
The Customer Success Channel · 2024-02-21 · 31 min
Key moments - from our scoring
Substance score
51 / 100
Five dimensions, 20 points each
In this special farewell episode, Anika Bert hands over hosting duties to Malin Scottland, a 15-year B2B SaaS veteran who has led commercial teams ranging from five to over 100 people managing tens of millions in ARR. The conversation centers on how customer success should function within modern SaaS organizations, with particular focus on whether CS should own post-sales revenue. Malin advocates strongly for CS ownership of renewals, upsells, and all revenue-generating customer relationships, arguing that CSMs are uniquely positioned to deliver monetizable outcomes. Both speakers emphasize that customer success must transcend a single department - becoming a company-wide initiative shared across product, sales, marketing, and leadership. The discussion predicts several key shifts ahead: CS teams becoming hyper-data-driven with increased technology and AI adoption, reduced reliance on vanity metrics like health scores and NPS, and the emergence of scale models and tech-touch functions. For B2B operators, the episode clarifies the evolving role of CS in SaaS economics, particularly in an NRR-focused market where companies can no longer afford to silo customer retention in one team.
Yes, according to Malin, CS should own all post-sales revenue because it becomes aimless if CSMs ensure customers stay and grow without visibility into revenue targets, and CSMs are best equipped to ask for the business while delivering customer outcomes.
CS should not be siloed as a single department but instead embedded as a company-wide initiative with shared ownership across product, sales, marketing, and leadership, ensuring customer data and insights aren't isolated and all teams feel responsibility for customer success.
While leading indicators tied to usage are important, the focus should shift toward revenue-based metrics with data-driven, efficient post-sales teams increasingly using technology and AI to manage customers and tasks at scale.
The past year's funding environment dried up capital, forcing companies to focus on impacting the bottom line and removing ineffective initiatives, which has accelerated the shift toward revenue-owning, data-driven CS teams and company-wide customer focus.
Malin believes CS should not shy away from discussing revenue, renewals, and upsells with customers, emphasizing this is business and the entire relationship is built on customers paying for software - it's not about being sleazy, just realistic about monetization.
Our reviewer’s read on each dimension, with quotes from the episode.
The episode contains some substantive discussion about CS positioning (revenue ownership, cross-functional models, NRR metrics), but much of the content is soft - discussions of philosophy without concrete examples, operating frameworks, or specific customer case studies. Anika's reflection on CS evolution from 'happiness department' to business outcomes is useful but somewhat obvious in hindsight. The specific recommendations are thin: 'data-driven teams,' 'use of AI/tech,' and 'company-wide CS' are broadly acknowledged industry trends, not novel insights.
I think CS should own, you know , all post sales revenue
CSMs are essentially business analysts or like business strategists
The core arguments - that CS should drive revenue, that CS identity varies by business model, that data and efficiency matter - are mainstream in SaaS discourse. Malin's framing of CSMs as in-house consultants/business analysts is intuitive but not contrarian. The episode recycles familiar concepts (NRR as north star, cross-functional ownership, health scores are theatre) without pushing back hard on conventional wisdom or proposing fresh frameworks.
I think it's hard to say in general, okay, this is exactly how CS should be done
I think it becomes very aimless if the work that CS does is to ensure that the customer stays and grows, but they don't have much or any at all really insight into what that number even is
Malin Scottland has genuine operating credentials: 15 years in B2B SaaS, led teams from 5 to 100+ people, managed tens of millions in ARR, worked across SMB, mid-market, and enterprise. She is now Head of CS at Griffin (a FinTech startup), giving her current hands-on experience. However, this is largely an exit interview disguised as a guest episode; the guest is primarily discussing the new hosting role rather than deep expertise in a specific domain. Her perspective is solid but not exceptional - a seasoned operator, not a rare category or breakthrough thought leader.
I've run teams from, you know, five to 10 people, up to over a hundred people responsible for, you know , tens of millions of , of dollars of a RR
I'm currently head of customer success at Griffin, which is a banking as a service platform
The episode is sparse on concrete examples, metrics, or dollar figures. Malin mentions 'tens of millions of ARR' (vague range, not specific), references product-market fit and NRR as key metrics (well-known), and discusses Griffin having 'select few customers in beta' with a launch 'in a few weeks' (forward-looking but no results). Anika's reflection on CS evolution relies on broad generalization ('before the pandemic') rather than named companies, campaigns, or quantified shifts. Neither speaker grounds arguments in specific customer wins, churn patterns, or cost structures.
managing revenue growth worth tens of millions of dollars
We have only a select few customers that we have in a beta launch that's going live in a , in a few weeks here
Anika asks competent, open-ended questions and lets Malin develop answers, but the conversation lacks sharp follow-ups or productive tension. When Malin states broad positions (e.g., 'CS depends on business model'), Anika largely affirms rather than probe deeper - e.g., 'how would you structure incentives if ownership is split?' or 'name a company where this failed.' The quick-fire round is lightweight. Malin's counter-interview at mid-point shifts focus from substance to pleasantries (Anika's bio, Griffin details, LinkedIn plugs). There is no real disagreement or challenge, making the dialogue feel more like networking than investigation.
