The Collaboration Skills Every CSM Needs for Promotion

CLICK PLAY TO LEARN THE COLLABORATION SKILLS EVERY CSM NEEDS FOR PROMOTION:

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Here’s what you can expect from this episode:

Ever wonder why cross-team collaboration always seems harder than it should be, even though, as a CSM, you're basically the glue holding customer experience together? Here’s the hard truth—most Customer Success pros are never taught the real strategies for building productive, enjoyable, and career-accelerating partnerships with product, sales, and engineering. And if you’ve ever felt ignored, out of the loop, or like your requests are at the bottom of everyone’s to-do list, you’re not imagining it, and you’re definitely not alone.

In this episode, I’m digging into one of the most overlooked yet transformational secrets in Customer Success. And that is how to become the CSM that every department actually wants to work with. Forget what you think you know about “being collaborative” or “just showing up,” we’re talking about a simple three-step system for understanding exactly what other teams care about, turning your frontline customer knowledge into powerful cross-functional currency, and always leading with solutions (not problems). You’ll get actionable tactics for working with product, sales, and engineering.

By the end of the episode, you’ll learn how to build an internal brand that gets you promoted, makes you as layoff-proof as possible, and gives your requests instant credibility with every department. Ready to stop feeling stuck or overlooked and finally take charge of your own career growth? Hit play now & let’s dive in.

Topics covered on the collaboration skills every CSM needs for promotion:

• Why focusing on your needs (instead of adding value) sabotages cross-team collaboration and your career growth
• The three-step process to becoming the CSM every department wants to work with
• How to understand other teams’ goals, KPIs, and challenges to build real partnerships, plus the exact question to ask
• Why becoming your company’s “customer intelligence engine” makes you indispensable (and more layoff-proof)
• The game-changing difference between being a “problem bringer” vs. a solution creator (with practical, easy-to-implement examples)
• Proven, ultra-simple tactics to instantly provide more value to Product, Sales, and Engineering
• The secret to building an internal brand that drives promotions, pay raises, and influence without adding hours to your workload
• How tying your asks to company-level goals wins buy-in from leadership (and gets your requests prioritized)

When you’re ready, here’s how I can help you land a job in Customer Success despite all the competition:

• 1:1 Career Coaching Program – Get personalized support to land your first Customer Success role or finally step into your dream CS job.
• Free Training: Optimize Your Resume for Customer Success Jobs – Transform your resume so it gets noticed and starts bringing in consistent interviews.
• Free Training: Sell Yourself in Interviews – Learn exactly how to position yourself as the top candidate and walk into every CS interview with confidence.
• Free Training: Master Behavioral Interviews – Discover a proven method to answer every “tell me about a time” question and impress any interviewer.

Connect with Carly:

• Connect with me on LinkedIn 
• Email me at [email protected] 

Want more on this topic? Here’s your next listen:

• Episode 57: How to Stop Sabotaging Your CS Career (And Start Getting Promoted)
• Episode 53: 9 Easy ways to make a bigger impact in your customer success job
• Episode 39: From Invisible to Indispensable: A CSM's Guide to Impressing Leadership
• Episode 32: Becoming Layoff-Proof: Securing Your Place in a Volatile Market

More about Customer Success Career Coach:

Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join Carly and her guests as they spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – they’re diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, they’ve got the playbook for you. Every Wednesday, join Carly and her amazing guests as they dish out practical advice and real-life steps you can actually use. No fluff, just stuff you can apply ASAP to score that dream job, snag that promotion, or become the team rockstar.