Your mission
We are seeking a strategic, customer-centric Customer Success Manager (CSM) to join our Operations team. The CSM will serve as the primary point of contact for assigned accounts, building long-term relationships, driving product adoption, and ensuring customers achieve measurable value from QBi’s solutions.
This role requires strong customer success strategy capabilities, the ability to analyze customer usage and health indicators, and the skills to coordinate cross-functional teams to deliver exceptional customer experience. You will act as a trusted advisor, understanding customer objectives and helping them maximize the value of QBi’s platform.
The ideal candidate brings experience in B2B SaaS, customer engagement, and account growth, with a structured, proactive, and data-driven approach.
Key Responsibilities
Customer Engagement
✅Develop and execute a strategic customer engagement plan, guiding customers through onboarding, adoption, maturity, and renewal stages.✅Build and maintain long-term strategic relationships, proactively addressing customer needs and aligning on evolving business goals.
✅Monitor and interpret customer usage, adoption levels, and health scores to identify opportunities, risks, and optimization pathways.
✅Lead regular business reviews to confirm satisfaction, identify areas for improvement, and ensure alignment with customer objectives.
✅Act as the Voice of the Customer, channeling insights and requirements to Product, Development, and other internal teams.
✅Coordinate across Sales, Implementation and Professional Services to ensure a seamless customer experience from deployment to renewal.
Trusted Advisor & Value Realization
✅Build strong product expertise to guide customers toward best practices and high-value workflows.✅Partner with internal Subject Matter Experts to support customer change management, process optimization, and workflow design.
✅Identify opportunities for customers to benefit from value-added services, training, or advanced features.
Retention & Growth
✅Track account health, anticipate risks, and apply mitigation strategies early.✅Work with Sales and Account Management to identify opportunities for expansion, upsell, or cross-sell based on customer value and product fit.
✅Contribute to strategies that increase customer lifetime value and overall revenue retention.
Continuous Improvement & Customer Feedback
✅Participate in continuous improvement efforts by proposing enhancements to workflows, processes, and customer engagement strategies.✅Maintain active feedback loops with high-impact customers, helping guide product roadmap discussions and innovation priorities.
✅Support the creation of best practices, playbooks, and CS methodologies to enhance team performance and customer outcomes.