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.