What's included

• Client Success Manager / Account Manager

  Client Onboarding: Develop and execute a comprehensive onboarding plan for new clients. Ensure that clients have a smooth transition into the product or service. Conduct orientation sessions and training to familiarize clients with key features. Client Relationship Management: Establish and maintain strong, positive relationships with clients. Regularly check in with clients to assess their satisfaction and address any concerns. Act as the main point of contact for client inquiries and requests. Account Planning and Strategy: Develop account plans outlining strategies for growth and retention. Identify upsell and cross-sell opportunities based on client needs. Collaborate with internal teams to align strategies and ensure client success. Performance Analysis and Reporting: Track key performance indicators (KPIs) related to client success and satisfaction. Prepare and deliver regular performance reports to clients. Analyze data to identify trends and areas for improvement. Issue Resolution: Address and resolve client issues or concerns promptly. Collaborate with relevant teams to ensure timely resolution of problems. Implement preventive measures to minimize future issues. Client Education: Provide ongoing education to clients about product updates, best practices, and new features. Share relevant industry insights and trends that may impact the client's business. Renewal Management: Monitor subscription or service renewal dates. Develop and execute strategies to ensure high client renewal rates. Negotiate and finalize contract renewals. Customer Feedback and Advocacy: Gather client feedback through surveys, interviews, or other methods. Leverage positive client experiences to build case studies or testimonials. Encourage client advocacy and referrals. Collaboration with Sales and Marketing: Work closely with the sales and marketing teams to support client acquisition efforts. Provide insights from client interactions to improve marketing materials. Continuous Improvement: Stay informed about industry trends and best practices. Propose and implement improvements to enhance overall client success processes.