How to Get Promoted into an Enterprise CSM with Caly Agar

Being a Customer Success Pro is no easy job, but this podcast will help. Remember that Customer Success is not a destination, but a journey and I am here to help you on your journey.

In this episode of the Customer Success Pro podcast, host Anika Zubair discusses with Carly Agar, founder and CEO of Carly Agar Training, about effective strategies for landing promotions in customer success. The conversation covers the importance of aligning customer success strategies with business objectives, identifying upsell opportunities, and the nuances between a standard CSM role and an enterprise CSM role. Carly shares her insights on strategic account planning, self-advocacy, and building professional development skills. This detailed dialogue aims to provide CSMs with actionable steps to elevate their careers and excel in enterprise roles.

00:00 Introduction
02:04 Guest Introduction: Carly Agar
03:16 Carly's Career Journey
07:44 Services Offered by Carly Agar Training
10:29 Advocating for Yourself in Your Career
14:12 Differences Between CSM and Enterprise CSM Roles
18:25 Skills Needed for Enterprise CSMs
20:37 Steps to Transition to an Enterprise CSM Role
24:37 Advocating for Promotion: Key Strategies
25:07 Planting the Seed for Promotion
26:59 Self-Advocacy Tips for Different Personalities
29:34 Showcasing Your Value Across the Business
35:45 Proving Your Readiness for Enterprise Accounts
41:38 Quick Fire Questions with Carly

Connect with Anika:

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TikTok: tiktok.com/@thecustomersuccesspro

Website: thecustomersuccesspro.com

Coaching with Anika: CSM RevUP Academy

Connect with Carly Agar:
Linkedin
Website

As Founder/CEO of Carly Agar Training, Carly runs two coaching programs for customer success job seekers (one for experienced CS pros and another for career transitioners), and hosts the Customer Success Career Coach podcast. Before this, she spent 10 years growing her own career in customer success, primarily in hyper growth SaaS companies, where she did a LOT of hiring of CSMs over the years. She also served as a Customer Success Enablement Manager, designing interview processes and career paths for CSMs. Carly has always been passionate about taking ownership of your career, being intentional about career choices you make, and maximizing what you get from your career - whether that be work/life balance, financial freedom, or contributing to an important mission.

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