Customer Success Manager Job Description

Looking to hire a rockstar Customer Success Manager for your company? Read more about the role and use the job description template below to attract the best candidates.

Customer Success Manager: role overview

A successful Customer Success Manager should have excellent communication, problem-solving, and relationship-building skills. They should be able to understand the customer’s needs and provide effective solutions to ensure customer satisfaction and retention. Additionally, they should have a strong understanding of the company’s product or service and be able to effectively train and onboard customers.

Customer Success Manager job description template

As a Customer Success Manager, you will be responsible for ensuring the success of our clients by building strong relationships and providing exceptional support. You will work closely with our sales and product teams to understand our customers’ needs and help them achieve their goals. Your main objective will be to ensure customer satisfaction and retention by providing timely solutions and support. This role requires excellent communication skills, attention to detail, and a strong sense of empathy. If you are passionate about delivering excellent customer service and have a proven track record of success, we want to hear from you.

Your responsibilities



  • Minimum 3 years experience in customer-facing roles
  • Proven track record of driving customer success
  • Strong interpersonal and communication skills
  • Ability to manage multiple accounts simultaneously
  • Excellent problem-solving and analytical skills
  • Experience in software as a service (SaaS) industry
  • Familiarity with customer success tools and metrics
  • Ability to collaborate with cross-functional teams
  • Passion for delivering exceptional customer service
  • Continuous learning and self-improvement mindset

Frequently asked questions

What does a Customer Success Manager do?

The Customer Success Manager is responsible for ensuring customer satisfaction by managing relationships with clients and providing support. Their primary task is to understand clients’ objectives and help them achieve their desired outcomes. Some examples of their job responsibilities include onboarding new clients, monitoring account health, identifying upsell opportunities, and addressing customer queries. They act as a bridge between the client and the company’s internal teams, coordinating efforts to ensure the best possible customer experience.

What skills make a great Customer Success Manager?

  • Communication – Effective verbal and written communication skills.
  • Problem Solving – Ability to identify, analyze and solve problems.
  • Empathy – Ability to understand and relate to customer needs.
  • Project Management – Ability to plan, execute and monitor projects.
  • Customer Service – Ability to provide excellent customer service.
  • Time Management – Ability to prioritize and manage time effectively.
  • Adaptability – Ability to adapt to changing situations.
  • Teamwork – Ability to work collaboratively with other teams.
  • Technical Knowledge – Knowledge of software and technology.
  • Data Analysis – Ability to analyze and interpret data.

How to write an engaging job description for the Customer Success Manager role?

To write an effective Customer Success Manager job description, focus on highlighting the responsibilities and qualifications of the role, while also showcasing the company culture and values. Use clear and concise language, and avoid industry jargon. Make sure to emphasize the importance of relationship-building skills, as well as the ability to problem-solve and drive customer success. Lastly, be sure to include information on salary and benefits to attract top talent.

Who does a Customer Success Manager work with on daily basis?

A Customer Success Manager (CSM) typically works with various internal teams within an organization on a daily basis, including sales, marketing, product development, and support teams, as they aim to ensure customer satisfaction and retention. They usually belong to the Customer Success department or the broader Sales or Operations team. In most organizations, a CSM reports to a Customer Success Director, Head of Customer Success, or a similar role within the hierarchy.

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Beyond job description: verify candidates' skills for the Customer Success Manager role with Heroify assessments

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Our questions are designed to assess candidates' actual skills in real-world business situations. We don't quiz on definitions or irrelevant facts that can be found easily online. Additionally, all questions are evaluated by experts with diverse experience and regularly updated, ensuring they measure precisely what you need.

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At Heroify, we don't use pre-made assessments. Instead, we customize each assessment to meet your specific needs. We analyze your job offer to identify the skills that should be tested and include a diverse set of questions to ensure that the assessment is not only effective, but also captivating for candidates.

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