Sat down for a bit with a pipe and my banjo. Here’s what I ended up recording:
A long time ago, in a galaxy far away, I thought I was productive. I used a whiteboard (still do, by the way) for my todo lists, was running a Windows laptop for work, and that worked. When I moved to Texas and started working at Rackspace, things changed…drastically. First, my workload changed, and it changed how I had to approach my workload. I went from a workload that was so full of technical snowflakes (read ‘Unique and one-off issues’) and remote support (me logging into customers’ laptops and desktops), that any sort of automation was useless.
When I started at Rackspace, I found that my workload was largely repeat issues (low disk on a server, same Apache misconfigurations, same user creation specifications). This led to me using quite a few tools that were focused on 1.) accurately and quickly diagnosing, or solving those issues, and 2.) using tools that allowed me to make templated responses (a la TextExpander and/or aText). While I tend to shy away from response templates, a consistent queue of 80-100 tickets and a focus on response times necessitated working quickly, and utilizing tools that allowed me to do so.
That said, I still carry that need and drive to work quickly and efficiently, and my work setup and the software I use (I feel), reflect that need. My setup also enables me to be mobile and pack light (sans the desktop setup), since working remotely is definitely contributing to my former coffee shop rat habits.
So let’s get to the good stuff:
Gear and Software
- MacBook Air (early 2015)
- Custom desktop dual booting Fedora and Windows
- 2x Dell 2715Q monitors
- Logitech Z533 desktop sound system
When I’m On the Move
- Pacsafe Venturesafe 25L backpack
- Gridit XL Organizer
- Aukey USB Charger
- Anker PowerCore 20100
- Copious amounts of usb keys
- 1tb Western Digital USB3 drive
Mac OSX Tools/Sofware
- Slack (not just for messaging)
- Hand-built iron pipe desk (I’ll show it off in the week 5 post for the Support Driven writing challenge)
- 5’x3’ whiteboard
- Code & Quill Origin Notebook
So now that those are out of the way, let me get to my favorite tools. The ones that are indispensable.
My Favorite Tools
Favorite OSX Tool Software:
BetterTouchTool: It was either this, or Atom. I know, who knew a text editor could be awesome. Well, it is, and you should totally use it (or SublimeText), if you’re not already. But anywho, the real star: BetterTouchTool. I’m a sucker for window snapping. You know, having a split screen? I use this DAILY. Not only does it do window snapping, but it also creates hotkeys/macros for doing snapping, other window positioning preferences, and various and sundry other functions. To be honest, I’m likely underutilizing it, but it’s awesome. Go snag it.
Favorite Non-Digital Tool:
Gridit XL Organizer: Let me say, it’s not easy having a favorite out of the tools/gear that I have. The Code & Quill notebook almost won out here. But here’s why the Gridit wins: It took the chaos that was my backpack, and brought it all into order. It holds all the cables I have (and let’s face it, good cable management is next to godliness) and keeps them tangle-free and organized. It’s without a doubt the best $15 (at the time) I’ve spent on gear.
Brain.fm: Hands down, Brain.fm is worth the subscription for me to stay sane and focus. I don’t do music with lyrics when I need to focus–I end up jamming out in the middle of coffee shops and get weird looks. I’m stuck on this one song in the “Intense Focus Mode” that I just end up on a roll every single time I listen to the track. I’ve used it when I’m relaxing too (e.g., reading a book, or writing this post, for example). I can’t get enough of Brain.fm. Not only is the app great, but their support is fantastic, and responsive. Definitely worth the subscription.
As a note, there are some tools that I’ve tried like Todoist, Evernote, Magpie, and Wunderlist, just to name some of the ones I formerly used. I’ve found that fore me, they just haven’t stuck. Instead, I stick to my Code & Quill notebook for notetaking, and have started using Slack’s native ‘remind’ function for task management (they start off on the whiteboard so i remember them first, and then make their way to Slack). This seems to have streamlined a lot of my task management and has done away with the task/notetaking tool overload that I’ve found myself in lately.
