Can you walk me through your usual day as a CSM and type of tasks/actions performed?

Hi Tirdad, thank you for your question! I know it's a cliché, but it is hard to describe a typical day as each day varies but to give you an idea:

I'll usually start the day by logging on and checking my emails to see if any queries from clients have come through since yesterday. If the questions require input from other teams (for example, technical support) I'll try to funnel those questions to the right people as soon as possible so that I can get back to the client. Otherwise, I'll try to answer their queries that day if my diary allows it, or ensure I set aside some time that week if the query involves a deeper dive.

Being client facing, I of course have lots of meetings with clients throughout the day too. This might be in the form of QBRs, training sessions, more generic check-ins, or other ad-hoc calls. In between those calls I'll spend the time preparing material for upcoming client meetings or doing the follow-up actions from the meetings too.

We do also have regular internal catch-ups, either amongst the Client Success team if needed or to collaborate with other teams. For example, we have weekly meetings with Product and Tech teams to keep us informed on what's coming up and for us to provide feedback to them.

I hope this helps - happy to answer any additional questions you may have.