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The Client Success Manager (CSM) is the primary service owner for assigned clients, ensuring a consistent, high-quality, and client-first service experience. The role focuses on proactive client engagement, ownership of service performance, and continuous improvement.
Job Responsibility:
Act as the primary service representative
Lead service reviews, VIP touchpoints, and client engagement
Track all client interactions in ServiceNow
Own service metrics and client queues
Triaging critical inquiries and managing escalations
Ensure timely resolution and minimize backlog
Identify opportunities for efficiency and self-service
Partner with Product and Engineering to improve workflows
Work closely with CSS, PEs, ACE, ACT, Data, and Product
Ensure seamless handoff and operational consistency
Support CSS development and knowledge sharing
Foster a high-performing, client-first culture
Requirements:
Strong client service orientation and communication skills
Ability to prioritize effectively and manage high-pressure situations
Familiarity with Aladdin tools, workflows, and ServiceNow preferred
Prior experience in client service, operations, or financial services