I love that you said that customer success ends up being the post sales revenue part
I love that philosophy to have within business in general
Computed from the transcript - who did the talking, and the words that came up most.
This podcast episode marks a special moment as Anika Zubair wraps up her four-year hosting journey on the Customer Success Channel podcast. The exciting news is that we're welcoming our very own, Malin Skoglund, VP of Customer Success Americas, who will be stepping in as the new host. Listen to the full episode now and learn more about the future of our podcast. Podcast enquiries: sofia@planhat.com
Transcribed and scored by The B2B Podcast Index.
1 - >
Speaker 1: <silence> 2 - >
Speaker 2: Hello everyone. I'm your host, Anika Bert , and 3 - > welcome back to the next episode of the Customer Success 4 - > Channel podcast, brought to you by Plan Hat , the Modern 5 - > Customer platform. This podcast is created for anyone working 6 - > in or interested in the customer success field. On this 7 - > podcast, we will speak to leaders in the industry about 8 - > their experiences and their definitions of customer success 9 - > and get their advice and best practices on how to run a CS 10 - > organization. 11 - >
Speaker 3: Today 12 - >
Speaker 2: Is a special episode because today is the last time 13 - > I will be hosting the Customer Success Channel podcast. It has 14 - > been an amazing four years of hosting this podcast, but all 15 - > good things must come to an end. But the good news is that 16 - > there will be a new host of this podcast moving forward. I 17 - > am very excited to introduce Molin Scottland , who is a 18 - > seasoned executive with 15 years of leadership experience 19 - > in B2B SaaS. She is our guest today and I'm really excited to 20 - > dive into her experience and showcase her as our next guest. 21 - > And as my last guest on this podcast, she has worked in 22 - > sales and in customer success, leading teams ranging from 10 23 - > to over hundreds of members, managing revenue growth worth 24 - > tens of millions of dollars with deep experience in various 25 - > market segments, including SMB Mid-Market and Enterprise. 26 - > Mullin's leadership style is results driven and focused on 27 - > operational excellence, proudly born and raised in Sweden. She 28 - > now resides in New York City with her husband and two 29 - > daughters, and she is going to be our next host. So I am 30 - > excited to dive in today's podcast and interview my last 31 - > guest for this podcast. Hi Malin , welcome to the podcast. 32 - > I'm so very excited to have you on this very special episode 33 - > today and talk to you a little bit more. But before we jump 34 - > into our topic and get more deep into this podcast, it 35 - > would be great for you to tell us a little bit more about who 36 - > you're, and let our listeners know who it's you're. 37 - >
Speaker 3: Yes, hi Annika. 38 - > Thank you so much. I'm very, very excited to be here. My 39 - > name is Marlin , uh, but after , uh, spending the last 13 40 - > years in the US I respond to basically anything that starts 41 - > with an MI take no offense in any mispronunciations. I'm 42 - > based in New York City and I've spent my whole career 15 years 43 - > basically in commercial roles in in B2B SaaS. And I started 44 - > as a sales rep. It wasn't called anything as fancy as, 45 - > you know, account executive back then. And then I kind of 46 - > have worked my way up from there. I've been in leadership 47 - > roles for a long time now. I've run teams from, you know, five 48 - > to 10 people, up to over a hundred people responsible for, 49 - > you know , tens of millions of , of dollars of a RR . And I'm 50 - > really a true operator. I'm very passionate about tech and 51 - > sas. I love sales and I love cs . Then yeah, I work at Plant 52 - > Hats , <laugh> . 53 - >
Speaker 2: Amazing. Thank you so much for giving us a brief 54 - > insight into who you're and what you've been up to . I love 55 - > always asking CS Leaders trajectory into where they find 56 - > themselves today, because no one has any similar route . 57 - > Everyone has a very, very unique route . And I also come 58 - > from a sales background, so I love speaking to other revenue 59 - > leaders on the podcast, but I know you weren't quite 60 - > cross-functionally as well within Plan Hat . I think in 61 - > general Plan Hat being a startup and Scale Up , there's 62 - > a lot of different teams, a lot of different people, a lot of 63 - > different processes that you guys are building and doing, 64 - > and because of that you work quite cross-functionally. How 65 - > does this work currently at Plan Hat ? How do you work with 66 - > different teams? How does CS kind of mix and move between 67 - > the different teams at Plan Hat ? 68 - >
