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Customer Success Manager Interview Template

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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What’s inside this Customer Success Manager Interview Template:

1👋 Introduction

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

  • Tell me about yourself?
  • Why were you interested in customer success?

2👤 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?

3🤝 Interpersonal skills

Learn more 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?

4🔬 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?

5🤝 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?

6❓Questions

Any questions for me?

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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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