Borrow These Sales Tactics to Become a Standout CSM
Jun 17, 2025
CLICK PLAY TO LEARN THE SALES TACTICS TO USE TO BECOME A STANDOUT CSM:
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Here’s what you can expect from this episode:
What if the only thing standing between you and your next big Customer Success career move is a playbook you haven’t borrowed from sales…yet? The biggest missed opportunities for CSMs aren’t about grit or more hustle—it’s about learning to think and execute like top sales pros.
In this episode, Sean O’Leary and I dig into the untapped link between sales and Customer Success. We challenge the old-school “CS vs. Sales” debate and dive into practical, battle-tested sales tactics you can steal right now. From writing emails clients can’t ignore and experimenting like a revenue driver, to seizing high-visibility opportunities and claiming ownership of your results. We also reveal the real reason your calendar feels out of control (and how salespeople fix it), plus how to build instant credibility with leadership, even if you're feeling stuck or overlooked.
Curious how the savviest CSMs are future-proofing their roles and fast-tracking their careers while most are getting left behind? Don’t wait until your competition gets there first. Hit play and find out exactly which sales tactics you need to start using today.
Topics covered on the sales tactics to use to become a standout CSM:
- Why simply being proactive with your customers isn’t enough to actually get responses or drive results
- How to experiment like a revenue driver with A/B testing, creative outreach and actually using data to prove your new ideas are worth it
- How adopting a sales mindset can help break through inbox fatigue and build stronger, more credible relationships with both clients and internal leadership
- Why prioritizing enablement and training for customer success teams (the way sales teams do) can seriously move the needle on team performance and how you don’t need to wait for permission to get started
- The underestimated value of time blocking and energy management to avoid burnout (the same time management habits top sales reps swear by)
- Why building a feedback-friendly culture and being open to peer review is one of the fastest ways to accelerate your own growth in customer success
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:
- Episode 64: 4 Ways To Leverage AI And Uplevel Your CSM Game
- Episode 36: 8 Metrics You Need To Track To Propel Your CSM Career
- Episode 19: The simple hack that made me happier (and more productive) at work
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.
