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“If you’ve Googled ‘job description for Client Success Manager,’ you’ve probably seen dozens of articles. But the problem is, most of them don’t actually teach you how to attract a great candidate—they just give you generic filler content. You know the type: a few bullet points, some buzzwords, and a lot of fluff that doesn’t help you stand out.”
“But here’s the thing: A great Client Success Manager is not going to be impressed by a cookie-cutter job description. Top candidates are looking for something real—something that tells them why they should care about your mission, who they’ll be working with, and what impact they’ll make. So, if your job post feels more like a formalities checklist than a genuine invitation, don’t worry, you’re not alone.”
“In this guide, we’re going to do things differently. Instead of following the same dry formula that most articles use, we’ll show you how to write a job post that not only attracts top-tier Client Success Managers but also helps you filter out candidates who aren’t the right fit for your company culture. And trust me, it’s easier than you think.”
Want to learn more about crafting job descriptions that actually work? Check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/
Don’t let bad hires slow you down. WorkScreen helps you find the right people—fast, easy, and stress-free.
What A Client Success Manager Actually Does
A Client Success Manager (CSM) is a vital part of any company that’s focused on delivering exceptional service to its clients. Think of them as the bridge between your company and your customers. Their role goes beyond just answering calls or resolving issues—they’re focused on building long-term, positive relationships with clients, ensuring they are getting the most out of your product or service, and ultimately helping them succeed.
In simple terms, a Client Success Manager is responsible for guiding clients through their journey with your company, proactively identifying their needs, and providing solutions to ensure satisfaction and retention. They’re the ones who ensure that clients are not only happy with your product but are also seeing real, tangible results from it.
More than just task management, the role is about communication, empathy, and problem-solving. A CSM is often the first point of contact for clients and plays a crucial role in shaping the client’s overall experience. If your CSM is doing their job right, clients will feel supported, valued, and more likely to stay loyal to your company for the long haul.
Two Great Client Success Manager Job Description Templates
Option 1: Experienced Client Success Manager Job Description Template
Job Title: Client Success Manager
Location: New York, NY | Hybrid
Job Type: Full-Time
Video Message from Our Hiring Manager:
[Insert Loom/YouTube video from Hiring Manager or CEO]
Hear directly from our team about what it’s like to work here at [Company Name] and why our Client Success Managers play a crucial role in helping our clients succeed.
Introduction:
At TechGenius Solutions, we are looking for an experienced Client Success Manager to join our team and help deliver world-class support to our clients. In this role, you will be responsible for fostering strong relationships with clients, ensuring they maximize the value of our services, and helping them overcome challenges with proactive solutions. If you thrive in a fast-paced, client-focused environment and are passionate about driving customer success, we want to hear from you!
Who We Are:
TechGenius Solutions is a leading SaaS provider specializing in AI-driven customer service automation for small to medium-sized businesses. Since our founding in 2010, we’ve been at the forefront of providing cutting-edge solutions that streamline client operations and drive business growth. Our mission is to empower companies with the tools they need to automate their customer service processes while maintaining a human touch. Join us in revolutionizing the way businesses interact with their customers.
