Rob Zambito’s Post

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3x Customer Success Leader & Consultant | Top 100 CS Strategist | Cohost - the Daily Standup Podcast | I build and scale customer success teams from $0 to unicorn! | Bringing CS together as an inclusive community

Does your CS org have a clearly defined charter? Or have you been in a situation where: 🔩 A customer thinks CS is only support 🖇 A CFO thinks you do billing and invoicing 💰 A CEO thinks CS is a revenue function 🧠 A CSM thinks their role is to be a strategic industry advisor 🌑 (Meanwhile your mom thinks you’re a hacker or something) 😓 And you're feeling pulled in 17 different directions at once not being able to close your laptop and not knowing whether you're doing a good job. I really think this discrepancy is one of the deepest issues we have in CS. We're all in some weird identity crisis, trying to explain the very purpose of our jobs. (Do we really think Sales is out there explaining why they exist?) The lack of a clear charter is the source of *so much* friction in our industry. In some cases, it's even been the source of layoffs. To help resolve this, I’ve been drafting an exercise: Defining your CS Charter. I’m looking for 3-5 folks to beta test it and give me feedback. Message me if you’re interested. If I do my job, it could help unify your stakeholders internally and externally on what you do and why you do it. And maybe, just maybe, it’ll even help you explain to your relatives what you do for work during holiday dinners ☺️ 🦃 Preview below:

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Brittany Casey

Director, Customer Engagement @ Docusign | Top 25 CS Influencer ‘24, ‘25 | Top 25 CS Leader ‘23 | Europe-Obsessed | Boy Mom | Legal Tech Nerd | Former NCAA Student Athlete

4w

*copies, pastes*

Seth Terbeek

VP, Customer Success | B2B SaaS Healthcare | Building Customer Transformation | Follow for Tips Achieving $1M+ in Efficiency Gains

4w

Completely agree there’s an identity crisis in CS and a lack cohesion even within a company. My approach has been to create a strategy document that defines these things in prose. I’d say use whatever approach best fits your style. The cliché saying fits well here: “if you don’t stand for something you’ll fall for anything”

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Clearly/simply defining a CSM's responsibilities, their relationship to other account roles, and an aligned compensation model is essential. The more closely the CSM role is aligned to revenue, the more their value will be appreciated. I'm glad to help.

Adreon Morgan

Dynamic Customer Success Manager driving customer satisfaction and engagement through innovative onboarding solutions in startup settings.

1w

I can relate to all of this 🤣

good reminder... I need to ChatGPT "explain my job to my grandmother" before the holiday.

"Meanwhile your mom thinks you're a hacker or something." Real.

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Jessica Lauren Cohen

Strategic Leader at the Intersection of Customer Success and Sustainability | Ex-Slack, Ex-Microsoft, Ex-Watershed

4w

Thank you Rob Zambito. Jenny Calvert, CPC, ELI-MP I think I’m going to use this to ask more questions during interviews.

Diane Gordon

Turn your post-sales motions into a machine that drives retention. Author | Speaker | Fractional CCO | SaaS Post Sales Consultant | CX Expert | Churn Preventer |

4w

Great idea Rob Zambito

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