The Customer Success Pro Podcast
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© Anika Zubair
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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 will dive into important and relevant topics to help spread knowledge about customer success in order to help companies put the customer at the center of their business. Because at the end of the day when customer are successful, so is the company.
Learn more at: thecustomersuccesspro.com
83 Episodes
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FREE Masterclass - https://www.thecustomersuccesspro.com/masterclassAnika Zubair discusses the real reasons behind missing net revenue retention targets in SaaS, emphasizing system design over talent and providing practical solutions for customer success teams to drive revenue growth.Chapters00:00 Introduction: Why NRR Misses Are Not Talent Problems08:08 The Role of Customer Success in SaaS Growth09:29 Common Systemic Mistakes in SaaS Organizations12:08 Treating NRR as an Outcome, Not a Process16:21 Building Effective Renewal Processes17:12 Activity vs. Impact in Customer Success20:52 Skills and Systems Gaps in Customer Success23:12 What a Revenue-Driven Customer Success Team Looks Like31:21 Weekly Challenge36:54 Investing in Your Customer Success Skills37:23 Closing and Next Steps:Connect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupGrab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
FREE Masterclass - https://www.thecustomersuccesspro.com/masterclassIn this episode, Joe De Grande from Gong discusses the evolution of digital customer success, the role of AI, and how to measure success in an AI-driven environment. He shares insights on building scalable, automated customer success programs and the importance of data and human touch.Chapters:00:00 Introduction 03:03 Joe De Grande's background and role at Gong07:12 The change from digital CS to revenue architecture11:57 Defining digital and scaled customer success16:36 Impact of AI on digital customer success23:39 Starting an AI-powered digital CS program30:01 Data as the foundation for AI in CS37:43 The future of AI in customer success43:48 Quickfire predictions and insightsConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Joe Di Grande Linkedin: https://www.linkedin.com/in/josephdigrande/Grab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
Book a call to discuss a workshop - https://bit.ly/4wEOJbDIn this episode, Anika Zubair discusses the importance of forecasting net revenue retention (NRR) instead of focusing on past churn numbers. She explains how forward-looking metrics can elevate customer success teams to strategic business leaders and drive growth.Chapters00:00 Introduction: The problem with churn reporting03:28 Understanding and calculating NRR06:18 The shift from growth at all costs to efficiency10:30 Why focus on existing customers for growth16:54 How to forecast NRR effectively20:28 Tracking leading indicators for customer health22:18 Confidently presenting forecasts to leadership28:41 Building a forecasting culture within your team30:35 The importance of embedding NRR into daily reportingConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupGrab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
Book a workshop: https://bit.ly/4wEOJbDAnika Zubair shares a comprehensive guide for new and aspiring VP of Customer Success, focusing on how to manage and improve net revenue retention (NRR) in the first 90 days. She emphasizes the importance of data, systematized processes, and leadership mindset to succeed in a revenue-driven customer success role.Chapters:00:00 Introduction09:37 The importance of a proactive operating system13:41 Training teams on commercial skills16:24 The mistake of accepting numbers without math19:11 Operating as a super CSM versus a leader24:00 Building your NRR math and forecast system31:17 Weekly renewal and expansion review meetings33:57 Rebuilding the math and predicting the number35:49 Applying lessons: homework challenge for listeners39:02 Final thoughts: system, numbers, and leadership mindsetConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupGrab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
Join RevUP VIP: https://bit.ly/45Bb9yzIn this episode, Tom Ronen, VP of Customer Success at Harvey, shares insights on how AI is transforming customer success, the importance of the human element, and how to adapt playbooks for the AI era. Discover strategies for effective change management, renewal success, and balancing AI tools with human touch.Connect with Tom Ronen: https://www.linkedin.com/in/tom-ronen-83b6a1118/Chapters:00:00 Introduction to Tom Rennan04:16 Tom's background and transition from Monday.com to Harvey09:09 The evolution of customer success and future ambitions12:18 The human element remains crucial despite AI advancements17:11 The importance of trust and deep discovery in customer success22:13 The old playbook is broken: new strategies needed30:44 Measuring value and adoption in an AI-driven world44:13 Systematic approaches to renewals and forecasting50:29 Quick fire questionsConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupGrab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
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