Key Responsibilities:
- Manage and nurture client relationships to ensure satisfaction and retention
- Act as a trusted advisor, understanding client goals and offering tailored solutions
- Proactively identify and resolve issues to maintain high client satisfaction
- Work closely with sales and product teams to ensure alignment on client expectations
- Provide training and onboarding support for new clients
- Monitor client health metrics and take action to prevent churn
- Collaborate with clients to help them achieve measurable success using our products
- Lead quarterly business reviews to assess client progress and offer continuous improvements
Required Qualifications:
- 3+ years of experience in a client success or account management role
- Strong interpersonal and communication skills
- Experience with CRM tools and customer success software
- Problem-solving mindset with a focus on building long-term relationships
- Ability to work cross-functionally in a fast-paced environment
- Proven track record of exceeding client retention and satisfaction goals
Perks and Benefits:
- Competitive salary: $80,000 – $95,000 per year
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off: 15 days per year, plus company holidays
- Professional development budget for courses and certifications
- Remote work flexibility with a collaborative office environment in NYC
Why This Role Is a Great Fit:
As a Client Success Manager at TechGenius Solutions, you won’t just be another employee—you’ll be a key player in our mission to transform the customer service industry. You’ll work closely with a passionate team and have the opportunity to make a real impact on our client’s businesses. We pride ourselves on fostering a supportive and collaborative environment where every team member feels valued.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Option 2: Entry-Level / Willing-to-Train Client Success Manager Job Description Template
Job Title: Junior Client Success Manager
Location: Austin, TX | Hybrid
Job Type: Full-Time
Video Message from Our Hiring Manager:
[Insert Loom/YouTube video from Hiring Manager or CEO]
Take a few minutes to hear about the opportunity and why we believe the Client Success Manager role is perfect for someone looking to grow in a dynamic, customer-driven environment.
Introduction:
Are you passionate about delivering excellent customer service and eager to grow within a client-facing role? NextGen Software Solutions is looking for a Junior Client Success Manager who is eager to learn and help build lasting relationships with our clients. This is an entry-level position with plenty of room to grow, and we’re excited to train you for success!
Who We Are:
At NextGen Software Solutions, we provide innovative cloud-based software to help businesses automate their internal operations and scale efficiently. Founded in 2015, we have rapidly grown to serve clients across the globe, with a focus on improving the way small businesses run. Our goal is to make cutting-edge technology accessible and easy to use. We value collaboration, growth, and a relentless focus on customer success.
Key Responsibilities:
- Assist with onboarding and training new clients
- Support clients with day-to-day inquiries and ensure smooth operations
- Help monitor and track client health, ensuring timely resolution of issues
- Build rapport with clients and support client retention efforts
- Collaborate with senior team members to identify areas for client growth
- Learn to create and deliver client success reports to demonstrate value
Required Qualifications:
- Bachelor’s degree in Business, Marketing, or a related field (or relevant experience)
- Strong communication and problem-solving skills
- Eagerness to learn and take on new challenges
- Proficiency in Microsoft Office and basic knowledge of CRM tools
- A positive attitude and passion for customer success
Perks and Benefits:
- Competitive salary: $50,000 – $60,000 per year
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off: 10 days per year, plus company holidays
- Access to professional development and growth programs
- Flexible work schedule with occasional office meet-ups
Why This Role Is a Great Fit:
In this role, you’ll be mentored by senior Client Success Managers, giving you the opportunity to grow quickly in a client-facing role. You’ll get hands-on experience, work with a fun and collaborative team, and contribute to making our clients’ experiences smoother and more successful.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
Breakdown of Why These Client Success Manager Job Posts Work
1. Clear, Specific Titles
The job title isn’t just “Client Success Manager.” It’s a specific role that speaks directly to the target candidate. Whether it’s “Experienced Client Success Manager” or “Junior Client Success Manager,” the title makes it clear who this job is for, and what the role entails. This immediately helps filter out unqualified candidates and attracts those with the relevant skills and experience.
2. Warm Introductions with Context
Both job descriptions start with an inviting introduction that explains the role’s importance and what the company stands for. This isn’t just about outlining job duties—it’s about setting the stage for the candidate, helping them understand why this role matters. By giving candidates a sense of purpose and context about the company, we make them feel more connected to the opportunity.
3. Transparent Salary & Perks
By including the salary range upfront and being transparent about perks, we build trust with potential candidates. The “Why This Role Is a Great Fit” section also highlights additional benefits such as health insurance, paid time off, and growth opportunities. This transparency shows respect for the candidate’s time and expectations, making the job post feel more honest and professional.