Well, there you have it! This, ladies and gents, is how I work.
* So Starbucks requires a bit of explanation and defense (as most people who know me well find it a bit appalling that even a mild coffee snob like myself would spend his/her time at a Starbucks). Let me start by saying, I’ve found that most local coffee shops in SA do one of two things well: amenities or coffee. There’s really not a place here that does both well. Most of the local coffee shops focus on the latter, and rightfully so. However, there’s a bit of a knock-on effect: there’s a ton of people (most of them students, or remote workers like myself) all pounding the poor little consumer-grade wireless network to death. So I have a choice: Great coffee and crap internet, which as most workers know, it’s kind of needed to do our jobs, or mediocre coffee and internet comparable to what I have at my house. I opt for the latter, since I tend to do the coffee pretty decently as a former barista.
I’ve told pieces of my story in recent posts. You know, the ones about Homebrewing being a salvation, and moving to a role in Customer Success at DigitalOcean. I don’t think I’ve ever posted about the long, circuitous route that my career has taken. Perhaps it’s time to tell you the story. So sit back and grab a cup of joe…this ride is known to cause whiplash. Trust me, the trail from aspiring academic to customer success engineer is not exactly the smoothest.
The Younger (Wonder) Years
My single-prop Cessna carrying supplies to a remote African village hit a patch of turbulence, sending my stomach lurching…or at least that was the dream I had when I was a kid. All I wanted to do was be a pilot. I was going to go to school like all good kids do, graduate, and be a bush pilot. Things changed when I realized that the school I wanted to attend was planning on closing.
In the mean time, I had taken a trip where we traced the 101st Airborne’s route through Europe during World War II. It was the trip that forever kicked off a desire to learn foreign languages (specifically German). I returned from the trip in the Summer of 2002, met with my guidance counselor, and had her completely rearrange my sophomore class schedule just so that I could learn German (I had also been taking Spanish up to that point). Over the next three years, I did everything I could possible do to learn German. As a sophomore in high school, I’d aced the county German exam (and found 3 grammatical mistakes), taken the national German exam (scored a 96), and was invited to participate in the American Association of German Teachers Summer Study Program. Not to mention, I was the first person from TN in 12 years to be selected for that program.
Until this point, I had thought that I was going to spend the rest of my life and career in Germany, with a German wife, happily speaking German. All roads led to Rome…er, Berlin, in this case.
College (Or, The Real World Sets In)
I graduated in 2005 having kicked the proverbial pants off of my high school’s German program. Along with two friends, we’d forced the school to start providing German AP classes, had all scored high marks on the German AP exam, and were going to continue our German studies in college. In fact, I’d waived up to senior level courses, completed the required classes, done another exchange stent in Leipzig during the 2006 Weltmeisterschaft (World Cup), and was merrily on my way to being a career academic. All the while, I’d somehow acquired a bit of technical acumen (designed a website for a local non-profit, fixed computers for friends, etc.)
Here’s where the path gets a bit wonky. While I’d completed the German degree requirements, I was at a four-year institution that required me to complete the whole four-year stent in order to earn my degree. I was two years in, and had no idea what I was going to do. Me being the chatty dude that I am, I picked up another degree in Speech Communication. What better combination? I could ramble in German, and put a bit of communication theory behind it. “How to Be Persuasive in German” should have been my senior project…
Oh, did I mention I met an amazing woman along the way? We knew each other since high school, but started dating in college. Our relationship had blossomed to the point that the thought of pursuing further German studies was going to take me far away from her. We’d spent 2006-2009 dating long distance, and I wasn’t keen to be further away from her (we also began our relationship by starting to date each other two weeks before the three-month exchange trip I took to Leipzig). I decided then that I would pursue further studies in Communication, and enrolled in the MS of Communication and Information program at the University of Tennessee.