Speaker 3: It's such an interesting question because 69 - > this is something that we spend a lot of time at Plan Head 70 - > thinking about and and , and talking about too, honestly, 71 - > and at plan really, you know, all functions are focused on 72 - > how to get, grow and retain customers in the best way. We 73 - > try not to think about CS as too much of a department or a 74 - > function. We think that everyone is doing cs because I 75 - > think sometimes, you know, putting all responsibility of 76 - > your customer and all information about your customer 77 - > in one department is maybe sometimes, you know, the best 78 - > way to make sure that there's not too much cross-functional 79 - > ownership of the customer or that the organization is truly 80 - > customer focused . And I think if you wanna be customer 81 - > focused , which you know, everyone says that, that they 82 - > do, right? It's extremely important to see us . And all 83 - > the data that you have about your customers is not siloed. 84 - > It's important. I think that, you know, the whole 85 - > organization has insight into everything that's going on with 86 - > your customers and that the ownership and you know, sadly, 87 - > sometimes that also means the blame when something goes wrong 88 - > doesn't sit squarely with the CS team. So we really like to 89 - > think of CS as, you know, more than just a function. We think. 90 - > We like to think of it as something that, you know, 91 - > everyone has responsibility for the customer and everyone is 92 - > involved with the customer, you know, from product to sales and 93 - > marketing, you name it. 94 - >
Speaker 2: I love that. I also think that is a great 95 - > philosophy to have within business in general. And I 96 - > think that customer success is really the beating heart of 97 - > every organization and everyone should be contributing to 98 - > making sure that heart keeps beating in a healthy and happy 99 - > way. So yeah, I think that's great that you guys use 100 - > ownership and share ownership across all departments. Like 101 - > you said, sometimes the blame can end up with the customer 102 - > team, but really it's up to everyone to make sure that the 103 - > customer is successful. So it's really awesome that you guys 104 - > are living and breathing that philosophy across multiple 105 - > teams, like you already mentioned. I think a lot of 106 - > people today, especially in this economy , are very 107 - > concerned around how customer success fits into the wider org 108 - > , but if it should also be either a revenue generating 109 - > function now coming from sales, and I'm thinking you also 110 - > coming from sales probably heavily agree with this, but do 111 - > you think CS should be a revenue generating function? 112 - > Like how would you factor in customer success metrics into 113 - > wider business metrics? 114 - >
Speaker 3: This has been a , you know, kind of a big 115 - > discussion in cs I think lately. And I think it really 116 - > depends , uh, right, because I think CS is kind of a different 117 - > thing almost at every company. 118 - > And what it needs to be, I think differs a lot because of 119 - > things like the product or product market fit stickiness, 120 - > a whole range of your bus business specific things. And I 121 - > think that that's a bit of a problem in and of itself , uh, 122 - > that, you know , all other departments or most other 123 - > departments are very clearly defined, but CS is a little bit 124 - > new and people have done kind of different things with it in 125 - > different organizations. And I think that's actually what the 126 - > CS identity crisis is coming from because I think it, it is 127 - > very hard to say in general, okay, this is exactly how CS 128 - > should be done. You know, for example, if you need a ton of, 129 - > you know, product delivery support, more like ProServe 130 - > type services and that's the bulk of, you know, what your CS 131 - > organization is doing for the business , uh, you know, to 132 - > retain and grow customers, then, you know, maybe it should 133 - > be a COGS or whatnot. But I'm, you know, leaning more towards 134 - > what you were saying too, Annika , like with nine outta 135 - > 10 products, probably you also need someone to help your 136 - > customers stay and grow with everything that that entails. 137 - > Stakeholder relationships, renewing and upselling 138 - > customers. And in some organizations, you know, sales 139 - > are doing that and some organizations that's cs, some 140 - > call account management, renewals teams, you , you name 141 - > it, right? And my thought is, is , uh, you know, pretty 142 - > aligned with yours. And again, my thought is very colored by 143 - > my background and, and how I've run my CS organizations and 144 - > maybe, you know, me as a person who loves sales as well, but I 145 - > think that CS should own, you know , all post sales revenue. 146 - > I think it becomes very aimless if the work that CS does is to 147 - > ensure that the customer stays and grows, but they don't have 148 - > much or any at all really insight into what that number 149 - > even is. I also don't like CS people saying that it hurts the 150 - > relationship to talk about money or renewals or upsells or 151 - > CSMs are scared to be viewed as, you know, too commercial 152 - > because I think, you know, this is , this is business. The 153 - > whole thing is about someone paying money for your software. 154 - > So I'm a bit allergic to , to some of those arguments. And to 155 - > me, similar to you, Annika , like CS is the heroes of the 156 - > organizations. They're, they're the lifeblood , they're the 157 - > people who drive and own the NRR, which as you know, is one 158 - > of the most important metrics in SaaS. CSMs work relentlessly 159 - > to deliver business outcomes to their customers. They keep it 160 - > real with their customers. They call out bs they realize it's 161 - > not about, you know, NPS or customers even necessarily 162 - > being happy or having nice relationships. It's, it's about 163 - > monetizable customers who, who really stick around, right? And 164 - > I think it's about CSMs who ask for the business, and , uh, in 165 - > my mind they're by far the best people to, you know, own , uh, 166 - > all the revenue as well and upsell and renew the customer. 167 - >
