The Client Success Manager focuses on fostering long-term relationships with clients, ensuring their satisfaction, maximizing the value they receive from the firm's services, and ultimately driving client retention and loyalty. In essence, the Client Success Manager shifts the focus from simply providing transactional services to building strong, strategic partnerships and becoming a key driver of client satisfaction, retention, and the firm's long-term growth.
Responsibilities include client onboarding, internal coordination, client lifecycle management, and communication & feedback. The role involves leading the onboarding process, conducting quarterly client check-ins to monitor satisfaction, and implementing and managing Net Promoter Score (NPS) tools.