Customer Success Manager
Core
Post-sale customer management, product onboarding, and improving customer experience throughout the lifecycle.
Role type
Customer Success Manager
Builds
Customer adoption, retention, and growth within existing accounts
Domain
FinTech, Invest Tech, Legal Tech, Business Tech (B2B SaaS)
Deliverable
product features (via careerplan.io/jobs/89-009-4D-866-customer-success-manager-at-guideline)
Required skills
B2B customer management, product onboarding, CRM systems, Excel, sales mindset, upsell/cross-sell, task management
Preferred skills
SaaS environments, AI tools
Responsibilities
Guide new customers through onboarding and implementation, monitor product usage and identify gaps, proactively engage to improve adoption and retention, collaborate with Sales for growth opportunities, coordinate training sessions, track activity via CRM, handle customer inquiries, share customer insights with Product and Development teams
