30 minutes

Career options in Customer Success

When people think about career progression it usually means “climbing the corporate ladder” - but that does not have to be the case. There are numerous alternative paths beyond the traditional managerial route. The skills and experience you have as a CSM really set you apart and can help make you successful heading into a new neighboring role.

In this session, Charles Helms, Technical Account Manager at Pendo and Klaarika Kahu, Senior Relationship Manager at Mentimeter will share their experiences and best practices on navigating your CS career.

Watch the session to learn:

  • what the career options are in CS

  • how to use your experience from other roles to your advantage

  • how to focus your training efforts to be successful in the new role

About the speakers

Gurprem Sagoo

Customer Success Operations Manager, Planhat

Moderator

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.

Gurprem Sagoo

Customer Success Operations Manager, Planhat

Moderator

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.

Gurprem Sagoo

Customer Success Operations Manager, Planhat

Moderator

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.

Gurprem Sagoo

Customer Success Operations Manager, Planhat

Moderator

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.

Charles Helms

Technical Account Manager, Pendo.io

Charles Helms has worked in a number of roles throughout his career in tech. Once realizing his passion for helping clients achieve success the natural next step was into Customer Success! Most recently Charles has moved into the role of Technical Account Manager, where he is able to strategically partner with his clients as their resource to unblock technical hurdles and provide consultation from that lens.

Charles Helms

Technical Account Manager, Pendo.io

Charles Helms has worked in a number of roles throughout his career in tech. Once realizing his passion for helping clients achieve success the natural next step was into Customer Success! Most recently Charles has moved into the role of Technical Account Manager, where he is able to strategically partner with his clients as their resource to unblock technical hurdles and provide consultation from that lens.

Charles Helms

Technical Account Manager, Pendo.io

Charles Helms has worked in a number of roles throughout his career in tech. Once realizing his passion for helping clients achieve success the natural next step was into Customer Success! Most recently Charles has moved into the role of Technical Account Manager, where he is able to strategically partner with his clients as their resource to unblock technical hurdles and provide consultation from that lens.

Charles Helms

Technical Account Manager, Pendo.io

Charles Helms has worked in a number of roles throughout his career in tech. Once realizing his passion for helping clients achieve success the natural next step was into Customer Success! Most recently Charles has moved into the role of Technical Account Manager, where he is able to strategically partner with his clients as their resource to unblock technical hurdles and provide consultation from that lens.

Klaarika Kahu

Customer Experience Manager, Mentimeter

Klaarika Kahu has been through the full journey of working in sales in a SaaS company that grew from a start up of 10 people to a company of 300+ people. Through those years she has been an SDR, CSM, RM and even tried a manager role, but found her passion and expertise in a Customer Experience Manager role. Passionate about product development, she is now able to bring her commercial experience to building a next level customer experience.

Klaarika Kahu

Customer Experience Manager, Mentimeter

Klaarika Kahu has been through the full journey of working in sales in a SaaS company that grew from a start up of 10 people to a company of 300+ people. Through those years she has been an SDR, CSM, RM and even tried a manager role, but found her passion and expertise in a Customer Experience Manager role. Passionate about product development, she is now able to bring her commercial experience to building a next level customer experience.

Klaarika Kahu

Customer Experience Manager, Mentimeter

Klaarika Kahu has been through the full journey of working in sales in a SaaS company that grew from a start up of 10 people to a company of 300+ people. Through those years she has been an SDR, CSM, RM and even tried a manager role, but found her passion and expertise in a Customer Experience Manager role. Passionate about product development, she is now able to bring her commercial experience to building a next level customer experience.

Klaarika Kahu

Customer Experience Manager, Mentimeter

Klaarika Kahu has been through the full journey of working in sales in a SaaS company that grew from a start up of 10 people to a company of 300+ people. Through those years she has been an SDR, CSM, RM and even tried a manager role, but found her passion and expertise in a Customer Experience Manager role. Passionate about product development, she is now able to bring her commercial experience to building a next level customer experience.

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