Customer Success Manager Job Description Template

Table of Contents

    Being a Customer Success Manager, you are expected to get the best of their products. The applicant will also be expected to work as a bridge between the sales and customer support departments.  The responsibility of the hired candidate will be to onboard new customers. They will also help the customers in resolving any problems they might face with the products. As a success manager, you will also up-sale the new products or services and also manage the renewal of services. The CSM job responsibility also includes providing clients with high-level product and technical support.

    Who Is A Customer Success Manager 

    A customer Success Manager is someone responsible for supporting the customers. Support to the customers involves making their transition from sales prospects to active users. The main focus of the CSM is on customer loyalty and staying with the customers till they are part of the organization. The customer success manager’s description includes acting quickly if a problem comes up. They should proactively look after their client’s businesses. Moreover, they should come up with new ideas and ways to keep them successful with the organisation’s products.

    About the role 



    Employment Type: [Full-time/Part-time/Temporary]  


    Reports To: [Supervisor/Manager’s Name] 

    The role of Customer Success Manager includes supporting the clients of the organization. The candidate should always contribute to building new clients and relationships to increase the company’s revenue. A CSM in the organization will also help the clients transition from sales prospects to clients. They will help in building strong relationships for life. 

    The Customer Success Manager works directly with clients and helps them with solving any problems related to any product or service. The CSM will work with other team members to coordinate the successful onboarding, and training of new clients to ensure long-term fulfillment.

    Job brief

    Our organisation is looking for a Customer Success manager to provide support to our existing clients. If you are an extrovert with the ability to win people over and have worked as a CSM before, please reach out to us to fill this position.

    As a Customer Success Manager for the organization, you will be responsible for supporting the customers. The support will be required while the customers transition from being just sales prospects to active users. The applicant should contribute actively in building relationships, starting new programs, and also help the company in increasing revenue potentials and decreasing churn rates. 

    Customer Success Manager Responsibilities

    • The main responsibility of a CSM will be to have a clear goal for retaining clients.
    • They should set milestones for the employees and clients to work for. 
    • CSM responsibilities will also include assisting customers to set up and navigate the software or programs. 
    • CSM will also help in promoting the value of the products.
    • Upselling of the products and services with the brand image will also be required. 
    • Customer experience should be their top priority for promoting value. 
    • They will also create educational and training materials.
    • Always be on top of the customer’s concerns and complaints to improve their experience with the organisation.

    Customer Success Manager Requirements 

    • A Communications or marketing degree holder will be preferred.
    • The applicant should have worked as a Customer Success manager or in a similar role.
    • CSM will be required to have some experience in working with the brand image.
    • Basic technical skills should be there to relate to the product or service.
    • The candidate should be able to promote value through customer experience. 
    • The applicant should be self-driven and proactive.
    • Excellent communication skills and interpersonal skills are a plus.
    • Some experience in document creation is needed.
    • Should be computer literate and should also be able to learn new software.

    Frequently Asked Questions

    1. What are the roles and responsibilities of a customer success manager?

    The customer success manager’s roles and responsibilities are to maintain customer relationships, build and supervise customer success teams, proactively solve customer concerns, and meet with new customers regularly.

    2. What does a Customer Success Manager do?

    A customer success manager’s job is to maintain and build the relationship between the Organization’s customers and the organisation. They also need to bring in new customers.

    3. What are the duties and responsibilities of a Customer Success Manager?

    The duties and responsibilities of the Customer Success Manager are to maintain customer relationships, bring new ones, support them, and address their concerns firsthand.

    4. What makes a good Customer Success Manager?

    A good Customer Success manager should have problem-solving skills, be empathetic, and should also have good communication skills.

    5. Who does a Customer Success Manager work with?

    Depending on the size, the customer success manager reports to a senior manager or a VP of the organisation. Their work involves interacting and addressing the concerns of the organisation’s customers.

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