How to succeed in your first year in Customer Success - with Kellie Lucas artwork
Breakthrough SaaS Growth with The Jasons

How to succeed in your first year in Customer Success - with Kellie Lucas

  • E23
  • 34:38
  • March 30th 2020

The first year in Customer Success can shape everything that follows.

In this episode of Breakthrough SaaS Growth, Jason Noble and Jason Whitehead are joined by Kellie Lucas, author of The Customer Success Pioneer, to explore how CS professionals and leaders can succeed in their first 12 months.

Kellie shares practical lessons on how to build confidence, create impact and avoid common mistakes early in the Customer Success journey.

We cover:

  • How to succeed in your first year in Customer Success
  • What new CS professionals and leaders need to prioritise
  • Common mistakes to avoid early on
  • How to build stronger customer relationships
  • Why customer outcomes need to guide your work
  • How to create value and credibility quickly

This is a practical conversation for new Customer Success professionals, emerging CS leaders and SaaS teams who want to build stronger capability from the start.

Breakthrough SaaS Growth with The Jasons

SaaS growth isn’t owned by a single team - it’s a cross-functional sport.

Each week, hosts Jason Noble (UK) and Jason Whitehead (US) dig into what actually drives sustainable growth across product, pricing, onboarding & adoption, customer success, sales, marketing, finance, and leadership. Expect candid conversations, practical playbooks, and board-level perspectives on topics like AI (beyond the hype), data quality & trust, in-product guidance, value realization, renewals, expansion, and customer experience. You’ll hear from founders, investors, product and revenue leaders who’ve built real results - not just slideware.

Formerly known as The Jasons Take On, the show has evolved to reflect a broader mission: turning insight into action that breaks through silos and accelerates SaaS growth. Same Jasons. Bigger vision. Sharper takeaways.

Subscribe and explore more at breakthroughsaasgrowth.com.

🌐 Web

🎙️ Apple podcast

💼 LinkedIn

🐦 X