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Latest / The Customer Success Leadership Podcast

From Coordinators to Trusted Advisors: How to Coach Your CSMs Through This Shift

Most CSMs are stuck in coordination mode (e.g. running activities, managing tasks, and keeping things organized) when what their customers actually need is someone who can shape decisions, hold a perspective, and help them navigate ambiguity. This episode breaks down the most important capability shift happening in Customer Success right now: the move from coordinator to advisor. You'll learn what the difference actually looks like, why most CSMs default to coordination, what mindset and skills separate advisors from coordinators, how to spot where your team currently sits, and how to coach…

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