DescriptionPOSITION OVERVIEW
The Customer Success Manager (CSM) Regional plays a key role in ensuring long-term customer satisfaction and retention. This position is responsible for managing high-value accounts providing strategic guidance and delivering proactive support to maximize customer success. The CSM Regional acts as a trusted advisor fostering strong relationships and advocating for customer needs within the organization. If you have a passion for customer advocacy problem-solving and driving business outcomes this role offers an exciting opportunity to make an impact.
RESPONSIBILITIES AND DELIVERABLES
- Manage a portfolio of high-value customers ensuring their success with our products and services.
- Develop and execute customer success strategies tailored to individual client needs.
- Provide in-depth product guidance training and best practices to enhance adoption and utilization.
- Conduct regular business reviews to assess customer goals and drive measurable outcomes.
- Collaborate with internal teams including product marketing sales and support to resolve customer challenges.
- Own customer renewals by leading discussions and coordinating with internal teams on quoting contracting and negotiation.
- Identify expansion opportunities within customer accounts and work with sales teams to drive growth.
- Advocate for customer needs by providing feedback to improve product offerings and service delivery.
- Monitor account health usage trends and customer satisfaction to mitigate churn risks.
- Maintain accurate documentation of customer interactions support cases and engagement activities in CRM systems.
- May provide mentorship and leadership to junior Customer Success Managers.
QUALIFICATIONS
Required
- Strong relationship-building and customer engagement skills.
- Excellent problem-solving and critical thinking abilities.
- Ability to analyze data and develop actionable insights to improve customer success.
- Effective communication and presentation skills for executive-level interactions.
- Proactive goal-oriented mindset with a focus on driving results.
- Travel may be required up to 25%.
Preferred:
- Familiarity with customer success metrics and account health management.
- Experience working in a SaaS or technology-driven environment.
- Understanding of consultative selling and strategic account management.
- Ability to manage multiple complex accounts and competing priorities.
EXPERIENCE
Required
- 3-5 years of experience in customer success account management or a related field.
- Bachelors degree in Business Communications or a relevant discipline.
- Proficiency in Microsoft Office Suite CRM software and customer engagement tools.
- Ability to work independently and collaboratively in a fast-paced environment.
Preferred
- Experience in managing large accounts or strategic partnerships.
- Certifications in customer success methodologies (e.g. Success Coaching Certification).
- Knowledge of industry-specific trends and customer engagement strategies.
- Multilingual proficiency is an advantage for global customer interactions.
Required Experience:
Manager