Customer Success Management mentors
12 verified mentors who work on customer success management. Book a 1:1 call about the problem on your desk this week. Your first call is free.
Customer success is the job of knowing which accounts are about to leave
Customer success managers are usually given a book of accounts, a renewal date for each and very little else. The job is to know which customers are getting value, which are drifting, and what to do about the second group before the renewal conversation starts.
The mentors on this page run or have run success teams at software and services companies. They have built health scores, run quarterly business reviews customers actually attend, split a book between high touch and tech touch, and sat in the renewal call that went badly. Several started in support and moved across, so they know where the two jobs overlap.
Bring the account or the process. A health score nobody believes. A book of accounts too large to cover properly. A renewal you think you are about to lose. An expansion target that feels like being turned into a salesperson. A leadership team asking what success actually does.
If you have just moved into success from support or sales, say so when you book. The mentor will start with how the job differs rather than assuming you already know.
What a customer success management mentor helps with
- Building a health score from signals you already collect
- Business reviews that customers attend and get something from
- Covering a book of accounts too large to handle one by one
- Spotting a churn risk early enough to change the outcome
- Owning expansion targets without becoming a second sales team
- Moving from support or account management into customer success
Mentors
Kelly Klein
FreeSr CSM Strategic Accounts at LogicMonitor
Austin
Enterprise CSM handling Fortune 100 accounts for the past 10 years.
Sarah Caminiti
FreeHead of Customer Service, US at abcam
Providence
CX leader passionate about aligning strategy and empathy to build lasting customer trust and impact!
Raquel Rincon
FreeSenior Account Executive at Crescendo
Nipomo
Helping ecomm brands build communities & optimize CX | Customer Success Professional
Daniel Orenes Ferrandez
FreeSenior Manager - Customer Experience at Uber Japan
Tokyo
I'm a CX leader based in Japan with more than 10 years of experience. I focus on Customer Service and Conversational AI.
Ilyas Wali
FreeGlobal Head - Customer Experience at Angara.com
Jaipur
Leader in CX Transformation and AI-Led Retention - CRM | Loyalty | Customer Journey | ORM | Luxury e-tail & retail | VOC | OmniChannel | Gems & Jewelry
Karthick JL
FreeFounder at Customer Success Compass
Chennai
CS & CX leader with 20+ years helping professionals, leaders and B2B founders scale retention, growth, leadership and customer centric strategies.
Heather Casey
FreeCEO & Principal Operations Consultant at Casey Advisory
San Francisco
Helping people turn ideas into clear systems and real momentum
Annamaria Beno
FreeCX & Business Operations Leader at annamariabeno.com
Berlin
Scaling your business while keeping customers and teams happy.
Merrene Caines
FreeCX & Ops Leader | 10+ Years Managing Global Teams | SaaS | E-commerce | BPO at Visa inc
San Pedro Sula
CX leader passionate about building strong teams, elevating customer experiences, and mentoring others.
Eman Noaman
FreeFounder & CEO at Uplift MEA
Cairo
Empower CX! Elevate service, build loyalty, and make customer satisfaction your superpower!
TONI KELLER
FreeAI / CX operator with 13+ years at TK Consulting
San Diego
CX Leader | Scaled CX from $600K to $12M+/mo | AI & Contact Center Ops
Justin Neal
FreeFounder and Principal Consultant at SuccessWave Solutions LLC
Holly Springs
SaaS & CS Ops Leader & Mentor passionate about digital transformation & customer success.
From sessions with these mentors
My experience working with Kelly over the last few months has been incredible since day 1. She is empathetic, professional, and brilliant. When I told her about my previous work experience, she instantly recognized skills that aligned with the roles I'm looking for, and helped me write my resume in a way that shows off my Customer Success strengths. In a world full of automation and apathy, Kelly is a bright shining light of humanity and warmth.
I've had an incredible session with Raquel! Her expertise in Customer Success is obvious, plus she is very supportive and positive. I walked away feeling incredibly motivated and inspired. Highly recommend. Thank you, Raquel!
Learn it, then talk it through
Related reading
- CX vs Customer Service: Key DifferencesBlog · 16 min
- How CX management boosts business outcomesBlog · 12 min
- Employee experience and customer experience: How do they relate?Blog · 16 min
Questions people ask before booking
Is the first call really free?
Yes. One 30 minute call with any mentor, no card and no trial to cancel. Membership after that is one price for unlimited calls.
Is customer success the same as account management?
It overlaps, and where the line sits depends on the company. Several mentors here have worked on both sides of it and can help you draw it for your team.
Can a mentor help with one specific account?
Yes, and it is a common booking. Describe the account in the booking notes, without anything confidential, and the mentor will come to the call with questions.
Do these mentors work in software only?
Most do, but not all. Every profile lists the mentor current role and organisation, so pick someone whose customers look like yours.
Other ways to browse
- Customer service and support47
- Building a team41
- SaaS36
- Team management36
- Zendesk31
- Remote work26
- Consulting22
- Voice of the customer programs21
- Customer journey mapping20
- Ecommerce20
- Customer loyalty and retention19
- Employee Training and Engagement18
- Data analysis and insights17
- Customer Feedback and Surveys16
- Outsourcing16
- Intercom15
- Omni-channel Experience14
- Onboarding14
- Technology14
- All mentors
Stop guessing. Ask someone who has done customer success management.
Your first call is free. Membership after that is unlimited 1:1 calls at one price.
First call free · 12 mentors
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