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From CSM to AM – A Promotion or a Downgrade?

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Manage episode 469780045 series 3649860
Content provided by Mauro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mauro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Engage to Lead: Customer Success & Leadership Bites, we tackle a growing challenge in Customer Success—companies blurring the line between CSMs and Account Managers. What happens when you’re suddenly expected to upsell, even though you signed up for a retention-focused role? Is this a promotion, a downgrade, or just the evolution of CS?

We break down:
✅ Why CS and AM roles must be separate
✅ The investor-driven push for Net Revenue Retention (NRR)
✅ What to do if you’re being asked to sell more
✅ Why persuasion skills matter—even for CSMs

Plus, I share my own experience splitting CS teams twice and why I only regret not doing it earlier!

Tune in for real talk, actionable insights, and some hard truths about where CS is heading. 🚀

🎧 Listen now and let me know—have you faced this shift in your role?

  continue reading

3 episodes

Artwork
iconShare
 
Manage episode 469780045 series 3649860
Content provided by Mauro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mauro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Engage to Lead: Customer Success & Leadership Bites, we tackle a growing challenge in Customer Success—companies blurring the line between CSMs and Account Managers. What happens when you’re suddenly expected to upsell, even though you signed up for a retention-focused role? Is this a promotion, a downgrade, or just the evolution of CS?

We break down:
✅ Why CS and AM roles must be separate
✅ The investor-driven push for Net Revenue Retention (NRR)
✅ What to do if you’re being asked to sell more
✅ Why persuasion skills matter—even for CSMs

Plus, I share my own experience splitting CS teams twice and why I only regret not doing it earlier!

Tune in for real talk, actionable insights, and some hard truths about where CS is heading. 🚀

🎧 Listen now and let me know—have you faced this shift in your role?

  continue reading

3 episodes

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