How to Get Promoted into an Enterprise CSM with Caly Agar

Hello Customer Success Pros,

I’m thrilled to share the latest episode of the Customer Success Pro Podcast with you! This month, I had the pleasure of sitting down with Carly Agar, founder and CEO of Carly Agar Training, for a conversation packed with career-boosting insights that you don’t want to miss.

We dove deep into practical advice for CSMs looking to elevate their careers, and I think you’re going to get a lot out of it.

One of the main themes Carly stressed was the power of self-advocacy. She highlighted how essential it is for us, as CSMs, to not only hit our KPIs but to go beyond by stepping up, showing leadership, and making an impact that’s seen across the organization. Promotions aren’t just about metrics; they’re about demonstrating initiative and contributing to the broader success of the company. Carly shared a ton of actionable strategies on how to do just that.

We also talked about strategic account planning and why it’s so important to think like an enterprise CSM, even if you’re currently managing smaller accounts. Carly encouraged all of us to seek out learning opportunities, whether by shadowing enterprise CSMs or adopting enterprise-level skills in our current roles. It’s all about building influence, thinking bigger, and taking proactive steps in your career.

If you’re looking to map out a clear path for career growth, advocate for yourself, or want some tips on how to add value that management will notice consistently—this episode is packed with insights to help you do just that.

Listen to our full conversation below for practical tips and tricks on landing your next promotion!

❓Are there any unique skills that differentiate an Enterprise CSM from other roles in customer success? How can people listening train themself to level up?

❓How can someone position themselves as the ideal candidate for an Enterprise CSM role?

❓How do you approach your boss for a promotion? How do you plant the seed early?

Episode Highlights:

🎙 Self-Advocacy in Customer Success

Carly dives into the importance of advocating for yourself and your career, especially when aiming for promotions. She shares actionable tips on how to plant the seed early and make sure your impact is seen across the organization—because just hitting your KPIs isn’t enough!

🎯 The Road to Enterprise CSM

Looking to move up the ladder? Carly breaks down the differences between CSM roles and enterprise CSM positions, offering advice on how to start building enterprise-level skills, even if you’re managing smaller accounts. From strategic account planning to stakeholder management, Carly’s insights will help you set yourself up for success.

💡 Key Takeaways:

• Advocate for Yourself: Promotion doesn’t come to those who wait—speak up about your achievements and goals.

• Be Proactive: Start demonstrating enterprise-level thinking, even in your current role. Strategic account planning and internal advocacy are key.

• Value Beyond Metrics: It’s not just about KPIs; go the extra mile by contributing to the team’s broader success and company-wide initiatives.

Have a listen to the latest podcast on Spotify, Apple Podcasts, or Youtube and make sure to let me know what you think!

P.S. Want to dive deeper into career coaching? Check out Carly’s newsletter and resources here.

Are you going to Pulse Europe?

Guess what???? I am going to Pulse Europe in Amsterdam and I would LOVE to see you there! I have been attending Pulse since 2015 and I absolutely love meeting the amazing CS Pros in person at this once a year event!

If you are going then please let me know by replying to this email, but if you are still considering going and haven’t bought your ticket yet well as a CS Pro Newsletter reader I have a discount for you!

That's all for now, I will share more on the podcast on Linkedin and of course on the next newsletter.

I hope you’ve found this newsletter helpful. If you did find it helpful feel free to forward it to a friend or a colleague, sharing is caring! If you have any questions or suggestions, please feel free to contact us.

I hope you enjoy it and, as always, feel free to reach out with any feedback or thoughts on future episodes!

Cheers to your CS success,

Anika

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