Customer Success Manager Interview

CSM's play an important role in building client relationships. Use this template to gain insights into the candidate's background to hire the perfect fit!

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Meeting Scope
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Customer Success
Meeting type
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Tone of the meeting

👋 Introduction

Give the candidate the opportunity to introduce themselves to you and potentially other interviewers.

Tell me about yourself?

Why were you interested in customer success?

👤 Management experience

Learn about the candidate’s previous management experience with the questions below.

Tell me about the teams you’ve managed and how you built them.

How would you describe your leadership style?

🤝 Interpersonal skills

Learn about their interpersonal skills.

How do you communicate with customers if you can't resolve a problem immediately?

Can you share a time you went above and beyond for a customer?

How do you handle an angry or frustrated customer?

What are the skills of an effective Customer Success Manager?

🔬 Strategy

Learn more about their strategic vision for customer success within an organization.

What will our customer success function look like six months after hiring you?

How do you think our customer success strategy will evolve as the business evolves?

🤝 Collaboration

Learn a little bit more about how they would collaborate with other teams.

How should customer success collaborate with marketing success and sales?

How do you communicate with senior leadership?


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