customer success manager interview questions

Ten Interview Questions to hire the best Customer Success Manager (CSM)

Customer Success is where the battle for growth is being fought for every SaaS company and Customer Success Manager or CSM is the foundation for any successful customer success team.

Hence, finding the right CSM is extremely important for every SaaS company.

So how do we identify the best Customer Success Manager?

Here are the top ten interviews questions you can ask Customer Success Manager candidates before your hire them.

  1. Check Customer Success understanding: What is Customer Success and why do companies need it? What will happen if we abolish the customer success department? And reverse what will happen if we have a great customer success team? How do onboard a customer? (ref: customer onboarding framework)
  2. Check Empathy: Customer is about to cancel the contract because he/she is not able to do a task. But it’s actually possible to manage the task via the customer success software. What should we do? Who or what is at fault here? Product, Training, Support, Customer Success or Customer?
  3. Check domain knowledge: Say, you could only measure one thing to check if the customer was getting value from using the product. What would that be?
  4. Check ability to create a Strategy: What will be your strategy to manage a mix of accounts varying from a few thousand dollars to hundreds of thousands of dollars in annual recurring revenue?
  5. Check Time Management: How will you manage your day, week and month to Onboard new customers, retain existing customers, grow the portfolio and drive advocacy?
  6. Are they comfortable with Data: In a portfolio of hundreds of accounts, how will you know which customer is about to churn? And which customers are going to upgrade?
  7. Check comfort to shuffle tasks: You have a day packed with pre-planned Onboarding meetings. How will you handle an escalation from your key customer?
  8. Check the Sales inclination: If a new major product feature is released, how will you work with it? How will you get the customers to adopt the new feature?
  9. Check if they are a team player: Give me an example from your experience where you helped out a colleague.
  10. Put them in a real scenario: Competition has just released a new feature which we do not have yet, and customers are asking for it. What do you do?

Found the perfect customer success manager? Here are 10 Customer Success KPIs you should track.

Puneet leads CustomerSuccessBox. He is deeply passionate about the three product joys - the joy of producing, the joy of selling, and the joy of ownership. His inspirations come from family, friends, mentors, people he works with and from free thinkers like Eric Ries (The Lean Startup), Tim Brown (Change by Design: Design thinking) and many more.