Get full access to our templates
Please share some background info to unlock the library
Welcome to the template library
We’re glad to have you onboard!
Let us know if you can't find what you're looking for.
Close
View Templates
Oops! Something went wrong while submitting the form.
Technology Startup

Customer Success Manager

Performance Review Example

Don't copy/paste.
Write this review right now.
For Free.

Use our web-builder to draft and export your review, using AI to speed up the process.

Start Writing
Technology Startup

Customer Success Manager

Job Description:
Build and maintain strong customer relationships, drive product adoption, and ensure customer satisfaction and retention.
Performance Areas:
Customer Onboarding and Adoption
  1. How effectively does the Customer Success Manager onboard new customers and facilitate product adoption?
  2. Does the Customer Success Manager provide training and resources to help customers maximize product benefits?
  3. How does the Customer Success Manager measure customer adoption and usage?
Proactive Customer Support
  1. How well does the Customer Success Manager anticipate and address customer needs and concerns?
  2. Does the Customer Success Manager provide timely and personalized support to resolve issues?
  3. How does the Customer Success Manager go above and beyond to exceed customer expectations?
Customer Satisfaction and Retention
  1. How effectively does the Customer Success Manager measure customer satisfaction and gather feedback?
  2. Does the Customer Success Manager proactively identify and address potential customer churn risks?
  3. How does the Customer Success Manager develop and implement retention strategies?
Customer Success Metrics and Reporting
  1. How well does the Customer Success Manager track and analyze customer success metrics, such as churn rate and customer lifetime value?
  2. Does the Customer Success Manager prepare regular reports for management and stakeholders?
  3. How does the Customer Success Manager use data insights to improve customer success initiatives?
Cross-Functional Collaboration
  1. How effectively does the Customer Success Manager collaborate with sales, product, and support teams?
  2. Does the Customer Success Manager communicate customer feedback and insights to internal stakeholders?
  3. How does the Customer Success Manager contribute to a customer-centric culture within the organization?
Upselling and Account Expansion
  1. How well does the Customer Success Manager identify upselling opportunities and expand customer accounts?
  2. Does the Customer Success Manager upsell additional products or services that align with customer needs?
  3. How does the Customer Success Manager drive revenue growth through account expansion?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.

Write and export this review. Right now, for free.

Hop into our editor to write your review, with the help of our AI tools, before exporting it as a PDF.

Write your review

Whenever you’re ready, here are 4 ways WorkStory can help you:

  1. The WorkStory Platform: Our all-in-one performance management solution. WorkStory makes it easy to gather continuous feedback, run 360 reviews, and track team progress—all in one place. Perfect for teams looking to move beyond traditional performance reviews.
  2. The Performance Review Builder Tool: Create customized performance reviews that fit your organization’s unique needs. Tailor the reviews to each role, streamline the review process, and focus on growth-oriented feedback.
  3. Performance Review Templates: Access a library of pre-built, best-in-class performance review templates that are ready to use. Whether you need templates for leadership, team members, or cross-functional roles, we’ve got you covered.
  4. HR Document Templates: From onboarding checklists to change management guides, our HR templates are designed to save time and ensure consistency across your organization. Simply download, customize, and implement.

Other 

Technology Startup

Job Titles

Customer Success Manager

Build and maintain strong customer relationships, drive product adoption, and ensure customer satisfaction and retention.
View

Business Development Manager

Identify growth opportunities, build strategic partnerships, and drive revenue expansion for the technology startup.
View

Chief of Staff

Provide strategic support to the executive team, manage special projects, and enhance organizational effectiveness.
View

Head of Operations

Oversee operational processes, drive efficiency, and ensure seamless day-to-day business operations.
View

Data Scientist

Leverage data analysis, statistical modeling, and machine learning to provide valuable insights and support data-driven decision making.
View

Digital Marketing Specialist

Execute digital marketing campaigns, manage online presence, and analyze performance metrics to drive online growth.
View

Software Engineer Tech Startup

Design, develop, and test software applications in a fast-paced technology startup environment.
View

DevOps Engineer

Automate and streamline software development processes, manage cloud infrastructure, and ensure continuous integration and delivery.
View

UX/UI Designer Tech Startup

Conduct user research, create wireframes and prototypes, design visual elements, and enhance user experience and interface.
View

Product Manager

Lead product strategy and vision, conduct market research, collaborate with cross-functional teams, and drive product development.
View

Related Performance Review Example Collections

Entertainment and Media

An entertainment/media company creates, produces, and distributes content across various platforms to entertain and engage audiences.
View

Construction

A construction company is responsible for planning, designing, and overseeing the building of structures, from homes to commercial properties.
View

Logistics and Transportation

A logistics/transportation company manages the movement of goods from origin to destination, ensuring efficient and timely delivery.
View

Schools

A school is an educational institution designed to provide learning spaces and learning environments for the teaching of students under the direction of teachers.
View

Hotels

Hotels offers comfortable accommodations, amenities, and hospitality services for travelers. They provide a convenient and enjoyable stay experience for guests, whether they are visiting for business or leisure.
View

Architectural Design Firm

Architecture design firms specialize in creating innovative and aesthetically pleasing building designs and plans. Their team of architects, designers, and engineers collaborates to turn architectural visions into reality.
View

We’ve collected hundreds of thousands of feedback comments for our users, giving them a better idea of how well they're performing and saving them countless hours on performance reviews. We hope you’ll join us.

© 2024 GetSpeedBack, LLC

hello@workstory.team

Contact Us
Get started
How WorkStory works
Pricing
Schedule a demoLog In
Resources
BlogNewsletterFAQsReview templatesHR documentsReview writing tool
Compare
vs Latticevs 15Fivevs Culture Ampvs BambooHRvs Leapsome
vs Gustovs Trakstarvs PerformYardvs Spreadsheetsvs HRIS
Our software
IntegrationsAbout us
Legal
Privacy policy
Terms of service
Referrals