IT and sales

Customer success manager CV: example and template

This example is for customer success managers at subscription software, platform and digital service companies, and for onboarding, customer service and account managers who want to move into customer success.

The employer wants to know how many clients you manage, how you onboard them, how you drive product use, how you reduce churn, whether you expand contracts and what metrics you have. We show you how to describe this on your CV.

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Example CV: customer success manager

All the details in this example are fictional. Treat it as a model of layout and wording, and replace the content with your own experience.

Marta Zajac

Customer success manager

Krakow +48 123 456 789 marta.zajac@example.com

Professional profile

Customer success manager with 5 years of experience at a company offering subscription project management software. I manage a portfolio of 60 mid-size and large clients worth around PLN 3 million a year and am responsible for onboarding, training, regular usage reviews and contract renewals. The renewal rate in my portfolio is 94%, and expansions brought 18% extra revenue last year.

Work experience

Customer success manager

03.2022 - present

Subscription software company, Krakow

  • Portfolio of 60 clients worth around PLN 3 million a year.
  • Onboarding, training and success plans for clients.
  • Product usage reviews and early churn signals.
  • 94% renewals in the portfolio.
  • Contract expansions, 18% extra revenue in a year.

Onboarding specialist

06.2020 - 02.2022

Subscription software company, Krakow

  • Configuring client accounts.
  • Online training.
  • Onboarding documentation.

Education

Master's degree, management

2015 - 2020

Jagiellonian University

Skills

  • Client onboarding and training
  • Product adoption
  • Renewals and reducing churn
  • Contract expansions
  • Customer relationship management system
  • Metrics analysis and reports

Training

  • Customer success course, 2022
  • Negotiation training, 2023

Languages

  • English: C1
  • Spanish: B1

Additional information

  • Hybrid work

I hereby consent to the processing of my personal data for the purposes necessary to carry out the recruitment process, in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (GDPR).

How to write a customer success manager CV

Professional summary

Write which product and clients you manage, how big your portfolio is and what you are responsible for. Add metrics, for example the renewal rate and expansion revenue. The employer is looking for someone who makes sure clients reach their goals with the product and stay longer.

Onboarding specialist with 2 years of experience at a subscription software company. I configure accounts, run online training and document onboarding. I am looking for work as a customer success manager.

Experience: duties and achievements

Describe the product, clients, portfolio size, onboarding, reviews, renewals and expansions. Show results in numbers. Add tools and languages. Also say how you work with the sales and product teams.

Weaker: Clients.

Better: Portfolio of 60 clients worth around PLN 3 million a year.

Weaker: Retention.

Better: 94% renewals in the portfolio.

Weaker: Growth.

Better: Contract expansions, 18% extra revenue in a year.

Skills worth listing

List onboarding, adoption, renewals, expansions, tools and metrics analysis. In your soft skills show empathy, communication and business thinking.

Professional skills

  • Onboarding
  • Product adoption
  • Renewals
  • Contract expansions
  • CRM system
  • Metrics

Personal skills

  • Empathy
  • Communication
  • Business thinking
  • Organisation
  • Proactivity

Training

List customer success courses and negotiation and tool training. Portfolio results count most.

How to become a customer success manager

Most people move from customer service, onboarding or sales. On your CV show work with clients and product knowledge.

Add metrics from your current job, for example customer ratings or ticket resolution time. It shows that you think in numbers.

Tailoring your CV to the job offer

A company with large clients looks for relationships and expansions, a company with many smaller clients for automation and scale, and a young company for building processes from scratch. Move to the top what the job ad is about.

The most common mistakes on a customer success manager CV

Questions and answers

What should a customer success manager put on a CV?

The product, clients, portfolio, onboarding, reviews, renewals, expansions, tools and metrics.

How is a customer success manager different from an account manager?

A customer success manager makes sure the client reaches their goals with the product, while an account manager more often handles sales and contract terms.

Which metrics are worth giving?

Renewal rate, churn, expansion revenue and customer ratings.

Is English needed?

At companies with foreign clients, usually yes.

Create a customer success manager CV in the builder

In the CV Majster builder you enter your details step by step and see right away what the document looks like. You can copy the wording from this page and adapt it to yourself. The finished CV as a PDF costs a one-off PLN 5, with no subscription, and you see the preview before you pay.

Go to the CV builder

See also

Resume examples for similar jobs

Career guide

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