#AccountManager #CustomerSuccessManager #CustomerSuccess #csmpractice

Changing roles from an Account Manager to a Customer Success Manager’s position is not necessarily a trivial move, as many hiring managers might think.

According to Kathleen Schubach, Director of Customer Success at CluePoints, the two roles have many transferable skills; however, there are vast differences between the two.

In this interview, Kathleen discusses some of the differences between the Account Manager role and the Customer Success role, including:
-Focus and objectives
-Compensation structure
-Quality and quantity of activity
-Reporting requirements

As someone who transitioned from an account manager role to a customer success manager role, Kathleen tells her story and specifically focuses on what mainly changed in her daily routine as a CSM.

Finally, the video includes tips for other sales professionals who are interested in making a career transition into a CSM role.

00:00 Intro
02:01 Customer Relationships
04:06 Difference in Focus
14:21 Why Change Careers
15:54 Advice on Career Change

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Additional Resources

📑 Blog: Customer Success Career Development:
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🎥 Video: Hiring the right Customer Success Managers.
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⏬ Infographic: 2022 Global Customer Success Manager Salary Trends
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Need to hire a CSM?! Looking for your next job as a CSM?

We asked the customer success community - which recruiters do they recommend working with when hiring a CSM. Whether you are looking for a CSM job or hiring for one, download the list to work with others with great experience.

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CSM HIRING PROCESS

Need help defining your CSM staffing plans, optimizing your hiring process? Reach out to CSM Practice to optimize your methodologies around hiring CSMs.

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Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice:

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