Hmmm, would work, except all mine are as remote as I am, so it's not a useful trait.
I used to work closely with my CSM years ago. Tag teamed conferences and work trips. Communicate, leverage their knowledge and account experience. Collaborate. It's pretty straightforward. Plus she was just an awesome person, so that helped.
Sr Sales Executive 🐰
Communicate. Know how you can best help each other. I have several with which I work, and each has a different style, and I'm fairly certain they'll say the same thing about the sales team as well. I have standing meetings with some, I go to some mutual customer meetings, it all depends on which customer and what's required at that stage. I've always found that being helpful and willing to do just a bit more goes a long way with the relationship, and the CSMs are likely to help more if they have had an easy time with me.
Account Executive - Mid enterprise
Ideal CSM - AE relationship? - AE doesn't over sell and sells the right solution, that later helps the CSM in building the right foundation on top. - CSM lets AE know / keeps in loop (not heavily) of whatever updates the account has to give, and whatever they are running into - AE lets CSM know if there are any cross sell or upsell opportunities coming up in the account. But again, it all depends honestly on what the processes are, what the product is, what the segment is yada yada
Some of them have been instrumental in winning me deals through trials and some of them have been the most incompetent morons that make you scratch your head wondering how they got hired.
They are a great source of knowledge and you are a great source of bringing that business. Don’t be a strange, help and seek help.
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