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How do you manage the workload and caseload distribution between traditional CSMs and tech-enabled team members to optimize efficiency?

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  1. Rox Fitzmaurice
    Rox Fitzmaurice

    Jellyfish Director of Customer Success • May 14

    When distributing the book across the team, you often have to start by drawing a line in the sand. I’m a fan of picking a clear, even if slightly arbitrary, threshold (typically ARR) to split the base so you can actually start measuring. From there, it’s a constant cycle of monitoring onboarding speed and volume capacity to see where automation can take the heavy lifting and also, where we are stretching our CSMs. It’s not just about small accounts. I look for "green" accounts—large-value custom ...Read More

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