Client Success Manager Job Description
Client success manager
provides general support for Enrollment & Marketing Analytics department, including routine data management and data clean-up, ad hoc project support, organization of reports/report inventory, and management of reporting software licenses.
Client Success Manager Duties & Responsibilities
To write an effective client success manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client success manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure all business communications with B2B clients are professional and productive
Implement strategies to strengthen customer relationships, retain clients and uncover new opportunities
Establish and monitor metrics to track the impact of the CSM Team on client satisfaction and retention
Interface with other business units as necessary to ensure effective resolution of customer issues and concerns
Work with Marketing and Sales to communicate product releases, updates and issue resolutions to B2B clients
Monitor CSM workload and productivity to ensure optimal staffing and re-organize account assignments as needed
Facilitate the on-going implementation of Lean Thinking to streamline and improve processes, business impact and employee morale
Ensure effective and regular two-way communication of company and department news, policies and procedures, employee feedback, ideas and recommendations
Communicate and manage performance objectives for assigned staff, provide regular performance feedback and conduct annual performance reviews
Enhance CSM performance by designing, developing, delivering and evaluating new-hire and ongoing training programs
Client Success Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Success Manager
List any licenses or certifications required by the position: IBM, PMP, CSPO, HFMA
Education for Client Success Manager
Typically a job would require a certain level of education.
Employers hiring for the client success manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Marketing, Advertising, Finance, Economics, Public Relations, General Business, Business, Education, English, Journalism
Skills for Client Success Manager
Desired skills for client success manager include:
Ad management
Billing and workflow management and analytics platforms
Cognos and PeopleSoft/Vantive CRM
Oracle Discoverer
Each of the Cornerstone onDemand cloud offerings and configuration options
Automotive marketing and analytics terminology
Automotive marketing best practices and performance metrics
Software development process and of software design
Business processes
Desired experience for client success manager includes:
Previous E*Value or Medhub experience
Previous healthcare education experience
Coach and mentor CSM team supervisors to reinforce or improve supervisory skills
Maintain fully-functional knowledge of all customer information systems, student-facing learning platforms, websites and databases
5-7 years account management/supervisory experience in Professional Services
Highly developed relationship-management, research and analytical skills
Client Success Manager Examples
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Client Success Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client success manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client success manager
- Maintain high-touch relationship with clients by communicating with them regularly regarding open projects, cases, defects
- Coordinate with internal resources to deliver on projects and support needs
- Coordinate with other departments as necessary and foster a strong partnership with their Sr
- Build and maintain strong, healthy client relationships uncover opportunities to grow client relationship and revenue
- Help maintain online brochure pages utilizing our Customer Care System
- Coordinate the resolution of all basic communication, data transmission issues and all basic hardware & software problems
- Solve client/data discrepancies in a timely manner
- Assist clients in data interpretation
- Knowledge of advertising business/industry
- Strong written and verbal communications skills and excellent computer skills required
Qualifications for client success manager
- Ability to lead a team and make supervisory decisions
- Proven track record in customer satisfaction
- Experience in Professional Services, Insurance or Finance Industries
- Public Speaking experience, ability to command presence in front of large groups
- Provide world class service and support at a property and portfolio-level to assigned NWP Services Corporation clients
- Manage the customer contractual agreements to ensure overall client satisfaction
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Client Success Manager Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client success manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client success manager
- Perform periodic reviews of NWP’s utility bill back program with every assigned portfolio-level contact
- Manage customer expectations to match NWP capabilities
- Act as the client’s representative within NWP Services Corporation
- Engage appropriate management for problem escalation and resolution at the portfolio-level
- Evaluates & addresses cancellation requests to explore and discuss retention possibilities with the client
- Facilitates information flow up, down and cross-stream
- Serve as an SMB and low end corporate problem management and customer service and escalation specialist
- Partner with designated SMB and corporate sales reps to ensure customer satisfaction, success and loyalty
- Researches client needs and determines how to bundle products to meet client requirements
- Develop long term relationships with your portfolio of assigned customers, connecting with key business executives from C level on down
Qualifications for client success manager
- Property management industry experience both corporate and property level is highly desired
- Continually identify new business needs and align Cornerstone products/services to meet those needs
