Customer Success Manager

About the role

We are seeking a strategic and results-driven Client Success Executive to own and nurture our key client relationships. In this role, you will be the primary advocate for our clients, ensuring they achieve maximum value from our services. You will be responsible for guiding clients through a seamless onboarding process, managing their ongoing success, driving adoption and retention, and identifying opportunities for growth.

What you'll do

• Strategic Client Onboarding & Implementation
• Own and execute the end-to-end onboarding process for new clients, ensuring a smooth and positive transition from sales to service delivery
• Develop and refine Standard Operating Procedures (SOPs) for onboarding, client interactions, and escalation management to ensure consistency and quality
• Establish and manage a structured onboarding timeline with clear milestones, coordinating closely with Operations, IT, Finance, and Compliance teams
• Conduct regular check-ins during the critical first months to build strong foundational relationships and ensure client comfort and success

What you need

• 3–5 yrs of experience
• Customer success
• CRM
• MS Office
• Salesforce
• HubSpot
• SOP writing
• BBA

Good to have

• Client relationship
• Cross-selling