Why CSMs Need Commercial Skills More Than Ever | Anika Zubair, Customer Success Pro
Customer Success from the Ground Up
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Why CSMs Need Commercial Skills More Than Ever | Anika Zubair, Customer Success Pro
24 просмотра · 2 недели назад
Customer Success from the Ground Up
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24 просмотра · 2 недели назад
In this episode, Mike and Deborah are joined by Anika Zubair, founder of the Customer Success Pro, a training and enablement organisation helping CSMs and CS teams become more commercially confident and revenue ready.
Anika brings 15 years of B2B SaaS experience, from SDR to VP of Customer Success, and she is one of the most recognised voices in the CS world when it comes to bridging the gap between customer success and commercial skills.
We kick off with a Reddit post from a CSM who has just joined a startup mid-renewal season and is feeling the pressure to level up fast. Anika, Mike, and Deborah unpack why this is such a common experience, and what to do about it.
In this conversation we cover:
Why commercial and revenue skills are now essential for CSMs, not optional extras
The key difference between selling to a prospect versus reselling to an existing customer
How to handle the most uncomfortable CS conversations: value objections, price increases, and renewal pushback
Why CSMs avoid the renewal conversation and how to change that with one simple technique
Stakeholder mapping in CS: why one contact is never enough
What CS leaders need to do differently to fight for budget, headcount, and enablement investment
Why your CS team almost certainly controls more revenue than your sales team, and how to use that fact
Whether you are a CSM looking to build confidence in commercial conversations, or a CS leader trying to equip your team in a tougher economic environment, this episode is packed with practical advice.
Subscribe to the Customer Success from the Ground Up podcast for more conversations with people who have built CS from scratch.
TIMESTAMPS
00:00 Introduction
00:24 Meet Anika Zubair, founder of the Customer Success Pro
01:40 How the role of CSM has evolved over the last 15 years
03:11 Why commercial skills matter more than ever in 2026
04:29 The value of speaking the same commercial language as sales
04:55 Selling to a prospect vs reselling to an existing customer
06:24 Anika’s background: from real estate to SDR to VP of CS
08:05 First impressions and the energy Anika brings
08:32 Reddit review: CSM overwhelmed mid-renewal season
10:05 Why CSMs everywhere are feeling this pressure right now
11:46 AI and the economy: the two forces reshaping CS
13:11 Deborah’s take: understanding your levers in at-risk renewals
14:03 Connect the glimmers of hope back to business impact
15:17 Put yourself in the customer’s position
16:29 Partner closely with your AE when you are newer to renewals
16:41 The three reasons customers buy software
18:19 Icebreaker: what is on Anika’s podcast playlist?
19:10 Why Anika does not listen to CS podcasts
19:32 Dancing with the Stars, reality TV, and switching off
21:54 The biggest skill gap Anika sees in CSMs
22:40 People pleasing vs handling objections with confidence
24:04 Value amnesia: why customers forget why they bought you
25:01 Reframing the conversation: what it really means
26:24 Ask the next question to open up the conversation
28:03 It is okay to ask the harder questions
28:49 How CS commercial training is different from sales training
30:50 Why the renewal gets left to the last five minutes
31:50 Setting the agenda and getting psychological buy-in upfront
33:21 Money is not a dirty word unless you make it one
35:32 Stakeholder mapping: why one contact puts accounts at risk
36:41 You need at least five points of contact, including one with the credit card
38:09 Commercial skills as attitude and confidence, not just knowledge
39:36 Taking ghosting more seriously than you might think
41:40 What CS leaders should focus on beyond AI fluency
43:00 Understanding the profit and loss and fighting for your team
44:17 Ask for enablement budget the same way you ask customers for money
47:07 Why outsourcing training is not a failure for CS leaders
48:01 The closing thought: your CS team controls more revenue than you think
50:11 Wrap up and thank you
Customer Success from the Ground Up is hosted by Mike Marshall , Global CS Programme Lead, and Deborah Knight from KaptivCX.