As an evangelist for Customer Success, it’s in my nature to be curious. Learning the Why, How, and What of this dynamic discipline is vital, but the more I learned, the more I realized there was something much deeper at stake. I started to realize that many of the most important characteristics of effective Customer Success teams are not unique: they’ve already been discussed in relation to other business functions. Yet what I found most surprising, was the incredible potential for Customer Success to produce lasting change throughout an organization using these same qualities.
As it turns out, these qualities are the same ones that describe Great Leaders
Technology is changing faster than ever, yet one of the major shifts in recent years has been a shift in how we create and present value to our customers – and how we sustain it. I’m speaking of the change to a subscription economy, where our success and that of our customers depend upon their continued use of our product. This shift has created the urgent need for Customer Success, yet when we look more closely at the best of the best we see a compelling picture of Leadership in Action.
It’s my firm conviction that the next generation of great leaders will emerge from Customer Success. Specifically, I’d like to examine two key traits that show clear parallels between Customer Success and Executive Leadership: a Strategic Mindset and a preference for being Proactive.
A Strategic Mindset
The best Customer Success Managers don’t allow themselves to get bogged down in the day to day minutiae of each account. They step back and look at the big picture: “How are my Customers’ immediate problems preventing them from achieving their long term goals?” We need to think strategically about all the ways our solution or service affects our Customers’ ability to achieve their business goals. We cannot do this by putting out fires, and we cannot do this by embracing the status quo. As Customer Success Managers, remember that we’re not here to apply bandages to wounds: We’re here to restore sight to the blind.
The parallels to a great leader are immediately obvious. Experienced CEOs and other executives realize not only that, all their actions have far-reaching effects, but that the only way they can create forward momentum within their organization is to keep their eyes on inspiring audacious goals. The best leaders realize that only when they serve a purpose greater than themselves can they hope to create exponential results for everyone in the company, their customers, their vendors, and everyone affected by their brand.
A Strong Preference for Being Proactive
Any Customer Success Manager who wants the best for their clients must constantly be asking themselves the following questions: “What will matter most to my customer in 1 month? 3 months? 6 months? How can I help them achieve it?” and “What can I do today that will make Customer look like a Rockstar by the end of the year?” Yet nowhere is a proactive attitude more important than in discussions of churn. You hear a lot about Customer Success is being responsible for preventing churn, but the true value of Customer Success goes far beyond this. The main goal of Customer Success is to create an environment in which churn becomes impossible. That means working closely with your sales team to make sure they’re not signing customers that aren’t a good fit. That means understanding your customer’s business model well enough that you can suggest solutions to challenges that might have nothing to do with your product. Great Customer Success Managers, as well as great Customer Success teams, are always living 3, 6, and 12 months in the future. They’re great because they’ve learned to combine their intuition about specific customers with the story told by the data. Only in this way can they anticipate their customers’ needs to help them achieve all their business goals. This is the very definition of being proactive.
The best Leaders know that the best way to predict the future is to create it. In fact, one of the major themes of business is directed towards introducing a greater sense of predictability into our work. The best Leaders know this, which is why they seek to bring the right people onto their teams and give them all the resources they need to act in the best interests of the company. Teams composed of empowered people working to fix problems before they start are, quite literally, unstoppable. These types of teams realize the value of predictability in business, and they impose it on themselves: Sales develops a robust pipeline, which can be used to gauge revenue for months into the future. The product develops a road-map for the next several iterations of their best-seller, complete with budgets and timelines, while at the same time they’re not afraid to pivot if they see a gap in the market. Dynamic companies like this begin with proactive Leaders.
Great Leaders don’t ‘make’ anyone do anything. They inspire within others a sincere desire to do what needs to be done. The same could be said of Customer Success Managers: all of us know quite well that we can’t control what our Customers do. But what we can do, that’s infinitely more powerful, is delivering on our promise to help them achieve all their business goals. Done right, the results can be astounding.
For Customer Success to be truly effective, it requires buy-in and advocacy from the Executive Leadership team. I predict that within the next three years we will witness a virtuous cycle: emerging Leaders who have spent the bulk of their careers in Customer Success will be much more likely to not only support Customer Success within their own companies, but they will take an even more proactive stance to ensure that Customer Success has everything they need to drive the business forward. At CSM Practice we are training the next generation of Customer Success Managers through our CSM Bootcamp Workshops and other local events that unite CSMs from diverse industries. Just like effective Leaders guiding their organizations to greatness, Customer Success Managers can help everyone in their company take positive steps in the right direction.
Customer Success has an incredible opportunity to spearhead a more strategic, proactive approach to business. In doing so, they are preparing themselves for much greater things to come.
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About CSM Practice
CSM Practice specializes in the design and implementation of best of breed scalable customer success programs using an optimal combination of research, strategy, playbooks, and technology. CSM Practice is the first to develop accelerated methodologies for customer success programs and is continuously producing thought leadership content for the Customer Success community. The company was founded in 2014 and is headquartered in Sunnyvale, California.