From the course: Interview Tips for Sales Professionals

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Candidate answer and feedback for Customer Success Managers

Candidate answer and feedback for Customer Success Managers

From the course: Interview Tips for Sales Professionals

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Candidate answer and feedback for Customer Success Managers

- [Jenny] Are you heading into a CSM interview soon? Here is one way you might answer this question. I'm going to jump back in in a minute and review the response. - How do I manage multiple clients successfully? With a system, a regular routine and proactive communication. In 15 years of working in sales, I've refined my formula a bit to meet the specific needs of each organization. Here's what my approach today looks like. First, my company uses an amazing customer relationship management tool. I've worked hard to become the team's power user, and I know how to really get the most out of the software. I've also proactively added an online scheduling tool and really simple web conferencing software. You never want software that's designed to make your life easier, to frustrate your customers because it's too complex. Next, I have a routine. Each morning I spend a half hour scanning emails, listening to voicemail, and…

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