Communication with customer executives should focus on the return on investment and the time to value, as these objectives are typically top priorities for executive-level stakeholders. References: Executive communication guidelines that prioritize value demonstration and alignment with leadership objectives.

The Customer Success Manager should investigate why the customer has not fully enabled one of the solutions and work with the sales and renewals teams to address the issue. This proactive approach can help uncover any barriers to full adoption and ensure that the customer sees the full value of the solution before the renewal deadline

The role of a subject matter expert in the Customer Success process is to accelerate customer value realization. They provide deep knowledge and expertise that can help customers better understand and utilize the solution, thereby achieving value more quickly1.

The goal of the Quarterly Success Review is to align priorities and outcomes while celebrating accomplishments. This review serves as a strategic session that ensures both the customer and the organization are on the same page regarding business objectives and the progress towards achieving them. It's also an opportunity to acknowledge and celebrate the milestones and successes along the way, reinforcing the partnership and the value derived from the services or products provided.
References:
Cisco's official page on Customer Success Manager certification2.
*Skilljar blog on scaling Customer Success with Quarterly Business Reviews3.

The first step a Customer Success Manager should take is to engage with the customer to understand their needs, goals, and the reasons they chose the solution. This direct engagement provides valuable insights that inform the Customer Success Plan and ensure alignment with the customer's objectives. References: Best practices in customer success management emphasize the importance of customer engagement as the foundation for understanding the purpose behind a purchase.