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Trevo
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Job Description
About the role
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.
What you'll do
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)