From Account Manager to Customer Success Manager (CSM)

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Changing roles from an Account Manager to a Customer Success Manager’s position is not 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, but 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 changed most in her day-to-day routine as a CSM.

Additionally, this podcast episode includes tips for other sales professionals who are interested in transitioning to the CSM role.

Listen to the full recording now!

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Additional Resources:

📑 Blog: Customer Success Career Development
https://bit.ly/3OZzHcA

🎥 Video: Hiring the right Customer Success Managers
https://youtu.be/yvkihrENs28

⏬ Download Kathleen's slides: Account Manager vs. Customer Success Manager
https://bit.ly/3Tgw30q

⏬ Infographic: 2022 Global Customer Success Manager Salary Trends
https://bit.ly/3uShpTK

⏬ Download the Framework:  Renewal Ownership Guideline by Boaz Maor
https://bit.ly/3IpN2XO

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