The Role

The Customer Success Manager (CSM) is responsible for ensuring overall client relationship health and satisfaction for enterprise customers by driving user adoption and resolving issues/escalations to ensure retention. The CSM is also a key contributor to contract renewals and cross-sell/upsell opportunities by conducting strategic planning and roadmapping of priorities to identify the customers’ key drivers for success.

Key responsibilities of this role:

Customer Journey

• Build and maintain strong relationships with key stakeholders and decision-makers within assigned accounts

• Understand customer goals, priorities, challenges, and pain points to effectively position Fusion’s products to achieve overall account growth

• Drive customer adoption, retention, and expansion by demonstrating the value of Fusion’s solutions to solve customer needs and priorities

• Manage customer health and drive action plans to bring dissatisfied clients back to a level of high satisfaction

• Serve as the voice of the customer to provide feedback and insights to internal teams for product enhancement and innovation

• Conduct regular success calls and business reviews with customers to assess satisfaction, identify areas for improvement, and measure success against defined key performance indicators

Milestones for the First Six Months

In one month, you will:

• Analyze metrics and trends to identify top five accounts with growth potential and establish plans to add value with upsell and cross-sell opportunities

• Review customer health scores to identify potential at-risk accounts and drive mitigation plans to ensure retention

In three months, you will:

• Determine likelihood of growth for all assigned accounts and develop action plans for expansion and adoption, focused on those accounts with the highest potential

• Demonstrate a deep understanding of the customers’ business objectives and desired outcomes with documented success plans for assigned accounts with medium or higher growth potential

In six months, you will:

• Conduct business reviews with key customers to assess satisfaction and lead initiatives to address any challenges

Knowledge, Skills, and Abilities

• Results-oriented mindset with a strong sense of ownership and accountability

• Tenacious spirit with a positive, customer-centric focus

• Excellent verbal/written communication, organizational, and presentation skills with the ability to effectively engage and influence stakeholders at all levels of an organization

• Proven track record of successfully managing enterprise-level customer accounts and delivering results

• Well-developed analytical and problem-solving abilities to identify customer needs and drive appropriate solutions

• Knowledge of global resilience regulations (e.g., DORA and Consumer Duty) is preferred

• Curious nature with a passion for continual learning and quickly building product knowledge

• Willingness to travel up to 25% of the time

Qualifications (Education and Certifications)

• Bachelor’s degree in business, marketing, or a related field or 3+ years of equivalent experience; Master’s degree preferred

• 3+ years of demonstrated success in a Customer Success or Account Management role, preferably with a SaaS company

• Salesforce and/or Gainsight experience is a plus

Fusion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, age, pregnancy, military service or discharge status, genetic information, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.