customer success manager skills

Customer success managers are essential in today’s cutthroat corporate environment for promoting client loyalty and satisfaction. These talented individuals have a special set of skills that go beyond standard customer service. In addition to being a problem solver, a good customer success manager is also a strategic thinker, a proactive communicator, and an empathic listener. 

They are skilled in foreseeing their clients’ requirements and going above and beyond their expectations. They recognize the value of developing close relationships with customers. Customer success managers skillfully negotiate the challenging landscape of customer interactions, from onboarding new clients to ensuring their continued success. They are masters in spotting growth opportunities and removing potential barriers, which eventually results in higher client retention and revenue. 

Customer success management is a crucial aspect of any business that aims to build strong relationships with its customers and ensure their long-term satisfaction. Customer success managers play a pivotal role in this process, acting as the bridge between the customer and the company. 

With their blend of technical expertise, interpersonal skills, and business acumen, customer success managers are indispensable assets for any organization looking to thrive in the ever-evolving world of customer-centricity.In this article, we will explore the essential skills required for customer success managers to excel in their roles.

What does a Customer Success Manager Do?

A Customer Service Manager (CSM)  is a vital link between a business and its customers, responsible for managing and leading the customer service team, ensuring the provision of the highest level of customer service, and driving customer loyalty and satisfaction. They act as advocates for the customers within the organization, working closely with them to understand their needs, address any concerns, and help them maximize the value they receive. 

Their responsibilities include creating customer service guidelines and standards, coaching and training employees, responding to intricate consumer complaints or inquiries, and reporting to top management. They are frequently in charge of assessing both the collective and individual performance of their team. They may also work closely with other departments to ensure a cohesive approach to customer service, use customer feedback to help with product development or innovations and manage customer service budgets.

How do CSMs Straddle the Sales and Customer Support Gap?

Customer success managers are expertized both in the sales department and customer support department. Customer success managers, however, vary from account managers in that they are not concerned with securing the next account or putting out specific fires. They are relationship managers who grow clientele, boost client retention, address client problems, and promote client satisfaction. 

CSMs straddle the sales and customer support gap by acting as advocates for customers, identifying upsell opportunities, providing proactive support, and gathering feedback. Their unique position within an organization allows them to bridge the gap between sales and customer support, ensuring that customers achieve their desired outcomes and remain loyal to the company.

 As businesses continue to prioritize customer success, the role of CSMs will only become more critical in driving growth and fostering long-term customer relationships.

Responsibilities of Customer Service Manager

Customer Success Managers (CSMs) are crucial to building and sustaining relationships with clients, ensuring that they succeed with the product or services they have purchased, and eventually assisting in business expansion. In many cases, these are their main duties:

Onboarding and Training: 

Customer service representatives (CSMs) assist consumers in understanding the product or service that they’ve purchased and lead them through the process of configuring and using it effectively. Particularly in SaaS (Software as a Service) or other technology-driven sectors, a Customer Success Manager’s (CSM) duty is to maximize customer happiness, reduce churn, and lay the groundwork for upselling and cross-selling opportunities. It is important to make sure that customers know how to utilize the product or service properly.

Customer Retention:

A central responsibility of a Customer Success Manager (CSM) is customer retention, which focuses on ensuring customers continue to use the company’s product or service. Building trusting, personal relationships with clients is the first step in this process. Next, it is important to comprehend their demands and match the company’s products to them. Regular check-ins, whether through meetings, calls, or emails, are a crucial component of this process because they enable the CSM to evaluate customer happiness, foresee issues, and spot improvement opportunities. 

The CSM is in charge of swiftly resolving problems, either on their own or in collaboration with other teams like technical support. Additionally, they collect client input and relay it to the company to advance improvements to the product or service.

Collecting Customer Feedback:

Managing the feedback loop, a procedure that entails gathering, analyzing, and acting upon customer input, is one of the duties of a Customer Success Manager (CSM). This feedback, which was gathered through surveys, direct communication, social media, or other means, offers priceless information about the experiences and wants of the clients as well as any prospective areas for growth. 

Build Relationships:

Customers will occasionally have questions that go outside the purview of the CSM team. Technical queries, small product issues, and simple business inquiries should be directed to your customer support representatives. In order to help customers more easily handle urgent or small issues, CSMs should encourage dialogue between clients and support specialists.

Promote Up-selling and Cross-selling

One of the ways to last your customer’s lifetime with the product is by up-selling and cross-selling. CSMs are committed to achieving customer objectives, which provides a chance to market upscale goods and services. CSMs can meet with customers who are a good fit for an upgrade to go over why the extra purchase will be beneficial. The customer will be more likely to believe your team’s recommendations because your CSM has a rapport with them.

Skills Required For Customer Success Manager

1. Communication

The key to customer success is proactive interaction. Your chance of winning the customer’s trust and ensuring their success increases the faster you inform them of their prospects for improvement. They must understand the demands of their clients, assisting them in completing the onboarding process, demonstrating how to get the most out of the product, and explaining complex technical ideas to them in simple words. Strong interpersonal, listening, vocal, and nonverbal communication skills are necessary for them to achieve this.

