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Customer Success Manager

Salary undisclosed

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Job Roles and Responsibilities

Client Onboarding and Transition Management:

  • Lead clients through the onboarding process, ensuring a seamless integration of our managed services and software solutions.
  • Facilitate a smooth transition from the acquisition phase to the delivery phase, ensuring client expectations are met and exceeded.

Client Relationship Management:

  • Cultivate strong relationships with clients, acting as their main point of contact and ensuring their ongoing satisfaction.
  • Conduct regular check-ins to assess client needs, address concerns, and identify areas for improvement.

Software Adoption:

  • Collaborate with clients to understand their business objectives and align our software solutions to meet those goals.
  • Drive software adoption and usage, showcasing the value of our solutions in addressing client challenges.

Upsell Opportunities:

  • Identify opportunities for upselling based on a deep understanding of client requirements and industry trends.
  • Work closely with the sales team to present upsell proposals and expand the scope of our managed services and software offerings.

Client Advocacy:

  • Foster client advocates who can provide testimonials, case studies, and references.
  • Encourage and facilitate client participation in industry events, webinars, and user groups.

Client Satisfaction:

  • Monitor and measure client satisfaction through surveys, feedback, and ongoing interactions.
  • Develop and implement strategies to enhance client satisfaction and address any concerns promptly.

Client Health Monitoring:

  • Proactively monitor client health metrics and take corrective actions to prevent potential issues and ensure long-term partnerships.
  • Utilize client feedback to contribute to continuous improvement of our software solutions.

Renewal Management:

  • Ensure timely contract renewals and navigate potential challenges.
  • Implement retention strategies to minimize churn and maximize client retention.

Performs other duties as necessary.

Job Roles and Responsibilities

● Client Onboarding and Transition Management:

  • Lead clients through the onboarding process, ensuring a seamless integration of our managed services and software solutions.
  • Facilitate a smooth transition from the acquisition phase to the delivery phase, ensuring client expectations are met and exceeded.

● Client Relationship Management:

  • Cultivate strong relationships with clients, acting as their main point of contact and ensuring their ongoing satisfaction.
  • Conduct regular check-ins to assess client needs, address concerns, and identify areas for improvement.

● Software Adoption:

  • Collaborate with clients to understand their business objectives and align our software solutions to meet those goals.
  • Drive software adoption and usage, showcasing the value of our solutions in addressing client challenges.

● Upsell Opportunities:

  • Identify opportunities for upselling based on a deep understanding of client requirements and industry trends.
  • Work closely with the sales team to present upsell proposals and expand the scope of our managed services and software offerings.

● Client Advocacy:

  • Foster client advocates who can provide testimonials, case studies, and references.
  • Encourage and facilitate client participation in industry events, webinars, and user groups.

● Client Satisfaction:

  • Monitor and measure client satisfaction through surveys, feedback, and ongoing interactions.
  • Develop and implement strategies to enhance client satisfaction and address any concerns promptly.

● Client Health Monitoring:

  • Proactively monitor client health metrics and take corrective actions to prevent potential issues and ensure long-term partnerships.
  • Utilize client feedback to contribute to continuous improvement of our software solutions.

● Renewal Management:

  • Ensure timely contract renewals and navigate potential challenges.
  • Implement retention strategies to minimize churn and maximize client retention.

Performs other duties as necessary.