Been in an all encompassing customer service role in a non-profit for 5+ years and wanted to knows how and if it’s possible to switch to a customer success role? Is that a stretch or are all the skills transferable?

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It is possible, if you are able to articulate your work under a customer success lenses. I would love to understand more about you current role. For example what type of clients do you service (enterprise / mid market?), what is your valued book of business? Do you work with the same clients where you have an opportunity to build relationships? Or have you been able to upsell products or additional services ? I’m you customer interactions do you educate the client on the product? Also, are you measured against KPI , if so what type of metrics do you follow? Just a few thing to consider.

I would highly recommend reading “the challenger sale” and “ customer success “ by Nick Mehta to learn more about the customer success framework and how you can tailor your experience to reflect your transferable skills. Feel free to ask me any other questions. Good luck !!

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Hey there! As a customer service manager for the last 3 years- yes. I also worked directly with a customer success manager for our 3pl and watching her work, I know your skills will add to the role. Its just a more personal approach to customer service. If you dont feel comfortable, look into a few of the free project management courses out there to reinforce your organization skills. <3

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