Customer success managers (CSMs) are responsible for building long-term relationships with customers to ensure satisfaction, retention, and growth. They act as a liaison between the company and clients and helping them achieve their goals while driving product adoption and upsell opportunities.
Attract top professionals with our job-post-ready customer success manager job description template. It includes key responsibilities, essential skills, education requirements, and salary insights.
May 17, 2025
Customer Success Manager Job Description Template
Job Title: Customer Success Manager
Location: [Insert Location]
Job Type: [Full-time/Part-time/Contract]
Reports To: Director of Customer Success / Head of Customer Experience
About the Role
We are seeking a proactive and empathetic Customer Success Manager to guide clients through onboarding, engagement, and retention. The ideal candidate is customer-centric, tech-savvy, and skilled at identifying opportunities to improve client satisfaction and long-term value. You’ll serve as the primary point of contact post-sale, helping customers maximize the value of our products or services.
Customer Success Manager Responsibilities and Duties
Build and maintain strong, long-term client relationships
Guide customers through onboarding and ensure successful adoption
Monitor customer health metrics and proactively address concerns
Serve as a trusted advisor by understanding business goals and aligning solutions
Conduct regular check-ins, QBRs, and product training sessions
Collaborate with sales, product, and support teams to deliver a seamless experience
Identify upsell and renewal opportunities and support account growth
Maintain detailed records of customer interactions and feedback in CRM systems
Customer Success Manager Qualifications and Skills
Excellent interpersonal, communication, and presentation skills
Problem-solving mindset with a focus on customer outcomes
Strong organizational and project management abilities
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and support software
Ability to analyze customer data to drive improvements
Empathy and adaptability in high-pressure situations
Education and Experience Requirements
Bachelor’s degree in Business, Marketing, or related field
2–5 years of experience in customer success, account management, or client services
SaaS or B2B experience strongly preferred
Experience with onboarding, retention, or customer lifecycle management
Submit your resume and a concise cover letter explaining why you’re a great fit. If possible, include examples of past work or results that reflect your skills. To apply, email your resume to [email protected] or call us at +1 999999999 for more details.
Job Title: Customer Success Manager
Location: [Insert Location]
Job Type: [Full-time/Part-time/Contract]
Reports To: Director of Customer Success / Head of Customer Experience
About the Role
We are seeking a proactive and empathetic Customer Success Manager to guide clients through onboarding, engagement, and retention. The ideal candidate is customer-centric, tech-savvy, and skilled at identifying opportunities to improve client satisfaction and long-term value. You’ll serve as the primary point of contact post-sale, helping customers maximize the value of our products or services.
Customer Success Manager Responsibilities and Duties
Build and maintain strong, long-term client relationships
Guide customers through onboarding and ensure successful adoption
Monitor customer health metrics and proactively address concerns
Serve as a trusted advisor by understanding business goals and aligning solutions
Conduct regular check-ins, QBRs, and product training sessions
Collaborate with sales, product, and support teams to deliver a seamless experience
Identify upsell and renewal opportunities and support account growth
Maintain detailed records of customer interactions and feedback in CRM systems
Customer Success Manager Qualifications and Skills
Excellent interpersonal, communication, and presentation skills
Problem-solving mindset with a focus on customer outcomes
Strong organizational and project management abilities
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and support software
Ability to analyze customer data to drive improvements
Empathy and adaptability in high-pressure situations
Education and Experience Requirements
Bachelor’s degree in Business, Marketing, or related field
2–5 years of experience in customer success, account management, or client services
SaaS or B2B experience strongly preferred
Experience with onboarding, retention, or customer lifecycle management
Submit your resume and a concise cover letter explaining why you’re a great fit. If possible, include examples of past work or results that reflect your skills. To apply, email your resume to [email protected] or call us at +1 999999999 for more details.
Customer Success Manager Average Salary
In the United States, customer success managers earn between $32,500 and $140,000 annually. It depends on experience, location, and industry. Performance bonuses and commission may be offered.
Hire the Right Customer Success Manager Today
With the right job description, you can attract CSMs who are passionate about helping customers thrive while supporting your business growth and retention goals.
Furthermore, you can enhance your candidate search process by using AI recruitment software like Skima AI. It offers an AI search feature that allows you to search for top applicants by just typing what you want, like a Google search.
For example, type "customer success manager with 4 years of experience in New York", and it will search millions of profiles globally and then rank the best ones for you. Skima AI is the leading recruiter-centric platform, trusted by top hiring teams. Start your free trial now.
Frequently Asked Questions
1. What is a customer success manager?
A customer success manager ensures clients are satisfied, supported, and successful using a company’s products or services.
2. What does a customer success manager do?
They onboard clients, address issues, build relationships, and help maximize product value to reduce churn and boost loyalty.
3. What are the responsibilities of a customer success manager?
The responsibilities include managing customer relationships, tracking satisfaction, driving adoption, and supporting upsells and renewals.
4. How to hire a customer success manager?
You can start with a clear job description, post on SaaS and client service job boards, and evaluate candidates based on communication skills, empathy, and experience with customer retention.
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