A CSM plays three main roles:
- Product Expert: Knows the Just Appraised solution inside and out and can share best practices and train customers to get the most out of the platform.
- Trusted Partner: Able to build authentic, lasting relationships with customers with a mutual concern for their success.
- Customer Advocate: A strong voice for customer experience and feedback to internal teams to help keep a customer-focused culture as we grow.
By assuming the following responsibilities:
- Serve as the primary point of contact for new and existing customers
- Manage all post-sales activity for customers through strong relationship-building, product knowledge, planning and execution of their bespoke customer success plan
- Be familiar and confident with navigating business and technical groups
- Support a wide range of stakeholders for internal and external projects
- Ability to diagnose issues within customer initiatives and spearhead routes to resolution
- Ensure customer satisfaction that leads to annual renewals and contract expansion
- Develop a trusted relationship with consistently responsive and expert service
- Monitor contract deliverables and usage to help customers manage and expand their usage of the Just Appraised platform
- Drive adoption across multiple departments, stakeholders, and business users
- Host regular check-ins with customers as well as quarterly business reviews to ensure adoption of the platform and realization of success criteria
- Answer questions and facilitate data requests, user feedback, and bug reporting to our product and engineering teams
- Act as Voice of the Customer internally to represent customer needs and wants
- Identify and qualify cross-sell and up-sell opportunities to grow revenue from existing customers