Maximize Customer Lifetime Value! Join our Mastermind Program Now! ⇢

Four Key CSM Role Profiles you want to hire for! [Infographic]

×

Share this Infographic
On Your Site:

A Customer Success leader is in a great position to analyze and map the necessary skill sets his/her team should be proficient at. You can use this analysis to create CSM profiles applicable for your team. For each profile, you can see the relevant experience and characteristics expected from the candidates.

  • The “Project Manager
  • The “Data analytics
  • The “Domain expert/Trusted Advisor
  • The “Negotiator


The Benefits of Creating CSM profiles

  • CS leaders can better define the roles and skills needed in their team (a good exercise to conduct as part of the team structure planning).
  • Expanding the search and recruitment of CSMs matching one or more profiles thus creating more hiring options
  • CS Leaders identify the domains of knowledge and expertise that their team should improve and plan to close the professional gaps.
  • In the mid-to-longer term, the framework supports skills diversity across the team and reduces the “single point of failure” scenario.
  • Align recruitment, onboarding, training, and mentoring efforts in the team


If you are in the process of building your customer success team, this infographic will provide you with tips on how to improve your current CSM hiring process.

Special thanks to  Guy Galon, VP of Customer Success at Hysolate for sharing this infographic to the Customer Success community.

Whenever you’re ready… here are 3 ways I can help you build, optimize, or scale your Customer Success practice:

  1. Grab a free copy of our Customer Success templates and infographics: We’ve created a resource library for you to gain easy access to best practices and benchmark data. – Click Here
  2. Subscribe to our CSM Practice newsletter: Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. – Click Here 
  3. Work with our team privately: If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the ‘Contact Us’ form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. – Click Here

Additional Resources

More Customer Success Infographics:

Stay updated with our latest infographics!

Subscribe to our newsletter for exclusive access to new releases and insights