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Account Executive vs Customer Success Managers in an Organization

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Account Executives and Customer Success Managers are both integral parts of a company's victory, but they serve distinct roles within the organization. Understanding the differences between these roles is crucial for businesses aiming to optimize their customer relationships and drive revenue growth.

Who is an Account Executive?

Account Executives operate within the sales function and act as frontline representatives responsible for generating revenue by acquiring new customers or customers. They are often the first point of contact for potential customers, working to understand their needs and present tailored solutions.

Who is a Customer Success Manager?

Customer Success is a function on its own and it focuses on ensuring that existing customers derive maximum value from the products or services they've purchased. Customer Success Managers work closely with customers post-sale to nurture long-term relationships, drive adoption, and facilitate expansion opportunities.

Are these Two Different from Each Other?

Account Executives perform duties within the sales function while Customer Success is its own function. Both roles can be seen as an ultimate contribution to the company's bottom line. However, their approaches and objectives differ significantly from each other. Recognizing these distinctions is essential for aligning strategies, optimizing resources, and delivering exceptional customer experiences.

Responsibilities of an Account Executive

Account Executives are primarily tasked with nurturing leads and closing deals. In some cases, they may also be involved in lead generation and identifying prospects.  Their responsibilities typically include:

1. Conducting product demonstrations and presentations: 

Once a lead shows interest, Account Executives conduct product demonstrations and presentations to showcase their company's products or services' features, benefits, and value proposition. They tailor their presentations to address the specific needs and pain points of each prospect, effectively articulating how their offerings can solve their problems or fulfill their requirements.

2. Negotiating contracts and pricing: 

Account Executives engage in negotiations with prospects to finalize contract terms, pricing agreements, and service-level commitments. They employ their knowledge of pricing strategies, competitive landscape, and customer expectations to negotiate favorable terms while ensuring alignment with company goals and profitability targets.

3. Prospecting and lead generation: 

In some organizations, Account Executives actively identify and pursue potential customers or customers through various channels such as cold outreach, networking events, and referrals.They leverage market research and customer insights to identify prospects with the highest potential for conversion.

4. Collaborating with internal teams: 

Successful Account Executives collaborate closely with internal teams such as marketing, product development, finance, and customer support to deliver seamless customer experiences. They also serve as the link between prospects who are interested in the products  and the business. Through this, they ensure that these customers’ needs are understood, communicated and addressed effectively across all departments, so as to secure the customerele. 

5. Achieving sales targets and quotas: 

The primary goal of Account Executives is to drive revenue growth by meeting or exceeding sales targets and quotas. They are responsible for managing their sales pipeline, prioritizing leads, and employing effective sales strategies to maximize conversion rates and revenue generation.

Responsibilities of a Customer Success Manager

Customer Success Managers focus on cultivating strong, long-term relationships with existing customers to drive retention, satisfaction, and expansion. Their duties often encompass:

1. Onboarding new customers: 

Customer Success Managers play a critical role in the onboarding process, ensuring that new customers have a smooth transition from the sales phase to active usage of the product or service. They provide guidance, training, and support to help customers get started and achieve early wins, setting the stage for a successful long-term partnership.

2. Regular check-ins and relationship building: 

Building strong, trust-based relationships with customers is at the core of the customer success manager's role. They conduct regular check-ins with customers to assess their satisfaction levels, address any concerns or challenges, and identify opportunities for further engagement or support. These interactions are personalized and proactive, demonstrating the company's commitment to the customer's success.

3. Providing training and support: 

Customer Success Managers offer ongoing training and support to customers to ensure that they maximize the value and utility of the product or service. They educate customers on new features, best practices, and industry trends, empowering them to implement the full capabilities of the offering and achieve their business objectives.

4. Identifying upsell and cross-sell opportunities: 

Customer Success Managers are keenly attuned to their customers' evolving needs and goals. They actively identify upsell and cross-sell opportunities by analyzing usage data, monitoring customer feedback, and understanding industry trends. By presenting relevant upgrade options or complementary offerings, they contribute to revenue expansion and customer satisfaction.

5. Advocating for the customer within the organization: 

Customer Success Managers serve as the voice of the customer within the organization, advocating for their needs, priorities, and feedback. They collaborate with internal teams to address customer requests, resolve issues, and drive product improvements or enhancements. By developing a culture of customer-centricity, they strengthen customer relationships and promote long-term loyalty.