4. Respectful Application Process
The “How to Apply” section clearly communicates that the application process will be respectful and efficient. By emphasizing that candidates will be evaluated on their strengths (rather than buzzwords), it ensures that applicants know they will be judged based on their capabilities and potential, not just their ability to fill out a template. It also helps set expectations for how the hiring process will unfold, which is a key part of creating a positive candidate experience.
5. Human Tone that Connects
Throughout the job description, we maintain a conversational and engaging tone that speaks to the candidate as a person, not just as a potential employee. This human touch makes the job post stand out from the generic, robotic ones candidates are used to seeing. It makes the reader feel like they’re joining a team with shared values and mutual respect, not just filling a vacancy.
Example of a Bad Client Success Manager Job Description (And Why It Fails)
Job Title: Client Success Manager
Location: New York, NY
Job Type: Full-Time
Job Summary:
We are hiring a Client Success Manager to manage client relationships and provide customer support. The ideal candidate will need to handle calls, emails, and maintain client satisfaction.
Key Responsibilities:
- Manage daily client inquiries.
- Handle client communications.
- Resolve customer issues.
Qualifications:
- 2+ years of experience in client management.
- Good communication skills.
- Knowledge of customer service.
How to Apply:
Please send your resume to hr@company.com.
Why This Job Post Falls Short:
- Generic Job Title
The job title “Client Success Manager” is too generic and doesn’t specify the level of experience needed or the type of candidate being sought. This makes it unclear who the role is meant for and leads to a flood of irrelevant applications. - No Company Mission or Values
There’s no mention of the company’s mission, vision, or values. Candidates aren’t given any insight into what the company stands for or why the role matters within the company. This lack of context makes the job post feel impersonal and cold. - Vague and Boring Responsibilities
The responsibilities listed are overly broad and don’t give a clear picture of what the job actually entails. “Manage client inquiries” and “handle communications” are too vague to paint a meaningful picture of the role. - No Salary or Perks Information
There’s no mention of the salary range or any perks, which can be a major turn-off for serious candidates. Transparency around compensation helps set expectations and build trust with potential applicants. - Cold Hiring Process
The “How to Apply” section is simply an email address. It doesn’t explain what candidates can expect after they apply or how long they should expect to wait for a response. It feels like a formality, not a personal invitation. - Zero Personality in the CTA
The call-to-action (CTA) simply asks candidates to send their resume with no encouragement or personality. A strong CTA should inspire candidates to take the next step with enthusiasm, not make them feel like they’re just another applicant.
Bonus Tips to Make Your Job Description Stand Out
To make your job post stand out from the crowd and attract top-tier candidates, here are a few advanced details you can include:
1. Add an IMPORTANT NOTICE to Build Trust and Make Candidates Feel Safe
It’s important to build trust early in the application process. Including a statement that reassures candidates about the security of their personal information helps to create a safer and more transparent hiring experience.
Example:
“We take the security and privacy of all job applicants very seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”
2. Mention Leave Days or Flex Time
Candidates are looking for more than just a paycheck—they want to know they’ll have time to recharge. Including information about time off, flexible work hours, or even paid family leave can make your job post more attractive.
Example:
“Enjoy up to 24 flexible days off per year, so you can recharge and come back stronger. We believe in work-life balance and offer a flexible schedule to help you maintain it.”
3. Highlight Training & Growth Opportunities
Top candidates are always looking for opportunities to grow and develop their skills. Mentioning training, mentorship programs, or career advancement opportunities makes your company more appealing to ambitious applicants.
Example:
“We invest in growth. You’ll have access to continuous training and mentorship programs that help you improve your skills and advance your career.”
4. Add a Loom Video for a Personal Touch
Including a video from your hiring manager or a team member can give your job post a personal touch, helping you connect with candidates on a deeper level. It’s an opportunity to show the culture behind the role and give candidates a real sense of what it’s like to work at your company.
Example:
“Click below to watch a short video from our hiring manager, [Name], who will tell you more about what it’s like to work at [Company Name] and why this role is so important to our team.”
