Customer Success Manager

4 weeks ago


Chesapeake, United States The Davis Companies Full time

The Customer Success Manager (CSM) will play a critical role in ensuring our customers achieve their desired outcomes while using our client's products/services. The CSM will serve as the main point of contact for our clients, providing support, guidance, and strategic insights to help them maximize their investment in our solutions. The ideal candidate will be proactive, customer-focused, and possess strong communication skills.


In this role, you will be responsible for the account management and education for an assigned a base of 15-25 customers


  • This is a contract to hire position
  • 100% onsite


Duties Include:

  • Build and maintain strong, long-lasting relationships with customers.
  • Ensure each customer is using technology stack, focusing on cyber security
  • Proactive, friendly interaction with monthly reviews
  • Prepare and deliver regular reports on customer status, challenges, and successes to management.
  • Conduct regular check-ins and business reviews with clients to ensure satisfaction. Manage quarterly business reviews, annual IT meetings
  • Assemble and manage each customer’s IT budget
  • Work closely with technical support and other internal teams to ensure customer issues are resolved satisfactorily.
  • Identify opportunities for upselling or cross-selling additional products/services.
  • Prepare quotes, coordinate with provisioning and billing
  • Provide training and resources to help customers utilize our solutions effectively.
  • Teach and educate end-users to improve their computer skills

Qualifications:

  • Bachelor's degree in Business, Marketing, or related field.
  • 3+ years of experience in customer success, account management, or a related role.
  • Excellent interpersonal and communication skills.
  • Strong problem-solving abilities and attention to detail.
  • Proficient in CRM software (e.g., Salesforce) and other relevant tools.
  • Ability to work independently and as part of a team.
  • Passion for delivering exceptional customer experiences.



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