CSM Workload Calculator

The CSM Workload Calculator helps you determine the optimal number of accounts a Customer Success Manager can effectively handle based on various factors such as account complexity, product type, and required activities.

Fill in the details below to calculate your recommended CSM workload and compare it to industry benchmarks.

Account Information

Account Type:

Average Annual Contract Value ($):

Product Complexity:

CSM Activities

Average Onboarding Time (hours):

Quarterly Business Review Frequency:

Average Weekly Support Time per Account (hours):

CSM Work Schedule

Weekly Work Hours:

Weekly Administrative Time (hours):

Time spent on internal meetings, reporting, etc.

CSM Workload Calculator

Account Information

CSM Activities

CSM Work Schedule

CSM Workload Results