From CSM to VP: Your Roadmap to Customer Success Leadership

Transitioning from an individual contributor CSM role to leadership requires strategic planning and intentional skill development. Phase 1: Excel in Your Current Role - Become the go-to person for com...

Author
Shyanne Tan
Jan 4, 2026 · 1 min read

Transitioning from an individual contributor CSM role to leadership requires strategic planning and intentional skill development. Phase 1: Excel in Your Current Role - Become the go-to person for complex escalations and process improvements. Phase 2: Develop Leadership Skills - Mentor junior CSMs and lead team meetings. Phase 3: Think Strategically - Shift from tactical to strategic thinking. Phase 4: Build Your Personal Brand - Share insights on LinkedIn and speak at industry events. The path to leadership is not linear. Focus on adding value and building relationships.

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Written by Shyanne Tan

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Founder of Beyond The Sale. 15+ years in Customer Success, former VP CS at enterprise SaaS companies. Passionate about helping CSMs level up their careers.

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