Sales & Support: +1 (480) 360-6463
Sales & Support: +1 (480) 360-6463
Customer Success Manager Job Description Template

Job Description Template

Customer Success Manager Job Description Template

May 3, 2022

Customer Success Manager Job Description

Are you on the lookout for your new team member? Search no more because we got the solution! VIVAHR has provided detailed instructions for you to follow as you progress through the recruiting process, with our software you are making the best decision for you to learn and improve. We’ve created a FREE Customer Success Manager Job Description Template with all the relevant information for this role.

Keeping track of your progress and making sure you document all of it makes the recruitment process easygoing and successful.

Using our VIVAHR Software, you’ll be able to be creative in order to make the most appealing job offers and distribute excellent job descriptions. Let’s start this new chapter together!

What is a Customer Success Manager?

Customer Success Managers handle the customer service department and its staff for businesses across sectors.

They collaborate closely with the customer support staff to ensure that customers understand how to get the most out of the company’s goods and services.

Their work entails hosting department meetings to set new objectives, hiring qualified customer service representatives, and communicating with consumers by phone, email, and in person.

They could also be in charge of communicating with top management about reoccurring product or service difficulties.

Related Job Titles for Customer Success Manager

The Top Customer Success Manager Skills

Skill Why it's important
Attention to Detail

Customer success managers frequently analyze customer feedback in order to create policy changes in the workplace. There may be a lot of data and feedback to look over, which necessitates close attention to detail. Customer complaints frequently need a comprehensive investigation in order to arrive at a suitable answer.

Empath​​y

Empathy may assist customer success managers by helping them to comprehend the perspectives of others. Understanding a client's comments on a product may assist customer service employees to come up with ways to enhance the product and boost customer happiness. They may focus on growing empathy by increasing their self-awareness and assisting others with their problems.

Writing Skills

Writing abilities are frequently required by customer success managers in order to design clear and helpful policies. CS workers can communicate with clients more effectively if they have a diversity of writing abilities. Workshops and tertiary education are usually effective ways to develop their writing talents.

Organizational Skills

Effective management sometimes necessitates a certain amount of organization. Having organizational skills may help customer success managers get more done in less time. Filing paperwork, receiving phone calls, and responding to client comments may all benefit from organizational abilities. Focusing on time management, planning activities, and balancing the work-life are all excellent methods of improving organizational abilities.

Customer Success Manager Job Description Template (Free)

Do you have a passion for building strong relationships and ensuring customer satisfaction?? We are looking for a dedicated Customer Success Manager to join our dynamic team. In this role, you will be the main point of contact for our valued clients, guiding them to achieve their goals and maximize the value they get from our products and services.

As a Customer Success Manager, you’ll work closely with customers to understand their needs, address their concerns, and provide expert advice. Your efforts will be pivotal in driving customer retention, enhancing user experience, and contributing to our company’s growth. If you’re a proactive problem-solver with excellent communication skills, we’d love to have you on board!

Customer Success Manager Duties & Responsibilities:

  • Create and manage client portfolios.
  • Maximize value to maintain business development and profitability.
  • Examine customer data to enhance the customer experience.
  • Enhance the onboarding process.
  • Examine and enhance tutorials and other forms of communication.
  • Intervene in disputes between clients and the company.
  • Handle and resolve customer requests and concerns.
  • Reduce customer churn as much as possible.
  • Assist with product development and design.

Customer Success Manager Requirements:

  • A bachelor’s degree in communications or marketing is recommended.
  • Multi-tasking and very structured.
  • Self-motivated and proactive personality.
  • Excellent interpersonal and communication abilities.
  • Demonstrate your ability to lead.
  • Computer literacy is high, as is the capacity to learn new software.
  • Processes for ensuring client success are well-understood.
  • Document creation experience is required.
  • A listener who is both patient and active.
  • A strong desire to help others.

Accounting Specialist Interview Questrions

Sample Interview Questions for a Customer Success Manager

The best way to find an ideal candidate for a job is to ask them questions that will allow you to gauge their ability and determine whether they are looking for a position that will push them in the right direction.

In addition, an interview gives employers the chance to establish whether the candidate has the skills needed for the position, use these sample interview questions for a Customer Success Manager.

