CS Staffing Model

Paul Escobedo

I am looking to build a staffing model that:

1. Justfy's my current staffing needs
2. Provides triggering system that allows me to go to leadership with a headcount ask

I wasn't sure if anyone had a template of sorts that they've seen success with.

Thank you,

Andrew Shoaff

Hi Paul,

I've always managed headcount by a monthly target of $/management for CSMs.  I have a relatively simple headcount model I'm happy to share if you like.  Shoot me an email at [email protected] if you want to see and I'll sanitize my version and put in a more sharable format.

Andrew Shoaff

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Andrew Shoaff
Vice President, Customer Success
Quorum
Washington
7037865672
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Original Message:
Sent: 10-05-2020 19:55
From: Paul Escobedo
Subject: CS Staffing Model

I am looking to build a staffing model that:

1. Justfy's my current staffing needs
2. Provides triggering system that allows me to go to leadership with a headcount ask

I wasn't sure if anyone had a template of sorts that they've seen success with.

Thank you,


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Paul Escobedo
Director, Strategic Customer Success
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Shari Srebnick

Hi Paul, 

I also have a similar model I've used.  I started with a Top Down/Bottom Analysis first to determine the right ratio of accounts:CSM.  Next, I created a rolling ARR model that essentially shows you how many CSMs you'll need by month based on new business and churn.  So, for example, if you have 4 now and using the model (and your forecast) you will need 5 in May, you'll know to start the hiring process in late Feb/early March to provide time to find a candidate and ramp them appropriately.

Happy to explain further or share how I did it.

Paul Escobedo

I joined and monitored this community since inception, but this was my first time contributing. I can't believe how quickly the community responded and how meaningful those responses were. 

Thank you both - I truly appreciate it!!

Matt Myszkowski

Hi @Paul Escobedo

Do you know and understand the right ration of ACV/ARR per CSM? Before then, you need to determine what time your CSMs need to deliver their engagement. While the "easy" bit is building the staffing model, you need the initial data to make informed decisions to start with. Is your CSM role high or low touch, what are they expected to deliver and execute on, do you have a segmentation model, is their focus satisfaction or growth, etc. Once you know and understand these, then the models provided by the likes of @Shari Srebnick & @Andrew Shoaff will really have relevant, accurate impact.

Happy to discuss further if needed.

Shari Srebnick

Hey Paul - 

To further Matt's point above re: the initial data - that's what the top down/bottom up analysis was designed to help provide.  I took into account almost everything Matt mentioned:  current and "ideal" Avg ARR per CSM, high touch model, our different segments and what it looks like for our region (US vs EMEA - which is quite different), etc.  This helped me determine accounts per CSM and ARR per CSM - all of which matched up.  Once I had the "work" completed, I moved onto the staffing model.  It is a great exercise to go through.