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Customer Success is Changing: Top SaaS CEOs Reveal What’s Ahead

ChurnZero

Top SaaS CEOs Talk Compensation, Automation, and Investors. No one knows what the future holds (as 2020 has made abundantly clear) but that didn’t stop us from asking top SaaS CEOs what’s next for Customer Success. Will the Customer Success and Sales roles converge, especially for large enterprise accounts?”. “To

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Account Manager: What Does This Role Look Like, in 2023?

SmartKarrot

Every company hires an account manager, especially in SaaS. The account manager is one who needs to be responsible for the everyday management of the customer’s account and business with the company. Since we know an account manager is a vital role, how relevant and important is the role in 2023?

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Customer Success Operations 101: Drive Productivity with Purpose, People, and Process

ChurnZero

If you replied, “Customer Success Director or above,” you’re not prioritizing your team by spending valuable leadership time on administration when it should be used to build your team’s strategy and remove obstacles in their way. Who ensures the renewal process happens for all your accounts? So, what is Customer Success Operations?

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Webinar Q&A: Why High Touch and Tech Touch Should Be Friends, Not Enemies

Education Services Group

Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. Take back that time spend copying records over and let the CSMs focus more on that next set of action items.

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How a Proactive CSM Manages Their Time

Amity

In a recent survey of over 700 CSMs, Glide Consulting LLC found that the most commonly reported frustration of a CSM was time management. We’ve decided to dedicate this issue of the SaaS Tattler to helping CSMs get back to proactively managing their time. Process Your Inbox 2 Times a Day.

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What Are the Best Job Titles for Sales and Business Development?

Andrew Mcfarland

As an Account Executive (AE), you’ll work to connect qualified leads with account executives. However, you must understand SaaS to excel at this position. An Account Executive must measure pipeline revenue, velocity, and close rates. AEs may also be responsible for managing the company’s sales teams.

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13 Customer Success Manager Skills to Look for When Hiring

Totango

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. What Makes a Good Customer Success Manager?