Customer Success Manager

Customer Success Manager Role:

-Own the end-to-end post-sales customer lifecycle.

-Build strong relationships with key stakeholders and act as a trusted advisor.

-Become a trusted advisor to clients — understanding their workflows, pain points, and strategic priorities.

Onboarding and Execution:

-Lead onboarding for new customers, including platform configuration, user setup, data access, integrations, and training.

-Contribute to scalable onboarding playbooks and repeatable processes.

-Document learnings, improving workflows, and scale processes.

Retention and Value Delivery:

-Monitor adoption and health metrics — and risk using usage data; turn insights into clear action plans that improve outcomes and prevent churn.

-Run regular business reviews to demonstrate value, gather feedback, and identify opportunities.

-Drive retention and renewals, including aligning on pricing/terms and negotiating contracts.