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.


A Customer Success Manager (CSM) is a professional responsible for ensuring that customers of a product or service achieve their desired outcomes and have a positive experience with the company. The primary goal is to foster long-term relationships and maximize customer retention and satisfaction.

Roles and Responsibilities of a Customer Success Manager

  1. Customer Onboarding
  • Guide new customers through the onboarding process.
  • Ensure that customers understand the product or service and can use it effectively.
  1. Relationship Building
  • Develop strong relationships with key stakeholders within customer organizations.
  • Act as a trusted advisor to understand their goals and challenges.
  1. Account Management
  • Serve as the main point of contact for customer accounts.
  • Understand the customer's business and how the product or service fits into their strategy.
  1. Customer Training
  • Provide training sessions or resources to help customers maximize the value of the product or service.
  • Identify opportunities for ongoing education and training.
  1. Customer Health Monitoring
  • Monitor key performance indicators (KPIs) to assess the health of customer accounts.
  • Proactively address any issues that may affect customer satisfaction.
  1. Feedback Collection
  • Gather feedback from customers on their experiences with the product or service.
  • Use feedback to identify areas for improvement and share insights with relevant teams.

Why to hire a Customer Success Manager

Hiring a Customer Success Manager (CSM) can bring several benefits to a company, especially in industries where customer relationships are crucial. Here are some reasons why hiring a Customer Success Manager is often essential:

  1. Customer Retention: CSMs are dedicated to ensuring the ongoing success of customers. By proactively addressing customer needs and challenges, they contribute to higher customer satisfaction, reducing the risk of churn.
  2. Maximizing Customer Value: CSMs work to understand the customer's business goals and align the product or service to help them achieve those goals. This often leads to increased product adoption and the realization of maximum value from the company's offerings.
  3. Renewal and Expansion Opportunities: CSMs play a key role in managing customer renewals. Their understanding of the customer's needs and usage patterns can also identify opportunities for upselling or cross-selling additional products or services, contributing to revenue growth.
  4. Proactive Problem Resolution: By actively monitoring customer health and satisfaction, CSMs can identify and address issues before they become major problems. This proactive approach enhances the customer experience and builds trust.
  5. Customer Advocacy: CSMs work to turn satisfied customers into advocates. Satisfied customers are more likely to provide testimonials, referrals, and case studies, which can be valuable for marketing and sales efforts.

Customer Success Manager Skills

  1. Communication Skills

Why it's important: Clear and effective communication is essential for understanding customer needs, providing guidance, and resolving issues. CSMs need to convey information in a way that is easily understood by customers and internal teams.

  1. Empathy

Why it's important: Empathy allows CSMs to understand and relate to the challenges and goals of customers. It helps in building trust and developing strong, long-term relationships.

  1. Problem-Solving

Why it's important: CSMs often deal with challenges and issues faced by customers. The ability to analyze problems and find effective solutions is crucial for maintaining customer satisfaction and loyalty.

  1. Technical Aptitude

Why it's important: Depending on the industry, CSMs may need to have a good understanding of the technical aspects of the product or service they are supporting. This helps in providing better guidance and support to customers.

  1. Customer-Centric Mindset

Why it's important: CSMs must always prioritize the needs and success of the customer. A customer-centric mindset ensures that decisions and actions are aligned with the goal of enhancing the customer's experience.

  1. Adaptability

Why it's important: Business landscapes, customer needs, and products/services can evolve. CSMs need to be adaptable to changes and proactively adjust strategies to meet evolving customer expectations.

  1. Strategic Thinking

Why it's important: CSMs should be able to see the bigger picture and align customer success initiatives with the overall business strategy. Strategic thinking helps in identifying opportunities for growth and expansion.

  1. Data Analysis

Why it's important: Analyzing customer data provides insights into customer behavior, preferences, and satisfaction levels. Data-driven decisions help in tailoring customer success strategies and addressing issues effectively.

