P2P2 — Developing Professional
Mid
Customer Success Manager I: Full CSM role for small-to-mid (SMB) customers.
What this level means
Early-career professional; developing skills, handles routine tasks with some independence
- Scope
- Defined deliverables / small features
- Autonomy
- General supervision; reviewed at milestones
- Complexity
- Some non-routine problems; applies established patterns
- Impact
- Own and immediate-team deliverables
- Decision rights
- Routine technical choices within guidance
- Leadership
- May guide interns
- Typical experience
- 1–3 yrs
What you'd do
- Manages a portfolio of accounts with moderate complexity
- Owns the customer lifecycle
- Coordinates cross-functional support
- Manage customer accounts
- Coordinate support across functions
- Maintain customer satisfaction
Skills, knowledge & tools
- Account management
- Lifecycle management
- Cross-functional coordination
- Relationship building
- Problem-solving
- Communication
- Time management
- CRM proficiency
- Customer lifecycle management
- Account management strategies
- Cross-functional collaboration
- Customer relationship management
- Problem-solving techniques
- Communication strategies
- CRM systems
- Organizational procedures
- Accountability for assigned accounts
- Problem-solving mindset
- Effective relationship-building
What good looks like
- 1–3 years in customer-facing or technical roles
- Demonstrated capability in managing small accounts
- Bachelor's degree in Business or related field
- Proficiency in CRM software
What it pays
Market-pay benchmarks for this family × level are being recalibrated across all survey sources and will return shortly.
O*NET / SOC: 43-0000 — Office & Administrative Support Occupations (inferred)