Customer Success / Client Services
Professional levels P1–P6 correspond to increasing scope and impact (entry through senior/leadership).
6 leveled profiles. Pick a level to see the full profile.
Individual contributor
P1Entry
CSM Associate / Coordinator: Entry-level role.
P2Mid
Customer Success Manager I: Full CSM role for small-to-mid (SMB) customers.
P3Mid
Senior Customer Success Manager: Experienced individual contributor managing larger or more complex accounts.
P4Senior
Principal / Strategic CSM: Top-tier individual contributor role managing the company’s largest or most strategic accounts.
P5Senior
Senior Principal / CSM Lead: Highest individual contributor or first-team-lead level.
P6Leadership
Customer Success Director / Strategy Lead: At the top of the P-track, this role often crosses into management territory.