87. The Collaboration Skills Every CSM Needs for Promotion

Ever feel like product, sales, or engineering just doesn’t get you, or worse, ignores your most urgent requests? Here’s the uncomfortable truth—being amazing with customers isn’t enough to get you promoted (or even layoff-proof) in Customer Success anymore.

In this episode, I share a powerful, never-talked-about strategy that unlocks rapid career growth for CSMs by making you the secret weapon every department wants on their team. We’ll unpack the missing piece of cross-functional collaboration, share the three-step process top CSMs use to become indispensable, and get super tactical about how to make product, sales, and engineering actually want to work with you.

By the end, you’ll know exactly how to shift from being seen as a “problem-dumper” to a strategic, value-driving partner—transforming how your company sees you and unlocking real career momentum. Want to be the CSM your whole company can’t afford to lose? Hit play now and let’s dive in.

🛎️ 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/episode87

🌟 FOLLOW & REVIEW:

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
  2. and either leave a review on Apple Podcasts or let me know your thoughts by leaving a comment over on Spotify!

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!

Mentioned in this episode:

FREE RESUME WORKING SESSION: Tired of applying for Customer Success jobs and hearing crickets? Join me on October 27th for a FREE live session where we’ll make 4 major edits to your resume to help you stand out and land more interviews! Save your seat: https://customer-success-career.captivate.fm/fixresume

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Episoder(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 Okt 22min

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 Sep 22min

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 Sep 23min

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 Sep 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 Sep 26min

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 Sep 20min

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 Aug 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 Aug 20min

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