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Client success manager skills for your resume and career

Updated January 8, 2025

6 min read

Quoted expert

Roland Rust Ph.D.

Below we've compiled a list of the most critical client success manager skills. We ranked the top skills for client success managers based on the percentage of resumes they appeared on. For example, 11.9% of client success manager resumes contained client facing as a skill. Continue reading to find out what skills a client success manager needs to be successful in the workplace.

15 client success manager skills for your resume and career

1. Client Facing

Here's how client success managers use client facing:

Serve as escalation point for client facing issues by speaking with clients directly to understand and resolve concerns.
Author client facing documentation such as custom escalation and communications documentation, maintenance plans, etc.

2. Client Satisfaction

Here's how client success managers use client satisfaction:

Provide strategic and tactical recommendations to clients to ensure efficient use of company software and maximize client satisfaction.
Selected to serve as escalation point manager to improve definitive client satisfaction.

3. Cloud

Cloud is a server that is accessed over the internet. There are different programs and software that also run on these servers. These clouds can be accessed from anywhere in the world as they are not present in your computer storage, but have their online servers. Cloud consists of data centers all across the world.

Here's how client success managers use cloud:

Act as primary point of contact and liaison to Enterprise clients on Oracle Service Cloud's best practices.
Key focus areas include intelligent networking, cloud computing, mobility, connected machines and information security.

4. Project Management

Here's how client success managers use project management:

Participated in the project management of setting up initial company site and importing information into software for hundreds of individual companies.
Manage relationship with vendor, lead communication throughout organization, and overall project management.

5. Customer Satisfaction

Here's how client success managers use customer satisfaction:

Managed over fifty client relationships, drove customer adaptation, provided digital marketing consultation and increased revenue and customer satisfaction.
Generated client feedback and prepared reports to improve customer satisfaction.

6. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how client success managers use account management:

Provide a disciplined approach to account management including regular governance calls and quarterly business reviews with the customer team.
Designed, implemented and refined account management processes, including staff training and development, and daily guidance and monitoring.

7. CSM

CSM means customer success manager who refers to a person who assists customers as they transit from the level of sales prospects to that of the product or service's active users. Customer success managers primarily focus on the customer's consistency and loyalty to create a long-term company-client relationship, which the organization would maintain so far as the business performs. Skills in this area include strong communication skills, empathy, excellent customer service, adaptability, patience, persuasive communication skills, and self-control. A customer success manager aims at developing a lasting relationship between the business and the customer.

Here's how client success managers use csm:

Continued CSM responsibilities and developed strategic communication plans for clients during the acquisition.
Led tool workshops to maximize CSM communication efficiency both internally and externally.

8. Saas

Here's how client success managers use saas:

Worked with customers to assist and train on features of the SaaS payment console to proactively encourage successful results in sales.
Helped IT management SaaS team create and implement processes to complete their projects at a 98.2% delivery rate.

9. Digital Marketing

Here's how client success managers use digital marketing:

Managed digital marketing campaigns from strategy to execution.
Interpret quality control philosophy with dealer's digital marketing plans.

10. Product Adoption

Product adoption is the process by which customers are educated and aware of a product and/or service, identify its value proposition to become a recurring user. Product adoption is important as it helps users to stick to products which in turn increases revenue for the business owner.

Here's how client success managers use product adoption:

Collaborate on developing processes to measure product adoption.
Manage, work closely with and retain over 50 customers through frequent meetings, Support escalations, product adoption and performance.

11. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client success managers use customer service:

Led customer service/delight efforts, leveraging B2C relationship skills and promoting initiatives to drive positive client experiences.
Motivated and coached customer service representatives and supervisors of customer service.

12. KPIs

Here's how client success managers use kpis:

Consulted with clients to establish critical goals, KPIs, and timeframes.
Analyze data, and report on KPIs and trends.

13. Client Expectations

Client еxресtаtіоnѕ аrе a set of bеhаvіоrѕ, actions, оr ideas about a рrоduсt, service, оr brаnd thаt clients еxресt when thеу interact wіth a company. Mоѕt successful companies аlwауѕ ѕtrіvе to meet or еxсееd client's expectations thrоugh hіgh-ԛuаlіtу products аnd ѕеrvісеѕ.

Here's how client success managers use client expectations:

Coordinated involvement of support, services and management teams to meet client expectations and performance objectives.
Managed client expectations for delivery and implementation of software as well as problem solving.

14. Salesforce

Salesforce is an American cloud-based software company based in San Francisco, California. This company provides customer relationship management services that enable the customers to be closer to the company. It gives the company detailed information about each customer, including marketing, sales, commerce, and services. Salesforce also helps market a product to attract more buyers, and helps win more customers by targeting the right audience.

Here's how client success managers use salesforce:

Performed client set-ups and managed work flow through SalesForce.
Managed development team and oversaw delivery of SAP to Salesforce integration, ServiceMax deployment, and WirelessWerks business process optimization.

15. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how client success managers use customer relationships:

Partner with and manage multiple customer relationships at operational level and across multiple divisions.
Developed deep customer relationships that promoted retention and loyalty.

What skills help Client Success Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on client success manager resumes?

Roland Rust Ph.D.

Distinguished University Professor, David Bruce Smith Chair in Marketing, Executive Director, Center for Excellence in Service, Ph.D., Business Administration, University of North Carolina at Chapel Hill Marketing, University of Maryland

One might think that a stellar sales record would be most important, but that would be most relevant only if the individual has prior sales manager experience. If promoting a salesperson to sales manager, the thing that may be missing is administrative and managerial skills. In addition, we are in a technological revolution, driven by AI, which means that prior knowledge and experience with AI-related analysis would also definitely stand out (although probably hard to find).

Do you want to know more?

List of client success manager skills to add to your resume

The most important skills for a client success manager resume and required skills for a client success manager to have include:

Client Facing
Client Satisfaction
Cloud
Project Management
Customer Satisfaction
Account Management
CSM
Saas
Digital Marketing
Product Adoption
Customer Service
KPIs
Client Expectations
Salesforce
Customer Relationships
CRM

Client Service
ROI
Troubleshoot
Business Development
Business Reviews
Business Processes
Marketing Campaigns
Client Feedback
Product Management
Client Retention
Internal Stakeholders
Client Accounts
Post Sales
Client Issues
Onboard
HR

Revenue Growth
Training Sessions
Phone Calls
Professional Development
Linkedin
Pre Sales
Develop Strong Relationships
Lead Generation
SEM
Technical Support
Facebook
Product Development
C-Level
Post Implementation
Value Proposition

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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