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How to Build CSM Team: Step 1 – Write a Effective Customer Success Dream Team Job Description

CS job Description

In today’s competitive SaaS landscape, retaining happy and productive customers is no longer optional – it’s the cornerstone of sustainable business growth. Customer Success Managers (CSM) play a vital role in achieving this goal by building strong relationships, ensuring customer satisfaction, driving long-term value, and fostering responsible customer advocacy. But how do you attract the best CSM talent

Crafting an Effective Customer Success Job Description

Writing CSM Job Description

A well-written customer success manager job description is your first impression on hiring potential candidates. It needs to accurately reflect the role’s responsibilities while sparking the interest of top CSM talent. Here’s what you need to include:

  • Compelling Job Title & Summary: Start strong! Instead of a generic “Customer Success Manager,” consider titles like “Customer Success Rockstar” or “Customer Success Advocate.” The summary should be concise yet informative, highlighting the role’s impact and the ideal candidate profile.
  • Detailed Responsibilities & Duties: Don’t leave candidates guessing about what the job entails. Outline the day-to-day tasks and core competencies required for success. Here are some key areas to cover:
  • Onboarding & Customer Education: Ensuring a smooth onboarding process and providing ongoing educational resources to empower customers.
  • Customer Retention & Growth Strategies: Developing and implementing strategies to reduce churn, increase customer lifetime value, and identify upsell opportunities.
  • Proactive Account Management: Building strong relationships, anticipating customer needs, and proactively addressing any challenges. For example, proactively addressing any challenges by scheduling regular check-ins and providing tailored solutions.
  • Data Analysis & Reporting: Leveraging data to track key metrics, identify trends, and measure customer success initiatives.
    • Tracking key performance indicators (KPIs) to measure the success of customer success initiatives.
  • Required Qualifications & Skills: Be clear about the essential skills and experience needed to excel in the role. Here’s a starting point:
  • Prior CS experience (mention ideal number of years) in a B2B SaaS environment.
  • Strong communication and interpersonal skills to build rapport and effectively manage customer relationships.
  • Analytical thinking and problem-solving abilities to identify root causes and develop solutions.
  • Proficiency in relevant Customer Relationship Management (CRM) and Customer Success Management (CSM) tools.
  • Preferred Qualifications & Skills: While not mandatory, these can help your ideal candidate stand out:
  • Experience in your specific industry (e.g., FinTech, Healthcare)
  • Specific technical skills relevant to your product or platform.
  • Leadership potential and the ability to mentor and coach others.

Going Beyond the Basics: Engaging Your Ideal Candidate with Customer Success Manager Skills

A great JD goes beyond just listing requirements. Here’s how to make it truly shine:

  • Showcase your company culture and values. What makes your workplace unique? Highlight a fun and collaborative work environment, opportunities for professional development, or a strong commitment to customer success. Our company values the importance of building a good relationship with customers to ensure their long-term success and satisfaction.
  • Highlight opportunities for growth and career development. Let candidates know they can build a long-term career at your company. Emphasize the essential skills required for the customer success manager position and mention skills that are nice to have but not crucial for a career in customer success.
  • Include a clear call to action (CTA). How should interested candidates apply? Provide clear instructions and a link to your application

Avoiding Common Pitfalls

Here’s what to steer clear of when crafting your JD:

  • Generic descriptions: Don’t use a generic template that doesn’t reflect your company’s specific needs and the CSM role within your organization.
  • Tech skills over soft skills: While technical skills are important, don’t neglect the importance of soft skills like communication, problem-solving, and relationship building. Highlighting essential customer success manager skills is crucial for attracting the right candidates.
  • Lengthy or jargon-filled descriptions: Keep it concise and easy to read. Avoid excessive industry jargon that might deter potential candidates.

Sample CSM Job Description  

When crafting a success manager job description, it’s essential to highlight the key responsibilities, requirements, and expectations for candidates. This includes guiding the team in the right direction to see companies achieve industry-beating net retention numbers, building customer relationships, driving customer satisfaction and retention, understanding customer needs, reducing churn, and developing strategic relationships with

Customer Success Manager

Do you thrive on building relationships, solving problems, creating, and helping businesses achieve their goals? Are you passionate about customer success and driving long-term value as customer success managers? If so, then we want to hear from you!

AppEQ, a fast-growing SaaS company empowering B2B organizations to activate customer data and insights for powering revenue growth, is searching for a passionate and results-oriented Customer Success Manager (CSM) to join our growing team in a customer success strategy and role.

In this role, you will play a critical role in ensuring the success of our customers by building strong relationships, proactively identifying their needs, and maximizing their value from our AppEQ platform.


