As the CEO of Custify, Philipp Wolf helps SaaS businesses deliver great results for customers. After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. He founded Custify to provide a tool that lets agents spend time with clients—instead of organizing CRM data.
Customer success is vital to a company’s growth because customers are the ones that bring revenue. Although more popular in high-tech sectors, like SaaS product development or cloud services, the customer success manager (CSM) role is gaining more and more popularity in other businesses as well.
But you may be asking, what does a customer success manager even do?
A CSM’s role revolves around making sure customers get their desired outcomes while using the service/product, thus prolonging their life cycles.
In this Process Street article, I will walk you through a customer success manager’s tasks, from onboarding and training the customers, to reducing churn, dealing with critical events, getting and analyzing feedback from customers, and so on.
Read on to get a full 360-view of what the CSM role entails and why it’s so important for a company:
- CSM responsibilities: Customer onboarding
- CSM responsibilities: Collecting & analyzing customer feedback
- CSM responsibilities: Maintaining customer success
- CSM responsibilities: Customer offboarding
Let’s jump right in!