Customer Success Manager

we are a leading, well-established company in Israel, providing technological solutions in FinTech, Invest Tech, Legal Tech, and Business Tech (BT).
Techdin, part of our company, is looking for a Customer Success Manager (CSM) to join our sales department and take ownership of post-sale customer management, product onboarding, and improving the overall customer experience throughout the customer lifecycle.
This role combines direct, ongoing work with customers alongside close collaboration with Sales, Training, and Support teams, with the goal of ensuring optimal product usage, high customer satisfaction, and growth within existing accounts.
Responsibilities:
Guide new customers through the onboarding process and implementation.
Monitor product usage and identify gaps, challenges, or opportunities for improvement
Proactively engage with customers to improve adoption, retention, and overall value
Work closely with the Sales team regarding existing customers and growth opportunities (Upsell / Cross-sell)
Coordinate and refer customers to relevant training sessions based on their needs
Work with CRM systems and reports to track activity, manage processes, and ensure follow-up
Handle customer inquiries and provide professional, service-oriented support
Share insights and feedback from customers with relevant teams (Product / Development / Training).