Goal templates — Sales - Customer Success Professional (P2)
Sales - Customer Success · General · P2 — Developing Professional
These are canon-derived frames, not advice: every line is either verbatim JobFrame canon text or a fixed template wrapping it. ⟨target⟩ / ⟨baseline⟩ / ⟨date⟩ are placeholders for the manager to fill in. Nothing here is generated by AI — rows are omitted, never invented, when the canon lacks the underlying field.
MBO areas
Key result areas from this level's responsibilities, each with a standard grounded in the canon leveling rubric where one exists.
| Area | Standard | Target | Due |
|---|---|---|---|
| Welcome and orient new customers | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Serve as the primary contact for customer inquiries and support | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Continuously work to demonstrate and increase the value the customer gets from the product | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Assist customers in navigating product features | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Gather customer feedback to inform product improvements | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Facilitate customer training sessions | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Develop customer success plans tailored to individual needs | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
| Identify opportunities for upselling and cross-selling | Consistent with this level's decision rights: "Routine technical choices within guidance" | ⟨target⟩ | ⟨date⟩ |
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1. Area: Welcome and orient new customers [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 2. Area: Serve as the primary contact for customer inquiries and support [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 3. Area: Continuously work to demonstrate and increase the value the customer gets from the product [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 4. Area: Assist customers in navigating product features [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 5. Area: Gather customer feedback to inform product improvements [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 6. Area: Facilitate customer training sessions [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 7. Area: Develop customer success plans tailored to individual needs [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩ 8. Area: Identify opportunities for upselling and cross-selling [source: responsibility (component)] Standard: Consistent with this level's decision rights: "Routine technical choices within guidance" Target: ⟨target⟩ Due: ⟨date⟩
Scorecard
Only perspectives with real canon backing are shown — no Financial or Customer perspective, since nothing in the canon grounds business-financial or customer measures for a role alone.
Learning & growth
- Proficiency: "Speaking"→ ⟨target⟩ by ⟨date⟩
- Proficiency: "Active Listening"→ ⟨target⟩ by ⟨date⟩
- Proficiency: "Persuasion"→ ⟨target⟩ by ⟨date⟩
- Proficiency: "Management of Personnel Resources"→ ⟨target⟩ by ⟨date⟩
- Proficiency: "Social Perceptiveness"→ ⟨target⟩ by ⟨date⟩
- Proficiency: "Service Orientation"→ ⟨target⟩ by ⟨date⟩
Role calibration
- Meets the scope bar: "Defined deliverables / small features"→ ⟨target⟩ by ⟨date⟩
- Meets the autonomy bar: "General supervision; reviewed at milestones"→ ⟨target⟩ by ⟨date⟩
- Meets the complexity bar: "Some non-routine problems; applies established patterns"→ ⟨target⟩ by ⟨date⟩
- Meets the impact bar: "Own and immediate-team deliverables"→ ⟨target⟩ by ⟨date⟩
- Meets the decision rights bar: "Routine technical choices within guidance"→ ⟨target⟩ by ⟨date⟩
- Meets the leadership bar: "May guide interns"→ ⟨target⟩ by ⟨date⟩
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Learning & growth - Proficiency: "Speaking" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] - Proficiency: "Active Listening" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] - Proficiency: "Persuasion" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] - Proficiency: "Management of Personnel Resources" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] - Proficiency: "Social Perceptiveness" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] - Proficiency: "Service Orientation" → ⟨target⟩ by ⟨date⟩ [source: O*NET skill (MF-118 KSA)] Role calibration - Meets the scope bar: "Defined deliverables / small features" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Scope)] - Meets the autonomy bar: "General supervision; reviewed at milestones" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Autonomy)] - Meets the complexity bar: "Some non-routine problems; applies established patterns" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Complexity)] - Meets the impact bar: "Own and immediate-team deliverables" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Impact)] - Meets the decision rights bar: "Routine technical choices within guidance" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Decision rights)] - Meets the leadership bar: "May guide interns" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Leadership)]