Technical Account Manager Goal Examples

Try in app link

Participate in successful customer Quarterly Business Reviews (QBRs)

Contribute to your assigned customers’ QBRs to support CSMs in driving expansion, customer satisfaction, and retention.

• Contribute to 100% of QBRs for your customer book every quarter
• Identify at least one new solution or improvement across 100% of your customer base
• QBR satisfaction ratings are 90%+

Try in app link

Close the feedback loop between customers and engineering

It’s important that we’re able to not only listen to the feedback we’ve received from customers, but also prioritize and action it as well. Being able to provide technical solutions before and after the point of sale will ensure that the customer reaches their outcomes and becomes an advocate.

• Consolidate and present feedback to the product and engineering teams every month this year
• Identify 3 new products or features that the product team should consider/start building
• Identify 5 solutions that, if addressed, will reduce customer support costs
• Establish and document best practices for your customers’ top 10 frequently asked questions