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The Customer Success Professional's Handbook: How to Thrive in One of the World's Fastest Growing Careers--While Driving Growth For Your Company Hardcover – Illustrated, January 15, 2020
| Ashvin Vaidyanathan (Author) Find all the books, read about the author, and more. See search results for this author |
| Ruben Rabago (Author) Find all the books, read about the author, and more. See search results for this author |
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The definitive “Customer Success Manager How-To-Guide” for the CSM profession from Gainsight, who brought you the market-leading Customer Success
The Customer Success Manager has become a critical asset to organizations across the business landscape. As the subscription model has spread from the cloud and SaaS to more sectors of the economy, that pivotal role will only grow in importance. That’s because if you want to compete and thrive in this new environment, you need to put the customer at the center of your strategy. You need to recognize you’re no longer selling just a product. You’re selling an outcome. Customer Success Managers (CSM) are committed to capturing and delivering those outcomes by listening to their customers, understanding their needs, and adapting products and services to drive success. Although several existing resources address the customer success imperative, there is no authoritative instruction manual for the CSM profession—until now.
The Customer Success Professional’s Handbook is the definitive reference book for CSMs and similar roles in the field. This practical, first-of-its-kind manual fills a significant gap in professional customer success literature, providing the knowledge every CSM needs to succeed—from the practitioner level all the way to senior leadership. The authors—acknowledged experts in building, training, and managing Customer Success teams—offer real-world guidance and practical advice for aspiring and experienced CSMs alike. The handbook is written by practioners for practioners. An indispensable resource for front-line Customer Success Managers, this much-needed book:
- Demonstrates how to build, implement, and manage a Customer Success team
- Helps new CSMs develop their skills and proficiency to be more employable and grow in their careers
- Provides clear guidance for managers on how to hire a stellar CSM
- Presents practical tactics needed to drive revenue growth during renewal, expansion, and customer advocacy opportunities
- Explains proven methods and strategies for mentoring CSMs throughout their careers
- Offers valuable insights from Gainsight, the Customer Success Company, and the broader customer success community with more than a dozen of the industry’s most respected leaders contributing their perspectives
Currently, with over 70,000 open positions, Customer Success Manager in one of the fastest-growing jobs in the world. The Customer Success Professional’s Handbook: How to Thrive in One of the World's Fastest Growing Careers—While Driving Growth For Your Company will prove to be your go-to manual throughout every stage of your CSM career.
- Print length288 pages
- LanguageEnglish
- PublisherWiley
- Publication dateJanuary 15, 2020
- Dimensions6.2 x 1.1 x 9.1 inches
- ISBN-101119624614
- ISBN-13978-1119624615
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Editorial Reviews
From the Inside Flap
Customer Success: The wave of the future of the customer service profession
The customer service model has been the default for businesses for centuries, but in the age of subscription, cloud-based solutions, and Software as a Service (SaaS), that model no longer proves effective. And it is not just technologyevery sector is undergoing a fundamental shift in consumer expectations. Customers and businesses are demanding a higher standard. In short, they are demanding customer success.
The Customer Success Manager (CSM) role is one of the fastest growing jobs as a result. This is a global trend that is unlikely to slow because instead of being content with purchasing a product and walking away, customers are purchasing and expecting results. The CSM ensures that customers have the tools, information, and training they need to achieve their desired outcomes. They capture customers' objectives, map out a pathway to achieving them, and measure success against those goals using sophisticated tools and data-based feedback. The Customer Success Professional's Handbook serves as an invaluable resource for anyone working or interested in this emerging function. Whether you're a novice or a seasoned CSM, Account Manager, or in an adjacent role, it offers practical advice you can use right away to deliver meaningful results to your customersand ultimately revenue growth to your company.
- Build and manage a strong Customer Success team
- Develop your skills to boost effectiveness and employability
- Apply proven strategies to successfully operationalize customer success
- Use practical tips to increase revenue and identify methods for improving results for customers
- Hire the ideal CSM for your organization
Leading forecasters are demonstrating that companies will be hiring CSMs in unprecedented numbers over the coming years. Apply the lessons in The Customer Success Professional's Handbook to develop the competitive edge you need to stand out in the crowd.
