CSM Team Specialization

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Original Message:
Sent: 8/21/2020 10:27:00 AM
From: Jamie Wernet
Subject: RE: CSM Team Specialization

I'll plus-one Leanna's comment -- for us, splitting implementations away from ongoing relationship management has been hugely helpful. It has simplified capacity planning and increased job satisfaction. To Leanna's point, the skillset needed to manage multiple complex implementations is very different than the skillset needed to drive value and maintain deep relationships throughout the rest of the customer lifecycle. That said, our implementations are somewhat complex/customized, vs. plug-and-play, so your mileage may vary. 

For potential pitfalls -- as you make changes to roles and responsibilities, some people may find that the pieces of their role that have shifted away are the ones they actually enjoy most. For us, it was important to be up front with the team that we would work with them to create a path from one role to the other if that's what they were interested in. That also helps you reinforce the "why" of the change -- the goal of helping the team specialize and focus on the things they do best. 

Good luck! Happy to chat if you ever want to run through some ideas together. 

Jamie

I'll plus-one Leanna's comment -- for us, splitting implementations away from ongoing relationship management has been hugely helpful. It has simplified capacity planning and increased job satisfaction. To Leanna's point, the skillset needed to manage multiple complex implementations is very different than the skillset needed to drive value and maintain deep relationships throughout the rest of the customer lifecycle. That said, our implementations are somewhat complex/customized, vs. plug-and-play, so your mileage may vary. 

For potential pitfalls -- as you make changes to roles and responsibilities, some people may find that the pieces of their role that have shifted away are the ones they actually enjoy most. For us, it was important to be up front with the team that we would work with them to create a path from one role to the other if that's what they were interested in. That also helps you reinforce the "why" of the change -- the goal of helping the team specialize and focus on the things they do best. 

Good luck! Happy to chat if you ever want to run through some ideas together. 

Jamie

Hi Deirdre - I'm not sure how heavy your implementations are, but we've found huge benefits in splitting Implementation from the CSM role. The skillset of people who are exceptional at implementing our complex detail-oriented product tends to be different from the relationship building value savvy CSMs. The one downside is there's another handoff that can introduce complexity. For us, the tradeoff has been worth it. It's helped us scale and increase job satisfaction for the relationship-oriented CSMs.

Question for you, do you have open support lines for your customers (email/phone/chat) and if so, are the CSMs responsible for support for their customers? Or is that handled centrally?

Small team as well -- 6 CSMs with some room to grow!!

Right now we have them divided as 1 Low touch/tech touch CSM (think more playbooks than 1:1), 2 Mid Tier CSMs, 3 Enterprise CSMs (1:1 white glove experience). But the idea is to move towards having roles such an Implementation Specialists, Account Managers, Renewal CSM etc.

Hi @Deirdre Stenson! Our team is going through something similar right now. Part of the sales process is onboarding the client so before a sales rep passes a client onto our team, they have already been set up and ready to go. I know this is not the case for most orgs but it works great for us.

Something we are doing is creating an Enterprise CSM role where one or two CSM's will take on larger clients that need more attention. 

How many many CSM's do you currently have? There's only 5 of us so we're in the very early stages of all of this.