Customer Success Manager

The Customer Success Manager (CSM) is responsible for building and maintaining strong relationships with clients to ensure satisfaction, retention, and growth. Acting as a trusted advisor, the CSM works closely with customers to understand their business goals and challenges, ensuring they derive maximum value from the company’s products or services. This role involves onboarding new clients, providing ongoing support and guidance, identifying upsell opportunities, and serving as the voice of the customer within the organization.

Customer Support Oversight:

• Handle escalated customer issues and difficult cases that require high-level problem-solving.
• Develop and implement standardized workflows and processes for customer support to ensure consistency and efficiency.
• Monitor and improve response times and other customer service metrics to ensure the team meets expectations.

Customer Experience Management:

• Analyze customer feedback (via surveys, NPS, etc.) to identify opportunities for service improvement.
• Ensure all customer communications are clear, professional, and friendly, maintaining a positive brand image.
• Create and maintain a knowledge base or FAQs for customers and internal use, providing self-service support options.

Process Improvement:

• Implement new tools and technologies that improve the efficiency of the customer service team, such as CRM software, helpdesk systems, or chatbot automation.
• Create and enforce best practices for customer service interactions and team workflows.

Reporting and Analytics:

• Generate reports on key customer service metrics, including response times, customer satisfaction scores, and issue resolution times.
• Analyze trends in customer support data, identifying areas of concern.

Software/Product Expertise:

• Stay updated on software product changes, new features, and bug fixes to provide accurate and current support to customers.
• Provide advanced troubleshooting assistance for complex technical issues and ensure customers are provided with timely and efficient solutions.

Escalation Management:

• Oversee and manage escalations, ensuring they are handled promptly and satisfactorily.
• Resolve customer complaints in a calm, empathetic, and professional manner, always aiming for a win-win resolution.
• Monitor high-priority customer cases and ensure they are resolved within an acceptable time frame.

Accounts Receivable:

• Monitor Customer Payment Status:
  • Ensure that all customer invoices are paid on time and follow up with customers on any overdue payments.
  • Collaborate with the finance team to track outstanding invoices and maintain up-to-date records of receivables.
• Invoice Disputes and Resolution:
  • Work with customers to resolve any billing discrepancies or issues that arise with invoices.

Forecast Understanding:

• Customer Billing Patterns:
  • Provide insights into customer payment behavior (e.g., are customers paying on time, are there seasonal fluctuations?) to support accurate cash flow forecasting.
• Collaborating on Forecasting:
  • Work with teams to understand revenue forecasts and customer payment trends, ensuring accurate financial planning.
  • Provide feedback on how customer payment patterns may affect overall revenue projections.
  • Ensure that customer payments align with recognized revenue streams (e.g., subscription services, license renewals).

Other duties and responsibilities as assigned. 

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