Commit 704e93b7 authored by Derek Nielsen's avatar Derek Nielsen Committed by Sophie Pouliquen
Browse files

Create CS and SA roles comparison page on handbook

parent 3f749d66
Loading
Loading
Loading
Loading
+53 −0
Original line number Diff line number Diff line
---
title: "CS & SA Roles Overview"
description: "A side-by-side comparison of all customer-facing roles across Customer Success, Solutions Architecture, and Professional Services at GitLab."
---

GitLab has several customer-facing roles that work together across the pre-sales and post-sales journey. This page provides a side-by-side comparison to clarify how each role differs in focus, engagement model, and technical depth.

For an overview of how these roles map to GitLab's paid service tiers, see the [Success Tiers page](/handbook/customer-success/success-services/).

## Role Comparison

| Role | Primary Focus | Typical Activities | Engagement Model | Hands-on vs. Advisory |
|------|---------------|--------------------|------------------|-----------------------|
| **[CSM](/handbook/customer-success/csm/)** | Drive adoption, outcomes, and satisfaction; align, enable, and expand | Success Plans, onboarding, cadence calls, EBRs, risk management | Designated owner for Essentials tier accounts | Advisory — not hands-on keyboard |
| **[CSE](/handbook/customer-success/csm/segment/cse/)** | Technical product expertise at scale | Webinars, hands-on labs, pooled sessions, scaled enablement | Pooled / on-demand (Success On-Demand tier) | Technical advisory — not hands-on keyboard |
| **[CSA](/handbook/customer-success/csm/segment/csa/)** | Highest-rated technical experts; architecture guidance and Accelerator delivery | Strategic planning, maturity assessments, Accelerator design and delivery | Designated for Advanced and Signature tiers | Strategic and architectural advisory — PS handles implementation |
| **[PSE](/handbook/customer-success/professional-services-engineering/)** | Project-based implementation and migration | Installations, migrations, custom development, training under SOWs | Project-scoped, sold by PS Engagement Management | Explicitly hands-on — can be "hands on keyboard" |
| **[Renewals Manager (RM)](/handbook/customer-success/renewals-managers/)** | Own the renewal moment; customer retention | Renewal pipeline, contracts, playbooks, risk and expansion | Global Renewals Organization within CS | Commercial and deal-focused |
| **[Solutions Architect (SA)](/handbook/solutions-architects/)** | Pre-sales technical win | Discovery, demos, POCs, pre-sales Success Plans | Aligned to AEs, engaged per opportunity | Advisory and demonstrative |
| **[ASE](/handbook/support/enhanced-support-offerings/offering-assigned-support-engineer/)** | Incident resolution for Signature tier customers | Support tickets, triage, coordination with product and engineering | Designated for Signature tier | Hands-on troubleshooting in support contexts |

## Key Distinctions

### 1. The "Hands on Keyboard" Boundary

Customer Success roles (CSM, CSE, CSA) are **advisory** — they guide, enable, and recommend, but do not directly modify customer environments or write production code. If a customer needs GitLab to actively implement, configure, or develop a bespoke solution, that work is handled by **Professional Services (PSE)**.

### 2. Engagement Model Spectrum

Engagement models range from pooled and on-demand to fully dedicated and project-scoped:

```text
Pooled (CSE) → Named/Designated (CSM, CSA, ASE) → Project-scoped (PSE) → Opportunity-scoped (SA)
```

### 3. Pre-Sales to Post-Sales Handoff

The **SA** owns the technical relationship during the pre-sales phase, working alongside the Account Executive to win the deal. After the deal closes, the account transitions to a post-sales CS role:

- **CSE** for On-Demand customers
- **CSM** for Essentials tier customers
- **CSA** for Advanced and Signature tier customers

The SA may remain engaged for expansion opportunities or complex technical questions, but the CSM or CSA becomes the primary post-sales technical advisor.

## Related Pages

- [Success Tiers](/handbook/customer-success/success-services/) — how roles map to paid service tiers
- [Customer Success Management](/handbook/customer-success/csm/) — CSM handbook
- [Customer Success Engineers](/handbook/customer-success/csm/segment/cse/) — CSE handbook
- [Customer Success Architects](/handbook/customer-success/csm/segment/csa/) — CSA handbook
- [Professional Services Engineering](/handbook/customer-success/professional-services-engineering/) — PSE handbook
- [Solutions Architects](/handbook/solutions-architects/) — SA handbook