August 24, 2022

Being the first CSM at a company

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.


Key takeaways

Watch the session to learn:

  • what it really means to be the first CSM

  • how to take control of the customer base

  • how to hire a team & set yourself up for the leadership role



Don't miss these

Delivering customer outcomes with a value framework

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Delivering customer outcomes with a value framework

Don't miss these

Delivering customer outcomes with a value framework

August 24, 2022

Being the first CSM at a company

Being the first CSM at a company

Being the first CSM at a company

Watch the session to learn:

  • what it really means to be the first CSM

  • how to take control of the customer base

  • how to hire a team & set yourself up for the leadership role



Watch the session to learn:

  • what it really means to be the first CSM

  • how to take control of the customer base

  • how to hire a team & set yourself up for the leadership role



Watch the session to learn:

  • what it really means to be the first CSM

  • how to take control of the customer base

  • how to hire a team & set yourself up for the leadership role



Watch the session to learn:

  • what it really means to be the first CSM

  • how to take control of the customer base

  • how to hire a team & set yourself up for the leadership role



Gurprem Sagoo

Customer Success Operations Manager, Planhat

Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.

Don't miss these

Delivering customer outcomes with a value framework

Don't miss these

Delivering customer outcomes with a value framework

Don't miss these

Delivering customer outcomes with a value framework

Don't miss these

Delivering customer outcomes with a value framework