About the Role:
- We are looking for a Customer Success Manager (CSM) to build long-term relationships with our clients and ensure they derive maximum value from our products and services.
- The ideal candidate is customer-centric, proactive, and thrives in a cross-functional environment, acting as the trusted advisor to ensure product adoption, retention, and overall customer satisfaction.
- You will play a key role in onboarding new clients, driving engagement, and minimizing churn, while identifying opportunities for upselling and expansion.
Key Responsibilities:
- Client Relationship Management
- Serve as the primary point of contact for a portfolio of assigned clients
- Develop strong, trusted relationships with key stakeholders and decision-makers
- Act as a customer advocate internally, representing their needs across product, engineering, and support teams
- Onboarding & Adoption
- Own and manage the end-to-end onboarding process for new clients, ensuring a seamless handoff from sales
- Drive product adoption by delivering training, resources, and best practices tailored to client goals
- Monitor usage patterns and proactively reach out to ensure healthy engagement
- Customer Retention & Growth
- Ensure customer satisfaction, high retention rates, and drive renewals
- Identify upsell and cross-sell opportunities and collaborate with sales/account managers to execute them
- Track client health scores and address issues before they impact the relationship
- Reporting & Feedback
- Provide regular updates and Quarterly Business Reviews (QBRs) with clients
- Gather and relay client feedback to the product and engineering teams to influence roadmap decisions
- Use tools like Gainsight, HubSpot, Salesforce, or Zoho to manage customer data and interactions
- Issue Resolution & Support
- Triage client issues effectively, collaborating with support and engineering teams as needed
- Maintain detailed documentation of customer communications and action items
- Continuously work to improve the customer journey and internal CSM processes
Required Skills & Qualifications:
- 4-5 years of experience in Customer Success, Account Management, or Client Services
- Proven ability to manage multiple client relationships with a focus on long-term satisfaction and growth
- Excellent verbal and written communication, negotiation, and presentation skills
- Proficiency with CRM platforms and CSM tools
- Ability to understand and explain technical products to both technical and non-technical users
- Strong problem-solving and project management skills
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