Back to Reference
No items found.
Search everything, get answers anywhere with Guru.
Watch a demoTake a product tour
June 6, 2024
XX min read

What is a Customer Success Engagement Manager?


A Customer Success Engagement Manager is a pivotal role within the customer success team that focuses on ensuring clients achieve their desired outcomes using a company's product or service. This role is designed to create and nurture long-term relationships with customers by driving engagement, satisfaction, and loyalty, ultimately reducing churn and increasing lifetime value. Positioned within the Customer Success category, the Engagement Manager serves as the bridge between the company and its clients, ensuring a seamless experience that translates to business success for both parties.


The responsibilities of a Customer Success Engagement Manager are multi-faceted and revolve around continuous engagement and proactive customer management. Key duties include:

  • Client Onboarding: Guiding new customers through the initial setup and ensuring they understand how to use the product effectively to meet their goals. This involves personalized training sessions, resource sharing, and early-stage support.
  • Customer Relationship Management: Building and maintaining strong relationships with clients by regularly checking in and addressing their needs. This extends to understanding customer's business objectives and aligning them with the product's capabilities.
  • Engagement Strategy Development: Developing and implementing customer engagement strategies tailored to different segments to ensure high levels of product usage and satisfaction. This may include creating and managing customer health scores and engagement campaigns.
  • Proactive Support: Anticipating customer issues before they arise by monitoring usage patterns and reaching out with solutions. This sincere approach aims to solve problems before they impact customer satisfaction.
  • Customer Advocacy: Acting as the voice of the customer within the company, providing feedback to internal teams on product enhancements and improvements based on user experiences and needs.
  • Metrics and Reporting: Tracking metrics such as customer satisfaction, retention rates, and Net Promoter Scores (NPS) to measure the effectiveness of engagement strategies and identify areas for improvement.
  • Account Expansion: Collaborating with sales and other teams to identify opportunities for upselling or cross-selling additional products and services that can further benefit the customer.
  • Educational Content Creation: Developing and delivering webinars, tutorials, and documentation that can help customers better utilize the product and achieve their goals.
  • Escalation Management: Handling major issues and escalations that require a higher level of attention and potentially cross-departmental cooperation to resolve complex problems.

Required skills

To excel as a Customer Success Engagement Manager, a combination of soft and technical skills is essential. The key skills include:

  • Communication: Exceptional verbal and written communication skills to clearly convey information, build rapport, and manage customer expectations.
  • Empathy: The ability to understand and share the feelings of another, essential for customer support and relationship building.
  • Problem-Solving: Strong analytical skills to diagnose issues, offer creative solutions, and make data-driven decisions.
  • Technical Aptitude: Proficiency with CRM systems and other customer success platforms, as well as a thorough understanding of the product to guide users effectively.
  • Project Management: The capability to manage multiple accounts and projects simultaneously, with attention to detail and deadlines.
  • Customer-Centric Mindset: A constant focus on the needs and success of the customer, ensuring every action taken is aligned with customer satisfaction.
  • Strategic Thinking: Ability to develop long-term strategies for customer engagement and retention that align with overall business objectives.
  • Collaboration: Working well with cross-functional teams, including sales, marketing, product development, and support, to drive customer success.
  • Adaptability: Flexibility to adjust strategies based on evolving customer needs and market trends.
  • Data Analysis: Competence in interpreting and utilizing data to track performance metrics and inform strategic decisions.

