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Client Success Manager: How to Become One, Salary, Skills?



Client Success Manager - How to Become One Salary, Skills

In the business world of the present generation, where the focus has shifted to overall client satisfaction, the Client Success Manager has become an important person who contributes towards 💰 revenue generation and client retention.

As a Client Success Manager, you’ll be responsible for understanding clients’ needs, identifying growth opportunities, and delivering tailored solutions that meet their evolving expectations. A career as a client success manager may be right for you if you’re results-driven and love to build strong relationships.

In this blog post, you will learn about the specifics of the client success manager position, including the job description, the job requirements, the potential salary, and finally, the ways to become a successful client success manager.


  • A Client Success Manager is mostly focused on creating a strong rapport with the client, remaining aware of the client’s requirements, and offering assistance to ensure the client lives up to the objectives set for the business.
  • The basic aim of a Client Success Manager is to make customers happy and encourage them to remain as customers for as long as possible, thus, the company’s ability to make more money from them.
  • To be a proper client service manager, one requires strong industry knowledge, business acumen, and strong communication and interpersonal skills, as well as the ability to understand clients.
  • The estimated total pay for a Client Success Manager is $73,044 per year, while the base salary is $65,515 per year. The base salary depends on an individual’s experience and on the company’s size, and the overall compensation may run from $50,000 to $113,000.

What is a client success manager?

What is a client success manager

A client success manager is an insider responsible for managing a business’s interactions with a particular client. The primary goal of a client service manager is to build strong, long-term relationships with clients, understand their needs, and ensure they get the most out of a company’s products or services while providing proactive support to help them succeed.

A key component of a client success manager’s role is understanding client needs and developing specific solutions to meet those needs, which requires strong interpersonal skills, including empathy and a client-centric mindset.

Why is a client success manager essential?

A client success manager (CSM) is essential for several key reasons:

  • Improved product value: The client success manager engages with development teams to ensure that customers receive the most value from the product or service, which ultimately impacts customer satisfaction and loyalty.
  • Enhance teamwork: It bridges gaps between sales, customer support, and product teams, fostering better communication and collaboration across the organization.
  • Customer advocacy: It becomes an advocate for the customer, providing feedback that drives product improvement and innovation.
  • Proactive problem-solving: Unlike reactive customer support, It proactively anticipates and addresses issues before they become problems, ensuring a smooth customer service experience.
  • Increased revenue: It can significantly increase a company’s revenue by reducing churn, and driving upsells/cross-sells, especially in subscription-based business models.
👍 Read More About Customer Service Vs Customer Success: Key Differences To Look Out For!

What does a client success manager do?

Client success managers build long-term relationships with customers, explain the process of creating an account, teach the client about the available product features, and outline the benefits of using such a product.

They are most likely to engage in a variety of activities. Some client success manager responsibilities include:

1. Bridging the gap between sales and customer support

It actively engages in creating and managing new customer accounts to guarantee a transition from the sales team to the support team. This involves setting up customer profiles, configuring account settings, and establishing clear communication channels

2. Ensure fast time-to-value

They help clients achieve the desired outcomes on the product or service they subscribe to within the first 30 days. This includes providing personalized onboarding plans, offering training and support resources, and setting clear goals and milestones for early success.

3. Keeping clients engaged and regularly using products

Client success managers are always involved in monitoring their clients’ product usage and handling any problems that crop up from time to time, which keeps clients engaged. Through regular check-ins and analytics tracking, it can identify potential issues before they escalate, ensuring prompt resolution and minimizing downtime.

4. Building customer loyalty and reducing churn

By becoming knowledgeable about customers’ needs, the client success manager ensures the firm is close to the customers, and hence, clients do not churn. This deep understanding enables client service managers to tailor their support and guidance to meet the unique requirements of each client, leading to increased satisfaction and loyalty.

5. Keeping a high-level view of the entire support process

Client success managers learn about the support process to address possible problems that may emerge and learn areas of development in the client-business partnership.  By understanding the complexity of the support process, it can identify potential pain points and work with internal teams to implement process improvements that enhance the overall client experience.

6. Advocating for customers to the business

Once the desired level of trust is established, client success managers can forecast clients’ requirements and support their case in the company to get what they want.  

With a deep understanding of the client’s business goals and objectives, it can anticipate their needs and advocate on their behalf to ensure that the company’s product roadmap and resource allocation align with the client’s priorities.

7. Resolving customer issues

Client success managers report directly to clients and do everything they can to solve customer concerns to prevent damage to the client relationship. As the primary point of contact, they are empowered to take ownership of client issues and work collaboratively with internal teams to resolve them quickly and efficiently.

What are the skills required to become a client success manager?

Some of the skills required to become a client success manager are listed below:

  • In-depth knowledge of company products and services: A client success manager should have an indepth understanding of the products and services offered by the company to communicate their value to clients effectively.
  • Researching customer needs: The ability to research customer needs to tailor products and services to each client is also required.
  • Customer service mastery: Good customer service skills are essential for them to handle connections well.
  • Data integration and analysis: Client service managers who understand how to integrate and analyze data are vital for identifying trends, predicting potential issues, and recommending solutions.
  • Handling customer inquiries and complaints: A client success manager should be able to handle a range of customer inquiries and complaints.
😀 Learn About Customer Interaction Management: A Comprehensive Guide

How to become a client success manager?

