
Managing a large number of customers

Managing a large number of customers

Managing a large number of customers

Managing a large number of customers
Managing a large number of customers is a daunting and difficult task for Customer Success Managers (CSMs). Indeed, managing many customers is challenging because often it relies on a reactive and email heavy approach. Yet, it is possible to turn this into a proactive force that is able to engage with a large number of customers. One particular area that promises assistance is tech touch. And with increasing challenges in the economy, tactics such as these can be rolled into existing programs to help provide engagement with your customer base. Charles Helms, Scale Customer Success Manager at Pendo, and Mia Rashkova, Customer Success Operation Manager at Reward Gateway will share their experiences and best practices on how to manage a large number of customers at the same time. Plus, delve into how tech touch is enabling CSMs to grow their capacity – not their stress levels.
Managing a large number of customers is a daunting and difficult task for Customer Success Managers (CSMs). Indeed, managing many customers is challenging because often it relies on a reactive and email heavy approach. Yet, it is possible to turn this into a proactive force that is able to engage with a large number of customers. One particular area that promises assistance is tech touch. And with increasing challenges in the economy, tactics such as these can be rolled into existing programs to help provide engagement with your customer base. Charles Helms, Scale Customer Success Manager at Pendo, and Mia Rashkova, Customer Success Operation Manager at Reward Gateway will share their experiences and best practices on how to manage a large number of customers at the same time. Plus, delve into how tech touch is enabling CSMs to grow their capacity – not their stress levels.
What exactly is tech touch and what are the benefits within customer success? what are the key areas where tech touch works? how can tech touch help CS teams to scale?
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Charles Helms
Charles Helms
Technical Account Manager,
Pendo.io
Charles has worked in a number of roles throughout his career in tech. Once realizing his passion for helping clients achieve success the natural next step was into Customer Success! Most recently Charles has moved into the role of Technical Account Manager, where he is able to strategically partner with his clients as their resource to unblock technical hurdles and provide consultation from that lens.
Mia Rashkova
Mia Rashkova
CS Operations Manager,
Mia Rashkova is a Client Success Operations Manager with 7 years' experience working with customers. In her current role, she helped to scale the Client Success operations for the team focused on SMEs and start-ups. Mia has been at the forefront of ensuring customer happiness through great service and customer onboarding. In her spare time, she's really passionate about interior design and currently going through (another) redo of her home.
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB