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Customer Success Consultant job description

A Customer Success Consultant is a professional focused on fostering strong relationships with customers, ensuring their success with a company’s products or services, and driving business growth through renewals and account expansion.

Alexandros Pantelakis
Alexandros Pantelakis

HR content specialist at Workable, delivering in-depth, data-driven articles to offer insights into industry and tech trends.

Refreshed on

January 10, 2024

Reviewed by

Eftychia Karavelaki

Senior Recruitment Manager

Use this Customer Success Consultant job description template to advertise open roles for your company. Be sure to modify requirements and duties based on the unique needs of the role you’re hiring for.

What is a Customer Success Consultant?

A Customer Success Consultant is a vital role within a company, focusing on the long-term success of customers with the company’s products or services. They play a key role in understanding customer needs, ensuring effective use of the product, and fostering a positive ongoing relationship. Their goal is to enhance customer satisfaction and loyalty, which in turn drives business growth and revenue.

What does a Customer Success Consultant do?

A Customer Success Consultant ensures that customers receive the support and guidance they need to effectively use a product or service. They are responsible for managing the customer relationship, addressing any issues, and identifying opportunities for account growth. They work closely with customers to understand their needs and objectives, ensuring that the company’s offerings align well with these goals. By doing so, they play a crucial role in customer retention and the expansion of business with existing clients.

Customer Success Consultant responsibilities include:

  • Acting as a dedicated contact for customers, providing guidance and addressing concerns.
  • Managing successful customer implementations and onboarding experiences.
  • Building and maintaining strong client relationships.
  • Developing new business with existing clients and identifying improvement areas.

Job brief

We are looking for a dedicated and skilled Customer Success Consultant to join our team. In this role, you will be instrumental in developing strong, lasting relationships with our customers, guiding them from the initial stages of implementation to long-term success.

Your responsibilities will include acting as the main point of contact for customers, providing best practice advice, ensuring successful product implementation, and identifying opportunities for business growth within existing accounts.

If you have a flair for client communication, a talent for problem-solving, and a passion for ensuring customer satisfaction, this role is for you.


  • Serve as the primary contact for assigned customers, handling inquiries and providing best practice guidance.
  • Manage successful product implementation and superior onboarding experiences.
  • Build and maintain strong client relationships.
  • Negotiate contracts and close agreements to maximize profits.
  • Nurture high-growth customers to capitalize on expansion opportunities.
  • Ensure timely and successful delivery of solutions according to customer needs and objectives.
  • Communicate progress of monthly/quarterly initiatives to internal and external stakeholders.
  • Develop new business with existing clients and identify areas of improvement.
  • Forecast and track key account metrics.
  • Prepare reports on account status and assist with challenging client requests or issue escalations as needed.

Requirements and skills

  • Proven experience as a Customer Success Manager, Account Manager, or relevant role in customer support or account management.
  • Experience in Consulting or Recruiting is a plus.
  • Demonstrable ability to communicate, present, and influence key stakeholders.
  • Solid experience with CRM software (e.g., Salesforce, Zoho CRM, HubSpot) and MS Office.
  • Experience delivering client-focused solutions.
  • Ability to manage multiple projects simultaneously while maintaining attention to detail.
  • Excellent listening, negotiation, and presentation skills.
  • Strong verbal and written communication abilities.

Frequently asked questions

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