The Customer Success Manager (CSM) ensures every Skill IQ client achieves measurable outcomes from the platform. You'll drive adoption, engagement, retention, and advocacy across enterprise and mid-market accounts by being a strategic partner, trusted advisor, and problem-solver.
The Core Responsibilities For The Job Include The Following
Client Engagement and Retention:
- Own end-to-end relationship with assigned clients post-go-live.
- Build rapport with senior stakeholders (CXOs, HR Heads, L& D Leads).
- Conduct quarterly business reviews (QBRs) and success workshops.
- Achieve renewal, expansion, and NPS targets.
Adoption And Enablement
- Lead onboarding, configuration, and product training for client teams.
- Track activation milestones (license usage, session completion, engagement).
- Drive adoption through proactive nudges, feature education, and ROI showcases.
Value Delivery And Insight
- Analyze usage data, generate actionable insights, and recommend optimization strategies.
- Map Skill IQ solutions to business objectives, hiring effectiveness, sales readiness, and learning impact.
- Prepare executive-level adoption and impact reports using data visualization.
Collaboration And Escalation Management
- Work closely with Product, Operations, and Tech Support for issue resolution.
- Prioritize client feedback for roadmap inclusion.
- Manage escalations calmly and communicate resolution timelines clearly.
Growth And Advocacy
- Identify cross-sell/upsell opportunities within existing accounts.
- Partner with Sales on proposal support, pre-sales reachout, and case-study creation.
- Cultivate referenceable customers and success stories.
Process And Reporting
- Maintain client documentation in CRM (HubSpot / Zoho).
- Track KPIs: Adoption %, Renewal %, Expansion %, NPS, Response Time.
- Contribute to the continuous improvement of Customer Success playbooks.
Requirements
- 26-32 years old with 2-5 years of hands-on customer success experience in a SaaS company.
- Experience working with enterprise or mid-market clients in India or internationally.
- Passionate about AI, learning, and helping customers succeed.
- Demonstrates high ownership, maturity, and clarity of thought.
- Comfortable working from our Bangalore office and coordinating with global teams.
- Bachelor's degree in any discipline (Engineering / Business / Psychology preferred).
- An MBA or equivalent postgraduate qualification is advantageous but not mandatory.
Functional Competencies
- SaaS Customer Lifecycle Management.
- Account Planning and Renewal Forecasting.
- Product Onboarding and Training Delivery.
- CRM and Reporting Tools (Zoho, HubSpot, Salesforce, or equivalent).
- Data Analysis and Metrics-Driven Decision Making.
- Escalation Handling and Problem Resolution.
- Proposal Support / QBR Preparation.
Communication And Interpersonal Skills
- Executive-level presentation and storytelling skills.
- Empathetic listening and relationship building.
- High clarity in written and verbal communication.
- Ability to challenge and influence senior stakeholders.
Cognitive And Behavioral Traits
- High EQ and IQ balance - curious, composed, and solution-oriented.
- Analytical thinker who translates data into strategic recommendations.
- Attention to detail and process discipline.
- Ownership mindset with bias for action.
- Adaptability in fast-evolving startup environments.
- Learning agility - comfortable with AI, automation, and new tech tools.
Tools And Tech Proficiency
- Familiarity with SaaS environments, cloud dashboards, and reporting tools.
- Working knowledge of Excel / Google Sheets for insight generation.
- Exposure to AI / EdTech products is a plus.
This job was posted by Arjun Chakraborti from Refactor Academy.