A day in the life of a CSM

2 min read

The life of a Customer Success Manager (CSM) is never a dull one. Everyday you meet fascinating people, change how businesses operate (normally for the better), and even help a few get out of a hole. Sometimes it can even be a rollercoaster of emotions!

But how can a CSM make sure they are making the most of their precious time? What are the best tactical things a CSM can do today to help their customers? How can they ensure every customer in their portfolio continues to see success? And more importantly, how do you measure that success?

In this episode, our host Anika Zubair chats with Prashanth Jothi, Customer Success Manager at HubSpot about how to drive customer outcomes based on customer maturity.

Prashanth is a customer success enthusiast with a diverse background that spans everything from product to marketing, and sales. He brings a fresh perspective from working across four different countries, and shares both tactical and actionable insights every single day on LinkedIn to help inspire fellow CSMs and the CS community.

As a CSM at HubSpot, Prashanth looks after 100+ customers across the UK and Ireland. He normally interacts with his customers through six types of calls including: 1) introduction and account planning 2) product activation and strategy 3) upsell and cross-sell 4) value demonstrations 5) renewal positioning 6) difficult conservation. Yet, how is he able to drive customer outcomes in each of these types of calls?

“You can focus on adoption, retention, expansion, advocacy – or you can focus on the customer's desired outcome and get all of those things.”

Focusing on customer maturity also plays a very important role driving customer outcomes effectively. Prashanth’s biggest piece of advice to CSMs who want to drive customer outcomes based on customer maturity is quite straightforward and direct:

“Working with your customers right off the bat on the first call is so crucial. Firstly we have to set a goal for them, having a timeline, and that quantitative measurement so you can make monthly or quarterly reports, and show the effectiveness of your tool to their business in order to keep that momentum going. Also, knowing your key stakeholders is very important”.

Listen now to the full conversation with Prashanth and Anika to learn more about how to drive customer outcomes based on customer maturity.

Customer Success in a recession

Our host Anika Zubair chats with Jennifer Yorke, CCO at Omertria about how to ensure the success of your CS department during a recession.

A day in the life of a CSM

Our host Anika Zubair chats with Prashanth Joth, Customer Success Manager at HubSpot about how to drive customer outcomes based on customer maturity.

CCO Metrics: How to convince the C-Suite

Our host Anika Zubair chats with Gemma Cipriani-Espineira, Chief Customer Officer at Chili Piper about what metrics are important and how to report them correctly.

Learn more about
Planhat

Drop your email and let us show you our platform!

Get a Demo

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

Please enter your business email address. This form doesn't accept addresses from that email service.

By submitting this form, I understand and agree that Planhat may collect, process, and retain my data pursuant to Planhat’s Privacy Policy.

Thank you! 🙌

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

Error!

Sorry, an unexpected error occurred. Try again later!

Thank you! 🙌

Thanks for contacting us. We will get back to you you shortly!