Tools and technologies

Professionals in the Customer Success Engagement Manager role need to be proficient in various tools and technologies, including:

  • Customer Relationship Management (CRM) Software: Tools like Salesforce, HubSpot, or Zendesk for managing customer information, interactions, and support tickets.
  • Customer Success Platforms: Solutions such as Gainsight, Totango, or ChurnZero that provide insights into customer health, engagement tracking, and reporting.
  • Communication Tools: Platforms like Slack, Microsoft Teams, or email for internal and external communication.
  • Survey and Feedback Tools: Software like SurveyMonkey, Typeform, or Qualtrics to collect customer feedback and measure satisfaction through CSAT and NPS scores.
  • Project Management Tools: Solutions such as Asana, Trello, or to organize tasks, set deadlines, and collaborate on projects.
  • Web Conferencing Software: Tools like Zoom, WebEx, or Microsoft Teams for virtual training sessions, meetings, and webinars.
  • Analytics and Reporting Tools: Platforms such as Tableau, Looker, or Google Analytics to analyze customer data and track performance metrics.
  • Knowledge Base Software: Solutions like Guru, Confluence, or Notion for creating and managing educational content and resources for customers.
  • Marketing Automation Platforms: Tools like Marketo or HubSpot for creating engagement campaigns and tracking their effectiveness.

Career path and growth

The career progression of a Customer Success Engagement Manager can vary, but typically follows a path that leverages experience and proven success in customer-facing roles. Steps in the career path may include:

  • Entry-Level Roles: Starting in positions such as Customer Success Associate or Customer Support Specialist to gain foundational knowledge and skills.
  • Mid-Level Position: Progressing to roles like Customer Success Manager or Account Manager, where responsibilities expand to managing a portfolio of clients and developing tailored engagement strategies.
  • Senior-Level Roles: Moving into senior positions such as Senior Customer Success Manager or Engagement Lead, with a focus on strategic planning, managing larger and more complex accounts, and mentoring junior team members.
  • Leadership Roles: Advancing to leadership positions like Director of Customer Success or Vice President of Customer Success, overseeing the entire customer success department, setting high-level strategies, and aligning customer success activities with overall business goals.
  • Specialized Roles: Exploring specialized paths such as Customer Success Operations, Customer Education Lead, or Customer Experience Manager, depending on interests and skills.

Each step in this progression provides opportunities for increased responsibility, leadership, and impact on the business, as well as personal and professional development.

Best practices

Succeeding as a Customer Success Engagement Manager requires a combination of best practices tailored to specific customer needs and general strategies for successful client engagement:

  • Personalization: Tailor interactions and solutions to each customer's unique needs and goals. This fosters stronger relationships and a sense of individual care.
  • Proactivity: Stay ahead of potential problems by regularly checking in with customers, monitoring usage data, and offering solutions before issues escalate.
  • Continuous Learning: Stay updated on industry trends, product updates, and best practices in customer success to offer the most relevant advice and support.
  • Effective Communication: Maintain clear and consistent communication with customers, ensuring they are always informed and their concerns are addressed promptly.
  • Value Demonstration: Continually highlight the value customers are getting from the product by sharing success stories, usage metrics, and potential growth opportunities.
  • Empathy and Patience: Practice empathy and patience in every interaction, ensuring customers feel heard, understood, and valued.
  • Data-Driven Decisions: Use data and metrics to guide strategy, measure success, and make informed decisions regarding customer engagement tactics.
  • Close Collaboration: Work closely with other departments to ensure a cohesive approach to customer success that benefits from diverse insights and expertise.
  • Goal Alignment: Regularly review and align engagement strategies with both customer goals and company objectives to ensure mutual success.
  • Ownership and Accountability: Take ownership of customer issues and follow through until they are satisfactorily resolved, showing customers that their success is your priority.


The role of a Customer Success Engagement Manager is integral to fostering strong, profitable relationships between a company and its customers. This position involves a blend of strategic planning, proactive engagement, and interpersonal communication, all aimed at ensuring clients achieve their desired outcomes with the product. By developing key skills, leveraging the right tools, and adhering to best practices, professionals in this role can drive significant value for both customers and the company. Aspiring managers are encouraged to explore career opportunities in this dynamic and rewarding field, ensuring customer success and business growth are always at the forefront.

Key takeaways 🔑🥡🍕

Written by
Search everything, get answers anywhere with Guru.

Learn more tools and terminology re: workplace knowledge