5 Secrets of Professional Customer Success Managers

Secrets of Professional Customer Success Managers
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This infographic is about the easiest tips and tricks you can use to become a great Customer Success Manager (CSM). The key part is to understand your customer.

  • Know what their goals and KPIs are and you’ll know how to keep them healthy and happy to renew.
  • While one is in the customer success manager career path, the best way to stay informed is to ask questions
  • Talk to your customers and develop a strong relationship with them so that they know that their value is paramount
  • Proactively find ways to improve their accounts,
  • If you’ve set clear expectations from the start, it will be easy to exceed them.

A Customer Success Manager’ job description includes functions such as onboarding, training, providing updates on the industry, predicting churn in advance and ensuring that customers use your product or service and are happy with it. They should also possess the skill to discover problems and take remedial measures. One of the critical roles that a Customer Success Manager plays is to identify the source of friction in their customers’ experience and bridge the gaps. They do this through escalation management, customer interviews, feedback tools, and NPS surveys. Given that CSMs get to work with many different customers, they can find the patterns of where the customer experience is failing. Like Product manager, CSMs unpack the customer experience, and diagnose the point of failure in a product/service. A Customer Success Manager skill in analyzing, diagnosing, and abstracting a root cause of poor customer experience can have a huge impact on the success of a business.

A Customer Success Manager roles and responsibilities include ensuring all sign ups have their accounts set up correctly and derive first value quickly by doing business with your company. Some companies have trial users, so it is the role of customer success manager to put in efforts to convert them to full-time users. There are also responsible in collecting real-time feedback, including use cases that can help the project over the long-term and rid the plan of any flaws as the progress continues.

Customers who are paying should receive the most out of the product they’re using. So, it is the customer success manager’ responsibility to continually keep in touch to ensure that the customer’s voices are heard. It is also the customer success manager’ role to identify accounts that could churn beforehand and engage with them in advance to prevent the same. SaaS Customer Success Managers play a vital role in not only acting as the conduit between the company and the customer, but also ensuring that their essential functions are aligned with the company’s products.