Image
120
12
59

1st of December at 21:30

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.

Being the first CSM at a company

2 min read

Being the first CSM at a company can be a dream with limitless possibilities, or a nightmare with unclear objectives. Nonetheless, it’s a challenge many will (hopefully?) face during a career within CS. So how should you tackle it?

We have invited Lauren Cumming, Director of CS at Candu, and Liz Stephany, Director of CS at Close who will share their experiences and best practices on being the first CSM at a software company.

Watch the session to learn:

  1. What it really means to be the first CSM

  2. How to take control of the customer base

  3. How to hire a team & set yourself up for the leadership role

  4. And much more…

Moderator:

Gurprem Sagoo is a CSM at Planhat with over 10 years of experience as a CS lead in the SaaS industry and won CSM of the Year 2022 through the Customer Success Excellence awards. He has worked with global brands across the world and is an enthusiastic speaker, passionate about Customer Success, Advocacy, and Community. Gurprem is also a part-time musician and an avid record collector.

Speakers:

Lauren Cumming has only ever been the first Customer Success hire over her eight years of experience working in early-stage SaaS companies. Most recently, she spent four years scaling the CS team at Fixflo and is now Director of CS at Candu, where she is once again building a CS function from scratch. Lauren loves to connect with other CS professionals and hopes to bring back face to face networking events to London with CSM LDN soon!

Liz Stephany was the first CSM at Close six years ago. Today, she leads their Customer Success team that she built from the ground up and uses data-driven strategy and consultative experience to coach salespeople and teams on revenue-generating strategies. Liz is an attorney by education, but working in technology is her passion.

Download to watch the full video now.

At the CSM Corner, we help Customer Success Managers create success for themselves and their customers by providing inspirational how-to-dos and hands-on experience from the very best in the industry. The knowledge is presented in a 30-minute webinar - not a minute longer - so you can dive in, learn fast, network with CSMs, and then focus on what creates the most value for you: your customers.

How to get promoted as a CSM

Join our CSM corner to learn more about how to grow your customer success career.

CS-session: Let’s break the echo chamber

Watch our webinar to learn from three experts about their experiences in the CS world.

Being the first CSM at a company

Watch our CSM corner to learn more about being the first CS hire.

Learn more about
Planhat

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.

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!

Thank you! 🙌

Please check your email inbox for the recording!