A Day in the Life of a Client Success Manager at Watermark Insights
A Client Success Manager's day is highly varied, involving "three to four already prescribed meetings with clients," requiring constant communication across multiple teams to address diverse issues—from product updates to technical support requests—and acting as a "mediator" to ensure effective solutions. The role demands strong communication skills and a curious nature, as "you're always learning new things" about clients and their needs.
Communication, Problem-Solving, Teamwork, Client Relations, Adaptability
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
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Daniel Zarazua
Client Success Manager
Watermark Insights
The University of Texas at Austin, 2012
The University of Nevada, Las Vegas - Masters in Education, Curriculum and Instruction
Legal & Policy, Anthropology, Sociology
Education
Sales and Client Management
Honors Student
Video Highlights
1. Client Success Managers (CSMs) communicate with various teams and individuals daily, addressing diverse client needs and challenges.
2. A CSM acts as a mediator, communicating technical and non-technical information effectively to colleagues and clients.
3. The role requires continuous learning, adaptability, and strong communication skills; it is well-suited for extroverted and intellectually curious individuals.
Transcript
What does a day in the life of your role look like?
There are a lot of different paths and things to look into to communicate with teams and individuals. My general day can be anywhere from three to four already prescribed meetings that I have with clients.
I already know the agenda of what it's going to be about. It might be a check-in or providing new updates on their product release notes. Other times, it could be them providing me feedback like, "We really need this technical consultant to assist us."
So, I have to wear different hats and communicate with someone from the product team, our support team, our client services team, or even legal if necessary. I'm a mediator in a sense, and a given day is never the same. I face different issues, problems, and challenges, which could be successes.
I have to effectively communicate whatever that technical or non-technical thing is in a digestible way, making it easier to understand. This helps my colleagues give me a quick answer. It's a lot of communication, as you can see.
Anyone who might be more of an extrovert or intellectually curious about anything would find this to be a great job, in my opinion. As a CSM, you're always learning new things about the same client every time you meet with them. You also need to communicate whatever is needed right away in a very sufficient manner.