- In collaboration with the Implementation Consultant, quickly stabilize he client in the immediate post-live period.During this time, ensure that remaining implementation issues/open actions are resolved/closed, that the client is properly transitioned to Global Product Support and that the client is effective engaged with Cornerstone through the proper channels at all times
- Ensure that the Cornerstone solution is being systematically and meaningfully adopted within the client’s business
- Ensure that clients are productively engaged with Cornerstone and understand/leverage the Client Success Framework, our best practice engagement model for managing a successful partnership in a cloud environment
- Continually seek to mitigate risks that will impact client success, client satisfaction, reference-ability, upsell-ability, retention, This includes ensuring that global organizations have the proper governance model to ensure that the needs of all key stakeholders globally are understood and being met by the solution
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Client Success Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a client success manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client success manager
- Relationship development and management with key individuals and top decision makers at the partner firm
- Relay client feedback and feature requests to the Product team
- Maintain detailed account of daily activity in SalesForce.com CRM
- Manage and drive the governance of assigned IT portfolio
- Proactively manage project issues, taking action to achieve urgent resolution and escalating promptly and clearly, where necessary
- Provide oversight across projects to ensure vendors are using appropriate methodologies and project management principles while managing statewide projects
- Engage routinely with clients to review open incidents, product roadmaps, health checks, executive perceptions, new concerns, pending risks
- Actively participates in all phases of the project or specific phases of larger projects
- Monitors costs, timescales and resources used, and takes action where these deviate from agreed tolerances
- Oversee on-boarding and management of our top tier organizers
Qualifications for client success manager
- Maintain effective cross-functional relationships
- Experience with Salesforce, Force.com platforms, and/or CSM solutions
- Familiarity with the cyber security industry and the ability to pass security related certification examinations required
- Comply with all company and departmental rules and policies as described in your employee guide and company memos as distributed
- This job description does not necessarily contain all of the actual or essential duties of this job
- 4 years year college degree preferred in Advertising or Marketing
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Client Success Manager Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client success manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client success manager
- Build and maintain relationships with clients to ensure client retention
- Utilize your knowledge of what makes an event work to assist clients in executing successful events
- Work with our product and on-site field ops teams to communicate the requirements for each event and client
- Delight our customers by managing expectations and ensuring success both internally and externally
- The execution of a variety of client engagement functions in order to improve client capabilities and to support successful fulfillment of client business goals
- Development, execution, and coordination of strategic plans to improve client success and capabilities by supporting the client's business goals, and researching and investigating any client issues that could negatively impact client success and coordination of remediation plans with internal stakeholders, while ensuring adherence to established company and departmental policies and procedures
- Demonstrate leadership in exceptional Customer Service and Response
- Facilitate resolution of customer support issues
- Escalate quality control issues to MSS management as appropriate
- Ensure accuracy of customer contact information in database
Qualifications for client success manager
- 2 years experience in social media marketing, ad trafficking and/or digital pre and post sales support
- Basic knowledge of graphic design software such as Adobe/Gimp
- Prior business or marketing experience/education
- Experience with Google Drive/Spreadsheets/Forms/Docs
- Able to use Microsoft Word, Power Point, and Excel
- Undergraduate degree and 2 to 4 years relevant experience
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Client Success Manager Job Description
Job Description Example
Our company is looking for a client success manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client success manager
- Provide customers with a summary of escalated issues and resolution of those issues
- Continually promote the value of services, and communicate up sell opportunities to sales teams
- Work with the appropriate MSS and customer resources to execute project or task list
- Work with MSS Management to recommend procedural improvements and other changes
- Create an unparalleled working environment to inspire creativity, innovation, and teamwork
- Elevate our customer experience by developing Account Manager skills
- Establish the necessary touchpoints, processes, and create the ideal customer journey to not only assess client health, but mitigate risks and ensure renewals and growth
- Through your team, you will gather in-depth knowledge of our clients, collect their feedback, deeply understand their marketing operations all with the goal of sharing
- Knowledge of digital marketing agencies and enterprise marketing strategies
- Comfort in high pressure, executive, and public presentation settings
Qualifications for client success manager
- English-speaking proficiency is required
- Knowledge of HTML, CSS, JavaScript, and API Integrations
- Must possess proven track record of consistently and successfully attaining goals
- Must be self-organized and disciplined
- Bachelor’s degree from an accredited college or university in business, information technology, computer science, or other related fields
- At least five years of experience in managing medium/large-scale IT projects ($10 million+ in size)