Speaker 2: Definitely. And I love that you said that 168 - > customer success ends up being the post sales revenue part of 169 - > the, and so, so rightfully so. 170 - > I think a lot of people say CS is in sales , or like you said, 171 - > Hey, I don't wanna talk money , or it's uncomfortable talking 172 - > about revenue or any sort of money with customers , but like 173 - > you said, no one's here for free. We're , we're not working 174 - > for free. So that definitely means that our customers aren't 175 - > expecting our product for free. 176 - > So we do have to have those conversations. Now , do they 177 - > have to be the sleazy sales conversations that everyone 178 - > thinks is part of, of an upsell? No, not at all. I don't 179 - > think that's, that's anything to do with it. I think customer 180 - > success ends up forming a bridge between delivering 181 - > customer outcomes, but then ensuring that those outcomes 182 - > directly relate back to revenue generation for the business 183 - > that you're working at. And I think that as long as customer 184 - > success is around those, the two hats that you're always 185 - > gonna have to wear, you're gonna have to make sure your 186 - > customers are receiving value and outcomes of using your 187 - > software. But ultimately it does come down to the bottom 188 - > line of revenue for your business and the business 189 - > that's paying your paycheck at the end of the day. So I love 190 - > that you said you're allergic to people saying those things . 191 - > That has to be the funniest thing a guest has said on this 192 - > podcast yet. Um , so I love hearing that, but sometimes 193 - > it's not easy. Tying it back to business metrics, like you 194 - > said, NRR seems to be a north star metric. It seems to be the 195 - > understood SaaS metric that a lot of leaders look to go 196 - > towards, but sometimes that can be quite lagging or not a 197 - > leading indicator. What do you think is around or the future 198 - > business metric that makes sense for customer success to 199 - > really be focusing on if revenue is such a critical part 200 - > of customer success? 201 - >
Speaker 3: Yeah, it's, it's a great question and I think, you 202 - > know, again, it's not one thing probably there's a lot of, you 203 - > know, leading indicators in, in general that are usually tied 204 - > to, you know, usage and, and things like that. I think in 205 - > general what we'll see more of in the future is, you know, 206 - > really hyperfocused, post-sales teams that are really, really 207 - > data driven . I think we will see a lot more use of 208 - > technology and AI to help people be more efficient and 209 - > get that help in managing maybe simple tasks or maybe even, you 210 - > know, managing some, some smaller customers. We've seen a 211 - > lot of that in the last year. 212 - > Uh, people are being more interested in building out a 213 - > kind of a scale model or a tech touch function or whatnot. And 214 - > I think we will also see a lot less of kind of breaking out 215 - > the revenue ownership. Uh, we will see less , uh, you know, 216 - > excuse my French bs, no health scores, you know, going around 217 - > in circles doing no one any good. You know, I think overall 218 - > the pressure to perform from the past year has been a bit 219 - > good, honestly and needed for cs, because I think when, when 220 - > funding dries up, no one can afford not to impact the bottom 221 - > line anymore. And I think that's a really good thing. It 222 - > pushes people not to do stuff that, you know, doesn't have 223 - > any real impact . I also think that we will see more of CS not 224 - > being seen as a department and more as a , you know, 225 - > company-wide initiative. I think we'll see more of 226 - > everyone being invested in maintaining and growing your 227 - > customer from the CEO product sales team. I think in the NRR 228 - > economy, not many companies will be able to afford to silo 229 - > customer focus in , into a single department anymore. So I 230 - > , I think that, you know, that's a shift that we'll see 231 - > as 232 - >
