Description : About the Role :
We are seeking a proactive and relationship-driven Client Success Manager (CSM) to ensure long-term satisfaction, retention, and growth of our clients.
The ideal candidate will serve as a trusted partner, guiding clients through onboarding, adoption, and ongoing optimization of our products or services.
You will work cross-functionally with sales, product, support, and operations teams to deliver exceptional customer experiences and drive meaningful business outcomes.
Key Responsibilities :
Client Relationship Management :
- Build strong, long-term relationships with key client stakeholders and decision-makers.
- Serve as the primary point of contact for client needs, inquiries, and escalations.
- Maintain a deep understanding of client goals, workflows, and business challenges to provide tailored solutions.
Onboarding & Training :
Lead smooth onboarding processes for new clients, ensuring successful product implementation.Provide training, guidance, and best practices to help clients understand product features and maximize adoption.Client Engagement & Success Planning :
Develop client success plans that outline goals, success metrics, and engagement strategies.Monitor client health scores, usage patterns, and satisfaction to proactively address potential issues.Drive product utilization through education, feature adoption, and strategic recommendations.Issue Resolution & Support Coordination :
Collaborate with support and product teams to resolve issues efficiently and ensure timely follow-ups.Identify bugs, enhancement requests, and recurring client pain points, communicating them clearly to internal teams.Retention, Renewal & Growth :
Own client renewals by ensuring value realization and satisfaction throughout the engagement lifecycle.Identify upsell and cross-sell opportunities in collaboration with sales teams.Prepare and deliver business reviews, performance insights, and product roadmap updates to clients.Feedback & Continuous Improvement :
Act as the voice of the customer, sharing insights and feedback with product, engineering, and leadership teams.Participate in refining customer success processes, playbooks, and workflows.Stay updated on industry trends, competitor offerings, and evolving customer needs.Requirements & & Experience :
Bachelors / master's degree in Business, Marketing, Communications, or related field.3-6 years of experience in Client Success, Account Management, or Customer Relationship roles-preferably in SaaS, technology, or service-based organizations(ref : iimjobs.com)