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Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice 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://podcastplayer.com/legal.
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TAM vs CSM: Navigating Customer Success Roles

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Manage episode 430848063 series 3460873
Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice 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://podcastplayer.com/legal.

Send us a text

Explore the differences between Technical Account Managers (TAMs) and Customer Success Managers (CSMs) with Sol Refael and find out if we need both. Learn how to navigate account management effectively, handle challenges, and enhance customer relationships for success in your organization. Get practical tips and valuable insights from industry experts.
Click here to watch the video on YouTube!
๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’
- Delve into the distinct roles of TAMs and CSMs for streamlined account management.
- Uncover practical strategies for overcoming challenges when merging technical and customer-centric tasks.
- Gain expert insights on optimizing customer relationships and driving success in your organization.
๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“
Sol is an experienced Technical Customer Success and Project Manager, with over 10 years of experience in Customer Success work, leading and developing customer-oriented projects (Including 365 integration in the Ministry of Health, Digital communities' project users and Step-Ahead users). Over 5 years of experience in Customer Success Management in different large scale organizations.
๐Ÿ”— You may connect with Sol via LinkedIn: https://www.linkedin.com/in/sol-refael/
๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’
๐Ÿ“‘ Read: What is a Customer Success Manager?
๐ŸŽฅ Watch: CS Tech Stacks from a Technical Account Manager
โฌ Download: Customer Success VS Customer Experience

๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download.

2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?
Building a CS practice for the first time doesnโ€™t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more.

๐Ÿ“Œ Visit our Website - CSM Practice

  continue reading

Chapters

1. Intro (00:00:00)

2. Differences of TAM vs CSM (00:03:32)

3. Ideal Role Structure (00:04:58)

4. Who Owns What? (00:05:56)

5. TAM Accounts & Relationships (00:09:21)

6. Renewal and Upsell Ownership (00:11:56)

7. Success Plans Collaboration (00:14:05)

8. Technical Decisions (00:15:12)

9. What makes a good TAM? (00:16:41)

10. Is TAM Reactive or Proactive? (00:17:43)

11. Avoiding Conflicts (00:18:38)

12. Compensation Plans (00:20:32)

13. Should TAM be involved in everything CS related? (00:25:26)

14. TAM VS Support Ticket Agent (00:27:17)

15. Why we need BOTH TAM and CSM! (00:28:35)

133 episodes

Artwork
iconShare
 
Manage episode 430848063 series 3460873
Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice 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://podcastplayer.com/legal.

Send us a text

Explore the differences between Technical Account Managers (TAMs) and Customer Success Managers (CSMs) with Sol Refael and find out if we need both. Learn how to navigate account management effectively, handle challenges, and enhance customer relationships for success in your organization. Get practical tips and valuable insights from industry experts.
Click here to watch the video on YouTube!
๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’
- Delve into the distinct roles of TAMs and CSMs for streamlined account management.
- Uncover practical strategies for overcoming challenges when merging technical and customer-centric tasks.
- Gain expert insights on optimizing customer relationships and driving success in your organization.
๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“
Sol is an experienced Technical Customer Success and Project Manager, with over 10 years of experience in Customer Success work, leading and developing customer-oriented projects (Including 365 integration in the Ministry of Health, Digital communities' project users and Step-Ahead users). Over 5 years of experience in Customer Success Management in different large scale organizations.
๐Ÿ”— You may connect with Sol via LinkedIn: https://www.linkedin.com/in/sol-refael/
๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’
๐Ÿ“‘ Read: What is a Customer Success Manager?
๐ŸŽฅ Watch: CS Tech Stacks from a Technical Account Manager
โฌ Download: Customer Success VS Customer Experience

๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download.

2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?
Building a CS practice for the first time doesnโ€™t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more.

๐Ÿ“Œ Visit our Website - CSM Practice

  continue reading

Chapters

1. Intro (00:00:00)

2. Differences of TAM vs CSM (00:03:32)

3. Ideal Role Structure (00:04:58)

4. Who Owns What? (00:05:56)

5. TAM Accounts & Relationships (00:09:21)

6. Renewal and Upsell Ownership (00:11:56)

7. Success Plans Collaboration (00:14:05)

8. Technical Decisions (00:15:12)

9. What makes a good TAM? (00:16:41)

10. Is TAM Reactive or Proactive? (00:17:43)

11. Avoiding Conflicts (00:18:38)

12. Compensation Plans (00:20:32)

13. Should TAM be involved in everything CS related? (00:25:26)

14. TAM VS Support Ticket Agent (00:27:17)

15. Why we need BOTH TAM and CSM! (00:28:35)

133 episodes

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