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Day-in-the-Life: Customer Success Manager

Customer Success Management is an emerging profession. It brings together the best bits of customer support, sales, and consulting. In this workshop you'll learn about this new function and how it differs from more traditional post-sales customer support roles. We'll dig in to the main responsibilities of a CSM - from building genuine and productive relationships to revenue generation and accountability. Finally, we'll explore what a typical day looks like for a CSM, including granular tasks like email cadences and phone calls to strategic planning and reporting. Join us to see if this is the right path for you!

Instructor To Be Announced

Dates To Be Announced at Time To Be Announced

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Key Workshop takeaways

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What is a CSM?

Learn about the customer success management function and how it differs from more traditional customer support/consultation roles.

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Key Responsibilities and Ownerships

Dig into the main responsibilities of a CSM - from building relationships to revenue accountability.

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Daily Tasks and Workflows

Explore what a typical day looks like for a CSM, from the granular tasks to the big-picture planning.

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Day-in-the-life: CSM Workshop format

1.5 Hour Duration
40 Participants Max
70/30 Content to Practice Ratio
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Customer Success Management is a unique and growing profession that offers a blend of customer support, sales, and enablement. As a Premium member, this Workshop provides you with an opportunity to learn about this emerging field and the different ways it differs from traditional post-sales customer support roles. You'll gain insight into the responsibilities of a CSM, including building authentic and productive relationships with customers, generating revenue, and being accountable.

During this Workshop, we'll take a deep dive into the various tasks and strategies involved in being an effective CSM. You'll learn about the critical role of communication and engagement in establishing a strong customer base. We'll also cover the granular day-to-day tasks that a CSM must execute, such as email cadences, phone calls, and follow-ups.

By attending this Workshop, you'll be equipped with a foundational understanding of the CSM role and how it can contribute to the success of your organization. You'll leave with practical tools and techniques to enhance your skills as a CSM, don't miss out on this opportunity to explore if CSM is the right career path for you!

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Exceptional

Uvaro overprepared me for the tech field. Great curriculum with great experienced instructors.
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Premium Membership

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Annual

(Upfront cost)

$

2500

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(For 12 months)

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250

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1 Year Subscription includes:

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Build a network to help you grow

Our live Workshops are a great way to connect with like-minded individuals who are also on the journey toward Career Success. These events provide an opportunity for Premium members to build a supportive community that encourages growth and development at every turn!

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Support

Think of your peers like the mast of your sailboat. They keep steady while you shift your sails. They share the weight of career-based decisions or learning hiccups, keeping you upright and safe in a storm.

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Guidance

Like a lighthouse, your peers can help you reorient yourself when it feels confusing. They can encourage you to reach your personal and career goals no matter how foggy or rough the waters.

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Community

Your peers are your crew. A feeling of fellowship with others as a result of sharing those common goals can be invaluable, especially in the big bad ocean of the sales world.

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Dates

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