95. Two Ways to Use AI to Level Up as a Customer Success Manager

AI isn’t here to replace you—unless you let it. What if you could flip the script and use AI to become the most valuable Customer Success Manager in the room, no matter what your company throws at you (or doesn’t)?

In this episode, I reveal the two high-impact ways CSMs are actually leveraging AI to stand out—one that repositions you as a trusted consultant to your customers and another that instantly fills the coaching and feedback void you’ve been frustrated about for years. Forget about asking ChatGPT to write your follow-up emails. This goes way deeper, and I’ll walk you through the strategies no one’s sharing.

I’ll show you exactly how to use AI to create thought leadership content that your customers crave (and remember you for), plus the step-by-step system I use with my private one-to-one clients to self-coach, level up core skills, and get actionable feedback faster than any manager ever could. You’ll learn how to build a bulletproof feedback loop and shift from vendor to trusted expert without needing anyone’s permission.

If you want to move from being replaceable to irreplaceable and get immediate, data-backed ways to make your customers care, get noticed by leadership, and truly accelerate your growth before the New Year, hit play and let’s dive in.

1:01 – Why Using AI to Summarize Emails Won’t Set You Apart

1:16 – How to Use AI to Become a Valued Expert, Not Just a Vendor

2:24 – The Fastest Way to Generate Thought Leadership Content That Customers Care About

4:04 – How to Add “Real Value” with Non-Product-Centric Insights

9:53 – Step-By-Step Guide: Coaching Yourself with AI When No One Else Does

14:13 – How to Build a Feedback Loop So You Level Up Faster Than Your Peers

🛎️ FREEBIES & RESOURCES:

  1. Optimize your resume for Customer Success jobs to land consistent interviews with my FREE Training: https://customer-success-career.captivate.fm/resume
  2. Learn how to sell yourself as the best candidate & walk into your next Customer Success job interview with confidence with my FREE Training: https://customer-success-career.captivate.fm/sellyourself
  3. Learn how to MASTER Behavioral Interviews with my FREE Training: https://customer-success-career.captivate.fm/behavioral
  4. Actively looking for a job in Customer Success or plan to in the near future? Apply for 1:1 Coaching with me HERE

♥️ CONNECT WITH ME:

  1. Let's be LinkedIn friends: www.linkedin.com/in/carly-agar/
  2. Got any questions? Send me an email at support@carlyagar.com

➡️ HEAD TO THE SHOW NOTES: https://customer-success-career.captivate.fm/episode95

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Are you loving the podcast? I'd appreciate it if you could take a few seconds to do these two things:

  1. hit the FOLLOW button so you don't miss out on any new episodes when they drop
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This helps me reach more customer success pros who need these insights.

Thanks for tuning in to the Customer Success Career Coach podcast! I'll catch you next week.

🎙️ New episodes drop every Wednesday!

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Jaksot(142)

141. 3 CSM Interview Presentation Mistakes That Get You Cut in the Final Round

141. 3 CSM Interview Presentation Mistakes That Get You Cut in the Final Round

What if the thing costing you the job in your final round interview presentation is something you don’t even realize you’re doing?I reviewed around 60 coaching calls with Customer Success job seekers ...

7 Loka 21min

140. First 90 Days as a CSM: 5 Things That Make Your Manager Think "Good Hire"

140. First 90 Days as a CSM: 5 Things That Make Your Manager Think "Good Hire"

Landing the job is one thing. Proving they made the right decision hiring you is another.In this episode, I’m breaking down five things every CSM should do in their first 90 days to make a really good...

30 Syys 21min

139. 5 Mistakes CSMs Make in the First 5 Minutes of an Interview

139. 5 Mistakes CSMs Make in the First 5 Minutes of an Interview

That 15 minute recruiter screen you thought was just a casual conversation could be the exact reason you’re not making it to the next round.In this episode, I’m breaking down the five most common mist...

23 Syys 22min

138. LinkedIn Profile Tips for CSMs: 3 Tweaks That Get You Interviews

138. LinkedIn Profile Tips for CSMs: 3 Tweaks That Get You Interviews

You could be the perfect CSM for a role and still never hear from the recruiter simply because your LinkedIn profile isn’t optimized the right way.In this episode, I’m breaking down the three things t...

16 Syys 29min

137. How to Prove ROI to Your Customers (4 EASY Steps)

137. How to Prove ROI to Your Customers (4 EASY Steps)

If you can’t put a number on the value you’re creating for your customers, you’re going to struggle to prove why they should keep paying for it.That’s why in this episode, I’m breaking down a simple f...

9 Syys 25min

136. 5 Ways the CSM Role is Changing in 2026 (Beyond the Obvious Stuff)

136. 5 Ways the CSM Role is Changing in 2026 (Beyond the Obvious Stuff)

Everyone’s talking about how the CSM role is changing, but what are companies actually looking for in 2026?I analyzed 25 CSM job descriptions from 2025 and 2026, and there were some really interesting...

2 Syys 19min

135. You Nailed the CSM Interview and Still Got Rejected. Here's 4 Reasons Why

135. You Nailed the CSM Interview and Still Got Rejected. Here's 4 Reasons Why

You can nail every interview question and still lose the CSM job offer to someone else.In this episode, I’m breaking down four reasons that happens, and none of them have to do with your experience or...

26 Elo 19min

134. What to (And Not To) Say About AI in Your CS Interviews

134. What to (And Not To) Say About AI in Your CS Interviews

If you think telling a hiring manager you use AI to write emails faster is proving your AI fluency, you might be setting the bar way too low.In this episode, I’m breaking down what hiring managers act...

19 Elo 19min

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