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Also known as: CSM, success manager, client success

Customer Success Manager

ConceptualRolesSales

Definition

Customer Success Manager: A Customer Success Manager (CSM) ensures customers achieve their desired outcomes with your product, driving retention, expansion, and advocacy. CSMs onboard customers, monitor health metrics, conduct business reviews, and proactively address risk. They're measured on retention, expansion, and customer satisfaction.

Example Usage

β€œEach CSM manages 30-50 accounts. They run quarterly business reviews, monitor usage patterns, and intervene when customers show churn risk.”

Common Misconceptions

CS is just support. Support is reactive; customer success is proactive relationship management.
CS is only for enterprise. Even self-service products benefit from scaled CS through automation and community.
CSMs don't sell. Modern CSMs own expansion revenue; they identify and close upsell/cross-sell opportunities.

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