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Customer Success Manager Job Description

Customer success managers (CSMs) bridge the gap between sales and support. As a customer progresses from a sales prospect to a paying customer, they build long-term relationships. By using customer problems as an opportunity to suggest new uses for products, they work to troubleshoot a problem before it occurs.

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Job Brief

As client success manager, you are responsible for building relationships with clients and getting to know them. Through swift issue resolution and timely upsells and cross-sells, you will also increase client retention and revenue. Your knowledge of customer needs makes you the go-to guide for Sales, Product, and Marketing teams on customer behavior.

Job Responsibilities

  • Customer success managers successfully negotiate long-term contract renewals with franchise owners and sales affiliates.
  • Customer success roles are instrumental in client satisfaction by working with operational teams for the proper resolution of service issues.
  • Additionally, the customer success manager role requires you to create a customer support strategy to boost customer retention.
  • Customer success managers develop documentation and logs of implemented solutions, and submit reports.
  • A customer success manager gains customer acceptance by demonstrating cost reductions and operations improvements.
  • Recommending  and develop CMC teams to support individual pursuits is one of a customer success manager’s duties. 
  • CSMs also identify sales opportunities by assessing the environment and devising and implementing winning strategies.
  • A CSM contributes to sales engineering effectiveness by recommending courses of action. 
  • A CSM’s tasks include creating plans and communicating deadlines to ensure projects are completed on time.

Key Requirements

  • Exceptionally skilful at communication and relationship-building.
  • Ability and will to learn as they need to know the ins and outs of the product. 
  • Ability to establish targets, craft a strategy and keep team members on track.
  • Analyze and improve current processes in Customer Success. 

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