Customer Success Manager

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About this service

Summary

I offer client success management services, including tailored client onboarding, ongoing client tracking, personalized success plans, and proactive communication. What sets me apart is my focus on building strong client relationships, using feedback to make continuous improvements, and ensuring their satisfaction and success.

What's included

  • Onboarding Plans:

    Guide/onboard new clients smoothly.

  • Client Assessments:

    Monitor client satisfaction. Gather and analyze client feedback.

  • Success Plans:

    Outline goals for each client and execute properly.

  • Client Loyalty

    Ensure client loyalty and retention.

  • Upsell/Cross-sell Opportunities:

    Identify additional sales opportunities.

  • Performance Reporting:

    Provide updates on clients/product metrics.

  • Customer Communication:

    Maintain active communication channels.


Skills and tools

Customer Success Manager

Account Manager

Sales Manager

HubSpot

Notion

Pipedrive

Slack

Trello