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B2B marketing strategy grows ever more complex, with marketers needing to understand strategy, marketing technology, e-commerce, customer success, and more. This show covers it all, from a Business-to-Business perspective. From the creators and host of the award-winning The Agile Brand with Greg Kihlström podcast, comes B2B Agility™, a podcast focused on how B2B marketers and the brands they represent become category leaders and drive optimal results for the business and their customers. The ...
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Your favorite CS personalities answer your hardest CS questions.
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This is The Customer Success Pro Podcast, hosted by Anika Zubair. Customer Success is not a destination, but a a journey. Join me on this crazy CS journey as I chat to leaders, strategists and experts in customer success about their experiences and definitions of customer success and share with your their best practices on how to build and scale world class CS organization. Each interview will unlock tips, tricks and best practices to help scale your customer success career and company. I wi ...
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Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
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The Unchurned podcast brings you the stories that will help you forge incredible customer relationships, prevent churn, & build institutional knowledge. The CS & BS series is a part of the Unchurned podcast wherein, with each episode, our hosts - Kristi Faltorusso, Jon Johnson, Josh Schachter, and special guests uncover the secrets of top leaders and innovators of companies so that you can advance your career and the performance of your customer success team. Unchurned, and the CS&BS series, ...
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Customer Success Career Coach
Carly Agar | Career and Job Interview Tips for Customer Success Managers
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Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join us as we spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – we're diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, we've got the playbook for you. I'm Carly Agar, your trusty 10+ year CS veteran and award-winning ...
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Welcome to CS RevSpeak, the podcast dedicated to Customer Success Leaders who are at the forefront of driving revenue growth. Hosted by Angeline, an experienced CS leader and founder of CS RevSpeak, this podcast is your go-to resource for actionable strategies, practical tips, and expert insights for confidently leading revenue-driven CS teams. Join us as we explore the evolving role of Customer Success in today’s business landscape, with a focus on commercial conversations, data-driven deci ...
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Welcome to “The Customer Success Playbook,” a fresh podcast initiative spearheaded by Kevin Metzger and Roman Trebon. Immerse yourself with us in the dynamic realm of customer success, where we unravel the latest insights, inspirations, and wisdom from recognized leaders in the Customer Success domain. Our journey began with a simple yet profound belief: that meaningful conversations can significantly impact our professional trajectory. With this ethos, we’ve embarked on a mission to bring t ...
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Building a consistent customer success practice is something I believe differentiates a growing company from a thriving company and that customer advocacy isn't only about building attitudinal loyalty, it's about doing the right thing for your customer in order for them to meet or exceed their desired outcome. Hi, I'm Tom Connery. Talking Customer Success was created to promote the value of customer success within the enterprise and small business. Support this podcast: https://podcasters.sp ...
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Customer Success Conversations are a series of podcasts where the founder of CustomerSuccessManager.com, Adam Joseph is joined by executives from all levels who discuss what it takes to succeed, the challenges they have overcome and emerging trends within Customer Success.
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On this podcast, you’ll hear from forward-thinking leaders about the Customer Success strategies that matter most. Welcome to the no-fluff podcast for Customer Success. Powered by the team at TheySaid.
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Working in software is amazing. You have the chance to change the world! In order to do that, you need to attract and keep customers. Principles for Smarter Customer Success explores the Customer Success field and how it can change your SaaS company forever.
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Featuring: * Recordings from Pulse events * The Customer Success Podcast: This podcast aims to uncover the stories, perspectives, and best practices around the leading Customer Success programs. Hosted by Allison Pickens(former Chief Customer Officer at Gainsight), she shares those stories alongside an all-star roster of special guests.
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Formerly known as Strikedeck Radio
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The truth is that Customer Success is not just about amazing experiences and success stories. Here we dive into what did not work, how we could fix it together and the role your Company Culture plays into turning Transactions into Experiences 😜 and delivering amazing Customer Experience #customersuccess #customerexperience Cover art photo provided by Boudewijn Huysmans on Unsplash: https://unsplash.com/@boudewijn_huysmans
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At Planhat we believe customer success is everybody’s business, and with this podcast - we want to help you succeed. Our host Anika Zubair, discusses customer success with leaders in the B2B SaaS and tech space. We dive into important and relevant topics to help spread knowledge about customer success and help companies center their business around customers. Because when a companies customers become successful, so does the company. Learn from the best at www.planhat.com
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Welcome to Scale Tale, the podcast that takes you on an exciting journey through the world of customer success. Let’s go beyond theory and explore real-life case studies and examples, unveiling the strategies that drive sustainable revenue growth for businesses. Have you ever wondered how top CS leaders achieve remarkable success? We'll reveal their tactical tips and insider secrets, empowering you to supercharge your CS strategy. From building customer-centric cultures to measuring success ...
