Escalate issues appropriately to the CSD while maintaining ownership of customer communication and expectations.
Find opportunities for deeper product adoption or expansion based on customer needs and platform usage.
Partner closely with the CSD to support commercial discussions, renewals, and upsell motions.
Shadow and contribute to commercial negotiations to develop skills in commercial management and strategy.
Support the creation of renewal strategies, account plans, and multi-year value roadmaps.
Maintain accurate and timely records in Salesforce and all relevant systems.
Deliver all administrative tasks, project updates, and documentation to a high standard.
Ensure all customer engagements, plans, and actions follow agreed Client Success playbooks and standards.
Contribute to continuous improvement by sharing client feedback, insights, and opportunities with product and operational teams.
Work closely with the CSD, CSMs, Solution Architect, and Engagement Specialists to deliver a coordinated customer experience.
Provide coaching and guidance to CSMs within the POD when required, supporting team capability and consistency.
Requirements
Public sector experience would be a strong advantage for this Senior Client Success Manager role, as it brings an understanding of the unique challenges, priorities, and decision making processes within government and public sector organisations. Knowledge of procurement frameworks, budget cycles, compliance requirements, and stakeholder management across complex structures would enable the successful candidate to build trusted relationships, navigate longer sales and implementation timelines, and deliver tailored employee benefits solutions that meet the needs of public sector employees.
Proven experience in Client Success, Account Management, or similar roles within SaaS or technology.