Client Success Manager

What this role looks like

A Client Success Manager ensures your customers achieve their desired outcomes with your product or service. They manage onboarding, track health metrics, identify upsell opportunities, and act as the dedicated relationship owner. Their goal is retention, expansion, and advocacy.

Some of What They Do Day to Day

• Onboard new clients and guide them through product adoption
• Monitor customer health scores and usage patterns
• Conduct regular check-ins and business reviews with key accounts
• Identify and pursue upsell and cross-sell opportunities
• Act as the primary point of contact for client escalations
• Gather and relay customer feedback to product and leadership teams
• Track renewal timelines and manage retention workflows