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Humans don’t think and act like computers. So why are you setting your CS strategy based solely on logic? Join Customer Success Expert turned Brain-based CS Leadership and Strategy Coach, Rachel Provan, each Wednesday as she pulls back the curtain on how to use Cognitive, Behavioral, and Evolutionary psychology to create positive influence with your customers, and your internal teams. So if you want to unlock customer-led growth, get buy-in from the C-suite, and skyrocket your career - this ...
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Engage to Lead is your go-to podcast for bite-sized, actionable lessons on Customer Success, Account Management, and Leadership. In just 10 minutes per episode, we break down real-world insights, mistakes, and strategies to help you engage customers, empower teams, and drive success—without the fluff. Because whether you're leading a customer or a team, engagement is the key to success. 🎧 Listen now and start leading through engagement!
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We are celebrating the real stories of real people helping real people. The AG Impact CX podcast explores how to deliver rock star customer experiences, talent development, and leadership. Interviews with leaders and pros that share their approaches and techniques. We practice growth through vulnerability, giving to the community, and enjoying the journey. (Views expressed by AJ and guests are their own and not necessarily those of their employer.)
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Receptive has now been acquired by Pendo. Churn It Up is *the* Customer Success podcast providing tips and tricks from the best and brightest in the world of CS. Hosted by Aly Mahan, it's perfect for anyone working on the frontlines of CS or Support, and for Account Managers at SaaS organizations. We share war wounds, bask in heroic tales, and generally just chat about all things Customer Success. This podcast turns attention to CSMs about the day to day projects they manage, and ideas they ...
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The Digital CX Podcast: Driving digital customer success and outcomes in the age of A.I.
Alex Turkovic
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This podcast is for Customer Experience leaders and practitioners alike; focused on creating community and learning opportunities centered around the burgeoning world of Digital CX. Hosted by Alex Turkovic, each episode will feature real and in-depth interviews with fascinating people within and without the CS community. We'll cover a wide range of topics, all related to building and innovating your own digital CS practices. ...and of course generative AI will be discussed. If you enjoy the ...
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Please join us on "Your Customer, Your Success", the award winning Marra CX Hub podcast where host Gary Marra brings you insights from leading innovators excelling in customer experience and beyond. Each episode features candid conversations with experts who share their journeys, strategies, and the key mindsets driving their success. With a special focus on creating exceptional customer experiences, this podcast is designed for business leaders, solopreneurs, and anyone striving for excelle ...
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Capsher was founded in 1994 as a software consulting firm to connect people, processes, and technology. The founders wanted the freedom to create and craft better software than what they were seeing delivered. Over the years, Capsher grew from a successful startup into an established, reputable provider in custom software consulting and development. We outgrew our first, second, and third office spaces, and eventually constructed a fit-for-purpose building in the heart of Bryan – College Sta ...
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Mastering the Art of Strategic Negotiation in Customer Success
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Signup for the FREE Masterclass: https://www.thecustomersuccesspro.com/masterclass In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of negotiation skills for customer success managers (CSMs). She discusses how CSMs often overlook their negotiation role, leading to missed opportunities for renewals and upse…
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#49: Adapting your B2B marketing playbook at the speed of AI, with Victoria Blackwell, G2
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Agility today means adapting your marketing playbook at the speed of AI—experimenting fast, learning faster, and never assuming yesterday’s tech advantage still applies. Today we’re going to talk about how B2B marketers should be thinking about AI in the months ahead—and how to know if you’re already behind. To help me discuss this, I’d like to wel…
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How to Equip Your Customer Success Team for Revenue Conversations
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In this episode, we’re getting honest about what really holds CS teams back from leading effective revenue conversations and what you, as a CS leader, can do to fix it. You’ll learn: ✔ The core mindset shift your CSMs need before anything else ✔ Why hesitancy isn’t about discomfort with “selling”; it’s about blind spots ✔ How to build situational f…
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Kristi's AI Project, Josh's Wedding & Until Next Time...