Personal
  1. Can you describe a time when you turned an unhappy customer into a satisfied one? What steps did you take?
  2. What motivates you to excel in a customer-facing role?
  3. How do you handle stress and maintain productivity when dealing with multiple high-priority tasks?
Human Resources
  1. How do you build relationships with new team members and integrate them into your workflow?
  2. What strategies do you use to keep your team motivated and focused on customer success goals?
  3. Can you provide an example of how you handled a conflict within your team?
Management
  1. How do you set and measure the success of your customer success initiatives?
  2. Describe a time when you had to implement a new process or system to improve customer success. How did you ensure its successful adoption?
  3. What metrics do you consider most important when evaluating the performance of your customer success team?
Technical Skills and Knowledge
  1. What CRM software are you familiar with, and how have you utilized it to enhance customer success?
  2. How do you stay updated with the latest trends and technologies in customer success?
  3. Can you explain a time when you used data analysis to identify a customer trend and improve customer satisfaction?

What are the Educational Requirements for a Customer Success Manager?

Customer Success Managers who succeed position themselves as trusted consultants with in-depth market expertise. A good Customer Success Manager candidate will have industry-specific education, certification, and training.

A good applicant for a financial or accounting business, for example, would have a degree in finance, accounting, or a similar field from a four-year college or university.

A good candidate for a software firm could have a background in computer science, programming languages, or another relevant field.

A good Customer Success Manager candidate for your organization should have appropriate education, certification, and training in their field.

How Much to Pay a Customer Success Manager when Hiring

Customer Success Managers earn between $50,688 and $120,000 per year.

Their median annual salary is $83,064.

Hourly rates go from $24 to $58.

The median hourly rate is $40.

Percentile 10% 25% 50%
(Median)
75% 90%
Hourly Wage $24 $29 $40 $48 $58
Annual Wage $50,688 $59,500 $83,064 $99,000 $120,000

Get the latest posts in your email

Subscribe to our Newsletter

350+ Hiring Templates

Getting your job filled faster and hiring with more confidence starts with having the right tools and framework.

Frequently Asked Questions about Customer Success Manager

 

What are the primary responsibilities of a Customer Success Manager (CSM)?

A Customer Success Manager is responsible for ensuring that customers achieve their desired outcomes while using a company’s product or service.

This includes onboarding new clients, providing ongoing support, conducting regular check-ins, and acting as a liaison between the customer and the company to address any issues or needs.

They work to improve customer satisfaction, retention, and growth by understanding customer goals and helping to align them with the company’s offerings.

What qualifications and skills are essential for a Customer Success Manager?

Essential qualifications for a CSM include a bachelor’s degree in business, marketing, or a related field, although some positions may accept equivalent experience.

Key skills include strong communication and interpersonal abilities, problem-solving, and analytical skills.

Knowledge of customer relationship management (CRM) software, a customer-centric mindset, and experience in account management or sales are also important.

How does a Customer Success Manager contribute to a company’s growth?

A CSM contributes to a company’s growth by fostering strong relationships with customers, which leads to increased customer retention and reduced churn rates.

They identify upsell and cross-sell opportunities, advocate for the customer’s needs within the company, and ensure that customers are satisfied and successful with the product or service.

This positive customer experience can lead to referrals, positive reviews, and an overall increase in revenue.

What metrics are typically used to measure the performance of a Customer Success Manager?

Performance metrics for a CSM often include customer retention rate, churn rate, customer satisfaction scores (such as Net Promoter Score or Customer Satisfaction Score), customer lifetime value, and the rate of upsells and cross-sells.

Additionally, the number of support tickets resolved, time to resolution, and customer feedback can be used to evaluate a CSM’s effectiveness in maintaining and enhancing customer relationships.

Similar Job Descriptions as Customer Success Manager

Related Articles

Customer Support Representative Job Description Template

If you’re looking to hire an individual who will help you grow your business, this is the perfect place to start! We created this FREE Customer Service Representative Job Description Template to ease your hiring process and make it fun and enjoyable…

Customer Experience Specialist Job Description Template

This FREE Customer Experience Specialist Job Description Template consists of crucial information about this role, such as skills, duties, requirements, education, and other details…

Client Relationship Manager Job Description Template

We have just what you need! The best way to start your hiring process is to take this FREE Client Relationship Manager Job Description Template and use it to learn about this position…

98% of Capterra reviewers recommend VIVAHR to a colleague

Customer Success Manager Job Description Template

"The easiest applicant tracking system out there!"

Click Here to View
Customer Success Manager Job Description Template

"Very helpful hiring tool for growning company."

Click Here to View
Customer Success Manager Job Description Template

"Extremely helpful in organizing our flow of candidates."

Click Here to View