Assigning 2 CSM's for 1 Account

User: "Shari Srebnick"
Updated by Heather Wendt
Hi GGR Fam,

Has anyone assigned 2 CSM's for 1 account?  Does anyone employ a model/strategy where that might be applicable for some accounts and has it worked?  

Some context:

Sales has a prospect in the pipeline that's soon to close and it will be a large enterprise account.  We have plenty of big, key accounts in our book of business - but this one will have a particularly large engagement with us and their team(s) will be 60+.  There will be a lot of heavy lifting, especially in the beginning.  Therefore I am trying to decide the best path forward and create a playbook for this scenario since I believe we will see more of this in the future.

My thoughts:

1: Assign 2 CSM's to work in tandem on this account.  Account plans,  Joint Success Plans, onboarding, etc - would be a divide and conquer and ironed out prior to the start of the engagement.  I'd want to ensure that everything moves seamlessly through the customer journey.

2: Both CSM's attend all kickoff calls (internal and partnership), collaborate on onboarding, then transition to the 1 CSM who will own the account.

Any thoughts?  Suggestions?  

TIA!



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