Customer Success Management Specialist (Remote)
Actively Reviewing the ApplicationsPULSEMEDIA
On-site
Posted 2 months ago
•
Apply by May 3, 2026
Job Description
The Customer Success Management Specialist is responsible for managing and growing customer relationships after the sale, ensuring customers fully adopt and realize value from our client's company. This role focuses on building strong post-sales partnerships, driving renewals, and uncovering growth opportunities through close collaboration with Sales and internal teams.
CSM Specialists develop and execute Customer Success Plans, track customer health, and proactively address challenges to maximize customer outcomes and long-term business value.
What You’ll Do
Customer Alignment & Success Planning
Participate in internal handover meetings to gain a deep understanding of customer context and account strategy
Co-create Customer Success Plans with customer decision-makers, including KPIs, success metrics, tracking methods, and program design
Establish clear expectations around engagement models and stakeholder collaboration
Adoption & Value Realization
Drive early adoption and optimal usage of client company solutions following implementation
Align with customers on deployment and onboarding plans to accelerate time-to-value
Share best practices and strategic guidance to help customers achieve measurable business outcomes
Customer Health Management
Monitor customer health and usage metrics, proactively identifying and mitigating risks
Lead regular business reviews to assess progress, celebrate successes, and identify improvement opportunities
Support customers in overcoming adoption challenges and advancing their strategic objectives
Renewals & Account Expansion
Identify and qualify upsell and cross-sell opportunities in partnership with Sales Executives
Proactively manage retention risks to support successful renewals
Coordinate renewal activities with Sales Support, Order Management, and Sales for complex cases
Maintain accurate customer and sales data in Salesforce and other required systems
About The Ideal Candidate
The company is committed to Diversity, Equity, and Inclusion, fostering a culture of belonging and equal opportunity for all employees.
CSM Specialists develop and execute Customer Success Plans, track customer health, and proactively address challenges to maximize customer outcomes and long-term business value.
What You’ll Do
Customer Alignment & Success Planning
Participate in internal handover meetings to gain a deep understanding of customer context and account strategy
Co-create Customer Success Plans with customer decision-makers, including KPIs, success metrics, tracking methods, and program design
Establish clear expectations around engagement models and stakeholder collaboration
Adoption & Value Realization
Drive early adoption and optimal usage of client company solutions following implementation
Align with customers on deployment and onboarding plans to accelerate time-to-value
Share best practices and strategic guidance to help customers achieve measurable business outcomes
Customer Health Management
Monitor customer health and usage metrics, proactively identifying and mitigating risks
Lead regular business reviews to assess progress, celebrate successes, and identify improvement opportunities
Support customers in overcoming adoption challenges and advancing their strategic objectives
Renewals & Account Expansion
Identify and qualify upsell and cross-sell opportunities in partnership with Sales Executives
Proactively manage retention risks to support successful renewals
Coordinate renewal activities with Sales Support, Order Management, and Sales for complex cases
Maintain accurate customer and sales data in Salesforce and other required systems
About The Ideal Candidate
- 2+ years of experience in Customer Success, Account Management, or a similar customer-facing role
- Experience managing small to mid-sized customer portfolios
- Strong stakeholder management, communication, and relationship-building skills
- Proven ability to drive adoption, deliver customer value, and demonstrate ROI
- Proactive, data-driven, and customer-focused mindset
- Experience using CRM tools such as Salesforce
- Business Intelligence experience is a plus
- Meaningful mission – Contribute to impactful work with a purpose-driven organization
- Global mindset – Collaborate within a diverse, international environment
- Continuous learning – Ongoing development through hands-on experience and formal training
- Supportive culture – A workplace that values well-being and professional growth
- Competitive rewards – Comprehensive compensation, bonuses, and health benefits
- Flexible work model – Work in a way that supports balance and high performance
- Stability and trust – Join a reliable organization built on long-term partnerships
The company is committed to Diversity, Equity, and Inclusion, fostering a culture of belonging and equal opportunity for all employees.
Required Skills
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