Customer Success Blog
Over the past seven years, our team of active customer success professionals have worked to create a library of inspiring and helpful resources for leaders and CSMs. Our topics include management, designing programs, developing skills as customer success professionals, and engaging with executives.
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Leading an Experienced Team
What do you do when you're 27, managing people older and more experienced than you—and totally intimidated? Here's what I learned (the hard way) about leadership that transcends age.
Ethics-First Customer Success in a Divided World
Find out how to navigate values and build trust with your customers in complex times.
What Customer Success Can Teach the World About Bridging Divides
Customer success professionals aren’t just delivering value to customers, they are modeling the kind of leadership and communication the broader world needs right now.
Annual Planning for Customer Success
Try to hit these annual planning steps and you and your CS team will be ready to hit the ground running in 2026!
Job Titles in Leadership Are A Mess: Let’s Clean Them Up
Too many SaaS leaders have the wrong title, and it’s hurting companies. Let’s break down what each role should mean and how to get titles back on track.
CS Leadership Shouldn’t Require a Magic Wand
It needs the right tools, strategic backing, and a seat at the executive table. Make sure you set yourself up for success—not survival, before you even get the job.
Why Managers Matter
Investing in developing strong leaders within your company will reap benefits. Here’s why.
Senior CX Leadership: Being the Voice of Change
Leading through a period of significant change is one of the biggest challenges you’ll face as a CX leader. Check out these tips help you make change smoother for your team.
Leading with Vulnerability: Ryan Holiday’s Masterclass Through a CS Lens
Uncover three practical ways to give advice to your direct reports, particularly if offering feedback makes you uncomfortable.
Making Changes in 2025? Start Off with a Solid Foundation
Here's a list of areas to revisit when your Customer Success team is facing new challenges.
The Annual Kickoff
A team kickoff is especially important if the new year represents a major change from the previous one, but what does a solid kickoff look like?
Planning for 2025: Technology & Training
Realistically, the biggest piece of your budget as a CS leader will be the cost of your team. However, two other large pieces to consider are technology & training. Find out how to plan for those here.
Planning for 2025: Variable Compensation
Variable compensation is an incredible motivator if used thoughtfully. Check out tips to ensure it is implemented in a positive way.
What is the Key to a Bigger CS Budget?
Find out what you can do as a CS leader to gain shorter purchasing timelines, more customer success budget, and better staff support.
Planning for 2025: Strategic & Tactical Goals
What's the first step in planning for next year? Setting goals. Find tips how to set challenging, but achievable, goals for your team.
Leading Through Change
Change is what it takes to move a company forward. Find out how, as a leader, you can effectively guide your team through times of change.
Career Tip: Let Go of the Little Things
By providing a framework for success and measuring the results, you can stay out of the weeds of management.
Manager to Director: It Isn’t Just a Title
There are important differences in the responsibilities, scope and expectations.
Remote Team? Formal Training is Your New Best Friend
Find out how to create an excellent training program for a remote team that drives performance, revenue and engagement.
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