What Customer Experience Skills Make a Successful CX Professional

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  • Am I A Good Candidate For A Customer Experience Role?

    “When the student is ready, the master will appear.” – Unknown We are fans of this quote, and in particular, how it speaks to customer experience manager skills for the next generation.

    People often ask me what experience they need to be a good fit for customer experience roles. When I spoke at NYU Stern recently, I was faced with the same questions. Students with varied backgrounds wanted to know if they were a good match for roles on my team. Today, we go over the key skills that make you successful in a customer experience team, but keep in mind that you are in charge of your career and at selling yourself across disciplines and industries. Use this post as a guide, not as the sole source of your research.

    Empathy as a Customer Experience Manager Skill

    Although this is a soft skill, empathy is the most important one for the role of customer experience professional. You can have all the technical skills in the world. But if you cannot walk in the shoes of your customers (or employees) you will fail to recognize their needs or to design intuitive experiences.

    Without empathy you are blind and deaf to the service world.

    The logical question is how do I know I have empathy? Try online personality self-assessment tests. You can even go with Briggs Myers as a start. When you take these quizzes, remember to be honest with yourself. If you do not score high on empathy, that does not make you a bad person, though it may be a good sign you should pursue a career that does not focus on customer experience.

    Marketing

    I am purposefully using the most generic marketing word in terms of roles and experiences here. Any type of marketing background helps make a successful customer experience professional. If you have marketing experience, you are aware of the notion of brand image, strategy and values.

    Since these represent the guiding light for creating customer experiences that keep brand promises, you will be one step ahead of other candidates. They need to learn brand management thinking from the ground up to prepare for a customer experience job.

    Critical thinking

    I could have used the term “process thinking” here. But again I leave this more open to allow more of you to think of the transferable skills you possess. And how they translate to a successful customer experience career.

    In the customer experience world, we assess and redesign processes through journey mapping. We sequentially documenting each transaction between the customer and the brand as they consume products or services. For this reason, you will see process improvement and mapping requirements for customer experience roles.

    Even if you do not have those specific skills on your resume, you can apply for a customer experience position if you are a critical and analytical thinker. My experience transforming the budget management process in National Grid in my first role after college was not part of a continuous improvement role, but it accomplished the exact same goal.

    IT

    A developer or an IT architect can absolutely become a customer experience professional! If you are empathetic and eager to be more customer-focused, I urge you to show your passion to your business stakeholders and work on transitioning to more customer-facing roles.

    It may take time and the right partner on the business side. But the transition from IT to customer-facing roles is absolutely doable. I faced a similar challenge when I was trying to move from finance to marketing. It took time. But in the end, it happened.

    Having an individual from IT on a customer experience team is a great competitive advantage for a company. CX leaders who understand the cross-functional nature of integrated and memorable digital and in-person customer experiences will openly welcome an IT professional to their team.

    I told the NYU students that the customer experience professional role is complex. It is exciting, and more challenging than many business roles. The cross-functional nature of the field, combined with the implied innovation and change management for success and impact require customer experience team members to be comfortable with less formal structures than other career paths.

    As customer experience professionals, we live in the gray with less overtly defined goals and objectives. We are entrepreneurs, change agents and disruptors. It can get lonely sometimes. Then again, show me a leader who was not lonely at some point in his or her life.

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    Organizational Culture and Access to Information

    By and large, people perceive culture as an HR discipline. The most common perception is that culture covers the soft side of performance. Culture is about how you do things, not so much about what you do. This approach to culture could not be more wrong. In fact, organizational culture is about so much more than a few words in a performance review sheet.  It is about leaders expressing values, and the action guidance their cultural behaviors provide.

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    How a Personal Interaction builds Repeat Customers

    A customer-centric methodology is key to the successful outcome of my interaction with Hello Spud. It is the reason this story appears here, and not among the CX Big Fails! The company did not send an automated response. It did not deliver a message stating “sorry we couldn’t help you, would you like something else.” Instead, the company co-founder reached out to me personally across multiple channels (a handwritten note, followed by personal emails).

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