At risk / sensible accounts - who you gonna call?

User: "Sebastien Venancio"
Contributor
Updated by Heather Wendt

If there is something strange 
In your health dashboard
Who you gonna call?


Hi everyone, 

Occasionally in the past and more frequently following my promotion as Lead Success, my manager has been using me as a "risk buster" of sort (hence the silly pun). Basically I'm being sent on accounts (in addition to my own book of business), either in the backend or as an additional client facing resource, where there are instability, risks due to any number of reasons, complex projects starting to go off the rails, this kind of things. I would then try and provide structure in the ways we work and engage with the client, guidance and coaching to the less experienced CSM assigned on the account, and a bit more consultative approach to the client.

So far the results and feedbacks were good, but it is a very artisanal approach, and it's only me. Of course we have processes in place and a fairly large amount of documentation, but unfortunately, it would not replace experience in difficult situations. So I've been wondering, do you have something in place in your org to address these situations requiring a more hands on approach or a different relationship than a hierarchical one between an IC and their manager?
I definitely know other colleagues that would be great resources as well, and I believe it could be extended to other functions, but not sure if it actually make sense or how to approach this.
What are your thoughts on the matter? Does it make sense to try and scale this initiative? How would you go about it?

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