Goals and Metrics

Goals for Account Executives

Account Executives typically have revenue-focused goals aimed at acquiring new customers and driving sales growth. Common goals and metrics they have include:

Sales quotas: 

Account Executives are often assigned monthly, quarterly, or annual sales targets that align with company objectives and revenue projections.

Conversion rates: 

Tracking the percentage of leads converted into paying customers helps measure the effectiveness of sales strategies and identify areas for improvement.

Pipeline management: 

Monitoring the sales pipeline and forecasting future revenue opportunities provides insights into the health of the sales process and potential revenue streams.

Goals for Customer Success Managers

Customer Success Managers' goals revolve around ensuring customer satisfaction, retention, and expansion. Key goals and metrics they have include:

Customer Satisfaction Scores (CSAT): 

Regularly assessing customer satisfaction levels through surveys or feedback mechanisms helps gauge the effectiveness of support efforts and identify areas for enhancement.

Churn rate: 

Monitoring the percentage of customers who discontinue their subscriptions or contracts provides insights into retention challenges and opportunities for intervention.

Expansion revenue: 

Identifying upsell and cross-sell opportunities and driving expansion revenue from existing customers contributes to overall revenue growth and customer lifetime value.

Key Skills and Traits Each Role Requires

Skills Required for an Account Executive

Successful Account Executives possess a combination of sales acumen, communication skills, and strategic thinking. Key skills that they need to fulfill their role include:

  • Prospecting and lead generation: Account Executives must be adept at identifying potential customers and initiating meaningful conversations with these customers.

  • Relationship building: Building trust and rapport with prospects is essential for driving sales conversions and fostering long-term partnerships.

  • Negotiation and persuasion: Account Executives must be skilled negotiators capable of articulating value propositions and overcoming objections.

  • Strategic thinking: Understanding market dynamics, competitor offerings, and customer pain points is crucial for devising effective sales strategies.

Skills Required for a Customer Success Manager

Customer Success Managers require a unique skill set focused on empathy, problem-solving, and proactive engagement. Key skills that are called for to allow them to fulfill their particular role include:

  • Customer empathy: Customer Success Managers must possess a deep understanding of customer needs and challenges, allowing them to anticipate potential issues and offer proactive support to said customers.

  • Communication and listening: Effective communication skills enable Customer Success Managers to build trust, convey value, and address concerns promptly.

  • Problem-solving: Customer Success Managers must be proficient at identifying and resolving issues that may hinder customer satisfaction or product adoption.

  • Data analysis: Analyzing customer usage data and metrics is essential for identifying trends, opportunities, and areas for improvement.

While Account Executives and Customer Success Managers possess distinct skill sets, there are areas of overlap. Both roles require 

  • Strong interpersonal skills
  • A customer-centric mindset
  • The ability to collaborate effectively with internal teams to drive results

Collaborative Dynamics Between the Two Teams

How do Account Executives and Customer Success Managers Work Together?

Collaboration between Account Executives and Customer Success Managers is critical for ensuring a seamless transition from the sales process to post-sale engagement. Key aspects of their collaborative dynamics include:

1. Alignment on customer needs: 

Account Executives and Customer Success Managers must share insights and collaborate to ensure a smooth handoff from the sales stage to the implementation phase of the product.

2. Continuous communication: 

Regular communication between Account Executives and Customer Success Managers is essential for sharing updates, addressing challenges, and identifying opportunities for growth.

3. Feedback loop: 

Account Executives can provide valuable feedback to Customer Success Managers based on their interactions with customers during the sales process, while Customer Success Managers can offer insights to inform future sales strategies to Account Executives.

Customer Success Platforms like Velaris help bridge the gap between AEs and CSMs by connecting customer data. Velaris integrates with your CRM so that AEs can seamlessly transfer new customers and all their associated data, helping CSMs hit the ground running.

Strategies for Effective Collaboration Between the Two Groups

To foster effective collaboration between Account Executives and Customer Success Managers, organizations can implement the following strategies:

Cross-functional training: 

Providing Account Executives with insights into the post-sale customer journey and equipping Customer Success Managers with a basic understanding of sales principles can facilitate better collaboration and alignment.

