Sales & Business Development

Customer Success Manager

SOC 11-2022.00 · ESCO 2433 · OSCA 611231

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Role snapshot

Overview

Works proactively with existing customers to ensure they get full value from a product or service, reducing churn and identifying expansion opportunities. This role is crucial for fostering long-term customer relationships and driving product adoption. Customer Success Managers monitor health scores, conduct regular check-in calls, provide product guidance, and coordinate with support and product teams when issues arise to ensure customer satisfaction and loyalty.

Drives customer retention, increases customer lifetime value, and acts as a vital link between customers and internal teams, directly contributing to business growth and product improvement.

On the job

  • Proactively engage with customers to understand their needs and ensure successful product adoption
  • Monitor customer health scores and identify at-risk accounts, implementing strategies to prevent churn
  • Conduct regular business reviews to demonstrate value and identify opportunities for upselling or cross-selling
  • Act as a customer advocate, collaborating with product, sales, and support teams to resolve issues and enhance the customer experience
  • Educate customers on new features and best practices to maximize their return on investment
Customer Success Manager at work

Tools & technology

SalesforceGainsightHubSpotZendeskSlack

Average salary

$95K
MEDIAN SALARY Annual · USD
$65K Bottom 10%
$130K Top 10%

Job outlook

Growing

Job growth is expected to be above average over the next five years.

Education & training

A bachelor's degree in business administration, marketing, communications, or a related field is typically required. Relevant certifications in customer success platforms or methodologies can also be beneficial.

Career pathways

WHERE YOU COULD GO

Senior Customer Success Manager
Director of Customer Success

CURRENT ROLE

Customer Success Manager

Sales & Business Development

ADJACENT MOVES

Account Manager
Product Manager
Customer Support Specialist
Account Coordinator
Junior Customer Success Manager

STARTING POINTS

Who thrives here

Interest profile

E

enterprising · ECS

People who enjoy influencing and persuading others, building strong relationships, and organizing processes to achieve goals tend to thrive in this role.

Personality characteristics

Outgoing

Comfortable initiating conversations and building rapport with a diverse range of customers and internal stakeholders.

Organized

Manages multiple customer accounts, tasks, and follow-ups efficiently to ensure no detail is missed.

Empathetic

Listens actively to customer concerns and understands their perspective to provide tailored solutions and support.

Composed

Maintains a calm and professional demeanor even when dealing with challenging customer situations or tight deadlines.

Strategic

Thinks proactively about customer needs and identifies opportunities for long-term success and growth.

Best for

  • Individuals who enjoy building and nurturing long-term client relationships.
  • Those who are motivated by helping others succeed and solving complex problems.
  • Professionals who thrive in a dynamic environment requiring strong communication and organizational skills.

Watch out for

  • Requires constant communication and problem-solving, which can be demanding.
  • Balancing customer advocacy with internal business goals can sometimes be challenging.

A week in the life

A representative working week for a Customer Success Manager — where the deep work, meetings, and admin actually land.

8am9am10am11am12pm1pm2pm3pm4pm5pm6pm
Mon
Team Standup & Prioritization
Customer Health Score Review & Outreach Planning
1:1 Customer Check-in Call
Documentation & Follow-up on Customer Issues
Tue
Internal Sync with Product Team
Strategic Account Planning
Customer Business Review Prep
1:1 Customer Check-in Call
Wed
Customer Onboarding Follow-up
Internal Training/Skill Development
Cross-functional Meeting (Sales/Support)
Customer Business Review (Presentation)
Thu
Proactive Outreach & Value Communication
1:1 Customer Check-in Call
Responding to Customer Inquiries
Upsell/Cross-sell Opportunity Identification
Fri
Weekly Team Review & Knowledge Sharing
Follow-up on Action Items & Customer Feedback
Admin & CRM Updates
Deep work Meeting External Social Admin

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