4 Ways To Leverage AI And Uplevel Your CSM Game

professional development Apr 15, 2025

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Here’s what you can expect from this episode:

Okay, real talk—being a great CSM today means going wayyy above and beyond... and none of us actually have the time for that. So how are we supposed to stand out, deepen customer relationships, and impress leadership without burning out? The answer (thankfully) isn’t “work harder.” It’s “work smarter” and more creatively. And in my opinion? If you’re not already using AI to help you do that, you’re kinda falling behind.

That’s why in this episode, I’m sharing four of the most game-changing ways you can leverage AI as a Customer Success Manager. And trust me, these are not your generic “ChatGPT can write emails!” tips. I’m talking about how to use AI to build thought leadership content that actually turns heads, how to supercharge your customer conversations, how to make sense of (let’s be real) chaotic data, and even how to optimize your own damn schedule around your energy levels so you’re not dragging yourself through the week.

Picture this: creating an entire customer workshop in an hour instead of a full day. Turning messy NPS data into insights in minutes. These are things that used to take me forever! And now, I’m giving you everything you need to know to do it faster, better, and with a lot more brainpower left for the stuff that actually matters.

This episode is your permission slip to stop doing things the hard way and start using tools that actually make your job easier and make you look like the strategic, forward-thinking CSM every team wants more of. If you’ve been curious about how to weave AI into your workflow or just want to level up in a way that feels doable (and honestly, fun?), this is the blueprint!

Topics covered on how to leverage AI as a CSM:

How to create standout thought leadership content with AI in a fraction of the time to enhance customer engagement
How to skip hours of customer call recordings and use AI to instantly get feedback on how to sound more confident, ask better questions, and communicate like a pro
Ways to make messy customer data make sense fast so you can focus on the strategy and impress leadership by demonstrating data-driven decision-making and strategic thinking
How to use AI to organize your day around your energy (not your calendar) so you have more time for the work that actually moves the needle like building relationships and solving problems

Resources Mentioned:

Optimize your resume for Customer Success jobs to land consistent interviews: Watch the FREE Training here
Learn how to sell yourself as the best candidate and walk into your next Customer Success job interview with confidence: Watch the FREE Training here
Learn how to MASTER Behavioral Interviews: Watch the FREE Training here
Actively looking for a job in Customer Success or plan to in the near future? Apply for 1:1 Coaching with me

Connect with Carly:

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

Related Episodes:

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.

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