Communication is Cheap…Literally
After Ashley and I graduated, we both ended up back in Tennessee. I had started my Master’s program, and she was studying to be a forensic pathologist. While searching for a job on campus that didn’t involve spending my days at the local Chick-fil-A breading chicken, I started applying for assistantships. My department’s assistantship paid ~$300/month (which was NOT going to cover rent), so I looked to other departments. After 13 rejections, I landed a job at the Office of Information Technology at the helpdesk.
Over the next two years, I worked on just about everything related to desktop support and have the horror stories to prove it. Professor-dad screaming about how his non-student daughter’s desktop got infected by malware and we’re not helping him? Check. Crazy cat lady’s ancient, dust-bunny infested desktop that has barely enough resources to run notepad? Check. The student who has a completely disarticulated hard drive and wants us to ‘fix it?’ Oh yeah, check.
Graduation was looming, as was my marriage to Ashley. I decided that a $1000/month job wasn’t really going to cut it for a young family (and neither was surviving on the rest of my student loans), so I met with my then manager, beefed up a resume with her help, and eventually ended up with a contract job at Pilot/Flying J where I re-architected their desktop deployment process as contractor in their QA lab. It’s safe to say that the deployment process was…archaic. In the first two months of my contract, I was able to reduce the number of ‘golden images’ from ~30 to two, decrease the average deployment time from two weeks to four hours, and decrease the total space taken up by the images from ~100gb to < 16gb. At the end of the contract, I moved next door to a small MSP–I wasn’t going to be able to get them to use WSUS (which would have brought its own challenges) and was still going to be a contractor with no benefits.
Starting Support, Leaving the Southeast
The move to the MSP I worked at was my introduction to a proper ticket queue (often hundreds of tickets). I started beefing up my support chops there, where I supported everything from random line-of-business applications for doctors, to Outlook, Exchange, MSSQL, and everything in between. You read correctly–I was a Winows admin at one time (shudders). But honestly, without that job (or really any of my technical positions), I wouldn’t be where I am. It was there that I also beefed up my technical chops. I took the little that I knew from my job at the University of Tennessee’s helpdesk, and the bit that I knew about Windows and applied that in this job.
Eventually, I realized that if I wanted to grow technically, it wasn’t going to be as a Windows admin in the Southeast US. I’d come to find out that if you’re not in Atlanta, Georgia, and not in/around the research triangle in North Carolina, finding a technical job that pays well and wasn’t one of those ‘purple squirrel’ type positions was nigh impossible. If I was going to get anywhere, I needed a mentor. Thankfully, one of my best friends took me under his wing. For around 6 months, we met every Tuesday night at a local coffee shop talking Linux, operations, and everything in between. He even gave me a project that was designed to incrementally teach me more about the basics of being a Linux admin.
At around the six-month mark of our coffee shop meetings, I started applying to companies outside of Tennessee. Usenix, AWS, NIST, and Rackspace were the companies on my list, and amazingly, I got interviews with each one. The mentorship had paid off, even if I was a bit green and hadn’t worked on any Linux production infrastructure up to this point. In the end, I ended up getting turned down from AWS, NIST moved too slow, Usenix didn’t have a competitive offer, and while I had been turned down from Rackspace initially, they offered a position (Linux Technician) that would allow me to learn, work on customer production infrastructure, and provide the space for me to grow and learn more about being a Linux admin.
Texas and Beyond
The move from Tennessee to Texas was the hardest thing I’ve done in my adult life. My wife and I moved 16 hours from all we’d ever known, to a town where we knew two people (my aunt and uncle, who have been our surrogate parents in the time we’ve been in San Antonio). The drive was hard, and the first 6 months of being in Texas almost broke us. We missed the mountains, the people, and our homes. Ultimately, we found a home at Rackspace. Some of our dearest friends were made there as we met for the first time at the Tamale Festival in sub 40F weather (unusual for San Antonio).
The time I spent at Rackspace grew me immensely. I went from knowing only what I had learned in the project my mentor had provided me, to working on projects that affected a number of customers, writing automation to take some of the pain out of support as well as reduce the number of hours we spent supporting customers, and mentoring other greenhorn admins.
