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Identifying Overwhelm in the Catch-All Role of CSMs ft. Carie Buchanan (Popmenu)
Unchurned is presented by UpdateAI
Carie Buchanan, the Chief Experience Officer (CXO) at Popmenu, participates in CS & BS conversations with the hosts Kristi Faltorusso and Josh Schachter. They discussed the technology landscape in Atlanta and Carie's experiences while working at big companies like Google, Microsoft, Salesforce, and ERPs. The conversation covered various topics, including the evolution of customer success roles at Salesforce, how Carie's consulting background led her to leadership in the tech industry and much more.
Timestamps
0:00 - Preview
1:17 - Weekend Highlights & Intros
4:46 - Tech landscape in Atlanta
7:03 - Popmenu
9:45 - Listening Strategy & Customer Feedback
11:55 - Kristi's obsession with consultants
13:10 - Consulting mindset for problem-solving and success
17:00 - 3 skills Carie picked up from her time in consulting
19:05 - Feedback on customer requests vs. software innovation
21:50 - Balancing leadership and contact with individual contributors & customers
24:55 - Setting up governance models
26:50 - Gaining insights from skip-level meetings
28:22 - Dealing with the conflicting perspectives of employees and customers
29:50 - Why Salesforce did not choose to dominate the CS industry - Running Customer Success from Salesforce
34:50 - Kristi's She's So Suite Podcast
39:20 - Forming a CS team to manage your customer base
43:35 - Customer Success Roles and Responsibilities
45:00 - The interplay between Account Managers and Customer Success Managers
47:00 - Closing
___________________________
👉 Follow the podcast
Youtube: https://youtu.be/H6mnKkpU2lI?feature=shared
Apple Podcast: https://apple.co/3dfWXmD
Spotify: https://spoti.fi/3KD3Ehl
👉 Connect with the guest
Carie Buchanan: https://www.linkedin.com/in/cariebuchanan/
👉 Connect with hosts
Jon Johnson: https://www.linkedin.com/in/jonwilliamjohnson/
Kristi Faltorusso: https://www.linkedin.com/in/kristiserrano/
Josh Schachter: https://www.linkedin.com/in/jschachter/
👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams.
👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/
👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter
👉 Check out the most loved episodes
👉 Past guests on The Unchurned Podcast include Nick Mehta (GainSight), Mike Molinet (Branch), Edward Chiu (Catalyst), Kristi Faltorusso (Client Success), and customer success leaders and CCOs from top companies like Cloudflare, Google, Totango, Zoura, Workday, Zendesk, Braze, BMC Software, Monday.com, and best-selling authors like Geoffrey Moore and Kelly Leonard.
________________
Keywords:
How to keep your customers happy
customer success manager
customer support
customer success management
Customer Success Manager role
hiring tips for customer success
customer success engineer
customer success marketing
consulting and customer success
______________________
About UpdateAI
At UpdateAI our mission is to empower CS teams to build great customer relationships. We work with early & growth-stage B2B SaaS companies to help them scale CS outcomes. Everything we do is devoted to removing the overwhelm of back-to-back customer meetings so that CSMs can focus on the bigger picture: building relationships.
View all episodes
By Josh Schachter - UpdateAI
5
8787 ratings
Unchurned is presented by UpdateAI
Carie Buchanan, the Chief Experience Officer (CXO) at Popmenu, participates in CS & BS conversations with the hosts Kristi Faltorusso and Josh Schachter. They discussed the technology landscape in Atlanta and Carie's experiences while working at big companies like Google, Microsoft, Salesforce, and ERPs. The conversation covered various topics, including the evolution of customer success roles at Salesforce, how Carie's consulting background led her to leadership in the tech industry and much more.
Timestamps
0:00 - Preview
1:17 - Weekend Highlights & Intros
4:46 - Tech landscape in Atlanta
7:03 - Popmenu
9:45 - Listening Strategy & Customer Feedback
11:55 - Kristi's obsession with consultants
13:10 - Consulting mindset for problem-solving and success
17:00 - 3 skills Carie picked up from her time in consulting
19:05 - Feedback on customer requests vs. software innovation
21:50 - Balancing leadership and contact with individual contributors & customers
24:55 - Setting up governance models
26:50 - Gaining insights from skip-level meetings
28:22 - Dealing with the conflicting perspectives of employees and customers
29:50 - Why Salesforce did not choose to dominate the CS industry - Running Customer Success from Salesforce
34:50 - Kristi's She's So Suite Podcast
39:20 - Forming a CS team to manage your customer base
43:35 - Customer Success Roles and Responsibilities
45:00 - The interplay between Account Managers and Customer Success Managers
47:00 - Closing
___________________________
👉 Follow the podcast
Youtube: https://youtu.be/H6mnKkpU2lI?feature=shared
Apple Podcast: https://apple.co/3dfWXmD
Spotify: https://spoti.fi/3KD3Ehl
👉 Connect with the guest
Carie Buchanan: https://www.linkedin.com/in/cariebuchanan/
👉 Connect with hosts
Jon Johnson: https://www.linkedin.com/in/jonwilliamjohnson/
Kristi Faltorusso: https://www.linkedin.com/in/kristiserrano/
Josh Schachter: https://www.linkedin.com/in/jschachter/
👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams.
👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/
👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter
👉 Check out the most loved episodes
👉 Past guests on The Unchurned Podcast include Nick Mehta (GainSight), Mike Molinet (Branch), Edward Chiu (Catalyst), Kristi Faltorusso (Client Success), and customer success leaders and CCOs from top companies like Cloudflare, Google, Totango, Zoura, Workday, Zendesk, Braze, BMC Software, Monday.com, and best-selling authors like Geoffrey Moore and Kelly Leonard.
________________
Keywords:
How to keep your customers happy
customer success manager
customer support
customer success management
Customer Success Manager role
hiring tips for customer success
customer success engineer
customer success marketing
consulting and customer success
______________________
About UpdateAI
At UpdateAI our mission is to empower CS teams to build great customer relationships. We work with early & growth-stage B2B SaaS companies to help them scale CS outcomes. Everything we do is devoted to removing the overwhelm of back-to-back customer meetings so that CSMs can focus on the bigger picture: building relationships.
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