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Create CSM and TAM roles of engagement document#16533

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tjcran wants to merge 2 commits intomasterfrom
tam-csm-overlay-handbook
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Create CSM and TAM roles of engagement document#16533
tjcran wants to merge 2 commits intomasterfrom
tam-csm-overlay-handbook

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@tjcran tjcran commented Apr 22, 2026

Added a comprehensive document outlining the roles and responsibilities of Customer Success Managers (CSMs) and Technical Account Managers (TAMs) in dual coverage scenarios, including guidelines for communication, authority, and account management.

Added a comprehensive document outlining the roles and responsibilities of Customer Success Managers (CSMs) and Technical Account Managers (TAMs) in dual coverage scenarios, including guidelines for communication, authority, and account management.
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github-actions Bot commented Apr 22, 2026

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🟢 Ready View preview Apr 22, 2026 09:58PM

Updated the explanation of dual coverage roles for CSMs and TAMs, emphasizing the importance of collaboration, communication, and shared responsibilities. Clarified the focus areas for each role and outlined the process for adding and removing TAMs from accounts.
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