Movin’ On Up: How I Managed the ‘Great Move’ from Customer Success to Implementation

By | Culture, Grow Your Career, Life at Daxko, Rewarding Careers, Talent | One Comment

About a month and a half ago, I was given the opportunity to take off my Customer Success hat and move over to the Implementation side of things, as a Project Manager/Solutions Analyst. The dual role would focus on getting our customers started and set for success on Daxko Operations, something with which I had only a little experience, helping launch the YMCA of Memphis & the Mid-South in December of 2015.

As clichéd as it is to say, the departure from the frontline of Customer Success was bittersweet. Feelings of sadness would creep in, even as I was excited about what the new role meant for me. I was anxious to move into something new, something bigger, only to be reminded of how good I had it by a teammate’s playful joking. It’s a good problem to have, not wanting to leave what you’ve got because of how good things are.

I am admittedly very bad with change. I knew that I wanted to move on, but leaving my Customer Success friends was difficult and saddening! What’s more, this was going to be something new and I might not be as comfortable in this new role as I was in my old one. How could I hope to climb to the same level of knowledge as I had in Customer Success?

These worry subsided as I realized a few things:

First, this ‘great move’ that I was worried about was all of twenty feet. Seriously, I can see my old desk and all of the frontline without even standing on my toes. Yes, I know what you’re thinking: I was being dramatic. Perhaps I was. But like most instances, it didn’t feel like ‘just drama’ at the time!

Next, I realized I already knew many people over here, including many teammates who had previously come from Customer Success, such as Kayla Ann, Kelsi, and Deeanna. I had worked with all of these guys for months when I had joined the Customer Success side. They not only made the switch, but were doing excellent work! What I might not know immediately, I could learn just as they had.

I still get to hang out with my former teammates even though all have transitioned to other teams.

I still get to hang out with my former teammates even though all have transitioned to other teams.

The last realization was that I could help lay the foundation for our customers in a way that would ensure their success going forward. While being on the frontline of Customer Success and answering questions for customers is a rewarding experience, having the ability to ensure things go smoothly for launching associations could be seen as a way of answering questions before they happen. I now have the ability to guide our customers through what might otherwise be a painful process, only for them to launch with everything working perfectly. My workflow has shifted from being reactive to proactive.

These three realizations made the transition less painful and substantially less scary. I wrapped up everything I was in the middle of for Customer Success, wrote some how-to guides around a few subjects and made the long, perilous five second walk to my new desk. I found balloons and new friends waiting for me. We went out to lunch at a sandwich place I really enjoy and the rest, as they say, is history.

This kind of cynical let down is the best: when you’re expecting nothing to go right and everything just fits right into place.


McKee S. is a Project Manager who loves playing video games and kickin’ around a hacky sack.

Daxko is looking for another Implementation Project Manager to join McKee and the rest of the team. Think you have what it takes? Apply here!