Speaker 2: Well. Yeah, I think it's all very exciting. Change 233 - > is tough. Change is gonna be not easy, but like you said, 234 - > this last year really did not leave any room for wiggle or 235 - > error or choice. Like everyone is being hyper-focused on the 236 - > bottom line and everyone is super aware that retaining and 237 - > growing customers is the key skill that you need to make 238 - > sure you have in your business. 239 - > And that does not mean one person or one department. It 240 - > means the whole business and it means how the business is gonna 241 - > be shaped is very dependent on how your customers end up 242 - > seeing value from your product. 243 - > And it all ties back down to revenue or the bottom line and 244 - > how you're growing as a business and how your customers 245 - > are growing will ultimately affect again, how you look 246 - > outwardly and, and what your future projections look like 247 - > within business as well. But yes, it all sounds very 248 - > exciting. Also challenging. I'm not gonna say that that sounds 249 - > easy at all, but I think it's a good challenge. I think 250 - > customer success is always up for a good challenge and the 251 - > future of CS is gonna be a bright one, but a challenging 252 - > one. Anything more that you would say would change ? You 253 - > mentioned a few things, but anything that you would say 254 - > would be the ultimate future of CS if you were to have a, a 255 - > magic ball and look into it and say, this is what CS is gonna 256 - > be, what would, what would your bet be on, you 257 - >
Speaker 3: Know, to summarize every , everything I feel like 258 - > that I've just said, but you know, more data driven and more 259 - > using data and technology to be more efficient and I think 260 - > revenue sitting with the post-sales team, I think we'll 261 - > see more of and more of, you know, everyone at the company 262 - > doing cs. I think , uh, those are the three themes that I 263 - > think and, you know, hope that , that we will see more of in 264 - > the future. 265 - >
Speaker 2: Amazing. I think in speaking of the future, I agree 266 - > with those three points, but there's also a future for this 267 - > podcast and this episode is a very special one because we are 268 - > transitioning and this will be a new era of customer success 269 - > channel podcast. I would love to know, and I'm sure the 270 - > listeners as well, what is next for the podcast and what can 271 - > our listeners expect moving forward? 272 - >
Speaker 3: Yes, I think that we can expect interesting thought 273 - > provoking subjects and guests. 274 - > We will be digging deeper into different businesses and open , 275 - > uh, the pod up a little bit more to business as a whole, 276 - > but still with a very clear focus on customer management. 277 - > And it'll be filmed right here in New York City. The first 278 - > episode will come out in March, so yeah , stay stay tuned for 279 - > that. Alright , Annika, so now that the handover is , uh, 280 - > officially done, I think the listeners are really interested 281 - > in, in what's next for you. Um , and having been the host for 282 - > so long, I think everyone is really curious to know the 283 - > Annika behind the podcast a little bit more. So, so who is 284 - > that? Who is Annika Behind Behind being a , a podcast 285 - > host? Yeah, 286 - >
Speaker 2: Thank you so much for that. It's strange to be on 287 - > this side of the podcast of , uh, this podcast, but as a host 288 - > for the last four years, I've also been a customer success 289 - > leader for the last 12 years. 290 - > And I've sat in a number of different organizations, 291 - > different SaaS startups and scale ups . I have seen from 292 - > zero to acquisition when it comes to the revenue piece . I 293 - > have have been in an SDR role before I was an account 294 - > manager, and so I have held a number of different seats and 295 - > different places at within organizations, but it's always 296 - > been in a customer focused or customer success role. And 297 - > outside of the podcast, I'm a proud dog mom. I am based in 298 - > London, England, although the accent is misleading. I think a 299 - > lot of people think I'm based in the us that accent is going 300 - > isn't gonna change. I always say I'm Californian, but with a 301 - > British passport now. And I have enjoyed doing the podcast, 302 - > but I'm so much more than that and I'm very excited to share 303 - > that on today's episode. 304 - >
Speaker 3: Yeah. And yeah, you you started a new Rob job 305 - > recently, didn't you ? Anika tell us , um, a little bit more 306 - > about that. Where are you now and and and what are you doing 307 - > now since recent? 308 - >
Speaker 2: Yeah, definitely. I have started a new role. It has 309 - > been a whole three months, but in startup world that could be 310 - > three years. But I'm currently head of customer success at 311 - > Griffin, which is a banking as a service platform. And it's a 312 - > whole new space and sector for me. I have always been in B2B 313 - > SaaS. I have always been focused on like SaaS products 314 - > and working with other SAS customers, but for me this is 315 - > the first time venturing into working at a bank and working 316 - > in the FinTech space. So it's both exciting and challenging 317 - > and tough and exhilarating all at once. And , uh, I'm fairly 318 - > new in the role, but the company, the team is really 319 - > amazing. And coming back to what you said earlier, Malin 320 - > customer success or the customer is actually at the 321 - > heart of everything we do. So much so that our commercial 322 - > team doesn't even call it prospects. We call everyone a 323 - > customer. Um, we work in the way that our product team is on 324 - > all customer calls. The customer success team actually 325 - > is part of the product organization, so it is a , uh, 326 - > very much customer says at the heart of everything we do. And, 327 - > and I love being a part of that early build and really 328 - > structuring that and what that's gonna mean for the 329 - > future of Griffin. 330 - >
Speaker 3: Wow, that's amazing. 331 - > Practicing what , uh, I ire <laugh> , I preach at least 332 - > that's sounds super exciting and like a great fit for you. 333 - > So what does your team look like there? And I, I know 334 - > you're still, you know , fairly new. What are your , do you 335 - > have any kind of big goals for 2024 or anything else that 336 - > you're, you've set out to do here fairly ear early on in , 337 - > in the role? 338 - >
Speaker 2: It's super exciting. 339 - > I am first in customer success at Griffin. They wanted to 340 - > bring in a leader to make sure that they had someone that's 341 - > gonna structure what the future of the customer journey and 342 - > customer success and the full customer experience would look 343 - > like. I'm hiring , uh, the first CSM at the moment, so 344 - > that is also happening, which is super exciting. But we are 345 - > early in our journey when it comes to launch and, and 346 - > customers. We have only a select few customers that we 347 - > have in a beta launch that's going live in a , in a few 348 - > weeks here. So for us, we are just very early days, early 349 - > stage startup . We are , uh, we have very aggressive goals for 350 - > 2024 and, you know, are , are on that rocket ship journey and 351 - > trajectory and making sure that we not only acquire and, and 352 - > sign the right customers, but they see success with us for 353 - > years to come because we are actually building a product 354 - > alongside of them. So it's, it's truly exciting to be that 355 - > early stage at the moment and, and building that with the 356 - > product and wider organization for our customers. 357 - >
Speaker 3: Yeah, yeah, yeah. 358 - > You get to really be part of shaping something new. That 359 - > sounds so exciting and it seems like you're looking for CSM 360 - > also, so this could be a plug if anyone is looking to , uh, 361 - > work with Annika . Good things to come from there. It sounds 362 - > like, and you mentioned this a little bit, that it was a very, 363 - > you know, customer-focused organization, but where does cs 364 - > uh , you know, sit at Griffin and, and in the organization it 365 - > seems to be very, you know, cross-functional and it seems 366 - > to be a big focus for the organization as a whole, but 367 - > anything else there? 368 - >
Speaker 2: Yeah, definitely it's , uh, it's 369 - > cross-functionally. Uh , when I came in, I was part of the 370 - > operations organization, but as even in the three months I've 371 - > been there, as the company evolves, as our product 372 - > evolves, as we grow as a business, it's become heavily 373 - > evident that the customer feedback needs to be directly 374 - > in line with the product managers, the product 375 - > organization, but also how we shape and build our product 376 - > should be directly around what our customers are giving 377 - > feedback on. So the customer team success and support all 378 - > sit under product and that is what we will see for the 379 - > foreseeable because we wanna build a product and a company 380 - > that our customers truly love and see value from from day 381 - > one. And, and we as an organization see that that is 382 - > critical and customer success, again, is at the heart of 383 - > everything we do. It's a part of the executive team, it's a 384 - > part of day to day what we are building and doing every single 385 - > day. And I, I already alluded to this a little bit earlier, 386 - > but I truly love that anyone from the sales team to our 387 - > product team refers to everyone as a customer, sometimes it 388 - > gets very confusing, but everyone is considered a 389 - > customer. So it's, it's really great that everyone is that 390 - > involved and again, everyone is so willing to jump on a 391 - > customer call or have almost like chat on the side about a 392 - > customer issue or a customer problem. Everyone is is very, 393 - > very bought into the fact that if our customers are 394 - > successful, we will ultimately be successful. So it's really, 395 - > really great to be at an organization that sees this so 396 - > early on because I have been at organizations before where it's 397 - > only realized after things have broken that how important 398 - > making the customer the center of everything you do. So for 399 - > me, it's just really nice that early on in the journey of, of 400 - > how we're building a bank and how we're building a product is 401 - > very much, it's embedded that us delivering value for 402 - > customers from day one is just almost like a default state 403 - > rather than a nice to have . 404 - >
Speaker 3: Uh , that's, that's amazing. I feel like, wow , 405 - > this is gonna be a , a , a , a huge success it sounds like. I 406 - >
Speaker 2: Hope so. <laugh>. 407 - >
Speaker 3: Yeah, <laugh> . 408 - > Exactly. Uh , no , it sounds like you're, you're doing 409 - > things right for sure. And I'm really curious to, to ask you 410 - > something because you have spent , uh, you know, so many 411 - > years running this podcast, you know, and talking to so many CS 412 - > professionals and what are the things that you think most of 413 - > them agree on versus the things that are maybe done differently 414 - > in different organizations from, you know, your experience 415 - > and , and the people that you've been been , uh, speaking 416 - > to on the podcast? 417 - >