Customer Success Manager Job Description(Sample)

Customer Success Manager Job Description

Company: [Company Name]

Department: Customer Success

Reports To: Director of Customer Success


We are looking for a highly motivated and results-oriented Customer Success Manager (CSM) to join our team. The ideal candidate will have a passion for customer service and a proven track record of success in helping customers achieve their goals.


  • Onboard new customers and help them get started with our product or service.
  • Develop and implement customer success plans that are tailored to each customer's needs and goals.
  • Provide ongoing support and guidance to customers, including training, troubleshooting, and best practices.
  • Track customer usage and satisfaction metrics, and identify opportunities to improve the customer experience.
  • Work with the sales, marketing, and product teams to ensure that the customer voice is heard and that the product or service is meeting the needs of customers.


  • Bachelor's degree in business administration, marketing, computer science, or a related field.
  • 2+ years of experience in customer service, account management, or technical support.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects and deadlines simultaneously.
  • Ability to work independently and as part of a team.
  • Understanding of the product or service that the company offers.

Preferred Qualifications:

  • Experience with customer relationship management (CRM) software.
  • Experience with customer success management best practices.
  • Experience with data analysis and reporting.
  • Experience with public speaking and training delivery.

To Apply:

Please submit your resume and cover letter to [email protected]

Compensation and Benefits:

We offer a competitive salary and benefits package, including health insurance, dental insurance, vision insurance, 401(k) plan, and paid time off.

Equal Opportunity Employer:

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Customer Success Manager Salary

The typical annual salary for a Customer Success Manager averages $85,161, equivalent to an hourly rate of $40.94. Entry-level roles typically commence at $65,000 annually, while seasoned professionals can earn as much as $130,000 per year.

Challenges of hiring a Customer Success Manager

  1. Specific Skill Set: Finding candidates with a combination of strong interpersonal skills, technical aptitude, and strategic thinking can be challenging.
  2. Competition for Talent: Customer Success Management is a rapidly growing field, and there is high demand for qualified CSMs. Competing with other companies for top talent can be challenging.
  3. Assessing candidates' skills and experience: It can be difficult to assess candidates' skills and experience in market research.

How to hire a Customer Success Manager

  1. Define the Ideal Candidate

Clearly outline the skills, qualifications, and personality traits that make an ideal Customer Success Manager at your organization. Look for individuals with strong interpersonal skills, a customer-centric mindset, and the ability to understand and address customer needs effectively.

  1. Design a Compelling Job Description

Craft a job description using a JD Generator that not only lists technical requirements but also communicates the company's values and the unique aspects of the work environment in the Customer Success Manager role. Highlight the importance of building lasting customer relationships, collaborating across teams, and contributing to the overall success of the company.

  1. Source Candidates as per Your JD

Instead of waiting for the right candidates to come to you, actively search for talent that aligns with your Customer Success Manager requirements using an automated talent sourcing tool. Seek individuals who demonstrate a proactive approach, empathy, and a commitment to customer satisfaction.

  1. Implement Skills Assessment Tests

Leverage skills assessment tests to evaluate candidates' proficiency in customer relationship management, problem-solving, and effective communication. Ensure that these tests align with the actual tasks the Customer Success Manager will perform, such as account management and strategic planning.

  1. Conduct a Video Interview

Incorporate one-way video interviews into your hiring process for Customer Success Managers. This allows you to assess not only a candidate's verbal communication skills but also their ability to understand and address customer needs, professionalism, and their comfort with virtual interactions.

  1. Utilize Reference Checks

Conduct thorough reference checks to verify the information provided by candidates. Inquire about their ability to build and maintain strong customer relationships, collaboration skills, and their track record in delivering positive outcomes for both customers and the company.

  1. Offer Competitive Compensation

Recognize the value of a Customer Success Manager by offering competitive compensation. This includes salary, bonuses, and benefits that align with industry standards and the candidate's level of expertise. Emphasize the importance of their role in driving customer satisfaction and retention.

  1. Provide a Positive Candidate Experience

Ensure a positive candidate experience throughout the recruitment process for a Customer Success Manager, from the initial application to the final interview. A smooth and respectful process reflects positively on your company and can attract top talent who value a supportive and inclusive work environment.

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