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From Account Manager to Customer Success Manager (CSM)
Manage episode 358960468 series 3460873
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Changing roles from an Account Manager to a Customer Success Manager’s position is not a trivial move, as many hiring managers might think.
According to Kathleen Schubach, Director of Customer Success at CluePoints, the two roles have many transferable skills, but there are vast differences between the two.
In this interview, Kathleen discusses some of the differences between the Account Manager role and the Customer Success role, including:
- Focus and objectives
- Compensation structure
- Quality and quantity of activity
- Reporting requirements
As someone who transitioned from an Account Manager role to a Customer Success Manager role, Kathleen tells her story and specifically focuses on what changed most in her day-to-day routine as a CSM.
Additionally, this podcast episode includes tips for other sales professionals who are interested in transitioning to the CSM role.
Listen to the full recording now!
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Additional Resources:
📑 Blog: Customer Success Career Development
https://bit.ly/3OZzHcA
🎥 Video: Hiring the right Customer Success Managers
https://youtu.be/yvkihrENs28
⏬ Download Kathleen's slides: Account Manager vs. Customer Success Manager
https://bit.ly/3Tgw30q
⏬ Infographic: 2022 Global Customer Success Manager Salary Trends
https://bit.ly/3uShpTK
⏬ Download the Framework: Renewal Ownership Guideline by Boaz Maor
https://bit.ly/3IpN2XO
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Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Work With Our Team Privately —
If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. Click Here
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