Guideline Group is a leading, well-established company in Israel, providing technological solutions in FinTech, Invest Tech, Legal Tech, and Business Tech (BT).
Techdin, part of Guideline Group, 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)
Requirements
1 year of experience in Customer Success, Sales, or Account Management
Sales-oriented mindset with the ability to identify growth opportunities
Experience working with B2B customers
Basic familiarity with AI tools
Good proficiency in Excel and working with reports
Experience with CRM systems
Familiarity with SaaS environments- an advantage
Strong task management and prioritization skills in a dynamic, fast-paced environment
Strong customer orientation and excellent interpersonal skills
