How to Become a Value-Driven CSM

Discover essential strategies for becoming a top-tier Customer Success Manager (CSM) with Ifat Lev! Learn how to define success criteria, align business objectives with customer goals, and implement value-driven CSM frameworks effectively.
Want to get access to Ifat Lev’s exclusive framework? Join our Mastermind program: bit.ly/jointhecustomermethod
𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒
- Defining measurable success criteria to drive outcomes.
- Aligning business objectives with customer needs for strategic alignment.
- Implementing value-driven CSM frameworks for enhanced customer relationships.
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👉🏻 Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice:
𝟏. Grab a free copy of our Customer Success 𝙩𝙚𝙢𝙥𝙡𝙖𝙩𝙚𝙨 𝙖𝙣𝙙 𝙞𝙣𝙛𝙤𝙜𝙧𝙖𝙥𝙝𝙞𝙘𝙨
We’ve created a resource library for you to gain easy access to best practices and benchmark data. www.csmpractice.com/resources
𝟐. Subscribe to our CSM Practice 𝙣𝙚𝙬𝙨𝙡𝙚𝙩𝙩𝙚𝙧
Subscribe to our CSM Practice newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. www.csmpractice.com/newslette...
𝟑. Build Your CS Strategy
If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. bit.ly/jointhecustomermethod
𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓
Meet Ifat Lev, a recognized expert in Customer Success Management (CSM) for B2B businesses with over 25 years of experience in advanced technology companies like NICE, Microsoft and Sisense.
With a decade-long specialization in steering Customer Success, Professional Services, and CS operations teams, Ifat brings unparalleled expertise in establishing, expanding, and strategically managing these critical functions.
🔗 You may connect with Ifat via LinkedIn: / ifat-lev-6bb8518
𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒
📑 Read: Customer Lifetime Value and Client Retention: What’s the Connection?
www.csmpractice.com/clv-reten...
🎥 Watch: What is a Strategic Customer Success Manager?
• What is a Strategic CU...
⏬ Download: Creating and Calculating Customer Value
www.csmpractice.com/creating-...
𝐓𝐈𝐌𝐄 𝐒𝐓𝐀𝐌𝐏𝐒
00:00 Intro
01:42 Company Overview
03:10 Value-Driven VS Strategic CSMs
04:11 Initial Challenges
06:26 Defining Value-Driven
07:11 Implementing the Framework
08:27 Business Impact
10:00 Shifting Conversations to Business Outcomes
11:16 Mastermind Program
12:00 Executing the Success Plan
13:31 Key Takeaways for CSMs
15:12 Formal Training and Practice
#CustomerSuccess #CSMStrategies #ValueDrivenCSMs #BusinessObjectives

[@CSMPractice]

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