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#updateai #customersuccess #saas #business Welcome back to Unchurned! In this special episode, hosts Josh Schachter and Kristi Faltorusso gather for one last on-air session before a well-deserved summer break—and just before Josh’s London wedding celebration! They also dive into Kristi's AI learning journey—breaking down how she’s gone all-in on mi…
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73. Borrow These Sales Tactics to Become a Standout CSM with Sean O’Leary
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What if the future of Customer Success looks a lot more like sales, and that's exactly what your career needs? Most CSMs are missing out on huge levers for impact, influence and growth because they’re ignoring proven sales tactics that actually work. In this episode, Sean O’Leary and I rip the lid off conventional CS wisdom and expose the game-chan…
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When total and complete automation is within reach, do you let it take over? Kristi and Stino share their thoughts on what makes customer success...customer success. ⏱️ Timestamps: 00:00:00 - Botox and burnout in CS 00:03:24 - Personalization vs. product-led growth 00:04:03 - Losing the human touch in PLG 00:06:07 - Segmentation and scalable white …
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Customer Success Playbook S3 E 64 - Jake McKee - AI Voice and AI Adoption
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Send us a text The future of AI isn't just about technology—it's about relationships. Jake McKee, renowned as "the community guy," delivers a paradigm-shifting perspective on AI adoption that goes far beyond features and functionality. Rather than getting caught up in the technical capabilities, McKee advocates for designing the emotional connectio…
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CX and Democratizing Financial Planning: Shruti Joshi’s Triple Win Approach at Facet
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Summary In this conversation, Shruti Joshi, President and COO of Facet Wealth, discusses the transformative approach to financial planning that focuses on accessibility and member-centricity. She highlights the challenges faced by millions of Americans who lack access to quality financial services and explains how Facet Wealth's flat fee model buil…
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Inside HPE’s Secret Weapon for Customer Success: Executive Interviews Explained!
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Send us a text What if your customer success strategy could directly boost revenue by 30%? In this episode, Irit Eizips sits down with Susana Esteban, Global CX Leader at HPE, to reveal how their Executive Interview Program transformed customer conversations into a revenue-generating engine. Click here to watch the interview on YouTube! 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 …
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The Expansion Mindset: How Great CSMs Drive Growth Without Selling
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In this episode of the Customer Success Pro Podcast, Anika Zubair discusses how customer success professionals can drive customer growth without feeling like salespeople. She emphasizes the evolving role of customer success as a revenue-driving function and the importance of building trust with customers. Anika outlines common mistakes in customer …
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#48: REPLAY: B2B Brand Stories with Tiffany Grinstead, Nationwide Insurance
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We aired this episode a little while ago but wanted to share it again because we think there are some great insights for B2B marketers within it. Today we’re going to talk about using personalization to create more engaging and inspiring stories for B2B brands. To help me discuss this topic, I’d like to welcome Tiffany Grinstead, Vice President – P…
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The Reality of Promotions and Navigating Career Growth ft. Rachel Tsui (Komodo Health)
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#updateai #customersuccess #saas #business Rachel Tsui, the ex-Head of CS at Komodo Health, joins hosts Jon Johnson and Josh Schachter to dive deep into the intricacies of customer success. Rachel highlights the innovative use of healthcare data to identify patient trends and enhance service delivery. The conversation explores how Komodo's customer…
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72. The $150K Resume: What Sets Apart Top CS Earners
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Want to know exactly what it takes to crack $150K+ in Customer Success this year? Spoiler: It’s not a straight climb up the CSM ladder. Most high earners don’t even have the "perfect" resume you’d expect. Inside this episode, I deconstruct the real, actionable strategies from ten clients who recently landed six-figure CS roles. You’ll discover the …
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The AI-Powered CSM: What It Really Looks Like in 2025
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In this episode, Anika Zubair discusses the transformative impact of AI on customer success professionals. She emphasizes the importance of embracing AI to alleviate administrative burdens, avoid common mistakes in its adoption, and maximize its potential in daily tasks. Anika provides practical applications of AI in discovery calls, quarterly busi…
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#47: The power of AI in UX research and design with Jason Bowman, The Office of Experience
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How does a B2B brand maintain speed and agility in the area of UX design, where it has often taken a considerable amount of time, effort, and testing to get to a better result? Today we’re going to talk about using AI strategically in UX research, design, and testing. To help me discuss this topic, I’d like to welcome Jason Bowman, Executive Direct…
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Why Coaching Accelerates Customer Success Leadership Growth
