P2P2 — Developing Professional
Sales - Customer Success Professional (P2)
Focuses on ensuring customers achieve their desired outcomes with the company’s product or service.
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
- Welcome and orient new customers
- Serve as the primary contact for customer inquiries and support
- Continuously work to demonstrate and increase the value the customer gets from the product
- Assist customers in navigating product features
- Gather customer feedback to inform product improvements
- Facilitate customer training sessions
- Develop customer success plans tailored to individual needs
- Identify opportunities for upselling and cross-selling
- Maintain accurate records of customer interactions
- Collaborate with sales and product teams to enhance customer experience
- Welcome and orient new customers
- Serve as primary contact for inquiries
- Demonstrate product value
Skills, knowledge & tools
- Customer engagement
- Communication
- Problem-solving
- Product demonstration
- Feedback collection
- Training
- Upselling
- CRM proficiency
- Customer success methodologies
- Product features and benefits
- Customer feedback mechanisms
- Training techniques
- Sales processes
- Customer relationship management
- Data analytics
- Project management principles
- Excellent communication
- Problem-solving Orientation
- Customer-centric mindset
- Relationship building
- Product knowledge
- Feedback analysis
- Training facilitation
- Sales collaboration
What good looks like
- Bachelor’s degree in Business, Communications, IT, or a related field
- 2–5 years of experience in a customer-facing role
- Customer Success certification programs preferred
- Certifications in data analytics or project management
Common titles
Sales - Customer Success IISales - Customer Success 2Sales - Customer Success Professional (P2)Individual Contributor
What it pays
Market-pay benchmarks for this family × level are being recalibrated across all survey sources and will return shortly.
O*NET / SOC: 41-0000 — Sales & Related Occupations (inferred)