From the Back Cover
Praise for THE CUSTOMER SUCCESS PROFESSIONAL'S HANDBOOK
"In the Age of the Internet that ushered in this century, product was still king, and the product manager was the role around which everything else revolved. Today we are in the Age of the Customer, where the customer is king, and the role around which everything else must revolve is the customer success manager. This is a new role, and that makes The Customer Success Professional's Handbook a timely and welcome contribution across the globe. It is comprehensive, accurate, and incredibly well informed, making it a 'must-read' for anyone performing, managing, or entering the profession."
—Geoffrey A. Moore, Author, Crossing the Chasm and Zone to Win
"Ashvin and Ruben have created an all-in-one guidebook for creating customers for life. This is required reading for anyone in the customer success profession."
—Nick Mehta, CEO, Gainsight, Co-Author, Customer Success
"Ashvin and Ruben do an incredible job of taking you step-by-step to define and build a successful CS Organization. It is a must-read for any founder, CEO, executive, and customer success professional."
—Christina Kosmowski, VP, Global Head of Customer Success, Slack
"The Customer Success Professional's Handook teaches you how to scale Customer Success, drive up NPS and revenue retention, and get out ahead of the competition. Customer Success should be a science and not just an art. The Handbook helps you realize that."
—Jason M. Lemkin, SaaStr CEO and Founder
"This one-of-a-kind guide from leading experts. . . provides practitioners with actionable insights and advice to help them drive growth for their companies and succeed in their careers."
—Yamini Rangan, Chief Customer Officer, Dropbox
". . . the most comprehensive book that's ever been written on the critical steps for successfully implementing CS at scale. . . the Handbook not only communicates what needs to be done but how and why. . . a book that should be in the minds and on the desk of every CS professional."
—J.B. Wood, President and CEO, TSIA
"Business Success = Customer Success. When companies realize this truth, they'll want this handbook!"
—Therese Tucker, CEO and Founder, BlackLine
"This is a straight-up cookbook for one of the most important recipes in business growth today—the customer success organization."
—Jay Simons, President, Atlassian
About the Author
ASHVIN VAIDYANATHAN is the Chief Customer Officer at Gainsightthe Customer Success Company. Ashvin started at Gainsight as a Customer Success Manager and spent many of his early years at Gainsight building new and innovative processes. Prior to Gainsight, Ashvin was at McKinsey & Company consulting with companies on Marketing, Sales and Customer Experience transformations. When not at Gainsight, Ashvin is an advisor to several companies on the subjects of Customer Success and Customer Experience.
RUBEN RABAGO is Gainsight's Chief Strategist. He launched Pulse+, a refreshed continuation of the world's largest education program for Customer Success professionals and provides curriculum guidance to universities. Ruben also leads Gainsight's community outreach intended to elevate diversity in the profession. He was one of Gainsight's first CSMs and has more than 20 years of experience growing customer teams in traditional and SaaS-based companies, and currently serves as advisor to Customer Success professionals around the globe.
CONTRIBUTORS
Alan Armstrong, CEO, Eigenworks
Carine Roman, Global Head of Customer Success at LinkedIn Talent Solutions
Chad Horenfeldt, VP of Client Success, Updater
Chrisy Woll, VP of Customer Success, CampusLogic
David Kocher, VP of Customer Success, GE Digital
Easton Taylor, Director of Customer Success, Gainsight
Eduarda Camacho, Executive VP, Customer Operations at PTC
Elaine Cleary, Principal CSM, Director of Education Services, Gainsight
Erin Siemens, SVP Client Success, ADP
John Sabino, Chief Customer Officer, Splunk
Jon Herstein, Chief Customer Officer, Box
Mary Poppen, Chief Customer Officer, Glint
Nadav Shem-Tov, Director of Teammate Success-CS, Gainsight
Patrick Eichen, VP Client Success, Cornerstone OnDemand
Stephanie Berner, Global Head of Customer Success at LinkedIn Sales Solutions
Travis Kaufman, VP of Product Growth, Gainsight
Product details
- Publisher : Wiley; 1st edition (January 15, 2020)
- Language : English
- Hardcover : 288 pages
- ISBN-10 : 1119624614
- ISBN-13 : 978-1119624615
- Item Weight : 1.08 pounds
- Dimensions : 6.2 x 1.1 x 9.1 inches
- Best Sellers Rank: #63,715 in Books (See Top 100 in Books)
- #61 in Customer Relations (Books)
- #70 in Business Encyclopedias
- #162 in Systems & Planning
- Customer Reviews:
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About the authors

Ashvin Vaidyanathan is the Chief Customer Officer at Gainsight - the Customer Success Company. In his role, Ashvin manages the Customer Success, Professional Services and Technical Support teams.
