Two Ways to Use AI to Level Up as a Customer Success Manager

CLICK PLAY TO LEARN TWO SIMPLE WAYS EVERY CUSTOMER SUCCESS MANAGER CAN USE AI TO GET AHEAD:

APPLE PODCASTS | SPOTIFY | AMAZON MUSIC | OTHER PLAYERS

Here’s what you can expect from this episode:

What if the only thing blocking your next career breakthrough is the way you’re thinking about AI? In this episode, I’m revealing the real strategies that will make you stand out in Customer Success because let’s be honest, most CSMs are using AI as little more than a digital notepad. Summarizing an email or call is table stakes now—it won’t actually get you promoted, respected, or recognized. And if your goal this year is to turn heads as an expert, or just not be easily replaced, you need to play a much smarter game.

I’m diving into how to use AI to create thought leadership content that genuinely moves the needle for your customers. This isn’t about showing off a new product feature or sending another “just checking in” email. It’s about positioning yourself as a partner to your customers, helping them solve big-picture business challenges and making every interaction something they actually look forward to. I’ll walk you through concrete examples anyone can use, plus the exact prompts that make ChatGPT (or whatever tool you love) serve up industry topics in minutes. You’ll walk away with instant ways to make your customer calls or emails feel personalized, valuable, and irresistibly clickable.

I’ll also share how you can use AI to coach yourself when your company isn’t investing in your development. Because let’s face it, managers are stretched thin, and CS enablement budgets are almost always an afterthought. I break down, step by step, how you can leverage call transcripts and AI feedback to pinpoint exactly where you can improve, get hyper-specific advice, and set weekly goals so your own growth isn’t left to chance. This system means you can identify gaps in your discovery, map pain points to KPIs, and track your progress, week after week, without relying on anyone else’s calendar or attention span. I even share real stories of my clients making breakthrough improvements in less than 48 hours simply by adopting these tactics.

So if you’re tired of feeling stuck waiting for someone else to invest in you, or worried that year-end reviews are coming and you’re just blending in, hit play and let’s dive in.

And if you’re serious about landing your next Customer Success role before the New Year rush, apply here right now—spots will fill fast before the end of November.

Topics covered on two simple ways every Customer Success Manager can use AI to get ahead:

• Why basic AI use (like summarizing emails) no longer sets you apart as a Customer Success Manager and how to leverage AI for real career growth 

• The “value multiplier” approach: How to create thought leadership content that makes customers see you as a strategic expert, not just a product guide 

• Proven examples of thought leadership topics from recruiting trends to sales enablement metrics that position you as a consultant, plus how to generate content fast with AI 

• My step-by-step strategy for using AI to coach yourself when your manager or company isn’t providing real feedback or enablement 

• The three-part feedback loop that accelerates your skill development and separates you from 99.9% of CSMs 

• How a self-coaching system powered by AI leads to visible improvement in less than 48 hours (with a real client success story) 

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 64: 4 Ways To Leverage AI And Uplevel Your CSM Game
• 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

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.