CSM Practice - The Customer Success Podcast

Four Key CSM Role Profiles you want to hire for!


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In this podcast episode, Guy Galon, provides valuable insights for those building their customer success team. He introduces the 𝐌𝐮𝐥𝐭𝐢-𝐟𝐚𝐜𝐞𝐭𝐞𝐝 𝐂𝐒𝐌 model, which outlines essential skills that CSMs should possess, such as:

  • solid customer-facing experience
  • Proactiveness
  • effective communication skills
  • empathy
  • and the desire to make customers successful. 

Additionally, he identifies four CSM profiles based on experience and characteristics required for his team: 

  • The "𝐏𝐫𝐚𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐫," 
  • The "𝐃𝐚𝐭𝐚 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬" 
  • The "𝐃𝐚𝐊𝐚𝐢𝐧 𝐞𝐱𝐩𝐞𝐫𝐭/𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐀𝐝𝐯𝐢𝐬𝐚𝐫," and 
  • The "𝐍𝐞𝐠𝐚𝐭𝐢𝐚𝐭𝐚𝐫"

By listening to this episode, you will learn about the entire framework and gain insights into questions to ask when hiring each of the CSM profiles introduced in this model. Guy provides helpful tips on creating different customer success manager profiles, making the CSM hiring process more efficient and effective, and finding the right people for your team from traditional places.
If you are building a customer success team, this episode is a must-listen to improve your capacity planning and hiring process.

Listen to the full episode now!

◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟◜◟

Additional Resources:

📑 Blog: The Multi-Faceted CSM
https://bit.ly/3tubfp6

📑 Blog: What is a Customer Success Manager?
https://bit.ly/3t1YnGg

📑 Blog: 3 Interview Tips for Hiring Customer Success Managers
https://bit.ly/3M1QpDQ

🎥 Video: Steps in hiring the right customer success managers
https://bit.ly/38SJLSV

🎥 Video: Recent trends in HIRING Customer Success Managers (CSM's)
https://bit.ly/38Xb9Px

⏬ Infographic: Four Key CSM Role Profiles you want to hire for!
https://bit.ly/4bUoxjc

⏬ Download the Guide: Multi-faceted CSM Model
https://bit.ly/432k5e1

👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:

1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.

2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.

📌 Visit our Website - CSM Practice

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CSM Practice - The Customer Success PodcastBy Irit Eizips & CSM Practice

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