P2P2 — Developing Professional

Associate

Independently managing customer relationships.

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

  • Owning the customer lifecycle
  • Managing renewal paperwork
  • Developing customer success plans
  • Conducting regular business reviews
  • Identifying upsell opportunities
  • Resolving customer issues
  • Facilitating customer training sessions
  • Collaborating with sales and product teams
  • Manage customer lifecycle.
  • Handle renewal paperwork.
  • Conduct business reviews.
  • Identify upsell opportunities.

Skills, knowledge & tools

  • Account management
  • Renewal management
  • Customer success planning
  • Business review facilitation
  • Upselling techniques
  • Conflict resolution
  • Training facilitation
  • Cross-functional collaboration
  • Advanced customer success strategies
  • Product lifecycle management
  • Negotiation techniques
  • Customer relationship dynamics
  • Sales and marketing alignment
  • Customer training methodologies
  • Data analysis and reporting
  • Customer advocacy principles
  • Customer lifecycle management
  • Product knowledge
  • Relationship building
  • Negotiation
  • Analytical thinking
  • Proactive problem-solving
  • Strategic planning
  • Customer advocacy

What good looks like

  • Experience in managing customer accounts
  • 1–3 years in customer success or related role
  • Customer Success software proficiency
  • Bachelor’s degree in business or related field

Common titles

Customer Success Manager IICustomer Success Manager 2

What it pays

Market-pay benchmarks for this family × level are being recalibrated across all survey sources and will return shortly.

O*NET / SOC: 43-0000Office & Administrative Support Occupations (inferred)

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