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Customer success manager

A Recurly Customer Success Manager (CSM) is your dedicated partner for growth, optimization, and ongoing strategic guidance. With more than 75 years of combined payments experience across the team, CSMs are committed to understanding your business, aligning Recurly to your goals, and helping you get measurable ROI from your subscription program.
Not included in Starter or Pro — contact Recurly Sales to upgrade
Additional cost
Access to a named CSM below the ACV threshold carries an additional cost. For pricing details or current ACV thresholds, reach out to your Recurly account manager or [email protected].

Definition

A Customer Success Manager champions your account by proactively engaging with your team, understanding your unique goals, and providing strategic guidance throughout your Recurly journey. CSMs communicate best practices, surface data-driven insights, and make sure you're well adopted, continuously optimized, and realizing ROI — with the goal of turning you into a Recurly advocate.

What to expect from your CSM

Strategic alignment meetings Your CSM will build a joint success plan (JSP) to define and track your key objectives and KPIs — then run regular meetings to keep your goals aligned with Recurly best practices and benchmark data.
Business and strategic reviews Annual executive business reviews drive deeper partnership and set the vision for ongoing success. Quarterly strategic business reviews reflect on targets, data, projects, and updates.
Adoption and optimization expertise Your CSM analyzes your subscription configuration and metrics against industry trends, surfacing actionable insights to help you stay competitive and get more from your Recurly setup.
Custom benchmark reports Receive benchmark reports tailored to your specific industry so you have a clear view of how your performance compares to peers — and where the biggest opportunities lie.
Voice of the customer Your CSM advocates for you internally, gathering your feedback and influencing Recurly's product roadmap to prioritize enhancements and features that align with your needs.
Thought leadership Gain access to industry insights, webinars, roundtables, advocacy programs, and reports — developed in partnership with Recurly's Marketing team to help you drive subscription growth.