How did you get into Customer Success?

I was first introduced to the world of Customer Success when I joined a startup as an AM. The two roles are similar in many ways, and I made a point to learn more about the unique responsibilities and goals that drive CSMs. If you’re someone that’s looking to get into CS as your profession, beginning in Sales or Account Management is a great first step and will prepare you for the revenue-driven goals of the CS world.

Are there any Customer Success trends in 2025 you are keeping an eye on?

I’m definitely keeping an eye on the new CS tools that are developing in the market. As a broader understanding of what Customer Success is grows, further resources are being allocated to support the function, and with that comes some amazing tools that are being built with CS workflows top of mind (ex: Pylon 😉).

What do most people get wrong about Customer Success?

Many people assume that Customer Success = Support, but there are very different goals, skills, and areas of ownership across these two groups. CSMs should largely be focused on high-level strategies for account expansion and renewal through embedded relationship management, while Support Managers must be finely in tune with customer issues and technical product knowledge. Both roles are incredibly important to the success of any customer relationship but they do operate in their own unique ways.

How do you see post-sales teams evolving when it comes to AI?

There is a ton of admin work that can be optimized by AI in the post-sales CS motion, from recording calls and summarizing action items to calling out at-risk accounts and budding expansion opportunities. Once AI tools nail this part of the workflow for CSMs, I expect the role will evolve into a true advisory and relationship-building powerhouse (as it was always meant to be!)