Speaker 2: Yeah, I think that this is gonna be probably the 418 - > most common answer I have gotten on the podcast and in 419 - > any conversation that I've had with any CS professional is 420 - > that it depends, and funnily you just said that earlier in , 421 - > in this very recording, and I think that most people that 422 - > I've ever talked to on this podcast have always said, well, 423 - > it depends if , uh, you know , we should have onboarding in 30 424 - > days or it depends if NPS is important or it depends if we 425 - > have revenue or if sales has revenue. It's just, I think the 426 - > number one thing I've heard over the years as it depends 427 - > because customer success is not cookie cutter and it's not done 428 - > the same at any organization. 429 - > Um, I've been at a number now and I couldn't say that the way 430 - > I've done customer success five years ago is the way I'm doing 431 - > it today. I think there's broadly some fundamentals, some 432 - > metrics, some things that we track and that we're intrigued 433 - > by or that we are are very important within customer 434 - > success. But I'd have to say most times it totally depends 435 - > on the maturity of your product, the maturity of your 436 - > customer base, and really the maturity of your organization 437 - > and how like far along you are in your journey. Do you have 438 - > CSMs? Do you just have support? 439 - > Like all of that totally depends. So to come back and 440 - > answer your question, it totally depends on who you want 441 - > me to talk about. But every single person I've talked to 442 - > has basically told me that customer success depends on X 443 - > or y <laugh>. 444 - >
Speaker 3: So funny just what I said too. Yeah. Since you 445 - > started the podcast, I'm really curious, have you seen any 446 - > shifts or have you seen any, any way that CS has kind of 447 - > changed since, since you started the podcast? Are people 448 - > talking about different things now versus, you know, a few 449 - > years ago? Is there anything like that that you've could 450 - > reflect over? Yeah, 451 - >
Speaker 2: I know it's been four years and I'm just like 452 - > trying to recall all the different conversations I've 453 - > had over the years. <laugh>, I feel in the pandemic, we were 454 - > really, really aware of how important, what it was to 455 - > retain customers and it's better to have a customer that 456 - > actually stays with you and grows with you and renews 457 - > rather than, than going out to market and trying to acquire 458 - > new customers. I think before the pandemic there was probably 459 - > a lot more immaturity within customer success, meaning like 460 - > a lot of people were just, not that we always said we were the 461 - > happiness department, but it was more seen that, hey, the CS 462 - > team is there to make our customers happy, but it wasn't 463 - > truly understood that customer success is there to drive 464 - > business outcomes for our customer. And that ties back to 465 - > revenue. And I think that that's the most recent chapter 466 - > of customer success is I feel like previous chapters were all 467 - > about the infancy or the development of customer success 468 - > within organizations and that organizations fully understood 469 - > what the heck customer teams were doing or , and what value 470 - > they brought within the business. And then in the 471 - > pandemic, it kind of accelerated that timeline 472 - > because people were like, oh dang, we really have to care 473 - > about our customers because we can't always go and spend 474 - > endless money. And, and money didn't , wasn't as cheap 475 - > anymore. So you had to actually focus on what you had rather 476 - > than trying to spend all your money on acquisition costs. And 477 - > then I think in the last few years, again, due to the, you 478 - > know, macroeconomics of the world, fundraising what it is 479 - > and, and cash not being cheap, it's really, really doubled 480 - > down on customer success being part of the wider business and 481 - > ensuring that it ties back to the bottom line as we were 482 - > talking about earlier. So I would say that for me 483 - > personally, I think I've seen the evolution of being more of 484 - > an immature organization or trying to figure it out and 485 - > then suddenly the organizations start to see value in customer 486 - > success. And now I think it's not just the organization, it's 487 - > internally and externally that people are truly trying and 488 - > understanding what, what the value customer success brings. 489 - > Yeah, 490 - >
Speaker 3: That's, that's so, so interesting to hear I think. 491 - > And uh, you know, leaving the past behind, what do you think 492 - > is the future? Like how do you think CS will kind of continue 493 - > to evolve? 494 - >
