Customer Success Role
A Customer Success Manager (CSM) is a key role responsible for developing and maintaining strong relationships with clients to ensure their success and satisfaction with the company's products or services. The CSM acts as a bridge between the customer and various internal teams, focusing on customer retention, growth, and overall success.
Key Responsibilities
Build and maintain strong relationships with assigned customers, addressing their needs and fostering long-term partnerships
Onboard new customers, providing training and support to ensure smooth adoption of products or services
Monitor customer health metrics and proactively engage to prevent issues and improve customer experience
Conduct regular check-ins and quarterly business reviews (QBRs) with customers to assess progress and identify growth opportunities
Collaborate with internal teams (Sales, Marketing, Product, Support) to ensure customer feedback is incorporated and issues are resolved promptly
Identify upsell and cross-sell opportunities, working with Sales to expand customer accounts
Analyze customer data to identify trends and opportunities for improvement
Develop and implement customer success strategies and best practices
Required Skills and Qualifications
Bachelor's degree or equivalent experience in customer support, sales, or account management
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Proficiency in customer relationship management (CRM) software and data analysis tools
Ability to manage multiple accounts and prioritize tasks effectively
Experience in the relevant industry or with similar products/services is preferred
Desired Attributes
Proactive and customer-centric mindset
Empathy and high emotional intelligence
Ability to adapt communication style to different stakeholders
Strong presentation and public speaking skills
Results-oriented with a focus on meeting customer success metrics
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