While Rackspace was an amazing opportunity, I realized that the need I have to keep growing and learning wasn’t getting satisfied, and I was getting burnt out staying in the same place. I then started looking for a new role. I needed something that would allow a bit more creativity, as well as further growth. In March, I took a role with DigitalOcean, which you can read more about here. It’s been an amazing chance to grow technically, and touch more cutting edge technology than I would have at Rackspace.
Looking back, I can say that each new role and phase of my career led to the other. The path to support (yes, Customer Success is support, at least at DigitalOcean) hasn’t been a straight one at all. It’s been a bit caddywhompus at times, and has entailed making decisions that I never thought I’d have to make (like moving). But I can see that the roles built upon each other, whether it be developing new technical skills, or improving the ways in which I communicate and relate to customers. I also see the direct and tangible results that being in a mentoring relationship has had on my career. I’ll leave with a couple of thoughts: 1.) Unless you know 100% for a fact that support is the career you want to have, starting a career in support is never a straight path. Those of us in the Support Driven community know this, and come from various and sundry backgrounds that have led to where we are. 2.) If you’re starting out in a support role, I can’t stress enough how important it is to be in a mentoring relationship. It’s the difference in say, using two sticks to start a fire, and pouring some jet fuel on that fire. It made all the difference for me, and is something I actively try to pass on as I mentor other admins.
It’s weird to say that beer saved me from depression. Let’s face it, it’s not exactly the most common thing for someone to claim as having a positive impact on one’s life. But beer saved me, in a weird sort of way.
Last winter, I was miserable. My wife saw it, my coworkers saw it, and after many conversations that highlighted my incessant complaining about my former employer, I finally admitted that I was in fact, a bit of a mess. My symptoms included:
- Being a bit of an ass to my wife, whom I love fiercely
- Being a outright ass to some of my customers
- Complaining about the lack of necessary change occurring in my department
- And generally complaining about anything I could find a reason to complain about
In short, I was bitter, overly critical, and no one wanted to be around me…including me. I’d woken up several times during the winter months and thought, “Not again. I can’t do another day of this. Why in the hell did I move 1,100 miles for this?”
That’s when one of my dearest friends and mentors suggested that I take up a hobby. He and I’d been talking over Slack and he asked me, “Do you have any hobbies?” Dumbstruck, I couldn’t recall having anything to do during my free time other than study for certifications and try and bone up on all things *NIX-y. That night, I decided that I was going to take a week and learn how to homebrew. That was the best decision for my mental health that I’d made in a while.
I’d mentioned to a coworker that I was going to take some time to homebrew. He generously gave me his kit, noting that he wasn’t using it. After a month, I had a passable ESB. Mind you, it was a bit watery, but it was by no means terrible.
In that watered-down, bubbly bit of brew, I found a hobby. I found something that would keep me from being completely burnt out.
I’m particularly interested in why brewing staved off the burnout. After all, it wasn’t that I chose brewing as a hobby with the express purpose of keeping my sanity. I had chosen homebrewing on a whim, namely because I like good beer and wanted to make my own “good” beer.
It wasn’t until Christmas that my mentor hit on something in a SysAdvent post that he wrote. To quote him: “Brewing beer is a mixture of being methodical, something that is near and dear to all our hearts, and art.” I’d found a medium of expression that allowed me to still be methodical (something that was required in solving the types of problems a systems administrator solves), and be creative…the element that was missing from day-to-day duties.
As an INTP, I need space to create. Relentless break-fixing is something I’ve since discovered contributes to a regular cycle of burnout for me. If I’m stuck in that constant cycle, I’ll inevitably start becoming a bit of an ass again. Thankfully, I’ve got a few hobbies now, and one that I’ve found that I love doing.
PS: If you’re struggling with burnout, head over to burnout.io. The site has a great list of ways that you can mitigate burnout.