Customer success managers should adopt a consultative approach when communicating with customers. By actively listening to their needs and challenges, CSMs can tailor their communication to provide relevant solutions and guidance. This consultative approach fosters a collaborative relationship with customers, enhancing their overall experience.

2. Relationship Building 

A CMS needs to be able to forge strong relationships with both clients and coworkers. They must be able to earn the trust and loyalty of their clients by making them feel appreciated and valued. Contrary to frontline representatives who typically focus on only one issue at a time with one customer before moving on to the next, most customer success managers have continuing connections with their customers. Even if they need to be ready for the next challenge they encountered as a CSM.

To build strong relationships, CSMs should prioritize regular check-ins with customers to assess their progress, address concerns, and identify opportunities for growth. These check-ins should be personalized and tailored to each customer’s unique circumstances, fostering a sense of partnership and trust.

3. Time Management

Customer service managers should follow good time management. Typically, CSMs are in charge of simultaneously maintaining multiple accounts. This calls for efficient time management and the ability to multitask. After all, the organization doesn’t want a client to get the impression that a CMS is spending all of their time with them and that their success means less to them.

4. Problem-solving and Conflicts resolution

A CMS needs to be an excellent problem solver. Customers rely only on them to resolve their problems and remove obstacles that stand in the way of their success. So, a CSM needs to be quick on their feet in this position and come up with ideas that address both immediate and long-term needs. Conflict resolution skills are equally important for customer success managers. They should be adept at handling difficult conversations and defusing tense situations. By approaching conflicts with empathy and a solutions-oriented mindset, CSMs can navigate disagreements and maintain positive relationships with customers.

5. Empathy

Empathy is another important interpersonal skill that CSMs need to have. It is essential while dealing with other people’s problems because it allows you to put yourself in their situation and comprehend their experience and point of view. Finding practical answers will be simpler if you can relate to what your consumers are experiencing more. You must be able to understand the feelings that clients are experiencing when they contact you, even if you lack knowledge in their field or job.

6. Decision-making

A good customer success manager must be able to make decisions. When assisting a customer success team as a CSM, numerous decisions must be taken every day. CSMs can develop their decision-making abilities by being given responsibilities and being held accountable for outcomes.

7. Analytical Skills 

These skills enable CSMs to identify trends, measure customer success, and make data-driven decisions. Customer success managers should possess a strong understanding of data analysis techniques and tools. By analyzing customer usage patterns, engagement metrics, and feedback, CSMs can identify areas where customers may be facing challenges or potential opportunities for upselling or cross-selling.

Also, analytical skills allow customer success managers to track the success of customer onboarding and adoption initiatives. By monitoring key performance indicators (KPIs) and analyzing data, CSMs can identify bottlenecks in the onboarding process and implement improvements to enhance customer success.

8. Strategic Thinking

The customer success manager will not only guide the customer on how to use the products or services but also demonstrate how to utilize the company’s products or services to achieve the organization’s short time goal. The CSM should be able to visualize the entire vision and clear goal on how they want to take the customer success relationship.

9. Critical Thinking

The CSM needs to be able to think critically and solve problems. They should be able to analyze the issue from multiple perspectives, identify both the pros and cons and give a solution that satisfies the customer. The CSM must have an objective attitude and be able to give a conclusion with accurate information instead of guesswork.

10. Persuasion Techniques

Customer success managers who work with the sales team must possess persuasive abilities. CSMs ought to be aware of how they contribute to your company’s revenue growth. They must be able to recognize customer needs, highlight product advantages, encourage consumers to renew and make upsell and cross-sell suggestions.

11. Verbal Reasoning

It is one of the most important skills in many fields, especially in customer success management. Every CSM must have the ability to understand the customer and give attention and resolve the issues. This can be achieved by understanding and valuing the customer’s words and information provided by the customer.

12. Project Management

The CSM needs to handle multiple customers and issues simultaneously. But the customers don’t know each other, they will not try to understand that a CSM is working with multiple projects and missed closing their particular issue. So, the CSM needs to prioritize the projects and meet the deadline to acquire customer satisfaction.

13. Teamwork

For the CSM role, teamwork is crucial. To give customers the greatest experience possible, customer success managers must collaborate with other team members on a day-to- basis. They must therefore possess effective communication and teamwork skills. To improve the customer experience, CSMs must design templates for the customer success team and regularly work with team members. 

14. Hard Skills 

In addition to soft skills, customer success managers must possess a range of hard skills that enable them to effectively analyze data, identify trends, and make data-driven decisions.

Data analysis skills are essential for CSMs to evaluate customer usage patterns, identify areas for improvement, and track the success of customer onboarding and adoption initiatives. Proficiency in using customer relationship management (CRM) tools and other analytics software is crucial for CSMs to gather and interpret data accurately. Technical skills are also valuable for customer success managers, especially in industries where the products or services are technology-based. Understanding the technical aspects of the product or service allows CSMs to provide comprehensive guidance and support to customers.

