How to onboard a new Customer Success Manager with Jess Galenski
Update: 2024-04-11
Description
Onboarding new CSMs is crucial for their success and the success of the company. In those first 90 days, you have the opportunity to establish the mold of your customer success team and determine its future.
In this episode, we're joined by Jess Galenski, Director of Customer Success at Apryse, to discuss how she onboards her new Customer Success Managers to set them, and their future clients, up for success.
Takeaways:
Set clear goals and milestones for new hires during their onboarding process.
Provide resources and training documents to help new CSMs learn about the company, systems, processes, and products.
Facilitate connections with other teams and stakeholders to help understand the company's ecosystem.
Encourage your new hires to be curious, ask questions, and provide feedback to improve the onboarding process.
Onboarding practices should be sustainable and scalable to accommodate the growth of the company.
In this episode, we're joined by Jess Galenski, Director of Customer Success at Apryse, to discuss how she onboards her new Customer Success Managers to set them, and their future clients, up for success.
Takeaways:
Set clear goals and milestones for new hires during their onboarding process.
Provide resources and training documents to help new CSMs learn about the company, systems, processes, and products.
Facilitate connections with other teams and stakeholders to help understand the company's ecosystem.
Encourage your new hires to be curious, ask questions, and provide feedback to improve the onboarding process.
Onboarding practices should be sustainable and scalable to accommodate the growth of the company.
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