The Customer Success Pro Podcast

FREE Masterclass - https://www.thecustomersuccesspro.com/masterclass

Anika Zubair discusses the real reasons behind missing net revenue retention targets in SaaS, emphasizing system design over talent and providing practical solutions for customer success teams to drive revenue growth.Chapters00:00 Introduction: Why NRR Misses Are Not Talent Problems08:08 The Role of Customer Success in SaaS Growth09:29 Common Systemic Mistakes in SaaS Organizations12:08 Treating NRR as an Outcome, Not a Process16:21 Building Effective Renewal Processes17:12 Activity vs. Impact in Customer Success20:52 Skills and Systems Gaps in Customer Success23:12 What a Revenue-Driven Customer Success Team Looks Like31:21 Weekly Challenge36:54 Investing in Your Customer Success Skills37:23 Closing and Next Steps:

Connect with Anika Zubair:
Website: ⁠https://thecustomersuccesspro.com/⁠
LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠
RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠

Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠

Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠

Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

FREE Masterclass - https://www.thecustomersuccesspro.com/masterclass
In this episode, Joe De Grande from Gong discusses the evolution of digital customer success, the role of AI, and how to measure success in an AI-driven environment. He shares insights on building scalable, automated customer success programs and the importance of data and human touch.Chapters:00:00 Introduction 03:03 Joe De Grande's background and role at Gong07:12 The change from digital CS to revenue architecture11:57 Defining digital and scaled customer success16:36 Impact of AI on digital customer success23:39 Starting an AI-powered digital CS program30:01 Data as the foundation for AI in CS37:43 The future of AI in customer success43:48 Quickfire predictions and insights

Connect with Anika Zubair:
Website: ⁠https://thecustomersuccesspro.com/⁠
LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠
RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠

Connect with Joe Di Grande Linkedin: ⁠https://www.linkedin.com/in/josephdigrande/

Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠

Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠

Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

Book a call to discuss a workshop - https://bit.ly/4wEOJbD
In this episode, Anika Zubair discusses the importance of forecasting net revenue retention (NRR) instead of focusing on past churn numbers. She explains how forward-looking metrics can elevate customer success teams to strategic business leaders and drive growth.Chapters00:00 Introduction: The problem with churn reporting03:28 Understanding and calculating NRR06:18 The shift from growth at all costs to efficiency10:30 Why focus on existing customers for growth16:54 How to forecast NRR effectively20:28 Tracking leading indicators for customer health22:18 Confidently presenting forecasts to leadership28:41 Building a forecasting culture within your team30:35 The importance of embedding NRR into daily reporting

Connect with Anika Zubair:
Website: ⁠https://thecustomersuccesspro.com/⁠
LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠
RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠

Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠

Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠

Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

Book a workshop: https://bit.ly/4wEOJbD

Anika Zubair shares a comprehensive guide for new and aspiring VP of Customer Success, focusing on how to manage and improve net revenue retention (NRR) in the first 90 days. She emphasizes the importance of data, systematized processes, and leadership mindset to succeed in a revenue-driven customer success role.

Chapters:
00:00 Introduction
09:37 The importance of a proactive operating system
13:41 Training teams on commercial skills
16:24 The mistake of accepting numbers without math
19:11 Operating as a super CSM versus a leader
24:00 Building your NRR math and forecast system
31:17 Weekly renewal and expansion review meetings
33:57 Rebuilding the math and predicting the number
35:49 Applying lessons: homework challenge for listeners
39:02 Final thoughts: system, numbers, and leadership mindset

Connect with Anika Zubair:
Website: ⁠https://thecustomersuccesspro.com/⁠
LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠
RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠

Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠
Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠
Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

Join RevUP VIP: https://bit.ly/45Bb9yz

In this episode, Tom Ronen, VP of Customer Success at Harvey, shares insights on how AI is transforming customer success, the importance of the human element, and how to adapt playbooks for the AI era. Discover strategies for effective change management, renewal success, and balancing AI tools with human touch.

Connect with Tom Ronen: https://www.linkedin.com/in/tom-ronen-83b6a1118/

Chapters:
00:00 Introduction to Tom Rennan
04:16 Tom's background and transition from Monday.com to Harvey
09:09 The evolution of customer success and future ambitions
12:18 The human element remains crucial despite AI advancements
17:11 The importance of trust and deep discovery in customer success
22:13 The old playbook is broken: new strategies needed
30:44 Measuring value and adoption in an AI-driven world
44:13 Systematic approaches to renewals and forecasting
50:29 Quick fire questions

Connect with Anika Zubair:
Website: ⁠https://thecustomersuccesspro.com/⁠
LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠
RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠

Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠
Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠
Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event