Job description · Customer support · Full-time

Customer Success Manager job description

A customer success manager makes sure customers get the result they paid for, so they renew and expand. They run onboarding, regular check-ins, and health tracking for a book of accounts.

Illustration of a job description template: a document with role requirements, plus pen, checklist, briefcase and search icons

Responsibilities

  • Onboard new customers with a clear plan and first milestones
  • Run regular check-ins and business reviews for assigned accounts
  • Track account health from usage, support tickets, and sentiment
  • Spot churn risk early and lead save plans
  • Identify expansion opportunities and hand them to sales
  • Collect feedback and share themes with product

Requirements

  • Three or more years in customer success or account management
  • Confident on video calls with U.S. clients
  • Organized follow-through across many accounts
  • Comfortable with CRM data and simple health scores
  • Consultative: asks about goals, not just features

Tools

  • HubSpot or Salesforce
  • Gainsight, Vitally, or ChurnZero
  • Zoom
  • Google Slides

What success looks like after 90 days

  • Every account has a documented goal and health status
  • Onboarding completed on schedule for new accounts
  • A renewal and expansion forecast for the next quarter

Screening questions

Ask these before you book an interview.

  1. How many accounts have you managed at once?
  2. Have you owned renewals or expansion targets?
  3. Which customer success tools have you used?
  4. This is a full-time role working set hours each business day. Can you commit to that schedule?

Interview questions

  1. An account's usage dropped 40% this month. What do you do?
  2. Walk me through your onboarding plan for a new customer.
  3. Tell me about a customer you saved from canceling.
  4. How do you prepare for a quarterly business review?

Hiring tip

Ask finalists to present a short mock business review for a sample account. It shows how they connect your product to the customer's goals.

Customer Success Manager hiring FAQ

What does a Customer Success Manager do?

A customer success manager makes sure customers get the result they paid for, so they renew and expand. They run onboarding, regular check-ins, and health tracking for a book of accounts. Day to day, the role covers work such as: onboard new customers with a clear plan and first milestones, run regular check-ins and business reviews for assigned accounts, and track account health from usage, support tickets, and sentiment.

How much does it cost to hire a full-time Customer Success Manager from the Philippines?

We place a full-time Customer Success Manager from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.

What skills should a Customer Success Manager have?

Look for: three or more years in customer success or account management, confident on video calls with U.S. clients, organized follow-through across many accounts, and comfortable with CRM data and simple health scores. Common tools include HubSpot or Salesforce, Gainsight, Vitally, or ChurnZero, Zoom, and Google Slides.

What should a Customer Success Manager achieve in the first 90 days?

Every account has a documented goal and health status, onboarding completed on schedule for new accounts, and A renewal and expansion forecast for the next quarter.

Can I copy and edit this Customer Success Manager job description?

Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.

Want us to find your Customer Success Manager?

We place a full-time Customer Success Manager from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.