Customer Success Manager

A customer success manager (CSM) is a hybrid role sitting between customer service and sales. CSMs are the people responsible for liaising with customers to ensure that they are receiving any support that they might need with your product or service.

CSMs act as a point of contact between the organization and your customers as they make the transition from prospects to active users of your products and services. Their focus is on building close, long-term relationships, meaning that individual customer accounts typically have the same CSM for the duration of the relationship or until the CSM moves on to a new role or company.

It’s often the case that CSMs are confused with customer service representatives. In contrast, however, customer service reps are reactive and solve issues as they arise while CSMs are completely proactive and look to prevent issues from arising in the first place.

Customer Success Management Explained: