← Canon taxonomy
M2
SCS.GEN.M2
Sales - Customer Success Manager (M2)
Sales - Customer Success

Sales - Customer Success Manager (M2)

SCS.GEN.M2

M2M2 — Manager IImedium0.70draftglobalv1

A strategic, hands-on leader responsible for guiding a team of Customer Success professionals and scaling the customer success function.

Level
M2 · M2 — Manager II · 5–8 yrs
Function · Focus
Sales - Customer Success · General
Market pay (median)
Pay basis
model pending

A strategic, hands-on leader responsible for guiding a team of Customer Success professionals and scaling the customer success function.

The story of this role

Who does this work

A Customer Success Manager who wants to ensure customers achieve their desired outcomes with the company’s product, fostering lasting relationships and driving satisfaction.

The problem this role solves

  • The external problem: Customers feel disconnected or do not fully understand how to maximize the value of the product.
  • The internal problem: The Customer Success Manager struggles with meeting diverse customer needs and ensuring consistent engagement.
  • Why it matters: Every customer deserves to realize the full potential of the solutions they invest in; their success is our success.

The plan

  1. Establish clear communication channels with customers to understand their needs and goals.
  2. Conduct regular check-ins to assess customer satisfaction and identify roadblocks.
  3. Provide tailored training sessions to explain product features and best practices.
  4. Monitor usage metrics to proactively address potential issues.
  5. Facilitate collaboration between customers and product teams to enhance service offerings.

What's at stake

Customers feel unsupported, leading to dissatisfaction and potential churn. Missed opportunities for account growth due to a lack of engagement or understanding of customer needs.

Success looks like

Customers achieve their goals, resulting in increased satisfaction and loyalty. Growth in customer accounts through upselling and cross-selling opportunities.

Summary

A strategic, hands-on leader responsible for guiding a team of Customer Success professionals and scaling the customer success function.

Level — M2 — Manager II

Manages an established team or sub-function; owns planning and performance for the group.

Scope
An established team or sub-function
Autonomy
Owns planning for the group
Complexity
Cross-project coordination and priorities
Impact
Group delivery and development
Decision rights
Owns staffing, priorities, performance for the group
Leadership
Manages a team; sometimes manages leads
Typical experience
5–8 yrs

Core outputs

No core outputs recorded yet.

Adjacent roles

Nearest roles by structural coordinates (level + taxonomy). Distance 0 → 1; each carries its 3-state match band. How coordinates work → · Compare side-by-side →

Componentsshow ▾

Responsibilities10

  • Supervise, coach, and develop a team of Customer Success Managers or Specialistscommonlevel
  • Monitor key customer success metricscommonlevel
  • Guide the team in conducting business reviews with major accountscommonlevel
  • Develop strategies to enhance customer satisfactioncommonlevel
  • Ensure alignment of customer success strategies with company goalscommonlevel
  • Facilitate communication between customer success teams and other departmentscommonlevel
  • Identify opportunities for process improvementscommonlevel
  • Oversee customer onboarding and retention strategiescommonlevel
  • Manage escalations and complex customer issuescommonlevel
  • Drive initiatives to improve customer engagementcommonlevel

Tasks3

  • Guide team in customer success strategiescommonlevel
  • Monitor and report on success metricscommonlevel
  • Conduct business reviews with major accountscommonlevel

Skills8

  • Leadershipcommonlevel
  • Coachingcommonlevel
  • Strategic planningcommonlevel
  • Communicationcommonlevel
  • Customer engagementcommonlevel
  • Metrics analysiscommonlevel
  • Process improvementcommonlevel
  • Conflict resolutioncommonlevel

Knowledge8

  • Customer success strategiescommonlevel
  • Team leadershipcommonlevel
  • Metrics and KPIscommonlevel
  • Strategic alignmentcommonlevel
  • Process optimizationcommonlevel
  • Customer experience managementcommonlevel
  • Business reviewscommonlevel
  • Cross-departmental communicationcommonlevel

competency8

  • Leadership and coaching abilitycommonlevel
  • Exceptional communicationcommonlevel
  • Strategic Thinkingcommonlevel
  • Team managementcommonlevel
  • Customer Relationship Managementcommonlevel
  • Analytical skillscommonlevel
  • Problem-solvingcommonlevel
  • Cross-functional collaborationcommonlevel

qualification4

  • Bachelor’s degree in Business, Marketing, or a related fieldcommonlevel
  • 5–8+ years in customer-facing rolescommonlevel
  • MBA or advanced degree preferredcommonlevel
  • Certifications in project management or Customer Successcommonlevel
Title aliasesshow ▾
AliasTypeConfidenceApproved
Manager, Sales - Customer Successcommonmedium0.66
Sales - Customer Success Managercommonmedium0.60
Sales - Customer Success Manager (M2)commonmedium0.60
Classification mappingsshow ▾

O*NET / SOC

  • code=41-0000title=Sales & Related Occupationssource=inferred_from_superfunctionreviewStatus=needs_review