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June 6, 2024
XX min read

What is a Customer Success Development Manager?


A Customer Success Development Manager (CSDM) is crucial for ensuring that a company’s clients achieve their desired outcomes when using the company's products or services. Operating within the customer success team, this role combines elements of account management, relationship-building, and strategic planning to drive customer satisfaction, retention, and growth.


The responsibilities of a Customer Success Development Manager are multifaceted and pivotal to both the customer’s and the company’s success. Here are the primary duties:

Customer Onboarding

Ensuring a smooth onboarding process by guiding new clients through initial setup, providing necessary resources, and addressing initial inquiries is a cornerstone responsibility.

Account Management

Regularly engaging with customers to understand their use of the product, gathering feedback, and addressing any issues they may face. This involves scheduling periodic check-ins and providing value through proactive communication.

Customer Training

Conducting training sessions and creating educational content to help customers fully utilize the product. This includes webinars, tutorials, and one-on-one training sessions focused on maximizing the product’s benefits.

Performance Monitoring

Keeping track of key performance indicators (KPIs) to measure customer success and identify potential issues. This entails monitoring product usage patterns, customer engagement metrics, and support ticket frequency to preemptively address any challenges.


Serving as the voice of the customer within the company by relaying customer feedback to the product development and marketing teams. This involves advocating for feature requests or highlighting recurring issues that need resolution.

Strategy Development

Crafting long-term strategies to enhance the customer journey and increase customer loyalty. This includes designing customer retention programs, developing success plans, and strategizing upsell and cross-sell opportunities.

Issue Resolution

Handling escalations with urgency and professionalism, coordinating with support teams to ensure swift resolution of complex issues.


Preparing regular reports detailing customer success metrics, trends, and outcomes to inform decision-making and strategy adjustments.

Required skills

To excel as a Customer Success Development Manager, a candidate should possess a unique combination of technical knowledge, relationship management capabilities, and strategic thinking. Here are the key skills:


Exceptional verbal and written communication skills to clearly convey ideas, provide instructions, and foster strong relationships with clients and internal teams.


Understanding and evaluating customer emotions, challenges, and needs to provide solutions that are both effective and appreciated.


Strong analytical skills to diagnose issues, identify root causes, and implement effective solutions promptly.

Time Management

The ability to prioritize and manage multiple tasks efficiently, ensuring that client needs are met swiftly and effectively.

Technical Proficiency

A sound understanding of the product and related technologies to provide accurate advice and troubleshoot issues.

Customer-Centric Mindset

Always prioritizing customer needs and striving to exceed their expectations by delivering exceptional service and support.

Strategic Thinking

The ability to develop long-term plans that align with both customer objectives and company goals, enhancing customer value over time.

Data Analysis

Proficiency in interpreting data and metrics to make informed decisions, track progress, and measure success.

Tools and technologies

Customer Success Development Managers rely on a variety of tools and technologies to perform their roles effectively. Here are some essential ones:

Customer Relationship Management (CRM) Software

Tools such as Salesforce, HubSpot, or Zoho CRM to manage customer information, track interactions, and analyze customer data.

Customer Success Platforms

Dedicated platforms like Gainsight, Totango, or ChurnZero designed to help manage customer journeys, track success metrics, and predict churn.

Communication Tools

Technologies such as Slack, Microsoft Teams, or Zoom to facilitate effective communication with customers and internal teams.

Project Management Software

Applications like Asana, Trello, or to organize tasks, track progress, and collaborate on projects.

Data Analytics Tools

Tools like Google Analytics, Tableau, or Looker to analyze customer data and derive actionable insights.

Knowledge Base Systems

Platforms such as Zendesk, Confluence, or Guru to manage and share knowledge resources with customers and internal teams.

Learning Management Systems (LMS)

Systems like Docebo, Moodle, or TalentLMS to create, manage, and deliver educational content and training sessions.

Career path and growth

A career as a Customer Success Development Manager offers numerous opportunities for advancement and specialization within the customer success field. Here is a typical career progression and growth opportunities:

Entry-Level Roles

Starting positions may include roles like Customer Support Representative or Customer Success Associate, focusing on direct customer interaction and basic support tasks.

Mid-Level Roles

Progressing to a Customer Success Manager involves more responsibility, such as managing a portfolio of accounts, strategizing for customer retention, and handling complex customer issues.

Senior Roles

Ascending to a Customer Success Development Manager or Director of Customer Success involves overseeing the entire customer success team, developing high-level strategies, and working closely with executive leadership to drive customer retention and growth.


Opportunities to specialize in areas such as technical customer success, customer training and education, or customer sales align with individual strengths and interests.

Executive Roles

Ambitious professionals can aim for executive positions like Chief Customer Officer (CCO), where they will influence company-wide strategies and ensure that customer success is integrated across all departments.

Best practices

Succeeding as a Customer Success Development Manager involves adopting best practices that enhance customer engagement and satisfaction. Here are some tips and advice:

Know Your Product

Deeply understanding the company’s product or service is crucial. This enables you to offer relevant advice, troubleshoot effectively, and demonstrate value to customers.

Build Strong Relationships

Fostering trustworthy partnerships with customers by being responsive, empathetic, and consistently delivering on promises.

Proactive Communication

Regularly reaching out to customers to ask for feedback, offer help, and provide updates. This prevents issues from escalating and shows customers that they are valued.

Continuous Learning

Staying updated on industry trends, new product features, and customer success strategies helps in delivering innovative solutions and staying ahead of competitors.

Data-Driven Decisions

Using data and analytics to inform strategy, improve processes, and measure success. Data should guide your actions and help identify areas for improvement.

Customer Education

Investing time in educating customers ensures they utilize the product to its fullest, leading to higher satisfaction and long-term loyalty.


Work closely with other departments, such as sales, product development, and marketing, to ensure a cohesive strategy and provide comprehensive support to customers.

Measure Success

Regularly track success metrics such as Net Promoter Score (NPS), customer satisfaction scores, and churn rates to gauge the effectiveness of your initiatives and strategies.


In summary, the role of a Customer Success Development Manager is integral to the success of both the customers and the company. By ensuring that customers derive maximum value from a product or service, this role drives customer satisfaction, retention, and growth. For those interested in a dynamic and rewarding career that combines relationship management, strategic planning, and technical know-how, pursuing a role in customer success is an excellent choice. Explore opportunities in this field to make a significant impact and drive meaningful results for your organization and its customers.

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