Customer Success Specialist Interview Template

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Customer Success Specialists play an essential role in customer retention and community building. Use this template to hire a great candidate for the role!

Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Success Specialist Interview
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Success Specialist Interview
Today @ 10:30 - 11 AM
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Customer Success Specialist Interview
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Customer Success Specialist Interview Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Customer Success Specialist Interview Template:

1👋 Introduction

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

  • Tell me about yourself?
  • Can you pitch our product in 30 seconds?

2👤 Customer success experience

Learn about the candidate’s previous customer success experience.

  • Can you describe when you had to alter your normal approach to a customer to fix an issue?
  • How do you incorporate upsells into your customer success work?
  • How would you manage the problem if a server outage affected multiple customers?

3💬 Interpersonal skills

Learn more about their interpersonal skills.

  • What are some of your strengths and areas of improvement?
  • Describe a difficult relationship you’ve had with a co-worker in the past and how you handled it.
  • If you were working with a client and realized one of your teammates gave them incorrect information, how would you handle the situation with the customer and your teammate?

4🤝 Collaboration

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

  • How should customer success collaborate with other branches of the business?
  • Describe a time when you worked closely with marketing and sales. How did it go?

5❓Questions

Any questions for me?

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    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
    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
    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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