CSM Practice - The Customer Success Podcast

The vital role of CS Operations in proactive company transformation


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Building a proactive customer success practice requires anticipating customer needs and addressing them before they become problems. What’s more, building quickly requires a strong vision, a strong plan, and a strong and efficient operations team.

In this insightful interview, Irit Eizips sits down with Stephanie Berner, Global Head of Customer Success, LinkedIn Sales Solutions at LinkedIn, to discuss the critical role customer success operations can play when transforming a global organization into a thriving and efficient customer success practice that drives retention and growth.

Stephanie provides valuable insights into how to make this transformation, emphasizing the importance of being thoughtful in every aspect of the customer experience. She highlights that the shift from a reactive to a proactive customer success practice is a journey, not a destination.

The core of the interview revolves around the creation of the “Vision CS 2.0: Customer Success Reimagined”, which is a multi-year plan that outlines the vision and strategy to achieve a proactive customer success practice on a global scale. She provides a comprehensive overview of the considerations for creating a CS Ops team and how an “embedded partner” model can be a powerful strategy for making fast progress.

Overall, this video interview is a must-watch for anyone looking to transform their organization into a proactive customer success practice.

Watch the full episode here: https://youtu.be/ILn3vRxAB38

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Additional Resources:

🎥 Video: From Traditional to PROACTIVE SUPPORT MODEL
https://youtu.be/K14nqGDb67I

🎥 Video: Proactive CUSTOMER EXPANSION Strategies
https://youtu.be/vIIa_OGgRcI

📑 Blog: Proactive Customer Expansion Strategies
https://bit.ly/3OtW6P3

📑 Blog: Expansion Selling: A Proactive Data-Driven Strategy Framework
https://bit.ly/3SJTxuz

📑 Blog: Building a Proactive Data-Driven Customer Success Engagement

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:

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

2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨
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.

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 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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