Is ‘coaching’ a thing in Customer Success?
Hey everyone. I few months ago I posted about my work as a junior CSM in a SaaS B2C startup.
Lately I’ve realized I’m not actually getting better at being a CSM, mainly for 2 reasons:
I didn’t have any onboarding or guidance when I stepped into the role. I came in, learned the software, and was tasked with creating a new onboarding process our user base. I wasn’t really checked on my work (if I had set it up correctly), and wasn’t “taught” by anyone (especially considering I had no experience in the field).
I’m not actually measured on how “good” of a CSM am I. I have weekly meetings with the CEO of the startup and my direct manager (PM), but the metrics are usually revolving around user activity like: how many users were active, how many came back to the software, how many new users signed up, etc. These metrics have to do with product quality as well as marketing, and so when there’s decline in metrics, it feels like it’s my “fault”.
But the thing is, I actually love the part of the job that is ACTUALLY Customer Success. I conduct demos for a certain user base, and I ALWAYS receive positive feedback during the calls. Users tell me to my face how much they enjoyed the meeting, because I actually love what I do. The sad thing is that positive feedback I receive during a call stays in that call. There’s no system in place to actually test how well I’m performing in my job. Regardless, I still give my all cause I love to help people.
Now this long realization brought me to think that I need to do SOMETHING to actually improve, and have a chance of being offered a position in a proper CSM position.
Is there a thing where I can be coached by a senior CSM? I don’t have the funds to pay someone, and honestly even once a month I think will be a great impact. Preferably, if any of you know about a platform that maybe matches coaches to people who seek guidance that would be amazing.
And if you’re a Senior CSM and have any advice for me, please feel free to share it as well.
A bit of additional background: this is a part time position while I peruse my bachelors degree. I would love to have a more “organized” position, but unfortunately it’s VERY hard to find a part time position as CSM.