Industry-Specific Skills for Customer Success Managers

In certain industries, customer success managers may require industry-specific skills and knowledge to effectively support customers. These skills can include an understanding of industry regulations, compliance requirements, and specific challenges faced by customers in that industry.

In the software industry, CSMs may need to be familiar with software development methodologies and have a technical understanding of the product. By acquiring industry-specific skills, customer success managers can provide targeted and specialized support to customers, demonstrating their expertise and adding value to the relationship.

Practices To Follow On Hiring A Customer Success Manager

Create a required Job Description

The first thing you must do is specify the precise knowledge and expertise you require. You need the correct job description in order to attract the best applicants. To emphasize the skills required for the role of the CSM in the job description, list the traits you are looking for in a customer success manager and rank them in order of importance. 

Take into account traits like organization and presentation abilities, as well as soft skills like communication that are necessary for dealing with consumers. To help you improve your job listing, do some research on the kinds of job descriptions your competitors are advertising.

Promote Job Vacancies in Job Portals

The next step after creating a well-designed job description is to market it appropriately with a competitive CSM compensation plan. Start with your own business and network of referrals. It’s possible that qualified individuals are already employed by your company or in contact with coworkers. Hiring a recruiting firm to speed up your talent search and connect you with qualified individuals is another frequently employed strategy.

Use Skill Tests to Conduct Interviews

Once you have a sufficient number of applications, you must filter them. Using skills tests, which allow you to assess and compare candidates’ skills objectively, is the most effective approach to do this. Skillrobo will help you to attain this. Skillrobo is a pre-employment assessment platform that provides recruiters with in-built skill tests and libraries. This helps identify the best candidates for the required role. You can get some ideas for tests you could utilize in addition to our specific Customer Success Manager test from the list of skills up above.

Invite the Selected Candidates

It’s time to schedule interviews with the most qualified individuals after choosing them. You can now probe them deeply regarding their prior experience as well as client management and retention. You can conduct multiple technical interview rounds to filter the suitable candidates for the position.

Evaluate Customer Success Skills

Even though interviews can help you evaluate prospects to some extent, watching them in action allows you to get a greater sense of their skill. Candidates can demonstrate their abilities in a simulated environment by completing a trial exercise. To assess how the candidate would react to a customer and teach the client through the review, for instance, ask them to prepare a presentation or do a simulated quarterly business review.

Example Interview Questions For Customer Success Manager Role

Here are some example questions for customer success skills listed below,

Example questions for problem-solving
  • What changes would you make to your success plan to accommodate recurring revenue?
  • Describe a situation when you had to deviate from your usual course of action with a customer to resolve a problem.
  • Describe your process for setting priorities when you have several projects for customers to finish.
  • Describe your most difficult client experience to date and how you handled it.
Example questions for relationship building
  • What role do upsells play in your customer success efforts?
  • How frequently do you believe you should visit and check in with your clients?
  • What do you believe is the secret to creating enduring client relationships?
  • Describe a moment when you took over an unsatisfied client and the actions you took to repair the situation.
Example questions for teamwork
  • Do you regard yourself as sociable? Could you provide an example?
  • Describe a time when working as a team resulted in both incredibly excellent and extremely bad experiences.
  • What are the top three qualities you look for in a teammate?
  • Describe your previous experience working with several departments. What made the experience good or bad, and why?
Example questions for Critical Thinking
  • What would you do if one of your representatives provided a customer the incorrect information?
  • How do you let your product team members know about the most crucial problems that consumers are encountering?
  • What was the most challenging client issue you’ve ever resolved?
  • Tell me about a time when you struggled with a challenge. What was your response?
Example questions for Soft skills
  • How do you manage work-related stress?
  • How would you respond to a consumer who is adamantly right despite being mistaken about a feature of the product?
  • How would you respond if two teammates were at odds?
  • What do you do when your desk is overflowing with issues to address?
Example questions for Hard skills
  • How would you describe our product to someone who had never heard of it before?
  • What methods would you use to gauge consumer satisfaction?
  • Which one change would you make to our product if you could?
  • As the Customer Success Manager, how would you reduce customer turnover in our company?


Customer success managers are in charge of supporting your customers in getting the results they’re looking for so they’ll renew their subscriptions and promote your business. In order to improve customer retention and lower churn, it is crucial to choose the best salespeople because of this responsibility. Building strong relationships with customers, prioritizing proactive communication, and adopting a consultative approach is essential for customer success managers to excel in their roles. 

By continuously enhancing their skills through training and development opportunities, CSMs can become true masters of customer success, delivering exceptional value to both the customers and the company. Their unique position within an organization allows them to bridge the gap between sales and customer support, ensuring that customers achieve their desired outcomes and remain loyal to the company. 

A key component of effective customer success management is hiring qualified customer success managers. Using the right assessment tool to evaluate applicants for the position of customer success manager will help you work more effectively and provide personalized service to more clients in less time. The Skillrobo platform is made to assist you in selecting the right candidate who possesses the skills required for a customer success manager that benefits the company and achieves the objectives of the organization.

To Sign Up for Skillrobo and find the ideal candidate for the Customer Success Management role, Click here!