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In this episode, we unpack the leadership blind spots that keep CS leaders stuck and why trying to navigate them alone slows everything down. You’ll learn how coaching can help you build clarity, spot the patterns you’re too close to see, and move forward with sharper focus and confidence. This episode explores: ✔ Why leadership actually gets harde…
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Customer Success Playbook Podcast S3 E63 - AI Revolution in Customer Success: From Chorus to Custom GPTs
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Send us a text AI Friday delivers cutting-edge insights as John Huber reveals how artificial intelligence is transforming customer success operations. The conversation explores practical AI applications that are already delivering results, from conversation intelligence tools like Chorus for team coaching and customer context gathering, to emerging…
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How to Turn Insights into Company Strategy ft. Cait Keohane
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#updateai #customersuccess #saas #business Join host Josh Schachter, Co-Founder & CEO of UpdateAI, as he sits down with Cait Keohane, the Chief Customer Officer of Airtable, to explore the art of scaling world-class post-sale experiences. Cait shares her incredible journey from being one of the early employees at Zendesk and helping grow the compan…
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71. From Ignored To Interviewed - 4 Real Stories from CS Job Seekers Who Got Results
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You’re rewriting your resume, applying nonstop, doing everything right and still getting ghosted. Sound familiar? In this episode, I sit down with four job seekers who were stuck in the same burnout cycle… until one shift flipped everything. They went from overwhelmed and radio silence to inboxes full of interviews, and it wasn’t because they worke…
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Build Your First Customer Success Retention Program with Parul Bhandari
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In this episode of the Customer Success Pro Podcast, host Anika Zubair and guest Parul Bhandari discuss the critical aspects of building effective customer retention programs. They explore the importance of understanding customer goals, the role of product market fit, and the necessity of tracking essential metrics from day one. Parul shares her jo…
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Customer Success Playbook Podcast S3 E62 - John Huber - Who Should Really Own Upsells and Cross-sells?
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Send us a text Wednesday brings the burning question that divides CS and sales teams everywhere: who should own expansion revenue? John Huber tackles this contentious topic with nuanced insights drawn from his experience managing both dedicated CS-led expansion models and hybrid partnership approaches. Rather than offering a one-size-fits-all answe…
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#46: Better onboarding and operations using AI to augment with Srikrishnan Ganesan, Rocketlane
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Customer onboarding is often where good intentions often end up with less-than-stellar execution. Delays, confusion, and misalignment derail even the most promising new relationships. Why is onboarding still broken in so many organizations, and how is AI finally changing that? Today I’m joined by Srikrishnan Ganesan, Co-Founder and CEO of Rocketlan…
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From Imposter Syndrome to Influencer: Rachel Provan’s Leadership Playbook for First-Time Managers
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Episode 19: From Imposter Syndrome to Influencer: Rachel Provan’s Leadership Playbook for First-Time Managers SUMMARY In this episode of Your Customer, Your Success, Gary Marra sits down with Rachel Provan, founder of Provan Success and host of The Psychology of Customer Success. Rachel shares her journey from a high-performing individual contribut…
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70. The 3 Critical Job Search Shifts You Need To Make to Land CSM Interviews in 2025
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If you’ve been mass applying to jobs, tweaking your resume nonstop and still hearing crickets, this episode is your reality check. Those tactics just aren’t cutting it in 2025. But here’s the good news: I’m breaking down the three strategic pivots that are helping my clients land real interviews at companies they’re actually excited about. Think sm…
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How to Build Strategic Relationships with Your Customers
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In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of building genuine human relationships with customers. She discusses the challenges faced by Customer Success Managers in managing multiple accounts and the need to shift from transactional interactions to strategic partnerships. Anika outlines common mista…
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#45: REPLAY: Thriving amidst transformation, with Steve Blum, Autodesk
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We aired this episode a little while ago, but thought it had some amazing insights we thought were worth sharing again. Today we’re going to talk about building a change maker culture and how you can help your teams to thrive among change, instead of being disrupted by it. To help me discuss this topic, I’d like to welcome Steve Blum, Chief Operati…
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Gainsight’s Big Leaps, AI Agents, and Pulse 2025 ft. Nick Mehta
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#updateai #customersuccess #saas #business Welcome back to Unchurned! In this very special annual tradition, host Josh Schachter, CEO of UpdateAI sits down with Nick Mehta, the ever-energetic CEO of Gainsight, for a deep dive into all things Pulse 2025 - Gainsight’s CS conference, which this year is bringing its signature blend of learning and comm…
