30 minutes
Branching out: Exploring the roles of Customer Success
As Customer Success professionals, career growth doesn’t always follow the traditional path to leadership. There are many specialized roles with the CS space that offer exciting new challenges and ways to make an impact.
Roles like Technical Account Managers and CS Operations are becoming more vital as companies focus on optimizing customer experiences and driving success across the organization. Understanding the ever-evolving landscape of Customer Success can help guide career choices.
In this webinar, we’ll discuss how to leverage your existing skills to thrive in these diverse opportunities. Whether you're seeking a fresh challenge or curious about broadening your career potential, this discussion will provide valuable insights into how to forge your own path in Customer Success.
What you’ll learn in this session:
What are the motivations to transition from a traditional CSM role
How the evolution of these roles might look like in the future
What strategies would you advise for others looking to branch out
About the speakers
Katie Culp
Customer Success, Planhat
Moderator
Katie Culp is a Customer Success Manager at Planhat, where she focuses on consulting CS leaders and teams on their CS strategies. Katie has over 8 years of SaaS experience with the majority of that time being spent in customer and commercial facing roles.
Katie Culp
Customer Success, Planhat
Moderator
Katie Culp is a Customer Success Manager at Planhat, where she focuses on consulting CS leaders and teams on their CS strategies. Katie has over 8 years of SaaS experience with the majority of that time being spent in customer and commercial facing roles.
Katie Culp
Customer Success, Planhat
Moderator
Katie Culp is a Customer Success Manager at Planhat, where she focuses on consulting CS leaders and teams on their CS strategies. Katie has over 8 years of SaaS experience with the majority of that time being spent in customer and commercial facing roles.
Katie Culp
Customer Success, Planhat
Moderator
Katie Culp is a Customer Success Manager at Planhat, where she focuses on consulting CS leaders and teams on their CS strategies. Katie has over 8 years of SaaS experience with the majority of that time being spent in customer and commercial facing roles.
Corinne Anderson
CS Team Lead, Lead Forensics
Corinne Anderson began as a Customer Support representative at Lead Forensics and has now grown into the Vice President of Customer Support for the US. Her mission is to make every one of her CSMs a sales & marketing expert, a product guru, a troubleshooting master, a trusted advisor for clients and high performer in retention.
Corinne Anderson
CS Team Lead, Lead Forensics
Corinne Anderson began as a Customer Support representative at Lead Forensics and has now grown into the Vice President of Customer Support for the US. Her mission is to make every one of her CSMs a sales & marketing expert, a product guru, a troubleshooting master, a trusted advisor for clients and high performer in retention.
Corinne Anderson
CS Team Lead, Lead Forensics
Corinne Anderson began as a Customer Support representative at Lead Forensics and has now grown into the Vice President of Customer Support for the US. Her mission is to make every one of her CSMs a sales & marketing expert, a product guru, a troubleshooting master, a trusted advisor for clients and high performer in retention.
Corinne Anderson
CS Team Lead, Lead Forensics
Corinne Anderson began as a Customer Support representative at Lead Forensics and has now grown into the Vice President of Customer Support for the US. Her mission is to make every one of her CSMs a sales & marketing expert, a product guru, a troubleshooting master, a trusted advisor for clients and high performer in retention.
Tyler Ammonds
Technical Account Manager, Planhat
Tyler Ammons has spent over 10 years in customer-facing roles including CSM, client solutions manager, and most recently, has moved into a technical account management role.
Tyler Ammonds
Technical Account Manager, Planhat
Tyler Ammons has spent over 10 years in customer-facing roles including CSM, client solutions manager, and most recently, has moved into a technical account management role.
Tyler Ammonds
Technical Account Manager, Planhat
Tyler Ammons has spent over 10 years in customer-facing roles including CSM, client solutions manager, and most recently, has moved into a technical account management role.
Tyler Ammonds
Technical Account Manager, Planhat
Tyler Ammons has spent over 10 years in customer-facing roles including CSM, client solutions manager, and most recently, has moved into a technical account management role.
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September 18, 2024
Branching out: Exploring the roles of Customer Success
Key takeaways
As Customer Success professionals, career growth doesn’t always follow the traditional path to leadership. There are many specialized roles with the CS space that offer exciting new challenges and ways to make an impact.
Roles like Technical Account Managers and CS Operations are becoming more vital as companies focus on optimizing customer experiences and driving success across the organization. Understanding the ever-evolving landscape of Customer Success can help guide career choices.
In this webinar, we’ll discuss how to leverage your existing skills to thrive in these diverse opportunities. Whether you're seeking a fresh challenge or curious about broadening your career potential, this discussion will provide valuable insights into how to forge your own path in Customer Success.
What you’ll learn in this session:
What are the motivations to transition from a traditional CSM role
How the evolution of these roles might look like in the future
What strategies would you advise for others looking to branch out
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Customers
© 2025 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
© 2025 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
© 2025 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
© 2025 Planhat AB