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Customer success manager skills for your resume and career

One of the most important hard skills a customer success manager can possess is ample experience with account management and customer relationship management because these are some of the key focuses of customer success managers. It's also important for customer success managers to have the hard skill of experience with cloud technology.
When it comes to soft skills, customer success managers should have strong customer service skills above all else. Customer success managers need to communicate and coordinate with many different parties, so communication skills are also crucial.
15 customer success manager skills for your resume and career
1. Client Facing
- Identify, document and communicate customer success best practices for case study development and the client facing user community portal.
- Collaborate with the marketing team to establish content themes and goals for client facing communication and social media activity.
2. 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.
- Assisted in resolving post-sales non-technical customer inquiries relating to products and/or Cloud services.
- Improved customer adoption and maturity levels of Essential Cloud customers, driving references, maintenance retention, and additional investment.
3. 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.
- Manage overall and ongoing executive relationship with customers through open, responsive, and collaborative partnerships and account management.
- Collaborate with Sales Account Management and executives to identify areas of solution expansion and adoption opportunities.
4. 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.
- Managed Enterprise customer relationships proactively in the Discrete Manufacturing vertical and maintaining high customer satisfaction resulting in improved customer retention.
- Managed customer relationships to maximize desired outcomes for the customers while increasing customer satisfaction and retention.
5. Saas
- Obtained proficiency in SaaS cloud-base software platform specific to automotive industry.
- Managed and engaged Microsoft customers to drive usage, adoption and consumption of CRM Online services (SaaS).
6. 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.
- Earned a reputation for exceeding customer service standards and goals and for developing empathetic client relationships.
- Developed and oversaw Customer Service policies and procedures to improve customer satisfaction.
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- Managed billable work-orders and utilized planning, negotiating and project management expertise to ensure timely delivery.
- Coached and developed staff with an emphasis on developing their project management and customer success fundamentals.
8. 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.
- Manage a team of 12 Customer Success Managers (CSM s) responsible for $40 million in reoccurring revenue.
- Analyze and predict staffing needs for the Customer Success Manager department (CSM); make hiring decisions.
9. 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.
- Managed daily account communication status of open support requests into SalesForce.
- Answered incoming phone support requests and enters details of requests into SalesForce.
10. Post Sales
- Support customer success team in the post sales relationship leading to a 99% annual retention rate.
- Trained and on boarded clients to the DoubleDutch Platform while managing the entire post sales client relationship.
11. Product Management
Product management is a part of an organization's function that deals with product development, planning, pricing, forecasting, launching, and marketing the product.
- Partnered with Service Delivery, Customer Support and product management to identify and resolve issues efficiently and drive overall customer satisfaction.
- Identify product improvement opportunities and work with Product Management to outline requirements for new solution features and functionality.
12. Client Satisfaction
- Improved client satisfaction resulting in increased number of customer references and testimonials.
- Initiate communication as needed to maintain client satisfaction.
13. Business Reviews
A business review is a published survey about a company. It helps the company gauge their performance and see how they can improve, plan and implement policies to increase their companies' revenue.
- Hosted customer quarterly business reviews to track customer performance to customer-defined success goals.
- Engaged regularly with clients via executive business reviews to support strategic alignment.
14. Product Knowledge
Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.
- Applied advanced product knowledge to develop unique solutions for prospective and existing customers' needs.
- Created and presented internal product knowledge presentations, repurposing for external customer consumption.
15. CRM
CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.
- Promoted & increased CRM usage adoption among internal teams, and increased CRM integration with entire ERP system.
- Well versed in leveraging CRM to manage accounts, capture metrics, and implement relevant processes.
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List of customer success manager skills to add to your resume

The most important skills for a customer success manager resume and required skills for a customer success manager to have include:
- Client Facing
- Cloud
- Account Management
- Customer Relationships
- Saas
- Customer Service
- Project Management
- CSM
- Salesforce
- Post Sales
- Product Management
- Client Satisfaction
- Business Reviews
- Product Knowledge
- CRM
- Business Value
- Customer Retention
- Product Roadmap
- Business Objectives
- Professional Services
- Digital Marketing
- Customer Issues
- Business Development
- Technical Support
- ROI
- Customer Feedback
- Customer Engagement
- Onboard
- KPIs
- Product Adoption
- Customer Support
- Customer Accounts
- Technical Issues
- Client Relationships
- Customer Journey
- Advisor Relationship
- Executive Sponsors
- NPS
- ERP
Updated January 8, 2025