The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution
Job Summary
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution.
This will be a senior level role in the Client Success organization that facilitates executive-level communications, partnering and facing-off with senior client counterparts.
CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.
Matching Summary
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution.
Skills & Requirements
Must-have
Client satisfaction and solution adoption
Strategic partner for clients
Executive-level communications
Cross-functional collaboration
Client partnership and contractual agreement
Accountability to shared success metrics
Nice-to-have
Deep retirement industry knowledge
Turn data into insights
Proactively engage across lifecycle
Influence product roadmaps
Key Requirements
7-10 years of experience
In-depth knowledge of Wealth and Retirement industry