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How to Build Customer Success as the First CS Hire in a Startup
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In this episode, I’m pulling back the curtain on what it’s really like to build from scratch based on my own experience and the CS leaders I’ve coached. We’ll walk through: What to prioritize in your first 90 days The three foundational pillars to focus on when you’re a team of one How to avoid burnout and build scrappy systems that actually scale …
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Customer Success Playbook Podcast S3 E61 - John Huber - Blueprint for Strategic Alignment
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Send us a text Summary This episode kicks off a compelling three-part series featuring John Huber, founder of Customer Success Architects, who brings two decades of experience building CS functions across five different SaaS companies. The conversation centers on the fundamental question every growing business faces: how do you launch a customer su…
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Customer Success Playbook Podcast S3 E60 - Kristen Nolan - How AI Can Strengthen Client Relationships
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Send us a text The Customer Success Playbook podcast wraps up its enlightening three-part series with Kristen Nolan of Interview Valet by exploring the delicate balance between technology and human connection. In this forward-thinking discussion, Kristen reveals how she leverages AI as a strategic tool while maintaining authentic relationships. Fro…
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Should We Ease the Workload of Superhero CSM? Ft. Sarah Parker (Betterup)
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#updateai #customersuccess #saas #business Sarah Parker, SVP, Global Customer Success at BetterUp joins the hosts Kristi Faltorusso, Jon Johnson & Josh Schachter. They discuss the need for a transition from high-touch to low-touch customer interactions and the mindset shift required for CSMs for a self-service approach. Topics Discussed…
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69. The CS Job Search Playbook Is Dead: Here's the Evidence
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You’ve been told to obsess over resume keywords, send out dozens of applications each week, and reach out to recruiters after every single job posted. But what if I told you those classic job search “secrets” are actually tanking your chances of getting hired in Customer Success? In this episode, I’m diving into the job search advice that’s activel…
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Transforming Customer Success: From Reactive to Proactive
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In this episode, Anika Zubair discusses the importance of transitioning from a reactive to a proactive customer success strategy. She outlines a step-by-step approach to building a proactive customer success organization, emphasizing the need to define success from the customer's perspective, map the customer journey, automate touchpoints, and regu…
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Customer Success Playbook Podcast S3 E59 - Kristen Nolan - Get Out There
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Send us a text The Customer Success Playbook podcast delivers a thought-provoking exploration of confidence building in this captivating episode featuring Kristen Nolan of Interview Valet. Hosts Roman Trebon and Kevin Metzger guide a discussion that dives into overcoming self-doubt and imposter syndrome. Kristen shares her personal journey from que…
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#44: Why "slow" experiences are the new "site is down" with Gerardo Dada, Catchpoint
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When your site is technically "up" but takes too long to load, customers don’t care—it might as well be down. Why is “slow” the new “down”, and how is that reshaping the way organizations think about digital experience? Today I’m joined by Gerardo Dada, Chief Marketing Officer at Catchpoint, a leader in digital experience monitoring. Gerardo recent…
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Customer Success Playbook Podcast S3 E58 - Kristen Nolan - Master Your Life with Practical Time Management Tips
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Send us a text In this eye-opening episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger welcome Kristen Nolan, Senior Client Account Manager at Interview Valet. As a military spouse, mother of three, and active community volunteer, Kristen shares her battle-tested strategies for managing a packed schedule. Her numb…
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How To Personalize The Onboarding Experience For Different Customer Segments
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Send us a text Struggling with customer onboarding? See how one company transformed its approach and achieved record-breaking success. In this interview on CSM Practice, Irit Eizips sits down with Raman Bindra, a three-time CS Creative Award winner and a top customer success influencer nominee. In just 10 months, his team revamped their onboarding …
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Customer Success Playbook Podcast S3 E57 - Elizabeth Harrin - AI Friday Special: Elizabeth Harrin's Guide to Smart Project Management Automation
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Send us a text As artificial intelligence promises to revolutionize project management, many professionals feel caught between excitement and overwhelm. In this AI Friday finale of their three-part series, Kevin Metzger and Roman Trebon explore with Elizabeth Harrin how to harness AI's power without losing the human touch. From security concerns to…
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How GitHub Drives Measurable Customer Outcomes (And Tracks What Matters) ft. Michael Goetz (GitHub)
