2 min read
| 5 Jul, 2024 |
Written by Rochelle Wickramasinghe

Job Description Template – Customer Success Manager

Use this Customer Success Manager job description template to engage and recruit skilled professionals for your company effectively.

Job Summary

We are seeking a dedicated and empathetic Customer Success Manager to join our team. The Customer Success Manager will be responsible for ensuring our customers achieve their desired outcomes and receive maximum value from our products and services. The ideal candidate will have a strong customer-centric mindset, excellent problem-solving skills, and the ability to build lasting relationships with our clients.


  • Onboarding: Guide new customers through the onboarding process, ensuring they understand and effectively use our products.
  • Relationship Management: Build and maintain strong relationships with customers, serving as their primary point of contact.
  • Customer Advocacy: Act as a customer advocate, providing feedback to internal teams to improve products and services.
  • Account Management: Monitor customer health metrics, identify at-risk accounts, and implement strategies to retain and grow customer accounts.
  • Training and Support: Provide training and support to customers, helping them to fully utilize our products and achieve their goals.
  • Issue Resolution: Address customer concerns and issues promptly and effectively, ensuring customer satisfaction.
  • Renewals and Upsells: Identify opportunities for renewals and upsells, working with the sales team to drive revenue growth.
  • Customer Feedback: Collect and analyze customer feedback to identify trends and areas for improvement.
  • Reporting: Prepare regular reports on customer success metrics and present findings to the leadership team.


  • Bachelor’s degree in Business, Marketing, or a related field.
  • Proven experience as a Customer Success Manager or in a similar customer-facing role.
  • Strong understanding of customer success principles and best practices.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving skills and the ability to handle challenging situations with professionalism.
  • Proficiency with CRM software and customer success tools.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • A customer-centric mindset with a passion for helping others succeed.

Questions for Customer Success Manager Interviews:

  1. Can you describe a time when you turned around an at-risk account? What steps did you take to retain the customer?
  2. How do you ensure that customers are getting the most value from our products?
  3. Can you provide an example of how you’ve collected and used customer feedback to improve a product or service?
  4. How do you handle a situation where a customer is unhappy with our product or service?
  5. Describe a successful upsell or renewal opportunity you identified and closed. What was your approach?

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