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Customer Success Manager

A Customer Success Manager is responsible for ensuring customer satisfaction and loyalty by proactively managing and optimizing the customer experience with a product or service.

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Who is a Customer Success Manager?

Customer Success Manager is also known as a trusted advisor of clients. They ensure that the clients get maximum value in return after investing in the products or success provided by the organization. Customer Success Manager’s primary responsibility is to foster a strong relationship with the customers and be their first point of contact to understand their needs and business objectives. They proactively address client’s concerns or challenges throughout their journey. 

What does a Customer Success Manager do?

Customer Success Managers play a crucial role when it comes to customer satisfaction, retention, and loyalty. They make sure that the customers get exceptional value, support, and success while utilizing the company's success or products. 

Let’s have a look at the Customer Success Manager's roles and responsibilities: 

  • Onboarding and Implementation: Assist customers during the initial onboarding process to ensure a smooth transition and successful adoption of the product or Success.
  • Customer Engagement: Proactively engage with customers through regular communication, check-ins, and meetings to understand their goals, challenges, and feedback.
  • Account Management: Manage a portfolio of customer accounts, serving as the main point of contact for any inquiries, issues, or escalations.
  • Relationship Building: Build and nurture relationships with customers to establish trust, credibility, and loyalty over time.
  • Product Education: Provide customers with training, resources, and best practices to help them maximize the value of the product or Success.
  • Issue Resolution: Address customer concerns, questions, or technical issues in a timely and effective manner, collaborating with internal teams to find solutions.
  • Renewals and Upsells: Ensure customer renewals and identify opportunities for upselling or cross-selling additional products or Successs to meet customer needs.
  • Customer Advocacy: Act as the voice of the customer within the company, advocating for customer needs, priorities, and feedback to relevant internal stakeholders.
  • Performance Monitoring: Monitor customer usage, adoption, and satisfaction metrics to identify trends, patterns, and areas for improvement.
  • Retention Strategies: Develop and implement retention strategies to minimize churn and maximize customer lifetime value.

Why should you hire Customer Success Managers?

CSM builds strong connections with the new and existing clients. Customer Success Manager has a client-centric approach, mindset, and ability to understand their needs and provide a feasible solution. They work with cross-functional teams and collaboration with different departments to drive customer success.

Let’s understand how a Customer Success Manager plays an important role in your company

1. Advocate for the company.

Customer Success Managers influence your existing and new customers through their regular interactions. Clients generally rely on CSM for addressing their challenges. They act as an advocate for your company and explain why your product or Success is the only solution to their specific requirements.  

2. Onboard new customers.

Once the company has a new customer. Customer Success Manager becomes the only point of contact and makes the client onboarding process smooth. They educate and explain customers on how the product works, what are the features and benefits, and how it will help them achieve their goals.

3. Follow up on renewals.

The job of the Customer Success Manager is to create loyal, repeat customers instead of one-time users. This is why renewals are key for this position. CSMs should keep track of customer product expiration dates whether they be monthly, quarterly, or annually and follow up with customers to renew their contracts. Without following up, you risk potential churn which impacts your customer retention rates.

4. Encourage upsells and cross-sells.

Another way to increase a customer's lifetime value is through upselling and cross-selling. Customer Success Managers are dedicated to fulfilling customer goals, which creates an opportunity to introduce premium products and Successs. When customers are ideal for an upgrade, CSMs can meet with them to explain why the additional purchase will be helpful. Since your CSM will have a rapport with the customer, they'll be more likely to trust your team's advice.

5. Build relationships between customers and the support team.

There are some questions customers will have that aren't the responsibility of the CSM. Technical issues, minor product problems, and basic business questions should be geared towards your customer support team. CSMs should foster a relationship between customers and support, making it easier for users to solve small or short-term problems.

Customer Success Manager skills and qualities

Customer Success Managers require a combination of technical expertise, workplace skills, and personal qualities to effectively drive customer success, satisfaction, and retention

Technical Skills

  • Product Knowledge: In-depth understanding of the company's products or success, including features, functionalities, and value propositions, to effectively communicate their benefits to customers.
  • Data Analysis: Proficiency in analyzing customer data, usage metrics, and performance indicators to identify trends, patterns, and areas for improvement in customer success initiatives.
  • CRM Systems: Familiarity with Customer Relationship Management (CRM) software, such as Salesforce or HubSpot, to manage customer interactions, track progress, and maintain accurate records.
  • Technical Aptitude: Basic understanding of technical concepts related to the company's products or success, enabling effective troubleshooting and problem-solving for customer issues.