  • Own the customer journey from onboarding to ongoing success:
  • Develop and deliver engaging onboarding programs to ensure new customers are set up for success.
  • Be the primary point of contact for assigned customers, providing ongoing support and guidance.
  • Proactively identify customer needs and challenges, offering solutions and driving product adoption.
  • Foster strong customer relationships:
  • Build rapport and trust with customers, fostering long-term partnerships.
  • Communicate effectively with customers at all levels, clearly explaining product features and functionalities.
  • Actively listen to customer feedback and use it to improve product development and customer experience.
  • Drive customer success and retention:
  • Develop and implement strategies to increase customer retention and lifetime value.
  • Identify upsell and cross-sell opportunities based on customer needs and usage data.
  • Track key customer success metrics and report on progress towards achieving goals.
  • Be a data champion:
  • Leverage data and customer insights to identify trends and opportunities for improvement.
  • Partner with the product and marketing teams to ensure the platform continues to meet customer needs.
  • Stay up-to-date on industry best practices and customer success methodologies.
  • Log customer interactions and feedback to ensure transparency and continuous improvement.
  • Collaborate with customer success specialists to ensure comprehensive support and guidance for all customers.


  • 2-4 years of experience in a Customer Success or Account Management role within a B2B SaaS environment.
  • Proven track record of exceeding customer expectations and driving high customer satisfaction.
  • Strong communication, interpersonal, and relationship-building skills.
  • Excellent problem-solving and analytical thinking abilities.
  • Proficient in Customer Relationship Management (CRM) and collaboration tools.
  • A passion for customer success and a desire to make a positive impact.
  • Experience with SaaS data analysis tools a plus.
  • Experienced customer success manager with a proven track record in developing strategic relationships and high retention rates.
  • Experience working with professional services teams to manage customer accounts and resolve issues.

Bonus Points:

  • Experience in the B2B SaaS, Business Analytics or Customer Success.
  • Familiarity with the AppEQ platform or similar data activation solutions.
  • A collaborative and team-oriented mindset.

What We Offer:

  • The opportunity to join a fast-paced and growing company at the forefront of customer data activation.
  • A collaborative and supportive work environment where your ideas are valued.
  • Competitive salary and benefits package.
  • The chance to make a real impact on our customers’ success.

Ready to join our awesome Customer Success team and build a rewarding career at AppEQ? We look forward to hearing from you!

Please submit your resume and cover letter explaining why you’re passionate about customer engagement and success and why you’d be a great fit for AppEQ.

A strong and well-crafted JD is an essential tool for attracting top Customer Success talent. By following these guidelines and tailoring the above task description to your specific needs, you can create a compelling message that resonates with the ideal CSM candidate and helps you build your dream customer

Other Considerations: Customer Feedback

Habit 10 : Pick up the phone
  • Tailor the JD to your specific company culture, product, and ideal candidate profile, ensuring it highlights the responsibilities and collaboration of customer success teams.
  • Use strong action verbs and quantifiable metrics when outlining responsibilities (e.g., “Develop and implement customer onboarding programs that achieve a 90% customer satisfaction rating” and “Educate customers on product features to ensure a seamless onboarding experience”).
  • Emphasize the role of the entire customer success team in guiding users through personalized paths to success and ensuring the adoption of new features.
  • Highlight how most customer success teams manage multiple customers simultaneously and focus on the product experience to build customer loyalty.
  • Ensure regular communication and collaboration between the sales team and customer success teams to achieve positive client outcomes.
  • Proofread carefully for any errors or inconsistencies before posting your JD online.

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Picture of Marina Leishangthem

Marina Leishangthem

Marina Leishangthem completed her studies in Imphal,India, MBA - combining Marketing with Business Studies. As a result, developed a passion for customer data , automation, and all things that can help in the realm of driving revenue using data and insights. By telling stories via data, she helps clients understand their revenue retention and growth opportunities.

What is AppEQ? 


AppEQ is a lightweight customer data activation plugin that brings customer data like product usage data/trends right at CSM’s fingertips , on their existing applications like Inbox/CRM /CSP /HelpDesk. We integrate data directly from product analytics like Pendo, Mixpanel, Amplitude and CRM like Salesforce, Hubspot etc. 

Our capability to bring this within your existing applications through our in-app widgets  leads to much higher adoption  and implementation time of 1 week or less

Book a demo with Shaswat

Every Enterprise requirements are different. Understand how Customer Data and Insights Activation can help drive more revenue through a personalized demo with Shashwat


What is Insights & Data Activation?

Insights & Data Activation connects data from various sources and creates a unified profile. It uncovers valuable insights and opportunities in customer interactions through platforms like CRM, helpdesk, CSP, spreadsheets.

AppEQ works seamlessly with your existing operational tools,
so your team doesn't need to learn a new system

Unified View​

Data Integration empowers companies to improving customer experience and retention. By connecting customer profile and interactions across all touchpoints in different systems, organizations can proactively identify at-risk customers and sell more with intelligent insights aligned to customers interest.

Improved Customer Retention​

Deeper customer insights, proactive churn prevention, exceptional experiences for long-term success.

Increased Revenue Opportunities​

Leverage customer data to identify upsell/cross-sell opportunities and maximize revenue growth

Streamlined Workflows

Streamline operations and proactively address customer needs with real-time in-app data insights in existing workflow.

Culture of Data-Driven Decisions

Empower data-driven decisions for customer success with clear customer insights and interactive dashboards.