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October 29, 2014 
Hire and Structure for 
Customer Success
Housekeeping 
• Q&A panel on your right 
• Recording for colleagues who can’t make it 
• All attendees will receive slides 
• Twitter hashtag #customersuccess
Our Speakers 
Dan Steinman 
Chief Customer Officer 
@dantsteinman 
Jonah Manning 
CEO & Founder
What We’ll Cover 
• Business Models Needs 
• Structuring the Team 
• Skillsets 
• Where To Find Candidates 
• Q&A
Customer Engagement Spectrum 
Self-service High-touch
Spectrum Skills
Aligning to the Organization 
Business Maturity 
Product Complexity 
Sales 
Product 
Sales with SME 
Backup
How Intacct Finds Candidates 
www.gainsight.com/how-to-develop-a-csm- 
candidate-profile/ 
Kathy Lord 
VP Sales and Customer Success
A Few Others 
http://www.slideshare.net/Gainsig 
htHQ/how-to-hire-and-compensate- 
the-csm-team
Train A New Team 
www.gainsight.com/custo 
mer-success-university
Reach and Find the Best Candidates 
www.gainsight.com/customer-success- 
career-hub
Questions? 
For more team and hiring resources, check out: 
gainsight.com/customer-success-management
October 29, 2014 
Thank you!

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Hire and Structure For Customer Success

  • 1. October 29, 2014 Hire and Structure for Customer Success
  • 2. Housekeeping • Q&A panel on your right • Recording for colleagues who can’t make it • All attendees will receive slides • Twitter hashtag #customersuccess
  • 3. Our Speakers Dan Steinman Chief Customer Officer @dantsteinman Jonah Manning CEO & Founder
  • 4. What We’ll Cover • Business Models Needs • Structuring the Team • Skillsets • Where To Find Candidates • Q&A
  • 5. Customer Engagement Spectrum Self-service High-touch
  • 7. Aligning to the Organization Business Maturity Product Complexity Sales Product Sales with SME Backup
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. How Intacct Finds Candidates www.gainsight.com/how-to-develop-a-csm- candidate-profile/ Kathy Lord VP Sales and Customer Success
  • 24. A Few Others http://www.slideshare.net/Gainsig htHQ/how-to-hire-and-compensate- the-csm-team
  • 25.
  • 26. Train A New Team www.gainsight.com/custo mer-success-university
  • 27. Reach and Find the Best Candidates www.gainsight.com/customer-success- career-hub
  • 28. Questions? For more team and hiring resources, check out: gainsight.com/customer-success-management
  • 29. October 29, 2014 Thank you!

Notas do Editor

  1. Get bio
  2. LL – marketing bent / content / webinar / 1:many HH – standard HT AM, executive level. People skills, navigate Marketing  classic AM
  3. Find the right people – What is your business model Chart – Complexity – deep on the product and that’s prob all they can do, if not complex