Speaker 2: I think I had this conversation just a few months 495 - > ago, I can't remember who it was with , but I said that 496 - > customer success managers are essentially business analysts 497 - > or like business strategists. 498 - > And I think that a lot of what customer success does, if you 499 - > think of, you know, big consulting firms and how they 500 - > have management consultants that go into companies and 501 - > really assess how they're looking, what they're doing, et 502 - > cetera. I feel like customer success is in-house consulting 503 - > and you are there to be a business analyst. You are there 504 - > to really understand what it is that your customer needs and 505 - > wants and the outcomes they're looking for. And I think that 506 - > is the future of customer success. I think it always has 507 - > been there, but I think it's finally, as we just spoke 508 - > about, the evolution of customer success has really 509 - > come to its fruition where we're not just seen as 510 - > happiness, we're not just upselling or cross selling , we 511 - > are driving business outcomes for our customers that 512 - > ultimately result in revenue growth for our company. And I 513 - > think CSMs really embracing the fact that you are there to be a 514 - > business analyst, you're there to go into your customers 515 - > almost like a representative at their organization and showing 516 - > them not just, okay, this is how my product does this. It's 517 - > why should you care? What return on investment is this 518 - > gonna give our business and how is it gonna help our business, 519 - > meaning the customer's business really excel or accelerate 520 - > faster to their goals? And I think that that's the language 521 - > that we'll see customer success shift to . 522 - >
Speaker 3: I agree with that as well. I think that, and it is 523 - > something I always look for when hiring CSMs as well, like 524 - > business acumen and really, you know, being able to quickly 525 - > understand what's, you know, important for the person on the 526 - > other side of the table or whatnot . So yeah, I , I , I 527 - > agree with that and thanks for sharing that. I know you have 528 - > asked these questions many times to many guests, so I 529 - > figured it only makes sense for you to get to answer them 530 - > yourself as well. Uh, Anika , it's time for the quick fire 531 - > round. Are you ready? Oh , 532 - >
Speaker 2: I am so nervous. 533 - > Malin , <laugh> . I couldn't even tell you. I'm like, I'm 534 - > like sweating. I'm like so nervous because I challenge 535 - > people. So now I have to try to answer these in a sentence or 536 - > less that I think I'm gonna fail, but I'll try. 537 - >
Speaker 3: Okay. So I'll , I'll try to be nice. So first one, 538 - > what is next in , uh, customer success? Customer 539 - >
Speaker 2: Success managers becoming business analyst, as I 540 - > said earlier, 541 - >
Speaker 3: Already answered kind of. Yep . Uh, which SaaS 542 - > product can you not live without 543 - >
Speaker 2: Notion? I personally use it and I professionally use 544 - > it. 545 - >
Speaker 3: Oh , okay. Notion. I use it too. Okay. What is your 546 - > favorite CS resource podcast? 547 - >
Speaker 2: Love it . I could , I could list a lot, but I'm 548 - > gonna say this one along with a few others that I listen to 549 - > almost every day. 550 - >
Speaker 3: And who should we invite next to the , this 551 - > podcast? 552 - >
Speaker 2: I'm going to say Jason Limp , who's part of 553 - > Saster , and I think he's a great person to have on and I 554 - > think he has some really great future predictions of customer 555 - > success . Controversial, but great predictions. So I think 556 - > he would be really fun on this podcast. 557 - >
Speaker 3: That's a great idea. 558 - > Wow, you didn't , you did well , uh, Annika on the quick fire 559 - > round , didn't seem, didn't seem nervous at all. 560 - >
Speaker 2: <laugh>. I was really worried and I really was 561 - > channeling all my previous guests and how they've had a 562 - > tough time with this . I was like, no, Nika, you have to 563 - > stick to one sentence. You have to stick to one sentence. 564 - >
Speaker 3: Yeah , you nailed it. Wow . I'm impressed Annika 565 - > from me and everyone at Plan Hat , thank you for being an 566 - > absolutely incredible podcast host. This podcast has really 567 - > come to life under your guidance and leadership, and 568 - > you know, all of us, we think you've done an absolutely 569 - > incredible job with it. I wouldn't be surprised if you 570 - > pop up again as a ho host , uh, some sometime in the future, 571 - > but until then, where can the listeners find , find you? 572 - >
Speaker 2: The easiest way to find me is on LinkedIn. Feel 573 - > free to connect with me or reach out or message. I always 574 - > message back to everyone, so please do reach out. I love 575 - > getting everyone's messages. 576 - > And again , thank you for having me as on this podcast . 577 - > It been an amazing four . So thank you. I'm excited to hear 578 - > what the future hopes for the podcast. Thank you Annika . 579 - > Thank you for listening to the Customer Success Channel 580 - > podcast today. We hope you learn something new to take 581 - > back to your team and your company. If you found value in 582 - > our podcast, please make sure to give us a positive review 583 - > and make sure you subscribe to our channel as we release new 584 - > podcasts every month. Also, if you have any topics that you 585 - > would like me to discuss in the future or you would like to be 586 - > a guest on the podcast, please feel free to reach out. All my 587 - > contact details are in the show notes. Thanks again for 588 - > listening, and tune in next time for more on customer 589 - > success.
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