What you'll focus on
Relationship Management:
Support the Customer Success team in managing day-to-day client communication and follow-ups.
Assist in regular check-ins and reviews to track progress and identify improvement areas.
Onboarding Support:
Coordinate with the onboarding team to help new customers get set up.
Ensure client expectations are documented and passed on to relevant teams.
Training Assistance:
Help prepare and deliver training materials for customers on how to use our platform and services.
Answer “how-to” queries and escalate technical issues when needed.
Issue Tracking & Resolution:
Act as the first point of contact for customer queries and basic troubleshooting.
Escalate complex issues to senior CSMs or the technical team while maintaining communication with the client.
Data & Reporting:
Collect and maintain customer usage data.
Support the team in preparing reports on customer health metrics such as retention and satisfaction.
Customer Advocacy:
Gather and share customer feedback with internal teams to improve products and services.
Cross-Functional Coordination:
Work closely with sales, operations, and product teams to ensure client requirements are met.