Customer Success Manager

Customer Care:

• Provide top-notch care to clients, addressing and resolving issues efficiently in collaboration with the tech team.
• Manage support tickets from creation to closure, ensuring timely and accurate resolutions.

Client Setup and Evolution:

• Update existing client setups based on feedback, including workflows and intake forms.
• Ensure all client interactions are documented and follow up promptly.

Technical Project Management:

• Work with product, tech, and integrations teams to relay client feedback and drive product improvements.
• Follow up on new features and participate in product spec reviews.

Customer Success:

• Ensure client satisfaction and follow up on accounts via QBRs and success metrics.
• Identify upsell opportunities in collaboration with sales and ensure renewals to avoid churn.