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CSM Assignment Engine

Challenge

Assigning accounts purely on headcount count creates hidden imbalance — a $50K single-product account and a $500K five-product account are treated identically, overloading CSMs with lower headcount but higher complexity.

What I built: Designed a Constrained Greedy Heuristic that evaluates four dimensions (Volume 35%, ARR 25%, Renewal Balance 25%, Portfolio Risk 15%) with dynamic capacity re-calculation. Includes the Bouncer pattern for white-glove Enterprise handling, ARR anchoring (vs TCV) to avoid renewal penalties, and a New Hire Magnet for accelerated ramp.

Result: Dynamic, complexity-weighted assignment replacing manual spreadsheet passes — 1,200+ accounts balanced across the team with zero manual reconciliation cycles.

Google Apps ScriptTotango APISalesforce APIGlean APIConstrained Greedy Heuristic+1 more