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The outgoing Customer Success Manager (CSM) should assume a transitional role focused on knowledge transfer and onboarding the incoming CSM. This includes documenting key client information, sharing best practices, and facilitating introductions to clients to ensure a smooth handover. Additionally, they can provide insights on ongoing projects and challenges to help the new CSM quickly acclimate and maintain strong client relationships. Ultimately, their goal should be to ensure continuity and minimize disruption in client support.

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1w ago

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