30 minutes
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.
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
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.
Lauren Cumming
Director of Customer Success, Candu
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!
Lauren Cumming
Director of Customer Success, Candu
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!
Lauren Cumming
Director of Customer Success, Candu
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!
Lauren Cumming
Director of Customer Success, Candu
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
Director of Customer Success, Close
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.
Liz Stephany
Director of Customer Success, Close
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.
Liz Stephany
Director of Customer Success, Close
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.
Liz Stephany
Director of Customer Success, Close
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.
Don't miss these
Community in motion
Gurprem Sagoo
Panel Discussion
•
30 minutes
Community in motion
Gurprem Sagoo
Panel Discussion
•
30 minutes
CRM war gestern: Warum Customer Success eigene Tools braucht
Jakob Mitchell
Panel Discussion
•
45 minute watch
CRM war gestern: Warum Customer Success eigene Tools braucht
Jakob Mitchell
Panel Discussion
•
45 minute watch
Une plateforme pour les gouverner toutes
Lucas Sabatier
Product Update
•
45 minute watch
Une plateforme pour les gouverner toutes
Lucas Sabatier
Product Update
•
45 minute watch
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB