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Tiffany Parks shares her soul-crushing experience of having her carefully prepared loyalty program presentation dismissed as "boilerplate" by a CEO after working for three weeks on what she thought was a bespoke strategy. The conversation explores the challenging journey of transitioning from mid-market to strategic CSM roles and the importance of navigating different personality types.
• Making the jump from mid-market to strategic CSM while changing companies creates unique challenges
• Dealing with leadership transitions left Tiffany without proper mentorship or support
• The importance of "matching energy in the room" by bringing leadership to executive meetings
• How industry knowledge builds the confidence needed to handle executive pushback
• Managing different personality types is a crucial but often untaught skill in customer success
• The pros and cons of working with different customer segments (small/agile vs. enterprise/complex)
• Mental health considerations are essential for CSMs who serve as the "face" of the company
• Valuable resources for CSMs include LinkedIn experts like Carly Agar and Marcus Rentsch
🎙️ Guest: Tiffany Parkes
Senior Customer Success Manager | User Interviews

📣 Find Tiffany:
LinkedIn: https://www.linkedin.com/in/tiffany-parkes-024a0443/

🔥 Topics Covered:
🟣 Moving from mid-market to strategic accounts and handling imposter syndrome
🟣 Why “matching the energy in the room” matters when presenting to executives
🟣 Navigating C-level personalities and using emotional intelligence as a CSM
🟣 Building confidence without deep industry knowledge (and how to “borrow” it)
🟣 The power of influence when your champions aren’t decision makers
🟣 Leaning into mental health as a core skill for CSMs
🟣 How to handle rejection and pushback without losing credibility

💡 Shoutouts & Mentions:

🌐 Website
https://www.joedoestechtouch.com/

📰 Subscribe to the JDTT Newsletter –
Get raw insights, no-fluff frameworks, and tech touch tactics straight to your inbox: https://www.joedoestechtouch.com/jdttnewsletter
🎙️ Be a Guest on the Podcast
Have a CS horror story or digital-first strategy worth sharing? Submit to be a guest:https://www.joedoestechtouch.com/podcast

🔗 Connect with Joe on LinkedIn
https://www.linkedin.com/in/josephdigrande

📺 Watch Full Episodes on YouTube: https://www.youtube.com/channel/UCaH58ojbaWym4ej_PedQ4Fw

_______________________________

Tools:

Logitech Creators Blue Yeti USB Microphone: https://amzn.to/4nHOFDN

Logitech Brio 4K Webcam: https://amzn.to/3GtKsmx

Sony WH-1000XM4 Noise Cancelling Wireless Headphones: https://amzn.to/44Q0xv4

Apple 2024 MacBook Pro Laptop: https://amzn.to/4lH6u3W

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Chapters

1. The Boilerplate Disaster (00:00:00)

2. Jumping from Mid-Market to Strategic CSM (00:06:40)

3. Creating a Loyalty Program Strategy (00:13:40)

4. Dealing with Different Personality Types (00:23:42)

5. Influence and Mental Health in CS (00:31:31)

6. Learning Resources and Final Thoughts (00:37:17)

22 episodes