Becoming a client success manager requires a certain level of qualifications and requirements. The qualifications and requirements needed to become a client success manager are listed below:

1. Client success manager education and experience 

It is not mandatory but highly advisable for one to have a Bachelor’s Degree in Business or Marketing to become a client success manager. Regardless of which program you choose, you will develop skills in communication, project management, marketing, and strategic planning that are essential for becoming a client success manager.

2. Client success manager certificates and courses

To excel in a Client Success Manager role, consider investing in professional development through various training courses and certifications. Sales training courses can help you master selling techniques, while leadership training courses can prepare you for leading client success teams. 

Additionally, customer success courses like “Master Customer Success: Strategies, Skills, and Metrics for Success” can provide valuable insights and skills. Furthermore, obtaining certificates for customer success from reputable organizations like Success COACHING can demonstrate your expertise and commitment to delivering exceptional customer experiences.

3. Client success manager career path

After finishing your education, you should begin in entry-level jobs like client success representative, inside sales rep, or account executive. Those who excel as client success managers can eventually move up to executive positions such as VP or director of client success.

👏 Read About: Mastering the Account Management: Building the Business Relationship

How do you select the right client success manager?

When searching for a client success manager, one needs to be very careful so that they can hire someone who will make strategic decisions for their business. For this reason, it is important to consider the person’s traits and experience in the field.

Some of the skills to look for are:

  • Strong communication skills: You should look for a client success manager who has excellent writing and vocal communication skills
  • Strategic thinking: Seek someone who demonstrates strong strategic thinking in order to comprehend the demands of clients and corporate goals.
  • Customer service mastery: Good customer service skills are essential for the client service manager to handle connections well.

Qualifications to consider:

  • Experience: Prioritize those with a history of success in client-facing positions, as this is a strong indicator of their ability to excel in a similar role. Ideally, look for candidates with glowing client testimonials that support their track record and demonstrate their ability to build strong relationships and drive customer satisfaction.
  • Educational background: A degree in business management or a related field is valuable, as it provides industry-specific knowledge relevant to your company’s market.

On the other hand, if your customer service team already has enough employees, including one or more qualified leaders, you can promote a customer success manager from within. This saves the effort and time required to search for and train a new hire.

How can you measure the client success manager’s performance?

Similar to other employees, it’s essential to regularly monitor and evaluate your Client Success Manager’s job performance. This can be done by tracking various metrics and key performance indicators (KPIs) that accurately measure customer satisfaction, loyalty, and overall service quality, including:

  • Net Promoter Scores (NPS) and Customer Satisfaction (CSAT): These metrics measure customer loyalty and the likelihood of referrals.
  • Upselling and Cross-Selling Rates: Demonstrates how well your Client Success Manager builds stronger bonds with customers by meeting their needs through your offerings.
  • Renewal Rate/Churn Rate: Used to understand client retention.
  • Product utilization information: This shows if clients fully utilize your offerings, indicating the client service managers effectiveness in encouraging engagement.
  • Revenue impact: Trends in revenue can signal your CSM’s influence on customer service health.
  • Customer service KPIs: These include metrics like ticket numbers, response times, and resolution times.
😀 You May Also Like: Customer Retention Management: A Complete Guide

How much is a client success manager’s salary?

The average salary for a Client Success Manager is $73,044. This means that 50% of professionals in this role earn more than this amount, while 50% earn less. Salaries typically range from around $50,000 at the lower end to approximately $113,000 at the higher end.

Mid-career managers with 5-9 years of experience typically earn about $20,000 more than entry-level employees. Additionally, factors such as company size and the level of seniority play a significant role in determining pay levels.


To become a Client Success Manager, one must have technical knowledge, sound business knowledge, and excellent interpersonal skills. It’s essential to understand clients’ needs, communicate effectively, and think critically. Education, experience, and training can make this type of job fascinating and diligent.

Anyone seeking to join this field must be ready to learn and build a set of skills and knowledge in this area, including project management, data analysis, and customer service. With the proper mentality and adequate skills, this kind of work is a wonderful and bountiful opportunity for those who wish to ensure clients’ satisfaction and the company’s success.


What is the difference between a customer service manager and a client service manager?

While a client servicing manager focuses on nurturing client relationships and resolving any problems that may arise, a Customer Success Manager takes a more proactive approach. They concentrate on maximizing customer satisfaction and ensuring customers derive optimal value from their purchased product or service.

What is the role of the client success manager?

The role of a Client Success Manager is to ensure customer satisfaction, loyalty, and retention by providing proactive support and guidance. They also develop strategic plans to help clients achieve their goals and maximize the value of the products or services they have purchased.

What is a client service function?

The client service function involves understanding and proactively meeting the needs of clients through excellent communication, problem-solving, and relationship management skills, ultimately leading to client satisfaction and loyalty.

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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