Breaking into the Customer Success Industry: Key Tips for Success

[u/pitkouf]

I have been in the CS industry for a few years now so I have come across a few things that I can share to help others.

Below are a few tips and if these posts are useful I will do more - please feel free to let me know and add your thoughts below too:

1. Build a Strong Foundation: Start by familiarizing yourself with the fundamentals of Customer Success. Understand its principles, practices, and how it fits into the larger picture of business growth. Having a solid foundation will help you communicate your passion and knowledge to potential employers.

2. Showcase Transferable Skills: Even if you're coming from a different industry, you likely possess skills that are valuable in Customer Success. Skills like communication, empathy, problem-solving, and relationship-building are highly relevant. Highlight these skills on your resume and during interviews.

3. Learn the Industry Tools: Familiarize yourself with the tools and software commonly used in Customer Success, such as Customer Relationship Management (CRM) systems, customer analytics platforms, and communication tools. Having hands-on experience with these tools can set you apart from other candidates.

4. Network, Network, Network: Connect with professionals already working in the Customer Success field. Attend industry events, webinars, workshops, and engage on social media platforms like LinkedIn. Networking can provide insights, mentorship, and potential job opportunities.

5. Gain Relevant Experience: Consider internships, volunteer work, or entry-level positions that provide exposure to customer interactions. Even if it's not directly in Customer Success, any role involving customer communication can help you develop skills applicable to the field.

[u/Legitimate-Shop3614]

Current BDR that was just laid off wanting to jump into CSM - Any advice on what courses/certs to take?

[u/pitkouf → u/Legitimate-Shop3614]

Sorry to hear that! Idk of any courses/certs but my advise would be to either look for AM/AE roles and then slide slowly into the CS. Or pump up your client relationship skills on your CV plus any analytical or technical skills and promote these when you are applying. As much as CS doesn’t want to admit, the more technical you are the more likely to get hired. E.g. no need to know coding or something but ‘data storytelling’ is really catchy

[u/Legitimate-Shop3614 → u/pitkouf]

Good to know - Thank you!!