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#updateai #customersuccess #saas #business Michael Goetz, Vice President of Customer Success Strategy at GitHub, joins Josh Schachter, Co-Founder & CEO of UpdateAI, and Kristi Faltorusso, CCO at Client Success, for a candid and insightful conversation that no customer success (CS) professional will want to miss. They discuss GitHub's shift from a f…
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68. The New Rules of CS Job Hunting: Why Your Experience Isn't Getting You Hired
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Are you feeling stuck or frustrated with your job search? You’re not alone, and it’s not your fault. If your CS job hunting experience feels like you're tossing applications into a black hole, this episode is your wake-up call. The truth is, it’s not your lack of experience, a career gap, or missing KPIs that’s keeping you stuck. The job market has…
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Improve Your Storytelling Skills by 200% and Land Your Next Upsell
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In this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of storytelling in customer success and upselling. She discusses how effective storytelling can significantly enhance a CSM's ability to connect with customers, drive revenue, and create compelling narratives that resonate with clients. Anika outlines a stru…
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Customer Success Playbook Podcast S3 E56 - Elizabeth Harrin - Blueprint for Managing Competing Project Demands
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9:10
Send us a text When multiple projects collide with competing deadlines, stakeholder management becomes an art form. In this dynamic episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon continue their conversation with Elizabeth Harrin, exploring the intricate dance of aligning diverse stakeholder expectations. From financial ser…
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The Psychology Behind Retention: Building Customer Success by Design
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In this engaging conversation, Gary Marra is joined by Alyssa Nolte who shares her unique journey from a startup founder to leading TruVue, a customer intelligence platform. She discusses the importance of understanding customer psychology, common mistakes companies make in their approach to customer experience, and the significance of building tru…
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How to Coach Your Customer Success Team to Be More Strategic
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25:32
In this episode, I break down what being strategic actually means in a Customer Success context. And how you, as a CS leader, can help your team move from task execution to value leadership. We’ll walk through: The 5 core behaviors that define strategic CSMs How to coach and enable your team to develop this skillset Tactical ways to embed strategic…
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Customer Success Playbook Podcast S3 E55 - Elizabeth Harrin - Stop the Burnout
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Send us a text Ever feel like you're juggling flaming torches while riding a unicycle? That's modern project management for you. In this episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon welcome Elizabeth Harrin, the mastermind behind the award-winning Rebels Guide to Project Management. With over two decades of experience he…
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Customer Success Playbook Podcast S3 E54 - Katie Smith - How to Use AI in Marketing Without Losing Your Brand Voice
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Send us a text In this final part of the Katie Smith trilogy on the Customer Success Playbook, we enter the brave new world of AI and marketing. Host Kevin Metzger explores the promises and pitfalls of generative tools with Katie, who brings her thoughtful and grounded take on how businesses can embrace automation while fiercely protecting their au…
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Customer-Centric Approach for a Unified Onboarding Experience Ft. Sri Ganesan (Rocketlane)
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In this podcast episode, Josh Schachter interviews Srikrishnan Ganesan, founder, and CEO of Rocketlane, a customer onboarding platform. Sri discusses the origins of Rocketlane, including the community they built before launching the product, and the birth of Rocketlane. They also talk about the importance of collaboration and marketing in the SaaS …
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67. Beyond the Check-In: The Questions Top CSMs Use To Build Authority With Customers
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17:59
If your customer check-ins feel awkward and your QBRs are just you talking at a screen of blank stares, this episode is your tactical reset. I’m sharing the five power questions top CSMs use to turn flat convos into high-impact, expansion-driving moments without needing deep product knowledge or extra prep. These aren’t theoretical frameworks. They…
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Why Your Marketing Team is the Key to CS Revenue Growth with Ashna Patel
1:02:33
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1:02:33
In this episode, Anika Zubair discusses the vital collaboration between customer success and marketing with guest Ashna Patel. They explore how aligning these two functions can drive growth, retention, and upsells. Ashna shares her journey from customer success to marketing, emphasizing the importance of messaging and cross-functional teamwork in e…
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Customer Success Playbook Podcast S3 E53 - Katie Smith - Building the Bridge: Aligning Marketing and Customer Succes
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Send us a text Back for part two with Katie Smith on the Customer Success Playbook, and this time we’re tearing down silos. In this Wednesday edition, host Kevin Metzger guides a conversation focused on how to bring marketing and customer success into harmony. Katie—founder of Wild Path Consulting and fractional CMO—shares a blueprint for unifying …
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