CXプロがレベルアップすべき5つのスキル
2025年1月21日
カスタマーエクスペリエンス
Expert advice on what CX professionals should focus on to build career resilience and stand out in their customer experience roles.
The customer experience leaders I speak to are feeling some pressure:
- Customer journeys span more channels than ever
- Customers expect (and deserve) more personalized journeys
- We are learning how to use AI to do more with fewer resources
Everything can feel like a priority in customer experience leadership. Many of us simply don’t have the internal resources to get everything done that we’d like to — but there are a few core skills we can develop to stay resilient and face our challenges in stride.
Here are some of the more important skills I’ve seen for building a thriving career in CX. Let’s channel our energy in the most rewarding ways.
Essential Skills for CX Career Resilience
Let’s face it — CX professionals are busy people! It can be quite challenging to make time for professional development in addition to our daily work. But trust me, these five skills, in particular, are worth developing.
Strategic Thinking
If a CX leader isn’t careful, everything becomes an ad hoc emergency. The job can quickly become a series of “find and fix” endeavors, leading to one urgent task after another.
Developing your strategic thinking skills is essential for making calculated decisions and knowing how to justify your investments with confidence. To do so:
- Continually revisit your organizational goals. How do individual activities help the business succeed?
- Build alignment by crafting a shared definition of success and how each department can fulfill your vision for the customer experience.
- Partner closely with cross-departmental leaders to understand their unique priorities and challenges, and work with them to channel CX to help them succeed.
Data Literacy
Data is the backbone of every successful CX program. You don’t need to become a certified data scientist, but you should be able to answer a few questions:
- What data do you need — and not need — to fuel decision-making?
- Where can you access that data, and what does it take to analyze what’s available?
- How can you store and continually update the data so it is trustworthy (or “clean”)?
If you have a data team in your organization, they can be the perfect partner. Show them you’re willing to learn and want to help them champion good data practices at your organization.
Technology Acumen
Human intelligence is essential for crafting engaging customer journeys and making every moment matter. But you don’t have to do everything alone.
Stay abreast of the latest technologies to accelerate or automate tasks and free up time to focus on strategic decision-making. AI is a major factor here. Learn how to use AI as a creative partner and hone your prompt engineering, which is how you tell generative AI to do what you need it to.
共感
Data and AI can help us decide where to focus, but being human is where the magic happens! Expressing empathy can look like a lot of different things, both in how we work with our colleagues and show up for customers:
- Pay attention to what’s happening in the world. During times of high stress, consider pausing your automated outreach or sending a message of support.
- Identify moments of the customer journey that are especially challenging and cause negative emotions like frustration or upset. Find ways to alleviate those emotions or get ahead of them.
- Learn about individual customer needs and adapt how you approach them based on their preferences.
Change Management and Resilience
Change management is the ability to keep pace with shifting business needs and take advantage of new opportunities in healthy and sustainable ways. I’ve long admired Kotter’s award-winning change management methodology. Consider adopting or adapting it to fit your team’s needs.
Change management principles are also vital as you align your entire organization around CX and build a culture that champions the customer in everything you do.
Staying Ahead of the Changing CX Landscape
So, what does it take to develop these skills? Schedule small pockets of time weekly to focus in the following places:
- LinkedIn Learning offers countless courses from various experts, and you can take them at your own pace. My CX Foundations and CX Value Chain courses are primers to spark strategic thinking.
- Organizations like Medallia write so many helpful articles to help fine-tune your skills. This Medallia article on CX and AI is great for strengthening your data literacy and tech acumen.
- Associations like CXPA, American Marketing Association, and Women in CX can connect you with peers and mentors who can offer advice, recommendations, and essons learned.
- Podcasts are a great way to hear from experts while you’re commuting to work, enjoying a break, or taking care of household chores.
Professional development becomes a way of life as you continue to prioritize it. And it is undeniably rewarding to recognize how far you’ve come, knowing you can face any challenge confidently with your constantly evolving skillset. You’ve got this!
Join your peers at Medallia Experience ‘25 — the largest gathering of CX professionals from the world’s leading brands — from March 24–25, 2025 in Las Vegas, NV.