Prior to Gainsight, Ashvin was at McKinsey & Company consulting with companies on Marketing, Sales and Customer Experience transformations. When not at Gainsight, Ashvin is an advisor at Not In Our Town - a not for profit organization that uses documentary film, and new media to stop hate, and address bullying. He lives in San Francisco with his beautiful family.

Ruben Rabago, Gainsight's Chief Strategist and author of The Customer Success Professional's Handbook (the industry’s de facto guidebook), brings subject matter expertise to Gainsight’s global Customer Success programs, including vertical market focus, worldwide conferences, executive summits, and various speaking engagements. He has broad experience establishing and advising on Customer Success practice at scale. He launched Pulse+, a refreshed continuation of the world’s largest education and certification program for Customer Success professionals, provides curriculum guidance to universities, is a Member of the Board of Advisors for the Customer Success and Insights MBA Program at the University of San Francisco School of Management, and is guest lecturer at multiple colleges. Ruben is also a founding champion of Gainsight’s community outreach intended to elevate diversity in the CS profession, including women returning to the workforce, military veterans, and other underrepresented persons. He was one of Gainsight’s first CSMs and has more than 20 years of operational management experience leading and growing customer teams in traditional and SaaS-based companies including SCINET, WebMD, Sage Software, Carefx, Harris Corp, and WebPT, which includes three successful startups to acquisition. Ruben serves as advisor to private equity firms, boards of directors, executives, and CS professionals around the globe. He’s is a proud graduate of the University of Arizona, a free-time musician, and currently resides in North Phoenix with his wife and children.
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Customer reviews
Top reviews from the United States
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I highly recommend this book to all current and future customer success managers.
This handbook was like finding gold. Ashvin and Ruben did a fantastic job walking the reader through their vision of #CS, and how central to your business it is.
My main takeaway:
📌 As all success is tie to the company product. The role of a Customer Success, beyond reducing #churn, is to work hand in hand with the product team to enhance the product value, based on client's feedback.
Top reviews from other countries
Recently I worked on a task to deliver to C-Level within my org, I used graphical content and supporting commentary to help me with the delivery of that task.
My main guidance is read this, consume the content but reference it as you work through your day to day role.
As a CSM, take this content and develop very strong best practice techniques to help you and your customers succeed.
Can't wait for the Customer Success Economy now!!
This Handbook shares how business is evolving, what's now important and most importantly how, as a CSM, you can progress from great to magnificent!
When I buy professional books I often find that the author spread over 250 pages what could be said in two paragraphs. Not in this case. Each chapter is informative and the interviews with CS professionals bring a lot of additional insights and ideas.
One of the reasons I love my job is that, in addition to being efficient and professional, there is room for me to be myself and connect with my customers on a human level. I was impressed to find that the human aspect of customer success features prominently in the book. Customer success is not presented as a mere list of techniques and tasks to be performed in various situations : In order to be outstanding customer success also has to be infused with something more evasive yet just as powerful : the human touch. This resonates with me at a deep level.
As I grow into my customer success role and learn to love it more and more I find myself going back and again to this book for inspiration and advice. Thank you for sharing those insights and highlighting the significance of Customer Success !






