Is Customer Success for me?

What is Customer Success?

Business software is a tool that helps clients achieve real outcomes. It has to fit into the daily routines of the users and work seamlessly with other tools the business uses. If the buyer doesn’t feel like it helped to do these things, the customer won’t pay for it again. 

Enter the Customer Success Manager who works to:

  • Understand the big picture of what the client is trying to accomplish with your product or service

  • Be a trusted advisor proactively communicating the best way to use features, communicate with the end-users, and configure the software for their unique needs

  • Help the buyers feel successful, they need to understand the value they are getting and why they should continue to invest in your product or service

  • Communicate internally to help your own company better meet your client’s current and future needs


Soft skills are hugely important. Do you enjoy working with people? Can you put yourself in the shoes of an executive, or an end-user to understand their needs and motivations? Can you build relationships? Do you care about helping others succeed? Then Customer Success Manager might be a great career for you.

Recent graduate Amanda hadn’t heard of Customer Success prior to discovering RecastSuccess. She discovered there is a lot of variety to the work, and it’s a career she can be passionate about!

There are a lot of variations in this relatively new field. Get the help you need to choose the right SaaS vertical, company stage/size, team culture, and scope of work that you are best suited for.

What Customer Success is NOT

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