Overview
The Customer Success Manager (CSM) at this Series B mobile ad‑tech startup serves as the main point of contact for a portfolio of 7–10 clients, ensuring their success on the platform and driving revenue growth.
Responsibilities
- Respond to client inquiries via email and schedule regular client calls (weekly or bi‑weekly).
- Investigate and resolve performance issues (e.g., CPI and ROAS fluctuations) in collaboration with the Data Science team.
- Maintain and update account documentation, including Slack channel notes and client updates.
- Coordinate with Sales, Data Science, and other cross‑functional teams to address client requests and new feature requests.
- Identify upsell opportunities and proactively reach out to clients to discuss budget increases.
- Track account health, perform analysis, and flag potential issues for senior CSMs.
- Participate in internal meetings, including all‑hands sessions and syncs with department leads.
Qualifications
- Strong written and verbal communication skills.
- Technical aptitude, including experience with SQL and data dashboards.
- Curiosity, persistence, and the ability to guide client conversations toward value‑creating outcomes.
- Comfortable delivering presentations and speaking in front of groups.
- Capability to manage routine and “grunt” tasks while prioritizing high‑impact work.