The Customer Success Manager (CSM) will be responsible for managing high-touch, strategic existing customer accounts. The CSM will act as the main point of contact for customers, ensuring successful onboarding, driving product adoption (Trusted Advisor), and fostering long-term relationships. The CSM will work closely with top management, middle managers, and cross-functional teams to ensure the customer’s success and alignment with their business goals.
Key Responsibilities
- Serve as the main point of contact for assigned high-touch customers, managing relationships from onboarding through ongoing engagement.
- Build and maintain strong, long-term relationships with top management and middle managers in customer organizations. Understand power maps and decision makin process in customer organization.
- Understands customer strategy and how DG solutions can help in reaching these goals.
- Develop and implement customized onboarding plans tailored to individual customer needs.
- Create and manage customer success plans that align with the customer’s business goals and desired outcomes.
- Prepare both standard and custom documentation to support onboarding and ongoing engagement.
- Lead weekly and daily communication touchpoints with customers to provide updates, resolve issues, and offer strategic advice.
- Collaborate closely with the Operatios team for seamless handoffs in last phase of project delivery.
- Collaborate closely with the Sales team for seamless handoffs and cooperative customer management.
- Organize quarterly business reviews (QBRs) and take part in annual SteerCo meetings to discuss performance, progress, and future goals.
- Monitor customer health, proactively address challenges, and drive customer retention and growth through tailored engagement strategies.
- Promote advocacy programs, webinars, and external presentations, positioning the customer as a success story for internal and external audiences.
- Collaborate with product teams to provide input on the roadmap based on customer feedback and requirements.
- Prepare and deliver quarterly business reviews (QBRs) for high-touch customers, focusing on performance metrics, business value, and strategic alignment.
- Generate custom pricing proposals when necessary and assist in contract renewals.
- Work intensively with Sales and Support teams to ensure a coordinated approach to customer management.
- Drive internal and external success stories, including developing 3 internal and 1 external story per customer annually.
- Engage customers in advocacy programs, helping them to present their success stories at user conferences and other industry events.
- Lead webinars with product owners and advocates to showcase customer successes and product enhancements benefits to Customers.
- Accelerate time to value by guiding customers through their maturity journey and upselling digital and advisory services.
- Coordinte with Partner, if Partner is engaged in project delivery and/or L1 support
- Maximize the return on investment from our software and services.
- Continuous Service Improvement, benefit from ongoing enhancements based on customer feedback and industry trends.
- Build a long-term, collaborative relationship with our team dedicated to their success.
- Participating in the tendering process during acquisition of new High-touch customers, by providing answers to customer’s requests, participating in tendering calls with customers, and closely collaborating with Tendering, Sales and Support during the whole process.
Qualifications\:
· Bachelor's degree in Business, Computer Science, or a related field.
· Proven experience in a customer-facing role within the software industry, with a focus on customer success, account management, or similar functions.
· Strong understanding of software products and the ability to communicate technical concepts effectively to non-technical stakeholders.
· Excellent communication, interpersonal, and negotiation skills.
· Ability to thrive in a fast-paced, dynamic environment and drive initiatives independently.
· Familiarity with customer success platforms and tools is a plus.
· Support up to 15% international travel yearly.