Scaling a Customer Success Organisation


As any Customer Success leader knows, recruiting strong CS team members is incredibly challenging. Firstly, CS is fast growing but still a young profession so the pool of experience is small, secondly there are many different forms of Customer Success Management from high touch to pure tech touch and thirdly succeeding at Customer Success requires a broad set of skills. Put simply, it’s hard to succeed at Success.

In this edition of Planhat’s Customer Success Podcast, Anika Zubair talks to Adrian Beck, Senior Director of Customer Success at Tanium about his experiences growing the Customer Success organisation from 15 people to 70 people in 7 countries over 3 years!

Tanium is a fast growing endpoint communications platform. Adrian was the company’s first CSM and joined as they began to invest in Customer Success to support their growth and manage complex delivery models. Today he leads Tanium’s Customer Success efforts outside of North America.

Adrian built out a detailed high-touch Customer Success methodology, building repeatable processes, templates and documents for efficiency and creating internal feedback loops to ensure Tanium’s executive team saw the progress. Once establishing a basic formula, he introduced more advanced concepts such as Customer Healthscores to help identify clients at risk and his team were soon seen as internal thought leaders.

In the discussion, Adrian provides some great insight on hiring and developing Customer Success talent, how to have a great resume for Customer Success and his thoughts on the future of Customer Success!

  • They hired all team members remotely, so preparation and transparency of the roles requirements was key.

  • In 2019 they hired 50 CSMs in 1 year. To operate at that scale required close process control.

  • Customer Success role applications need to be precise and punchy. Make your resume stand out!

*Apologies for the audio around the 17 min mark

Post-onboarding customer engagement

Planhat and inSided are pleased to present another great webinar this month. We will discuss post-onboarding customer engagement, with our very own Gurprem Sagoo, Customer Success Manager at Planhat and Remco de Vries, Head of Marketing at inSided, the only customer success community platform built for B2B SaaS.

How to go from $0 to $5m in SaaS revenue within a span of 3 months without any VC funding

Our host Anika Zubair chats with George C. Huang, Director of Customer Experience & Success at Remo on the huge success they achieved in the last 3 months and how focusing on Customer Success from the beginning can lead to astronomical growth.

Managing Rapid Growth: Aligning Success Operations Around ROI

As SaaS businesses boom, the growth and expansion phase is an exciting time, but it's important to know how to manage this growth to achieve ROI.

Learn more about

Drop your email and let us show you our platform!

We use cookies to ensure you get the best experience on our site. Learn more

Get a Demo

We look forward to showing you Planhat.
Tell us a bit about yourself.

Thank you! 🙌

Thank you for your interest in Planhat.
You will hear from us soon!

Thank you! 🙌

Thank you for your interest in Planhat.


Sorry, an unexpected error occurred. Try again later!