Customer Success: Budget Planning Playbook
ClientSuccess
SEPTEMBER 13, 2021
Modern CSMs wear many hats. From project manager to company voice box to issue mitigator, CSMs are veritable jacks of all trades. For some (but not all) SaaS organizations, CSMs are also responsible for leading and managing upsell conversations with customers. While some organizations turn to sales roles to facilitate these conversations, more and more CSMs are tasked with leading budget planning, expansion, and upsells thanks to their familiarity and comfort level with customers.
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