Common CSM “Hats” and their Tools

Common CSM “Hats” and their Tools


🎭 CSM Role💼 Main Responsibility🛠 Common Tools
Data AnalystInterpret health scoresGainsight, Looker, Vitally
EducatorDrive product adoption through trainingLoom, Notion, webinars
Strategic PartnerIdentify business goals and generate valueQBRs, Kickoff calls
Commercial ExecutiveSpot and execute upsell or cross-sell opportunitiesHubSpot, Salesforce
Emotional SupporterManage client frustration and expectationsEmpathy, active listening
Project ManagerCoordinate implementations and timelinesAsana, Jira, Trello
Support SpecialistSolve technical or product issuesZendesk, Freshdesk
Product ConsultantAlign client needs with product capabilitiesFeedback loops, UX sessions
Community BuilderCreate and nurture user communitiesForums, Slack, virtual events
Retention SpecialistBuild strategies to reduce churnData analytics, surveys
Onboarding SpecialistActivate new clients and ensure early valueNotion, Walkme, Userpilot
Training CoordinatorDesign scalable training programsTalentLMS, Canva, Google Slides
Product EvangelistPromote product value internally and externallyLinkedIn, Webinars, Success Stories
CS Operations (CSOps)Improve internal CS processes and efficiencySQL, Salesforce, Zapier
Feedback SpecialistCollect, analyze, and prioritize client feedbackTypeform


📢 Missing one? Let me know and I’ll add it 😉


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