The Client Success Manager (CSM) serves as the primary relationship manager between clients and internal stakeholders, ensuring a seamless customer experience, proactive engagement, and high client satisfaction. This role focuses on driving client retention, engagement, and growth by delivering value, resolving issues efficiently and identifying expansion opportunities.
Essential functions include client relationship management and engagement by serving as the main point of contact for clients, conducting outreach, delivering product demonstrations and training and collaborating across departments to resolve software performance issues. Retention and growth strategies are also a key function, including maintaining client renewal rates, identifying at-risk accounts and identifying upsell and cross-sell opportunities.
Operational excellence and support also ensures a smooth handoff for client transitions and resolving issues effectively and enhancing the client experience.