Customer Success Manager / Account Manager
Core
Manage and strengthen relationships with existing customers, support onboarding, maintain satisfaction, and improve retention.
Role type
Customer Success Manager / Account Manager
Builds
Client relationships and account value
Domain
B2B services / SaaS
Deliverable
client delivery
Required skills
relationship building, communication, account management, onboarding support, retention management, CRM usage, problem solving, organization, multitasking
Preferred skills
portfolio management, implementation support, CRM platforms (HubSpot/Salesforce), upsell/cross-sell identification, US-based customer experience, B2B/SaaS/agency background
Responsibilities
Serve as primary point of contact, conduct regular check-ins, support onboarding, identify retention risks, handle difficult conversations, identify upsell opportunities, maintain CRM records
Seniority
Mid-level, hands-on IC