Customer Success Manager (CSM)
Core
Partner with clients to identify business objectives, ensure maximum value from solutions, and drive product adoption, retention, and revenue expansion.
Role type
Customer Success Manager (CSM)
Builds
Client success outcomes, product adoption, and revenue growth
Domain
Financial services / Data security
Deliverable
client delivery
Required skills
client relationship management, business objective alignment, solution value education, client health monitoring, cross-functional liaison, growth opportunity identification, issue escalation management, account lifecycle management
Preferred skills
analytic skills, process improvement, project management
Technologies
N/A
Responsibilities
Develop strong client relationships and act as a trusted advisor; Educate clients on business value and best practices; Provide business insights via Quarterly Business Reviews; Identify growth and upsell opportunities; Assess customer health through usage metrics; Act as a liaison between internal teams to resolve client pain points; Facilitate account changes, setup, and billing corrections; Coordinate customer training.
Seniority
Mid-level, hands-on IC