The definition and meaning of a CSM: CSM is a specific type of sales role. CSM is a sales role that takes responsibility for client success, often acting as a liaison between sales and customer support, and acts as a proponent for the customers time-to-value speed. Also known as a Customer Success Manager or Client Success Manager.
A client success manager (CSM) salesperson is a professional who is responsible for ensuring that a company's customers are satisfied and successful in their use of the company's products or services. They work closely with clients to understand their specific needs and challenges, and then develop and implement customized solutions that help them achieve their goals.
The role of a CSM salesperson begins with building and maintaining relationships with existing customers. They will work to understand their needs and challenges, and will provide them with the guidance and support they need to achieve their goals. This may involve identifying new business opportunities, developing new sales channels, or implementing new technologies.
The CSM will also be responsible for identifying and addressing any issues or problems that customers may have with the company's products or services. They will work closely with the customer to resolve any issues, and will ensure that the customer is satisfied with the service provided.
The CSM is also responsible for working closely with other members of the sales team to develop and implement effective sales strategies and tactics, and to track and report on key performance indicators. They will also be responsible for ensuring that the customer is satisfied with the service provided, and for managing and resolving any customer complaints or issues that arise.
In addition, CSM's are often responsible for creating and implementing customer retention and growth plans. This can include identifying at-risk customers and developing strategies to retain them, upselling or cross-selling products or services, and developing new sales channels. They also focus on customer retention by monitoring the customer's usage of the product and providing guidance to ensure successful adoption.
Overall, a CSM salesperson plays a critical role in ensuring that a company's customers are satisfied and successful in their use of the company's products or services. They are responsible for building and maintaining relationships with existing customers, identifying and addressing any issues or problems that customers may have, and working closely with other members of the sales team to develop and implement effective sales strategies and tactics. Through their efforts, CSM salespeople help companies improve customer satisfaction and retention, and increase revenue through upselling and cross-selling.
View more sales roles and sales job descriptions in the glossary.