Customer success manager

Makes sure customers get value after they buy: onboarding, adoption, health checks and renewals.

270 skill packs · 43 MCP servers · 7 plugins

More specific roles under it: Customer support agent

Role

Product manager Technical product manager Product owner Product operations Program manager Project manager Scrum master or agile coach Software engineer Frontend engineer Backend engineer Full stack engineer Mobile engineer DevOps or site reliability engineer Platform engineer QA or test engineer Security engineer Machine learning engineer Data engineer Engineering manager Solutions architect Game developer Embedded or hardware engineer Data analyst Business analyst Data scientist Analytics engineer BI developer Product analyst Marketing analyst Product designer UX researcher UI or visual designer Graphic designer Content designer or UX writer Brand designer Marketing manager Growth marketer Product marketing manager Content marketer SEO specialist Performance marketer Social media manager Community manager Copywriter Account executive Sales development representative Sales engineer Account manager Customer success manager Customer support agent Partnerships and business development Operations manager Business operations or strategy Revenue operations Supply chain and logistics Procurement Executive assistant Financial analyst Accountant Finance manager or controller Investment analyst Risk analyst Recruiter HR business partner People operations Learning and development Lawyer or in-house counsel Paralegal Compliance officer Privacy officer Founder Executive or general manager CTO or VP of engineering Chief of staff Management consultant Writer or journalist Editor Technical writer Video producer or creator Academic researcher Teacher or educator Student Clinician Healthcare administrator

Industry

All industries SaaS and B2B software Consumer apps E-commerce and retail Fintech and payments Healthcare Marketplaces and platforms Games and live ops Banking and insurance Media and publishing Education Government and public sector Manufacturing and industrial Logistics and transportation Real estate and construction Travel and hospitality Telecommunications Energy and utilities Automotive Biotech and pharma Agencies and consulting Nonprofit Legal services AI and developer tools Crypto and web3

Workflows for this work

The job in 5 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.

Customer success manager140 skill packs · 15 MCP servers · 3 pluginsEach part is a workflow. The number beside it is how many tools help with it

1Onboard new customers

Start each customer on a clear plan and get them to a first result fast.

2Drive adoption

Watch usage and help customers use more of what they bought.

3Review value and renew

Show results against goals and keep the customer.

4Expand and build advocates

Find growth and turn happy customers into references.

5Bring back customer insight

Turn what customers say into themes product can act on, and report on your accounts.

Sources for this tree, 5

VendorThe Essential Guide to The Role of a Customer Success ManagerGainsight
Occupational dataSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel (41-3091.00)O*NET OnLine, U.S. Department of Labor
Occupational dataCustomer Service Representatives (43-4051.00)O*NET OnLine, U.S. Department of Labor
PractitionerThe Four Phases to Becoming LAER EfficientTSIA (Technology & Services Industry Association)
PractitionerThe Modern Sales Funnel | The BowtieWinning by Design

O*NET occupations consulted: 41-3091.00, 43-4051.00. Read on 2026-10-04.

Everything suggested for this role

Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.