At its core, the role of Customer Success Management is to act as a bridge between the customer and the company, aligning the goals and objectives of both parties. CSM professionals work closely with customers to understand their needs, challenges, and desired outcomes. They then formulate strategies to help customers achieve success by leveraging the company's products or services effectively.

One of the primary responsibilities of Customer Success Management (CSMs) is to ensure successful onboarding. They guide customers through the implementation process, providing training, support, and resources to help them understand and utilize the product or service to its full potential. By ensuring a smooth onboarding experience, CSMs lay the foundation for a successful long-term partnership.

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