About the Role:
Our client is seeking a Customer Success Manager / Account
Manager to
own client relationships, drive product adoption, and ensure renewals and
growth. This role requires balancing proactive engagement with responsive
problem-solving, acting as the client’s advocate internally while also
identifying upsell and cross-sell opportunities. The CSM ensures that customers
achieve measurable value while maintaining long-term, profitable partnerships.
Responsibilities
Onboarding
& Adoption:
- Lead client onboarding sessions and establish success criteria.
- Configure accounts, deliver product training, and ensure smooth
implementation.
- Track early adoption metrics to identify gaps.
Relationship
Management:
- Manage a portfolio of 20–40 active accounts, depending on client
size.
- Serve as the primary point of contact for client stakeholders.
- Conduct regular check-ins and strategic reviews.
Proactive
Engagement:
- Monitor product usage through Gainsight, ChurnZero, Totango, or
custom dashboards.
- Identify at-risk accounts early and execute playbooks to re-engage
them.
- Deliver quarterly business reviews (QBRs) to align on goals and ROI.
Support
& Escalation:
- Triage support issues and escalate to technical teams as needed.
- Track resolution and ensure client satisfaction post-issue.
Growth
& Retention:
- Identify upsell/cross-sell opportunities based on client needs.
- Collaborate with sales teams to expand accounts while maintaining
renewals.
- Track renewal pipeline and prepare contracts for review.
Reporting
& Feedback:
- Prepare reports on client health, usage, and renewal status.
- Capture client feedback and relay to product/engineering teams for
improvements.
What
Makes You a Perfect Fit:
- Excellent communicator with executive presence and consultative
skills.
- Empathetic listener who balances client needs with business
objectives.
- Organized multitasker who thrives managing multiple accounts.
- Comfortable owning revenue responsibility through retention and
expansion
Required Experience &
Skills (Minimum):
- 2–3 years in customer success, account management, or client-facing
roles.
- Proficiency with CRM systems (Salesforce, HubSpot) and CS platforms
(Gainsight, ChurnZero, Totango).
- Strong presentation skills for client-facing reviews and demos.
- Proven ability to manage client relationships and drive renewals.
Ideal Experience &
Skills:
- 3–5 years CSM/AM experience with revenue targets.
- Industry background in SaaS, professional services, or B2B
technology.
- Familiarity with NPS, CSAT, and customer health scoring.
- Experience creating client-facing collateral (playbooks, decks, case
studies).
What Does a Typical Day
Look Like?
- Start by reviewing dashboards to identify at-risk accounts or upsell
opportunities.
- Hold client calls, ranging from onboarding sessions to strategic
QBRs.
- Coordinate internally with support, product, and sales to resolve
issues or align strategies.
- Prepare renewal forecasts and track contract timelines.
- Document client interactions in CRM and update health scores.
- End the day reviewing feedback and usage metrics, preparing
actionable recommendations for clients.
In essence: you are the client’s trusted advisor and the company’s revenue guardian, ensuring relationships are long-lasting, productive, and mutually beneficial.
Key Metrics for Success
(KPIs):
- Net Revenue Retention (NRR) ≥ 100%.
- Renewal rate ≥ 90–95%.
- Expansion/upsell targets achieved.
- Client health scores consistently maintained/improved.
- Positive client satisfaction scores (NPS, CSAT).
How to Apply
