Has anyone transitioned from being an Account Executive into a CSM at a new company? If so, how’d you do it and what was the process like?

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I went from Biz Dev > CSM within the market research world. Take note that at some companies you will not make nearly as much as you do in sales. Client services is great to expand your knowledge base though, and will open doors for you depending on your career goals. I work at Nielsen now (working in strategic partnerships). Happy to chat, feel free to send me a DM.

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I think a lot of people make that switch, it's not uncommon. I agree with above, CSM ends up being a much better opportunity overall if client services is your thing

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