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CS Ops Team Challenges and Priorities

Автор: CSM Practice

Загружено: 2022-12-21

Просмотров: 384

Описание: #customersuccess #csmpractice #operations #team

An Operations team is the backbone of an organization, but when it comes to building Ops teams for customer success, this is where it gets tricky.

In this session, Eddie Aguilar, shared his insights on how to choose the right people when building a rockstar operations team. He also provides answers to all the questions below and more.

▣ What CS Ops initiative are top of mind?

▣ How to hire the appropriate candidate for CS Ops Team?

▣ What technology stack is he considering for his customer success team?

▣ What is his strategic roadmap for maturing his CS Ops practice?

Eddie also expands on the responsibilities of a CS Ops Manager. He explained how the operations team is responsible for keeping internal processes running to make sure that business operations are productive, and that both internal and external business operations are important.

Key discussion points:

▣ Composition of an ideal CS Ops Team

▣ CS Ops Initiative

▣ Technology Stack for Customer Success

▣ CS Ops Priorities

Watch the complete interview for more details.

🔗 Our thanks go out to Rocketlane for making this video possible:
https://www.rocketlane.com/

👍 Like, share, and subscribe for expert insights!

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are three powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩

Tracking the right KPIs is the key to driving your CSM team to higher performance. Get my Customer Success KPI Cheatsheet and learn how to focus on the metrics that actually move the needle—so you can scale smarter and accelerate revenue growth.

Click here to download the workbook:
🔗 https://unlock.thecustomermethod.com/...


2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨

Every week, I share strategic insights and practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies and driving serious impact.

Click here to join:
🔗 https://unlock.thecustomermethod.com/...

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?

Building and running a customer success practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives confidently build a proactive, high-performing CS team—without the guesswork and costly missteps of figuring it out alone.

Click here to learn more:
🔗 https://unlock.thecustomermethod.com/...


ABOUT OUR FEATURED GUEST

Eddie Aguilar is a Customer Success Operations Manager at Connectwise. A highly driven, result oriented, adaptable, bilingual professional with years of customer success experience and proven track record in data management, system implementation, process optimization, and SaaS models.

🔗 You may connect with Eddie via his LinkedIn profile:
  / edleguizamo  

◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️

Additional Resources

🎥 Video: The Rise and Evolution of CS Operations
   • The Rise and Evolution of CS Operations  

🎥 Video: When and how to set up your CS Operations
https://bit.ly/3ONLEQa

🎥 Video: Top CUSTOMER SUCCESS KPIs for Managing CSM Teams
   • Top CUSTOMER SUCCESS KPIs for Managing CSM...  

⬇ Free Download: Customer Success Operations Maturity Scoring Model
https://www.csmpractice.com/cs-ops

⏬ Download: Top Seven CS Ops Initiatives [Infographic]
https://www.csmpractice.com/customer-...

ABOUT OUR FEATURED GUEST

Eddie Aguilar is a Manager, Customer Success Operations
at Connectwise. A highly driven, result oriented, adaptable, bilingual professional with years of customer success experience and proven track record in data management, system implementation, process optimization, and SaaS models.

🔗 You may connect with Eddie via his LinkedIn profile:
  / edleguizamo  


00:00 Intro
01:04 Hire right candidate
01:50 CS Ops Initiatives
03:02 Technology Stack
04:23 CS Ops Priorities

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