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Customer success manager job description

Updated March 14, 2024
9 min read

Customer success managers are customer service professionals whose main responsibility is to ensure that customers would be able to use the company's products successfully and actively. They ensure that customers are happy with the company's products and services, manage the overall relationship with the client, and connect with clients on a regular basis.

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Example customer success manager requirements on a job description

Customer success manager requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in customer success manager job postings.
Sample customer success manager requirements
  • Bachelor's degree in related field
  • 3+ years of customer service experience
  • Knowledge of CRM and project management tools
  • Strong understanding of customer service principles
  • Excellent communication and interpersonal skills
Sample required customer success manager soft skills
  • Problem-solving attitude
  • Ability to work in a fast-paced environment
  • Flexibility to adapt to changing customer needs
  • Strong organizational and time management skills
  • Ability to prioritize tasks efficiently

Customer success manager job description example 1

Cox Media Group customer success manager job description

The Customer Success Manager
is a high-level Sales role responsible for the total revenue generated at agencies and clients in the assigned territory. The Customer Success Manager focuses on promoting local solutions to maximize linear and OTT revenue, and generate new business representing the full suite of CoxReps' solutions. This role works closely with the Business Development team and Client Solutions Executives to bring local opportunities to clients and agencies.


WHAT YOU WILL DO:


50% Grow local revenue from assigned territories, clients, and agencies. Leverage contacts to generate business and cultivate deep brand and agency relationships at all levels through focused client meetings, calls, and client-centric entertainment activities Continuously learn and present the value of local linear and OTT solutions to clients and agencies 50% Create new dollars through developing business. Manage pipeline and prospect effectively Communicate effectively internally with General Sales Managers, Local Partnership Executives, and Business Development team, as well as externally with high-level agency contacts and client-direct relationships. Be organized, operate with sense of urgency.



What we look for



WHAT YOU WILL BRING:


Four-year college degree preferred. Prior sales experience at a TV Rep firm or local TV advertising sales preferred. Strong proactive, self-motivated work style with great attention to detail and strong follow-through. Ability to build and maintain strong professional relationships. Demonstrate ability to grow and develop business Show initiative, anticipate problems, and offer solutions. Exhibit effective written and verbal communication. Proficiency with computer applications like Word, PowerPoint, and Excel. Ability to operate successfully with a sense of urgency. Excellent sales and people skills.


About CoxReps



CoxReps
is the country's premier national television representation company, delivering local, smart media solutions on a national scale on behalf of the most respected broadcast groups in the United States. The company is driven by a highly talented workforce with experience and expertise in innovative research and targeted advertising solutions, and a deep understanding of the media landscape. This approach allows CoxReps to identify and fulfill opportunities for customers at local and national scale.


We promote the safety and well-being of our employees by requiring that all newly hired CMG employees be fully vaccinated against COVID-19 prior to their start date. CMG will provide reasonable accommodations as required by law for individuals unable to be vaccinated due to a medical condition or sincerely held religious belief.



CoxReps is a subsidiary of Cox Media Group and an Equal Opportunity employer.


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Customer success manager job description example 2

Experian customer success manager job description

As the ideal candidate, you'll need to be able to quickly prioritize opportunities and have a strong drive for accomplishment. You must be comfortable with shifting priorities and be a world class problem solver, working across functional units to ensure success. Strong written and verbal communication skills, and ability to convey ideas and information through slides, as well as verbal and written materials is required. You must also demonstrate an ability to manage a variety of tasks within a fast-paced, collaborative environment, and be solution-oriented while keeping tasks prioritized. The ability to raise issues before they turn into problems is critical. Strong organization, time management, problem solving, and communication skills are essential. The ideal candidate also brings creative and strategic solutions to the table to help solve complex problems and is someone who acts as a change agent to evolve processes and challenge current thinking.

You'll need to be able to quickly prioritize opportunities and have a strong drive for results. You will be able to present client use cases, business standards and product features across the product suite. You must be comfortable with ambiguity, shifting priorities and be a world class problem solver, working across functional units to ensure client satisfaction. You should be excited to partner with a broad array of internal stakeholders including other members of our world-class Development, Product, Sales, Legal, Compliance, and Marketing teams.
A successful candidate is:

Collaborative - strong partnering skills including with fellow team members, peers and key stake holders; able to build relationships & connect ideas across internal and external opportunities

Creative and Curious - willing to take risks, challenge traditional approaches, inquisitive with a penchant for seeking new opportunities

Determined and Disciplined - achievement oriented; optimistic about what can be; persistent, resilient to setbacks, seeks high levels of activity, fast-paced environment; demonstrates a fierce commitment to challenging status quo, a strong bias for action

What you'll be doing

·Collaborating with other leaders to ensure successful year-end processing

·Focusing on initiatives to create scale within the rapidly growing team

·Providing leadership to align technology with business objectives

·Leading meetings with internal and client stakeholders to discuss program status and goals and drive resolution of open issues

·Identifying, and managing risk in a thoughtful, wise, and logical manner

·Evaluating and assessing the programs strengths and weakness in this constantly evolving environment

·Influencing cross-functional teams, including senior executives
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Customer success manager job description example 3

JPMorgan Chase & Co. customer success manager job description

InstaMed, a J.P. Morgan company, powers a better healthcare payments experience on one platform that connects consumers, providers and payers for every healthcare payment transaction. InstaMed's patented, private cloud-based technology securely transforms healthcare payments by driving electronic transactions, processing payments and moving healthcare data seamlessly, and improving consumer satisfaction.

InstaMed is looking for a self-motivated, problem-solving healthcare professional who wants to learn and be challenged in a fast paced, team-oriented environment. The Customer Success Manager is responsible for helping InstaMed's healthcare provider and payer customers maximize the utilization of InstaMed's healthcare solutions and ensure customer satisfaction with InstaMed's products and services.
Essential Functions:

Achieve an in-depth understanding of your assigned accounts Develop strong relationships with InstaMed's customers' operational, technical, and financial stakeholders to ensure effective communication and collaboration. Maximize revenue retention by identifying service and utilization trends, then developing and executing action plans to address the issues. Manage service escalations by identifying the scope of the issue, containing the impact, managing the positioning and communication, and ensuring the issue is brought to resolution. Identify opportunities for efficiency improvement through documentation, training or procedural changes, and coordinate execution. Collaborate with customer stakeholders on the analysis and prioritization of defects and enhancements. Then coordinate internal prioritization and position timing expectations. Manage release communications to review new features and defect resolution prior to each InstaMed release. Collaborate with other teams within InstaMed and within the bank (e.g. Banker & TMO) in support of your accounts Support projects associated with new InstaMed features and solutions. Facilitate regular meetings with stakeholders, including formal agendas, meeting minutes, and action item follow ups. Collaborate with InstaMed internal departments in support of customers. Any other duties as applicable to the position.

Qualifications:

Ability to effectively build strong relationship with customer stakeholders Ability to quickly learn and understand InstaMed's solutions and articulate our value proposition Ability to respond quickly and effectively to inquiries and escalations Sound judgment in setting and managing customer expectations Minimum of 2 years' experience in a healthcare industry Minimum of 2 years' experience in a customer-facing position Healthcare technology experience preferred Bachelor's Degree or higher required or recent equivalent experience


JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.