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Saastr

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Dear SaaStr: What Does the Day-to-Day Look Like For a Customer Success Manager?

  • The day-to-day of a Customer Success Manager (CSM) varies based on company stage, customer base, and ACV, with a focus on onboarding new customers and scaling new users.
  • CSMs engage in proactive account management, including regular check-ins, Quarterly Business Reviews (QBRs), and advocating for customers internally by logging feedback and escalating feature requests.
  • Renewals and upsells play a significant role for CSMs, who may identify expansion opportunities and work with sales to close deals while monitoring customer health with tools like Gainsight or ChurnZero.
  • Additionally, CSMs are involved in problem-solving and support, building relationships especially in enterprise accounts, and balancing customer advocacy with internal alignment to drive value.

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