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
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.
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© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB