Many Customer Success roles are filled before they ever reach a job board.
In this discussion, we explore practical ways to approach a CS job search more proactively, from networking and community engagement to building relationships with recruiters and target companies.
A strong job search is often less about volume and more about relevance, visibility, and consistency.
Some focus on onboarding. Others are more strategic or commercially driven.
One common mistake when transitioning into Customer Success is changing both role and industry at the same time.
In this discussion, we explore how to position yourself for the right CS opportunities by focusing on relevance, transferable skills, and practical experience.
Breaking into Customer Success can feel difficult, especially when every role asks for experience.
But many successful CSMs started in support, sales, onboarding, account management, or other customer-facing roles.
This article explores what recruiters look for, how to position transferable skills, and practical ways to improve your chances of landing your first Customer Success role.
This Easter, take a moment to invest in learning that lasts.
For a limited time, CCSMP Scholar is available with 26% off, supporting Customer Success professionals who want structured, practical skills they can apply immediately at work.
📂 Preparing for a New Customer Engagement - Getting Hold of the Right Information
Strong Customer Success starts before the first customer meeting - with the right information, from the right places.
Before engaging customer stakeholders, CSMs should focus on three core sources:
☑️ Internal teams involved pre-adoption, especially the Account Manager ☑️ Corporate systems like CRM, support, and product platforms ☑️ External research using reliable, up-to-date online sources
Key takeaways: ☑️ The Account Manager is usually the best starting point ☑️ Internal relationship management matters as much as customer relationships ☑️ Data must be validated, not just collected ☑️ Multiple sources give a more accurate customer picture
Preparation is not about knowing everything - it is about knowing enough to add value fast.
Practical CSM
Many Customer Success roles are filled before they ever reach a job board.
In this discussion, we explore practical ways to approach a CS job search more proactively, from networking and community engagement to building relationships with recruiters and target companies.
A strong job search is often less about volume and more about relevance, visibility, and consistency.
Watch the video - https://youtu.be/y3b8N1gxRCg
#CustomerSuccess #CareerGrowth #CustomerSuccessManager #JobSearch
4 days ago | [YT] | 2
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Practical CSM
Not all Customer Success roles are the same.
Some focus on onboarding. Others are more strategic or commercially driven.
One common mistake when transitioning into Customer Success is changing both role and industry at the same time.
In this discussion, we explore how to position yourself for the right CS opportunities by focusing on relevance, transferable skills, and practical experience.
Watch the video - https://youtu.be/yjY0D1a0p1k
#CustomerSuccess #CareerGrowth #CustomerSuccessManager #SaaS
1 week ago | [YT] | 5
View 0 replies
Practical CSM
Breaking into Customer Success can feel difficult, especially when every role asks for experience.
But many successful CSMs started in support, sales, onboarding, account management, or other customer-facing roles.
This article explores what recruiters look for, how to position transferable skills, and practical ways to improve your chances of landing your first Customer Success role.
Want to read the full article? practicalcsm.com/securing-your-first-customer-succ…
#CustomerSuccess #CareerGrowth #CustomerSuccessManager #SaaS #CareerDevelopment
2 weeks ago | [YT] | 0
View 0 replies
Practical CSM
Starting soon.
We’re about to go live.
If you’re dealing with increasing demands in Customer Success, this session will give you a clearer way to approach it.
⏳ Starts in 1 hour
Live Q&A included
With Minna Vaisanen and Rick Adams
💬 Join us live and bring your questions:
youtube.com/live/sVunLb0oFAU?si=PRSVY9yG4A0Iuqs5
#CustomerSuccess #LiveWebinar #CSM
1 month ago | [YT] | 0
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Practical CSM
Tomorrow.
If Customer Success feels more demanding lately, you’re not imagining it.
We’ll talk through how to handle the growing scope of the role and what to change in your day-to-day work to keep up.
📅 Wed, 22 April 2026
🕔 5pm UK / 12pm ET / 9am PT
See you there
With Minna Vaisanen and Rick Adams
💬 Join us live and bring your questions:
youtube.com/live/sVunLb0oFAU?si=PRSVY9yG4A0Iuqs5
#CustomerSuccess #CSM #Webinar
1 month ago | [YT] | 1
View 0 replies
Practical CSM
One week to go.
Customer Success teams are being asked to do more than ever. The challenge is knowing what actually matters.
This session focuses on how to adjust your priorities and way of working so you can stay effective and not just busy.
📅 Wed, 22 April 2026
🕔 5pm UK / 12pm ET / 9am PT
Bring your questions
With Minna Vaisanen and Rick Adams
💬 Join us live and bring your questions:
youtube.com/live/sVunLb0oFAU?si=PRSVY9yG4A0Iuqs5
#CustomerSuccess #Webinar #CSLeadership
1 month ago | [YT] | 0
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Practical CSM
Customer Success isn’t what it used to be. The scope is bigger, and expectations are higher.
If you’re trying to keep up with everything coming your way, this session will help you reset and refocus.
We’ll walk through how to adapt your approach without overcomplicating your work.
📅 Wed, 22 April 2026
🕔 5pm UK / 12pm ET / 9am PT
Live session + Q&A
With Minna Vaisanen and Rick Adams
💬 Join us live and bring your questions: youtube.com/live/sVunLb0oFAU?si=PRSVY9yG4A0Iuqs5
#CustomerSuccess #CustomerExperience #CSM
1 month ago | [YT] | 1
View 0 replies
Practical CSM
This Easter, take a moment to invest in learning that lasts.
For a limited time, CCSMP Scholar is available with 26% off, supporting Customer Success professionals who want structured, practical skills they can apply immediately at work.
Enroll now - practicalcsm.com/product/ccsmp-scholar/
1 month ago | [YT] | 1
View 0 replies
Practical CSM
📂 Preparing for a New Customer Engagement - Getting Hold of the Right Information
Strong Customer Success starts before the first customer meeting - with the right information, from the right places.
Before engaging customer stakeholders, CSMs should focus on three core sources:
☑️ Internal teams involved pre-adoption, especially the Account Manager
☑️ Corporate systems like CRM, support, and product platforms
☑️ External research using reliable, up-to-date online sources
Key takeaways:
☑️ The Account Manager is usually the best starting point
☑️ Internal relationship management matters as much as customer relationships
☑️ Data must be validated, not just collected
☑️ Multiple sources give a more accurate customer picture
Preparation is not about knowing everything - it is about knowing enough to add value fast.
👉 Read the full article:
practicalcsm.com/preparing2/
Where do you usually find the most valuable insights before your first customer meeting?
2 months ago | [YT] | 0
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Practical CSM
🔴 We go live in 1 hour.
How to Run a 15-Minute QBR That Wins Executive Attention
🎙 Minna Vaisanen
👤 Andrea Bumstead (CEO, CS Impact)
Learn how to deliver focused QBRs that executives actually value.
💬 Join us live and bring your questions
https://www.youtube.com/watch?v=Nu7y0...
2 months ago | [YT] | 0
View 0 replies
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