Back in April, I started a new role as a customer success engineer with DigitalOcean. Admittedly, I didn’t know what to expect coming from being a systems administrator. During the interview process, I got the impression that the role was a mixture of account management, solutions engineering, and support.
Now three months into the role, I can confidently say that with regard to duties, my impression was more or less spot on. But in practice, the role is so much more than that. It’s more than taking care of discounts, payments, and other account level issues. It’s more than specing out a solution for a customer, or writing scripts to provision that solution automatically. It’s more than just making sure that an issue is fixed, or that you have the answer to every technical question.
There’s a relational element to customer success that’s hard to quantify. The best way I can explain it is like this:
Suppose your grandmother, significant other, or best friend suddenly starts up a company. They come to you and ask you, “Heya! I want to use
What would you do? If you’re invested in that person, you’d likely do everything you can to help them out. In practicality, it might look like:
- Taking a hands-on approach to managing their account to ensure that they have a butter-smooth on-boarding process
- Take an extended time to understand what they’re doing with their business and what they’re looking to do on the platform
- Advising them about any pitfalls that they might encounter along the way
- Making sure that they now about everything on the platform that will help their business grow
- Showing genuine concern and empathy when things aren’t going so smoothly
- Being transparent about the platform’s shortcomings/weak areas and suggesting ways that they might be able to work around those weaknesses
In short, you’d do everything you feasibly can to make sure that their company grows and succeeds. So yes, being a customer success engineer (or customer success manager, in other industry-specific parlance) is different than being an admin.
So how does one make the transition from being an admin to being a customer success engineer/manager?
Moving from Admin –> Customer Success
The last three months have been a challenge, I won’t lie. I’d developed some bad habits in my last role, and it comes down to two big ones:
- Lack of empathy (largely due to ticket crunching…when your team addresses hundreds of tickets a day, it’s hard to have enough time to be empathetic in every one)
- The aforementioned being myopic when addressing issues/tickets
In short, I didn’t care. I didn’t have time to care. Don’t get me wrong, it’s not that I didn’t want to care. The last thing I think anyone wants in their job is to come off as apathetic and disinterested. However, high volumes of support tickets don’t lead to an environment that engenders empathy and a holistic focus on customer accounts.
So how did I get past that? Well, for one, starting a new role helped. I didn’t feel as burned out, and being in a new environment was refreshing. Also, accountability is another HUGE help. When you’re part of a team that calls you out for not being empathetic, or showing genuine care for your customers, you learn quick that you need to change your behavior. The other thing that’s helped is being involved in the customer success community. For me, that’s looked like:
- Reading up on customer success literature (So far, the book that’s helped with the transition the most has been Farm, Don’t Hunt)
- Being present and (somewhat) active in the Support Driven Slack channel
- Reaching out to other customer success organizations, like Glide Consulting to see how they do Customer Success
Also, it’s taken asking myself the hard questions about how I approach customer issues and taking a step back when I realize I’m defaulting to a break/fix mentality. That’s definitely not fun.
Now, I’m prone to wanting to make everything repeatable and testable. I blame it on my training as an academic researcher. I love patterns and I love it when I can make something fit into a pattern that I just automate and set on autopilot. I’ve found that’s not how Customer Success works. Why? Relationships. Like I mentioned earlier, Customer Success is more than fixing a single problem. It’s about establishing trust and rapport with customers and being invested in their growth. There are patterns and methods that I’ve found in some of the interviews I’ve been doing, but they’re certainly well-suited to a “one-size-fits-all” approach. They take tweaking, adjusting, and above all, the ability to admit that those methods may just not work for a customer success organization. All that to say the journey into Customer Success requires hard work and for me, quite a bit of introspection to reflect on what I do on a daily basis to see if it fits within a Customer Success mold.
So if you’re just starting out in Customer Success from a more technical role, and you’re finding it hard, don’t worry. It’s not an easy transition. But if you take some time to reflect on your default habits, get involved in the customer success community and be open to the fact that it’s going to take some time to make the transition into the new role, you’ll be off to a good start.