Shared goals and incentives: 

Aligning incentives and KPIs between sales and Customer Success Teams encourages a unified focus on customer satisfaction, retention, and revenue growth.

Technology integration: 

Leveraging CRM systems and collaboration tools that enable seamless information sharing and workflow automation can streamline communication and enhance visibility into customer interactions. Velaris is a Customer Success Platform that seamlessly integrates with CRM systems to enable easy collaboration between Sales and CS.

Measuring the Success Gained by the Two Teams

While Account Executives and Customer Success Managers have distinct goals and metrics, their success ultimately hinges on customer satisfaction, retention, and revenue growth. Collaborative efforts between these teams can lead to a holistic approach to measuring success, focusing on:

Customer Lifetime Value (CLV): 

Evaluating the long-term value generated from acquiring and retaining customers provides a comprehensive view of business performance and customer relationships.

Net Promoter Score (NPS): 

Assessing customers' likelihood to recommend the company's products or services to others serves as a proxy for overall satisfaction and loyalty.

Revenue expansion: 

Tracking revenue growth from existing customers, including upsells, cross-sells, and contract renewals, reflects the effectiveness of both sales and Customer Success efforts. Velaris’ Pipeline Management features helps both CS and AE teams to keep track of new opportunities in the expansion pipeline.

Technology for Account Executives vs Customer Success Managers

Account Executives require the knowledge of pipeline management softwares like Customer Relationship Management (CRM) to fulfill their responsibilities. CRM tools include outreach, contact management, report generation and so on

Customer Success Managers on the other hand utilize Customer Success Platforms (CSP) to enhance the success rate of the product. A CSP is a software designed to refine and strengthen your customer success strategies. This software helps you understand the customer's journey to proactive engagement and automation. You can develop and navigate through the product’s challenges once you understand these facts about the customers.

Career Paths and Growth Opportunities for Each Group

Career Trajectory for Account Executives

Account Executives often have clear career progression paths within sales organizations, with opportunities for advancement based on performance and experience. Common career milestones include:

Sales Representative: 

Entry-level role responsible for prospecting, qualifying leads, and closing deals.

Senior Account Executive: 

Experienced sales professional tasked with managing key accounts, driving revenue growth, and mentoring junior team members.

Sales Manager or Director: 

Leadership role overseeing a team of account executives, setting sales targets, and developing strategic initiatives to achieve revenue objectives.

Executive or VP of Sales: 

Top-level executive responsible for shaping the overall sales strategy, forging key partnerships, and driving organizational growth.

Career Trajectory for Customer Success Managers

Customer Success Managers also have various career advancement opportunities within customer-centric organizations. Their career progression may include:

Customer Success Associate or Coordinator: 

Entry-level role assisting with onboarding, support, and customer communications.

Customer Success Manager: 

Mid-level role responsible for managing a portfolio of accounts, driving adoption and engagement, and identifying expansion opportunities.

Senior Customer Success Manager: 

Experienced professional overseeing strategic accounts, developing customer success strategies, and collaborating with cross-functional teams.

Director or VP of Customer Success: 

Leadership role responsible for shaping the Customer Success vision, driving organizational alignment, and fostering a culture of customer-centricity.

Opportunities for Transition Between the Two Teams

While Account Executives and Customer Success Managers have distinct career paths, there may be opportunities for individuals to transition between roles based on their skills, interests, and organizational needs. This can be seen through the following examples:

  • Account Executives with strong relationship-building and customer advocacy skills may transition into Customer Success roles to focus on post-sale engagement and retention.
  • Customer Success Managers with a knack for sales and business development may transition into Account Executive roles to drive revenue growth through new customer acquisition.


Account Executives and Customer Success Managers play complementary yet distinct roles in driving customer satisfaction, retention, and revenue growth. We can see that both these roles require distinct skill sets, with Account Executives emphasizing sales acumen and Customer Success Managers emphasizing empathy and proactive engagement. 

Collaboration between the two is essential for aligning strategies, achieving shared goals, and maximizing customer lifetime value to optimize the resources of the business and to deliver exceptional customer experiences. In today's competitive business landscape, the synergy between Account Executives and Customer Success Managers is more critical than ever. By recognizing the unique contributions of each role and fostering collaboration across teams, organizations can build strong, long-lasting customer relationships and drive sustainable growth.

To learn how Velaris can improve collaboration between sales and CS, book a demo with us.

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