12 general skills or competencies (Job family competencies) for Customer Success Manager
Skill definition-Determining and investigating root causes of customer complaints to create prompt resolutions and deliver a high-quality service experience.
Level 1 Behaviors
(General Familiarity)
Documents customer complaints in the company system for prompt problem resolution.
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Level 2 Behaviors
(Light Experience)
Follows standardized procedures and practices used in complaint resolution.
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Level 3 Behaviors
(Moderate Experience)
Communicates with customers to determine and investigate cause of conflicts and complaints.
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Level 4 Behaviors
(Extensive Experience)
Improves the resolution process for all customer complaints to ensure a positive customer experience.
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Level 5 Behaviors
(Mastery)
Adapts to new technologies used in complaint management to improve customer service and resolution.
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Skill definition-Attracting, retaining, and converting customers into loyal buyers to reduce attrition, increase ROI, and acquire new customers.
Level 1 Behaviors
(General Familiarity)
Cites possible factors that affect customer retention rates.
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Level 2 Behaviors
(Light Experience)
Applies customer modeling techniques to identify and understand customer behaviors.
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Level 3 Behaviors
(Moderate Experience)
Analyzes customer feedback to execute new techniques in ensuring customer retention.
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Level 4 Behaviors
(Extensive Experience)
Creates plans and framework to increase customer retention growth and mitigate competitive threats.
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Level 5 Behaviors
(Mastery)
Adapts to industry best practices and trends in customer retention to secure customer loyalty.
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12 soft skills or competencies (core competencies) for Customer Success Manager
Skill definition-Applying principles, practices and guidelines to interact and build a good business relationship with customers.
Level 1 Behaviors
(General Familiarity)
Cites examples of different types of CRM solutions.
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Level 2 Behaviors
(Light Experience)
Applies statistical methods to analyze and gather customer data.
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Level 3 Behaviors
(Moderate Experience)
Analyzes customer data collected through multiple sources to make more informed decisions.
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Level 4 Behaviors
(Extensive Experience)
Delivers a collaborative approach to provide timely and accurate processing of orders and requests.
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Level 5 Behaviors
(Mastery)
Creates a holistic view of a business' customers to increase referrals from existing clients.
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Skill definition-Managing and prioritizing resources and workloads by creating well-organized plans to attain organizational goals and objectives.
Level 1 Behaviors
(General Familiarity)
Cites potential challenges and workplace issues in delegating tasks that may impede well coordinated work.
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Level 2 Behaviors
(Light Experience)
Assists in identifying and breaking tasks into a sequence of steps for a more organized task plan.
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Level 3 Behaviors
(Moderate Experience)
Aligns tasks and priorities with business goals and objectives.
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Level 4 Behaviors
(Extensive Experience)
Creates programs to improve planning and organization of work to achieve business objectives.
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Level 5 Behaviors
(Mastery)
Builds and designs organizational systems and planning tools to enhance overall productivity.
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Summary of Customer Success Manager skills and competencies
There are 0 hard skills for Customer Success Manager.
12 general skills for Customer Success Manager, Customer Complaint Resolution, Customer Retention, Customer Satisfaction, etc.
12 soft skills for Customer Success Manager, Customer Relationship Management, Planning and Organizing, Coordination, etc.
While the list totals 24 distinct skills, it's important to note that not all are required to be mastered to the same degree. Some skills may only need a basic understanding, whereas others demand a higher level of expertise.
For instance, as a Customer Success Manager, he or she needs to be skilled in Customer Relationship Management, be skilled in Planning and Organizing, and be skilled in Coordination.