She explains the difference between performance goals and promotion goals, why revenue alignment matters even in support-heavy roles, and the three career-limiting mistakes most CS pros make during review season. You will learn her three-step Promotion Plan Framework, how to speak in business impact language, and how to track, package, and pitch your work so you can move from overlooked to the obvious next choice for senior roles. If you want to accelerate your career growth, rewrite promotable goals, and position yourself for your next title, this episode gives you the roadmap.
Chapters:
00:00 Why you keep getting overlooked for promotions
00:42 Performance goals vs promotion goals
03:37 Why talented CSMs get passed up
05:59 Why business impact language matters
08:18 Mistake 1: Goals that are too generic
10:38 Mistake 2: Waiting for your manager to set your goals
12:49 Mistake 3: Not tracking wins all year
15:06 The Promotion Plan Framework
17:32 How to create a promotion-focused North Star goal
23:48 Weekly challenge and next steps

Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn: https://www.linkedin.com/in/anikazubair/
CSM RevUP Academy: https://thecustomersuccesspro.com/revup

Grab our FREE resources here:
https://thecustomersuccesspro.com/resources

Want to be our next podcast guest? Apply here:
https://www.thecustomersuccesspro.com/podcast-guest

Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

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Chapters

1. Why you keep getting overlooked for promotions (00:00:00)

2. Performance goals vs promotion goals (00:00:42)

3. Why talented CSMs get passed up (00:03:37)

4. Why business impact language matters (00:05:59)

5. Mistake 1 Goals that are too generic (00:08:18)

6. Mistake 2 Waiting for your manager to set your goals (00:10:30)

7. Mistake 3 Not tracking wins all year (00:12:49)

8. The Promotion Plan Framework (00:15:06)

9. How to create a promotion focused North Star goal (00:17:32)

10. Weekly challenge and next steps (00:23:48)

47 episodes