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
Should You Use AI to Write Job Descriptions?
While AI can be a helpful tool for drafting job descriptions, it’s important to use it wisely. Generating job posts with AI without any input or context will almost always result in generic, uninspiring content that fails to connect with top talent. Here’s why:
1. AI-Generated Posts Are Often Generic
AI can generate text quickly, but it can’t capture the unique voice, culture, and values of your company. Using AI without adding your own input can lead to job posts that sound robotic and lack the personality that makes your company stand out. Top candidates can easily spot these cookie-cutter job posts and are less likely to apply.
2. AI Misses the Mark on Company Culture
AI can’t understand the nuances of your company culture or the specific qualities you’re looking for in a candidate. Job posts that don’t convey what it’s truly like to work at your company will attract applicants who may not align with your values, leading to a less than ideal hiring process.
3. AI Doesn’t Account for Emotional Connection
A great job description does more than list qualifications—it inspires candidates by showing them why they should care. AI lacks the ability to create an emotional connection or convey passion, which is crucial for attracting top-tier talent.
How to Prompt AI Properly for a More Tailored Job Post
If you do want to use AI, here’s the right way to prompt it:
- Include Specific Company Info: Tell the AI about your company’s mission, vision, and values.
- Describe the Role and Responsibilities: Outline the key tasks and responsibilities with clear details.
- Set the Tone: Mention the tone and language you want the job post to reflect (e.g., casual, formal, friendly, professional).
- Give Context for the Ideal Candidate: Describe the kind of person you want to attract, including skills, experience, and personality traits.
Example Prompt to AI:
“Help me write a job description for a Client Success Manager at [Company Name]. We are a SaaS company specializing in [specific service/product], and our mission is [company mission]. The ideal candidate should be [specific traits], with a background in [relevant experience]. The tone should be [casual, friendly, professional, etc.]. The responsibilities will include [detailed tasks]. Here are a few notes I’ve written to get you started: [paste your notes] ”
This way, AI can generate content that’s more tailored to your company, but you’ll still need to refine it to make sure it’s aligned with your unique brand and culture.
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Copy-Paste Job Description Templates for Quick Use
✅ Option 1: Conversational Job Description Template (Culture-First Style)
Job Title: Client Success Manager
Location: [Company Location] | [Remote/Hybrid]
Job Type: Full-Time
Video Message from Our Hiring Manager:
[Insert Loom/YouTube video from Hiring Manager or CEO]
Introduction:
At [Company Name], we’re looking for a passionate Client Success Manager who thrives on making a real impact. You’ll work directly with our clients, help them achieve success with our products, and ensure their journey with us is nothing short of outstanding. If you’re excited about working in a fast-paced, client-focused role where every day brings new challenges and opportunities, we want to hear from you!
Who We Are:
[Company Name] is a leading [industry] company that specializes in [product/service]. Our mission is to [mission statement]. We are proud to foster a company culture where innovation, collaboration, and growth are at the heart of everything we do. Join us as we continue to disrupt the industry and make a difference for our clients.
Key Responsibilities:
- Build and nurture long-term relationships with clients
- Serve as a trusted advisor, understanding client goals and offering solutions
- Monitor and improve client satisfaction and retention
- Troubleshoot issues and act proactively to resolve them
- Work cross-functionally with sales, marketing, and product teams
- Conduct regular check-ins and quarterly reviews with clients
- Track client health metrics and take action to prevent churn
Required Qualifications:
- 2+ years of experience in a client-facing role (preferably in SaaS or tech)
- Excellent communication and interpersonal skills
- Ability to build rapport and trust with clients
- Familiarity with CRM tools and customer success platforms
- A problem-solving mindset with the ability to think on your feet
Perks and Benefits:
- Competitive salary: $[Salary Range]
- Health, dental, and vision insurance
- 401(k) with company match
- Flexible paid time off
- Access to professional development and training resources
Why This Role Is a Great Fit:
This is a chance to join a team that’s passionate about client success. You’ll be part of a culture that supports growth, innovation, and work-life balance. We believe in investing in our employees, and we’re committed to helping you grow in this role.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
2. Structured “Job Brief + Responsibilities + Requirements” Format
Job Title: Client Success Manager
Location: [Company Location] | [Remote/Hybrid]
Job Type: Full-Time
Video Message from Our Hiring Manager:
[Insert Loom/YouTube video from Hiring Manager or CEO]
Job Brief:
We are seeking an experienced Client Success Manager to join our team. This role will be responsible for ensuring our clients are receiving the best value from our products, managing client relationships, and collaborating with internal teams to drive success.
