How to Write a Customer Success Manager Resume in 10 Steps

By Indeed Editorial Team

Published April 9, 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

When applying for a customer success manager (CSM) position, it's crucial for candidates to have a strong resume that highlights their skills and experience. Professionals working in this position often have communication, sales, and customer service skills that help them meet customers' needs. If you're considering becoming a CSM, you can benefit from learning how to craft an effective resume. In this article, we discuss what a CSM is, explain how to write a customer success manager resume, provide helpful tips, and share a template and an example resume.

What is a customer success manager?

A customer success manager (CSM) is a professional who helps improve the communication and relationship between a company's customers and its customer success staff. They help ensure customers have all the products, services, and support required to meet their needs. They also help guide customers through the sales process to ensure that the products and services received align with their desires and interests. CSMs work with the customer to ensure they're getting the most value from their purchase.

The core functions of a CSM include:

  • Retention: working to ensure that customers remain with the company and are continuously getting value from products so they might continue making purchases.

  • Adoption: discovering how the customers use the company's goods or services and ensuring that they're using it to its full potential.

  • Expansion: uncovering the customers' additional needs and considering how the company can fulfil them.

Related: Tips on How to Provide Good Customer Service (With Benefits)

How to write a customer success manager resume

Learn how to write a customer success manager resume by following these 10 steps:

1. Review the job description

Reviewing the job description can help you understand what the position entails. It can also help you match your resume with what the hiring manager wants for this position. Noting the keywords and verbs included in the job description can help you show the company that you're a suitable candidate. For example, if a CSM job description requires someone with strong interpersonal skills, include skills such as active listening, dependability, and patience to highlight your proficiency.

Related: How to Write a Job Description (With Template and Example)

2. Research the company

Exploring a company's website, social media accounts, and other online sources can help you understand its mission and culture. Identifying the goals you share can help you highlight that information in your application. Understanding its culture before seeking a position there can help you determine if the company is suitable for you and your skills.

3. Include your contact information

Featuring your contact information near the top of your resume can help potential employers contact you for interview opportunities. Some information to incorporate in this section includes your full name, address, phone number, and email. Ensuring this information is prominent and legible can help hiring managers understand this section of your resume.

Related: How to Include and Format Contact Information on a Resume

4. Craft a personal professional summary

Craft a personal professional summary where you highlight your experience and skills. This section is usually between one and three sentences. In your summary, aim to show employers why you're a good match for the position.

5. Include your education

Your educational history is often a significant factor in determining your eligibility for a particular CSM position. Adding this information, such as degrees or certifications you've got, can show your formal background and experience in the customer success field. Some common degrees that CSMs pursue include:

  • Business administration

  • Computer science

  • Engineering

  • Management information systems

  • Information management

6. Incorporate your work experience

For a CSM resume, include your previous experience in customer service, account management, sales, and business. This inclusion can help the hiring manager understand your capabilities. When adding your work history, ensure you include the company name, job title, and dates you worked there to help the hiring manager understand your role in your previous position. Including powerful verbs and data to describe your past responsibilities and accomplishments can help you distinguish your resume from other candidates.

7. Highlight your skills

Incorporating the skills you've learned throughout your career can help show hiring managers you can be successful in a CSM position. Adding a combination of hard and soft skills related to customer service or computer software can show your ability to fill a variety of CSM responsibilities. Here are some skills you might include on your resume:

  • Problem-solving

  • Relationship management

  • Empathy

  • Communication

  • Critical thinking

  • Customer service

  • Organization

8. Format your resume

Having a uniform format throughout your resume can help readers review and interpret it better. Using simple fonts, bulleted lists, and bold titles can help improve how your resume looks to hiring managers. It can also help highlight specific sections on your resume and allow computer scanning software to analyze your resume easily. This step can increase the likelihood of your resume making it through applicant tracking software (ATS) systems and to the hiring manager.

Related: What Is the Standard Canadian Resume Format? (With 7 Tips)

9. Proofread and edit your document

Once you finish writing your resume, it's time to proofread and edit it. Review your document for any spelling or grammatical errors. It's helpful to read the document backwards to find spelling mistakes. Also, ensure your resume doesn't have any awkward phrasing. Once you think your resume is error-free, have a friend or family member review it. They may find mistakes you missed or recommend an inclusion that you didn't consider.

10. Send it to potential employers

When you're confident that your resume is ready, send it to potential employers hiring CSMs. You may attach your resume to an email to the company's hiring manager. Sometimes, company websites have forms you can complete. Usually, you can attach your resume file to this form and submit it.

Related: How to Say "Please Find My Attached Resume" in an Email

Tips for writing your customer success manager resume

Now that you know the steps you can take to write your resume, here are some additional tips:

  • Ensure your resume is on one page: Aim to limit your resume to a single page. If it exceeds this length, edit it to remove information that isn't essential or wordy phrasing.

  • Review CSM resumes: Take some time to peruse examples of resumes for CSMs. The more you read, the better idea you may have of the industry's standard.

  • Know your audience: Consider who may read your resume. Ensure that you create a resume that shows how you can contribute to the company.

  • Use active voice: Ensure that you're writing using an active voice. There are free online editing applications available to help you locate instances of active voice in your writing.

  • Include strong verbs: As resumes are typically a single page, use vocabulary that makes a powerful impression.

Related: Essential Customer Success Manager Skills (Plus Benefits)

Customer success manager resume template

Here's a CSM resume template you can use to craft your own:

[First and last name]
[City], [Province]
[Phone number]
[Email address]

Summary

[Adjective] customer service manager with [number] years of experience. [Adjective] and [adjective] at [job task] and [job task] to ensure they get the best value and remain loyal customers.

Education

[Name of last school or university you attended]
[Year of completion]
[Degree] in [major]

Experience

[Current or most recent company name that you worked for]
[Job title]
[Start date month and year]-[end date month and year]

  • [task or accomplishment]

  • [task or accomplishment]

  • [task or accomplishment]

[Company name]
[Job title]
[Start date month and year]–[end date month and year]

  • [task or accomplishment]

  • [task or accomplishment]

  • [task or accomplishment]

Skills

  • [relevant skill]

  • [relevant skill]

  • [relevant skill]

Licenses and certifications

  • [name of license or certification]

  • [name of license or certification]

Customer success manager resume example

Here's a CSM resume example you can reference to help you create your own:

Patricia Clark
Vancouver, BC
(555) 820-5651
patricia.clark@email.com

Summary
Dependable customer service manager with two years of experience. Resourceful and adept at uncovering customers' needs and building effective customer relationships to ensure they get the best value and remain loyal customers.

Education Vancouver Central Cross College
2018 Bachelor of Arts in management

Experience

Software Made Simple
CSM
Jan 2020–Present

  • contacts customers to ensure they know how to use our software

  • uncovers customers' unmet needs that the company considers when developing future software

  • maintains strong customer relations

Star Unit
CSM
Jan 2019–Dec 2019

  • worked diligently as part of a team to develop software for celestial cartography

  • met with potential software customers and uncovered their needs for the software

  • contacted cartographers around the world to determine if there's interest in the software

Skills

  • organization

  • relationship management

  • customer service

Licenses and certifications

  • graduate certificate in software and information systems testing (co-op)


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