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From ACCOUNT MANAGER to Customer Success Manager (CSM)

Name: From ACCOUNT MANAGER to Customer Success Manager (CSM)
Uploaded: 2022-03-24T16:00:14+00:00
Duration: 21 min 23 s

CSM Practice

#AccountManager #CustomerSuccessManager #CustomerSuccess #csmpractice

Changing roles from an Account Manager to a Customer Success Manager’s position is not necessarily 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; however, 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 mainly changed in her daily routine as a CSM.

Finally, the video includes tips for other sales professionals who are interested in making a career transition into a CSM role.

👍 Like, share, and subscribe for expert insights!

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are three powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩

Tracking the right KPIs is the key to driving your CSM team to higher performance. Get my Customer Success KPI Cheatsheet and learn how to focus on the metrics that actually move the needle—so you can scale smarter and accelerate revenue growth.

Click here to download the workbook:

🔗 https://unlock.thecustomermethod.com/downloadcskpicheatsheet

2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨

Every week, I share strategic insights and practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies and driving serious impact.

Click here to join:

🔗 https://unlock.thecustomermethod.com/newsletter

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?

Building and running a customer success practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives confidently build a proactive, high-performing CS team—without the guesswork and costly missteps of figuring it out alone.

Click here to learn more:

🔗 https://unlock.thecustomermethod.com/customersuccessf199bd

◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️

Additional Resources

📑 Blog: Customer Success Career Development:

https://www.csmpractice.com/customer-success-career-development/

🎥 Video: Hiring the right Customer Success Managers.

https://youtu.be/yvkihrENs28

⏬ Infographic: 2022 Global Customer Success Manager Salary Trends

https://www.csmpractice.com/customer-success-manager-salary-trends-infographic

Need to hire a CSM?! Looking for your next job as a CSM?

We asked the customer success community - which recruiters do they recommend working with when hiring a CSM. Whether you are looking for a CSM job or hiring for one, download the list to work with others with great experience.

⏬ Download the CSM recommended recruiters List: https://www.csmpractice.com/recruiters

00:00 Intro

02:01 Customer Relationships

04:06 Difference in Focus

14:21 Why Change Careers

15:54 Advice on Career Change