CSM Introduction Script

This template is specifically designed to assist you in introducing yourself as a successful Customer Success Manager (CSM) and highlighting your role as a vital resource for your customers. With this introduction, you can establish a strong foundation for building meaningful relationships with your customers and conveying your commitment to their success. Moreover, it provides an opportunity to showcase the presence of other valuable resources available to them, reinforcing the comprehensive support they can expect from your organization. By utilizing this template for your new relationship manager introduction email, you can effectively communicate your expertise, dedication, and the value you bring as a Customer Success Manager.

Contributed by:
Daphne Costa Lopes

Customer meetings

Daphne is a regional Head of Customer Success for HubSpot. Over the last decade, she helped Start-ups, Scale-Ups and Fortune 500 businesses build and scale global customer success teams to service 150K+ customers and $1.5B+ ARR.

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CSM Introduction Script

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Contributed by: Mariah Urueta

Mariah boasts 4+ years of B2B SaaS expertise and 3+ years in Program Management from the non-profit sector. As Gong's 3rd Scale CSM, she expertly combined empathy and data to create a self-serve experience for the scale segment, achieving 2-3 times faster time-to-value for customers while managing 160+ accounts. Continuing her journey as Product Manager at LeanData, she excelled as an Associate Product Manager, leading the launch of multiple roadmap level features and integration enhancements.

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Processes & programs

Contributed by: Haig Kingston

Haig Kingston is an experienced Customer Success Professional and Leader with over 10+ years of experience within the Saas and Services space, working with a wide range of customer profiles and leading on CS scale ups within organizations both, domestically and globally. CS is his passion and works to help support others across the industry through various thought leadership groups.

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Processes & programs