Key Responsibilities:
- Oversee client onboarding and training processes
- Ensure client satisfaction and retention through proactive support
- Monitor key client metrics and suggest improvements
- Work with sales and product teams to ensure a seamless client experience
- Provide quarterly reviews and reports to clients, showcasing value and opportunities for growth
Required Qualifications:
- 3+ years of experience in a customer success or account management role
- Strong problem-solving and communication skills
- Ability to manage multiple client accounts and prioritize tasks
- Knowledge of CRM and client management software
Perks and Benefits:
- Competitive salary and performance bonuses
- Health insurance, dental, and vision coverage
- Paid time off and paid holidays
- Opportunities for career advancement and professional growth
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Let WorkScreen Handle the Next Step
Ready to Make Smarter, Faster Hires? Let WorkScreen.io Handle the Next Phase
Now that you’ve crafted a compelling job post and attracted top-tier candidates, it’s time to make the hiring process efficient and effective. This is where WorkScreen.io comes in.
WorkScreen.io helps you:
- Quickly identify your most promising candidates.
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily administer one-click skill tests.
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Eliminate low-effort applicants.
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
Here’s how it works:
- Post your job and use WorkScreen to create a structured evaluation tailored to your needs.
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- Get actionable insights with performance-based scores and ranked candidates, so you can focus on the best fit for the role.
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FAQ
When hiring a Client Success Manager (CSM), it’s crucial to focus on both soft and hard skills that ensure they can handle client relationships, problem-solving, and multitasking effectively. Key skills to look for include:
- Communication Skills: A CSM must be an excellent communicator, able to listen to clients’ needs, explain complex solutions clearly, and maintain positive interactions.
- Problem-Solving Ability: They should be proactive in identifying client challenges and providing creative solutions.
- Emotional Intelligence: Strong emotional intelligence helps CSMs empathize with clients, manage stressful situations, and build trust.
- Project Management Skills: They need to stay organized, manage multiple clients at once, and prioritize tasks effectively.
- Technical Proficiency: Familiarity with CRM tools and customer success software is essential, as is the ability to understand and convey product details to clients.
- Analytical Skills: A CSM should be able to track client metrics, identify trends, and offer insights to help clients succeed.
The salary of a Client Success Manager can vary widely depending on experience, location, and industry. However, here’s a rough breakdown:
- Entry-Level CSMs: Typically earn between $50,000 – $60,000 per year.
- Mid-Level CSMs (3-5 years experience): Can expect to make between $60,000 – $80,000 annually.
- Senior CSMs or Directors: Their salaries typically range from $85,000 – $120,000 or higher, especially if they are managing a team or large accounts.
Salaries can also vary based on the region and whether the role is remote or office-based. Additionally, many companies offer performance bonuses or commissions, which can significantly boost overall compensation.
While both roles focus on client relationships, Client Success Managers (CSMs) are typically more focused on ensuring clients achieve value from the product over time. They work proactively to ensure client satisfaction, prevent churn, and help clients meet their goals using the product.
On the other hand, Account Managers often focus more on managing contracts, upselling, and meeting sales targets. They might be more reactive in handling client needs, whereas CSMs are proactive.
