Women in Customer Success Podcast

143 - The Power of Layers: Building Bridges, Understanding Finance, AI & All That Jazz


Listen Later

Text us your questions and thoughts!

We’re excited to welcome Kelley Turner, whose journey from financial controller to SVP, Global Customer Success at Vitally, defies the traditional career ladder. As she reveals, "My career looked like a squiggle until it all made sense," suggesting that non-linear paths often lead to the richest skill combinations in customer success.

Drawing from her finance background, Kelley shares how understanding the business mechanics—tracing a dollar from lead acquisition through revenue recognition—equips CSMs with the authority needed to advocate effectively for customers. This financial fluency transforms both customer conversations and internal business cases.

In this episode, we discuss:

• Understanding business financials and how money flows through an organization ( & how it empowers CSMs to speak with more authority to customers)

• Building "bridges" by helping customers navigate overwhelming amounts of information by providing guided pathways to success

• AI adoption and why it requires both "pull" (making it fun and approachable) and "push" (leadership expectations and modeling)

• Why diverse backgrounds in CS teams create complementary skill sets that better serve customers

Ready to transform your approach to customer success? This episode is *the* place to start! 

So tune in and enjoy!




💚 This episode is brought to you by Deployflow: https://deployflow.co/


___________


👉 Follow Kelley: https://www.linkedin.com/in/kelleyturner/

👉 Learn more about Deployflow & P-Suite by Deployflow and get a quick squad estimate at: https://deployflow.co/p-suite/

👉 Learn more about Vitally, a Customer Success Platform that helps B2B Customer Success teams better understand their customers, manage their processes, and inform business strategies: http://vitally.io

__________________________________________________
About Women in Customer Success Podcast:

Women in Customer Success Podcast is the first women-only podcast for Customer Success professionals, where remarkable ladies of Customer Success connect, inspire and champion each other.


Follow:

Women in Customer Success

  • Website - https://www.womenincs.co/podcast
  • LinkedIn - linkedin.com/company/womenincs
  • Instagram: https://www.instagram.com/womenincs.co/

Host Marija Skobe-Pilley

  • LinkedIn - https://www.linkedin.com/in/mspilley/

Check out our Courses:

  • The Revenue CSM - https://womenincs.co/the-revenue-csm



...more
View all episodesView all episodes
Download on the App Store

Women in Customer Success PodcastBy Marija Skobe-Pilley

  • 5
  • 5
  • 5
  • 5
  • 5

5

23 ratings


More shows like Women in Customer Success Podcast

View all
The Daily by The New York Times

The Daily

112,250 Listeners

Up First from NPR by NPR

Up First from NPR

56,677 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,470 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

796 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,020 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,174 Listeners

בזמן שעבדתם by mako מאקו

בזמן שעבדתם

93 Listeners

The Rest Is History by Goalhanger

The Rest Is History

15,658 Listeners

The Daily Motivation by Lewis Howes

The Daily Motivation

921 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,429 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

160 Listeners

The Economics of Everyday Things by Freakonomics Network & Zachary Crockett

The Economics of Everyday Things

1,676 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,964 Listeners

Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager by Carly Agar | Customer Success Career Coach

Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager

84 Listeners

The Customer Success Pro Podcast by Anika Zubair

The Customer Success Pro Podcast

7 Listeners