Workplace Skills

  • Communication Skills: Excellent verbal and written communication skills to engage with customers, convey information clearly and concisely, and build rapport and trust.
  • Customer Relationship Management: Ability to build and maintain strong relationships with customers, understand their needs and preferences, and provide personalized support and guidance.
  • Collaboration: Strong collaborative skills to work effectively with cross-functional teams, including sales, marketing, product development, and support, to ensure alignment and coordination in delivering customer success initiatives.
  • Time Management: Effective time management and organizational skills to prioritize tasks, meet deadlines, and manage multiple customer accounts and projects simultaneously.

Personal Traits

  • Empathy
  • Problem-Solving
  • Adaptability
  • Strategic Thinking

Customer Success Manager job description

Job Title: Customer Success Manager

Location: [City, State]

Industry: Information Technology

Company: [Your Software Company]

Job Type: Full-Time

Job Summary:

As a Customer Success Manager, you will play a pivotal role in assisting our clients in realizing the full potential of our products/success. You will learn to build strong relationships with customers, understand their needs, and help them navigate our offerings to achieve their desired outcomes.


  • Actively engage with customers to understand their goals, challenges, and key performance indicators (KPIs).
  • Assist in the onboarding process for new customers, providing guidance on product features and best practices.
  • Monitor customer usage and adoption metrics to identify opportunities for proactive support and intervention.
  • Provide timely responses to customer inquiries, troubleshoot technical issues, and escalate when necessary.
  • Collaborate with cross-functional teams to address customer feedback and drive product improvements.
  • Conduct regular check-ins and account reviews with customers to assess satisfaction levels and identify areas for improvement.
  • Assist in creating educational materials and resources to help customers maximize the value of our products/success.
  • Maintain accurate records of customer interactions and product usage data in the CRM system.


  • Bachelor's degree in Business Administration, Marketing, or related field.
  • Excellent communication and interpersonal skills, with a customer-centric mindset.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work collaboratively in a fast-paced environment.
  • Familiarity with CRM software (e.g., Salesforce, HubSpot) is a plus.

How to hire a Customer Success Manager?

Bringing on board an effective Customer Success Manager requires a strategic and well-thought-out hiring process. Here's a step-by-step guide on how to identify, assess, and hire the perfect candidate for this critical role:

Craft a Comprehensive Job Description

Begin by creating a detailed job description that outlines the roles, responsibilities, and qualifications required. Highlight the key skills, experience, and qualities that will make a candidate successful in the role.

Create the perfect job description with our JD Generator.

And check out experience based Customer Success Manager job descriptions 

Discover Relevant Candidates

Tap into both active and passive talent pools to uncover qualified candidates. Utilize popular job boards like Indeed, LinkedIn, and Glassdoor for active job seekers, and employ recruitment tools to identify passive candidates.

Explore EasySource for effective talent discovery.

Screen Candidates Effectively

Move beyond keyword-based screening by adopting persona-based screening. This method assesses candidates based on the ideal candidate profile, ensuring a more comprehensive evaluation and preventing the elimination of potentially excellent candidates.

Leverage EasySource to enhance candidate screening.

Assess Candidates' Skills and Qualifications

 Implement skill assessments that align with the specific needs of the role. These assessments can include scenarios and tasks relevant to the customer Success manager position, helping you gauge a candidate's practical skills and decision-making abilities.

Explore EasyAssess for pre-built and customized skill assessments.

Conduct Insightful Interviews

Craft interview questions that delve into a candidate's experience, problem-solving abilities, and alignment with the organization's values. Ensure that the questions elicit detailed responses, providing a comprehensive view of the candidate's suitability for the role.

Discover 40 interview questions for Customer Success Managers 

Engage Candidates Throughout the Process

Candidate engagement is crucial to retaining top talent throughout the hiring process. Utilize communication tools to build personalized messaging, keeping candidates informed and engaged.

Optimize engagement with EasySource’s Candidate Engagement Module.

Conduct Reference Checks

Once you've shortlisted candidates, conduct thorough reference checks to verify their work history and performance in previous roles. Enquire about their ability to work effectively within a team and adapt to the company culture.

Selection and Onboarding

Extend a comprehensive offer letter that includes essential information about the position, salary, benefits, start date, and any probationary period. During the onboarding process, introduce the new Customer Success Manager to the organization's culture, values, and mission.

By following these steps, you'll enhance your chances of hiring a Customer Success Manager who not only meets the qualifications on paper but also aligns with the organization's values and contributes to a positive customer-centric culture. Stay tuned for insights into salary details and sample job descriptions for Customer Success Managers.


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