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Transitioning Into a Customer Success Role: The Before and After ft. Julie Raeder (CSM, Dooly)

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Manage episode 373909245 series 3373995
Content provided by Josh Schachter - UpdateAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Schachter - UpdateAI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you want to make a career switch and break into CS?
Join Josh Schachter, Kristi Faltorusso, and Jon Johnson as they uncover the truth behind the preconceived notions of the customer success industry with Julie Raeder, CSM Dooly, who transitioned from education to customer success.
Key Highlights
- Importance of empathy and individualization in CS
- Tailoring customer journeys and understanding needs
- Creating lesson plans versus success plans
- Lack of feedback and reliance on data
- Recommendation to watch sales calls and study case studies to understand product and decision-making processes
and much more
" I assumed a lot of people would know what customer success is, like, internally, and then also, like, you know, in other businesses as well. " - Julie Raeder

πŸ‘‰ Get the advice and insights you need to thrive in Customer Success -
Subscribe to CS Insider Report

πŸ‘‰ Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter
πŸ‘‰ Sign up for
UpdateAI - the only Zoom virtual assistant for customer-facing teams.

πŸ‘‰ Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/

πŸ‘‰ Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.
πŸ‘‰ Get the advice and insights you need to thrive in Customer Success.
Subscribe to the CS Insider Newsletter


  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 373909245 series 3373995
Content provided by Josh Schachter - UpdateAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Schachter - UpdateAI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you want to make a career switch and break into CS?
Join Josh Schachter, Kristi Faltorusso, and Jon Johnson as they uncover the truth behind the preconceived notions of the customer success industry with Julie Raeder, CSM Dooly, who transitioned from education to customer success.
Key Highlights
- Importance of empathy and individualization in CS
- Tailoring customer journeys and understanding needs
- Creating lesson plans versus success plans
- Lack of feedback and reliance on data
- Recommendation to watch sales calls and study case studies to understand product and decision-making processes
and much more
" I assumed a lot of people would know what customer success is, like, internally, and then also, like, you know, in other businesses as well. " - Julie Raeder

πŸ‘‰ Get the advice and insights you need to thrive in Customer Success -
Subscribe to CS Insider Report

πŸ‘‰ Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter
πŸ‘‰ Sign up for
UpdateAI - the only Zoom virtual assistant for customer-facing teams.

πŸ‘‰ Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/

πŸ‘‰ Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.
πŸ‘‰ Get the advice and insights you need to thrive in Customer Success.
Subscribe to the CS Insider Newsletter


  continue reading

121 episodes

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