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Customer Success Specialist Interview Template

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

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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?


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

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    Former Chief Talent Officer, Shopify

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    VP of Customer Success, Motive

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    Co-founder, Time Doctor

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