CSM Talent Mentoring and Grooming Guide

Here are the essential steps you need to take to ensure your Customer Success Managers (CSMs) become multi-faceted and equipped with data capabilities, transforming them into trusted advisors. A key aspect of this process is talent mentoring, which involves providing ongoing guidance and support to your CSMs. By implementing a robust talent mentoring program, you can empower your CSMs to enhance their skills and develop a diverse range of capabilities. Additionally, focus on equipping them with data capabilities through training and resources that enable them to analyze customer data effectively. This equips your CSMs to provide data-driven insights and guidance to customers, positioning them as trusted advisors. By following these steps, you can cultivate a team of versatile and knowledgeable CSMs who can deliver exceptional value and drive customer success.

Contributed by:
Guy Galon

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Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist.

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Here are the steps you need to take in order to ensure your CSMs become multi-faceted and equipped with data capabilities to become trusted advisors.

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Contributed by: Shachar Avrahami

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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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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