• 3,000 firms
  • Independent
  • Trusted
Save up to 70% on staff

Home » Articles » What is a customer success manager?

What is a customer success manager?

Cloud staffing is truly a beneficial strategy for businesses of all sizes. However, this move requires a lot of time, effort, understanding, and guidance, especially for first-timers.

Leveraging remote teams can bring various advantages to an organization. But to be able to fully utilize cloud staffing, companies will need the services and help of a customer success manager (CSM).

What is a customer success manager?

A customer success manager, also known as client success manager, is the company’s guide to all things outsourcing.

Once a company has closed the deal with their cloud staffing partner, they will be provided with a customer success manager to assist and support them.

CSMs help with the seamless integration of the company’s remote staff into their current operations. In addition, customer success managers assist companies through their transition to leveraging a remote workforce.

What is a customer success manager

A customer success manager’s role to better outsourcing

A customer success manager is set to guide a firm as it navigates offshore staffing.

Get 3 free quotes 2,300+ BPO SUPPLIERS

They offer their industry expertise to help clients make the right business decisions, and they serve as the point of contact between the outsourcing firm and the business client. 

Their main goal is to make outsourcing as seamless and efficient as possible. To do this, they need to highly perform in their following responsibilities:

Onboard clients

It’s a CSM’s responsibility to successfully onboard their client. This is so the client can get to enjoy the features and benefits of the customized cloud staffing solution that they signed up for.

Educating the client and walking them through the processes as efficiently as possible can help them get up to speed and well-adjusted.

After all, the CSM’s main duty is to help clients achieve their goals and Return on Investment (ROI). Having proper onboarding is a clear path towards achieving their targets. 

A customer success manager’s role to better outsourcing

Upsell campaigns and follow up on renewals

A customer success manager also handles accounts. This means that they can be responsible for following up on renewals and upselling campaigns.

Not only do they ensure smooth day-to-day operations, but they also take care of the offered programs on the administrative side.

Get the complete toolkit, free

Continuously mentor and maintain customer relationships

Cloud staffing is a continuously evolving industry. It will go through trends, highs, lows, and a roller coaster of changes and challenges along the way.

Customer success managers will be available to help clients – and even their remote staff – every step of the way. They can provide ongoing support and mentorship, whether the client is just starting or they’ve been cloud staffing for years.

In addition, businesses can rely on CSMs for proactive problem solving and maintaining customer satisfaction.

Cloudstaff is the world’s leading cloud staffing provider that can take your business to another level.

With Cloudstaff’s team of highly professional customer success managers, you’ll be sure to get excellent services and the best-customized cloud staffing solutions, under cost-effective deals.

To learn more about Cloudstaff, visit their website at www.cloudstaff.com

Get Inside Outsourcing

An insider's view on why remote and offshore staffing is radically changing the future of work.

Order now

Start your
journey today

  • Independent
  • Secure
  • Transparent

About OA

Outsource Accelerator is the trusted source of independent information, advisory and expert implementation of Business Process Outsourcing (BPO).

The #1 outsourcing authority

Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between world-leading outsourcing suppliers and the businesses – clients – across the globe.

The Outsource Accelerator website has over 5,000 articles, 450+ podcast episodes, and a comprehensive directory with 3,900+ BPO companies… all designed to make it easier for clients to learn about – and engage with – outsourcing.

About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.

“Excellent service for outsourcing advice and expertise for my business.”

Learn more
Banner Image
Get 3 Free Quotes Verified Outsourcing Suppliers
3,000 firms.Just 2 minutes to complete.
Learn more

Connect with over 3,000 outsourcing services providers.

Banner Image

Transform your business with skilled offshore talent.

  • 3,000 firms
  • Simple
  • Transparent
Banner Image