Organizational Transition

User: "Renee Murphy"
Thought Leader
Updated by Heather Wendt

We have a model right now that evolved as we have grown and now want to make the change to a more standard organization.  We currently have Account Management responsible for renewal/upsell and Customer Success responsible for adoption success but it is messy with AMs and a lot of mixed responsibilities.  

We are looking to move to a model where we have a renewals team, a CSM team and sales handles all upsells.   

Has anyone made a big organizational shift like this?  Any guidance or areas I should really worry about from Roles/Responsibilites to protecting the Customer Experience?


Love any thoughts!




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