As a customer success manager, my job is to make sure that customers are happy with the products or services they receive from my company. I do this by maintaining excellent communication with them and always being available to answer their questions or solve any problems they might have. 

This article teaches you all you need to know about customer success managers including their roles in a business organozation.

What is a Customer Success Manager?

A Customer Success Manager (CSM) is a person who works for a company and helps the company retain its customers. This is a relatively new position that has grown in importance as more and more companies are realizing how important customer retention is. There is some confusion about what a CSM does and how a company should use them.

A Customer Success Manager’s main job is to become an expert at understanding everything about the client’s business. This includes their model, their goals, their timeline, their IT, and more.

They are experts in the technology and solutions they provide and can assist customers with any questions they might have.

As a CSM, it is your job to understand both your customer and your solution. By doing so, you can provide them with the best possible service, ensuring their continued success.

The Role of A CSM?

A Customer Success Manager is a customer advocate whose job is to ensure the success of their clients.

A success manager handles a variety of different tasks that both internally and externally focus.

Customer Success Managers (CSMs) are in charge of making sure that customers get the full value out of their product. They do this by making sure customers are properly onboarded, that processes are running smoothly, and that clients are getting the most out of the product.

As a CSM, it’s your job to show clients how your product can increase their revenue and improve their processes. Not only should you demonstrate how it will impact their revenues, but you should also look for ways to customize the product to fit their specific needs. By doing so, you will increase the chance of long-term client retention.

As a CSM, you will be responsible for managing different tasks and projects for many different clients. Some of your daily tasks will include:

Work to develop and manage customer portfolios, handle customer inquiries and communication, analyze customer data to improve the customer experience, evaluate and improve tutorials and other communication infrastructure, mediate between clients and the organization.

The CSM also is supposed to handle and resolve customer requests and concerns, suggest new solutions or products to improve customers’ operations, anticipate customer needs based on projects in the pipeline, prove their value internally and externally to promote business growth and profitability for all. Phew! That’s a lot of responsibility – no wonder they need great time management skills!

The Customer Success Management team needs to be open and transparent with their clients.

Your customer’s success manager should schedule regular meetings with you to keep you updated on the status of your tickets, your project timeline, and any solutions that may be necessary.

CSMs’ ability to remain transparent with their customers is crucial to building trust, which is essential for reducing client turnover and keeping clients happy.

Client Success Managers have a direct impact on customer retention. They are able to build relationships with customers, and act as their trusted adviser.

What Makes A Successful Customer Success Manager

To be successful as a CSM, you need a wide variety of skills and personality traits. While there is no one-size-fits-all education requirement for this position, there are a few key traits that are essential for success.

The ideal candidate for the role of a customer success is someone who has a bachelor’s degree in sales, marketing or communication.

They must also be strategic thinkers, as they must constantly be thinking ahead about the customer’s success.
A great CSM has the ability to put themselves in their customers’ shoes and understand their journey. Their role is to be supportive and helpful, and to build long-lasting, successful relationships.

A CSM needs to have excellent communication skills in order to effectively connect with customers. Without strong listening skills, the process of communicating could be disrupted, which would impact the client experience negatively.

A CSM must be skilled in planning, executing, and leading projects successfully in order to be successful. They must also have strong analytical skills.

Lastly, they must have worked in a similar position before, as they will have a good understanding of the responsibilities of the role.

Why is there a Significant Rise in the Role of a Customer Success Manager in SaaS Companies?

Customer support used to be much more challenging before the advent of customer support managers. It was difficult to keep track of customers’ needs, and when they were going to leave.

With the rise in subscription services, there was a need for a tool that assists businesses in keeping track of their subscriptions and renewal rates.

The company felt that there was a need for a new position that would advocate for the customer’s needs.

As a result, customer success managers became more prominent.

Today, there are many B2B companies that use subscription-based models. They need to keep track of their customer retention and customer churn rates.

Customer Success Managers needed a tool to help them track their interactions with customers.

As technology advances, so too do the tools available to customer success managers. Dashboards that track customer health have become increasingly sophisticated, making it easier for CSMs to keep tabs on their clients. This is vital for B2B SaaS companies, whose customers are essential to their continued success. As a result, we’ve seen a rise in the prominence of customer success managers within these organizations.

In the current market, many companies are looking to hire Customer Success Managers (or CSM), who ensure that customers’ needs are met. This, in turn, results in the company generating revenue from subscription-based services.

CSM Productivity Tools

Tools and software are necessary to monitor and organize your customer success strategy. Given the many responsibilities that you have as a CSM, these tools will make your life easier.


Salesforce is a customer relationship technology that allows CSMs to monitor client data and build meaningful relationships. Salesforce’s help makes it easy for CSMs to get to know their customers and learn about their customer metrics. This allows them to manage their daily operations without any complications. Salesforce is a useful, one-stop-shop software that allows them to:

  • Tracks and manages customer information.
  • Connects your entire staff from any device.
  • Captures customer emails intelligently
  • Reduces repetitive tasks so that you can focus on leads.


HubSpot’s all-in-one customer satisfaction solution is completely free to use and can scale up to meet the needs for large companies. Hubspot provides tickets to help customers organize and solve their problems. Hubspot also offers a team inbox, where agents and reps can exchange messages and assign tickets. Hubspot can also be used to view customer reviews, conduct surveys, and evaluate feedback and customer satisfaction ratings.


Redbooth is a collaboration platform that helps customer success teams keep track of internal initiatives. It streamlines communication and tasks management to make projects more efficient.

Monday helps you manage your tasks and projects visually. It allows you to collaborate with your CSM team anywhere and on all devices.


SmartSheet removes the need for unnecessary meetings so that you can concentrate on strategy and being proactive. This SaaS application helps you collaborate and automates your workflow.

What does a customer success manager do?

A CSM is responsible for ensuring that a company’s customers are satisfied with its products or services. They work to improve customer loyalty and retention by providing support and guidance to customers. They may also be responsible for developing relationships with key customers and understanding their needs.

Is customer success a stressful job?

Customer success can be a stressful job because you are constantly working to ensure that the customer is happy and satisfied with the product or service. This can be challenging at times, but it is also very rewarding.

What are the qualifications of a customer success manager?

A CSM is responsible for ensuring that a company’s customers are satisfied with its products or services. They work to enhance customer retention and loyalty by providing support and guidance to customers. A CSM typically has a bachelor’s degree in business, marketing, or a related field. They should also have strong communication and interpersonal skills.


In conclusion, the customer success manager plays a vital role in ensuring customer satisfaction. They must have excellent communication and interpersonal skills, as well as the ability to understand consumer needs and solve problems quickly. By meeting these qualifications, they can help build strong customer relationships and ensure that they are happy with their experience.

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Go through a variety of filters to zero in on the leads you want to reach. This is crazy specific, but you could find all the people that match the following: 

  • A company in the Financial Services or Banking industry
  • Who have more than 10 employees
  • That spend money on Adwords
  • Who use Hubspot
  • Who currently have job openings for marketing help
  • With the role of HR Manager
  • That has only been in this role for less than 1 year
Just to give you an idea. 😀[/sc

Editors Note:

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Justin McGill
About Author: Justin McGill
This post was generated for LeadFuze and attributed to Justin McGill, the Founder of LeadFuze.