Note: The job is a remote job and is open to candidates in USA. InformData is seeking a Customer Success Manager (CSM) to join their Client Success team. The CSM will be responsible for fostering client relationships, ensuring value realization, and coordinating internal efforts to address client needs and drive account growth.
Responsibilities
- Execute success plans aligned to documented client outcomes and business goals
- Track, analyze, and explain usage trends and adoption metrics on a regular cadence
- Translate data (volume, TAT, quality, etc.) into actionable client recommendations
- Adjust engagement strategy based on client maturity and adoption progress
- Guide clients toward consistent value realization through structured, insight-led conversations
- Own the ongoing client relationship, including communication cadence and meeting structure
- Lead recurring client meetings with forward-looking, outcome-oriented agendas
- Act as the primary point of contact for client usage, adoption, and workflow guidance
- Maintain consistent documentation of goals, feedback, risks, and next steps
- Ensure continuity and clarity during client changes (e.g., staffing, ownership shifts)
- Identify early warning signs across usage trends, engagement patterns, and client sentiment
- Maintain visibility into open issues and unresolved concerns
- Escalate risks with clear context, supporting data, and recommended mitigation steps
- Partner with AEs and internal teams to proactively address risks before renewal impact
- Monitor and communicate account health consistently
- Identify upsell signals based on usage trends and client conversations
- Assess and articulate client readiness indicators (operational, stakeholder, and timing)
- Coordinate structured CSQL handoffs to AEs with clear context and supporting insights
- Support early-stage opportunity conversations by providing adoption and value context
- Maintain alignment with AEs on account growth opportunities
- Act as the central source of truth for client context, including goals, usage, risks, and history
- Coordinate internal stakeholders for client meetings, QBRs, and initiatives
- Maintain accurate and up-to-date documentation across systems (HubSpot, Account Plans, Teams Channels)
- Communicate client updates, risks, and wins clearly across internal teams
- Ensure continuity and alignment across Customer Success, Sales, Product, and Operations
- Partner with AEs on account health, renewal readiness, and expansion signals
- Work with Customer Experience Partners (CEPs) to ensure issue resolution and feedback loops
- Align with internal teams to coordinate proactive client engagement and mitigation strategies
- Support QBR preparation through data gathering, insight development, and internal alignment
Skills
- Deep commitment to understanding and delivering on client goals
- Ability to interpret data to guide client strategy and uncover value
- Builds internal alignment across teams to drive client outcomes
- Anticipates challenges and mitigates risks before they impact client success
- Maintains meticulous documentation, follows established workflows, and ensures all client interactions and internal updates (e.g., CRM records, Success Plans, usage logs) are timely and accurate
- Able to effectively communicate across mediums (e.g., calls, presentations, emails, etc) and audiences (e.g., day-to-day contacts, executives, etc)
- 5+ years of experience in Customer Success, Account Management, or similar client-facing roles
- Strong ability to interpret and communicate data-driven insights to clients
- Proven ability to manage multiple accounts with structured execution and prioritization
- Experience working cross-functionally with Sales, Product, and Operations teams
- Proficiency with CRM and reporting tools (e.g., HubSpot, DOMO, Zendesk)
- Experience in SaaS, data services, or usage-driven products preferred
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