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Customer Success Manager

Customer Success Manager

Alternative titles
Account Manager
Client Relationship Manager
What If You Could Turn Conversations Into a Career?

What if your knack for helping people could launch you into the digital world — no coding, no tech degree, just real impact and real growth?

That’s the magic of becoming a Customer Success Manager.

Whether you're switching careers or just starting out, this role blends people skills with powerful no-code tools. You’ll build relationships, solve problems, and drive success — all while growing your own future-proof career.

This isn’t just customer support — it’s your path into tech. Ready to see how? Let’s dive in.

What Does a Customer Success Manager Do?

Think of a Customer Success Manager as a relationship-builder with digital superpowers. Instead of coding from scratch, they use no-code tools like HubSpot, Notion, and Zapier to help clients get the most out of a product—while streamlining internal processes and automating tasks along the way.

It’s like being the friendly guide who makes tech work for people, not the other way around. Whether it’s onboarding new users, solving customer pain points, or setting up smart workflows, they ensure success at every step.

And here’s the best part: you don’t need to be technical. If you’re great at communicating and love helping people succeed, you’ve already got what it takes.

How Much Can You Earn?

Freelancers: $40–$120/hour
Full-Time Roles: $60,000–$110,000/year
Senior Positions: $110,000–$150,000/year

How is the demand?

• 91% of CS teams grew in 2024—some by over 50% (Totango)

• Global CSM Platforms Market is estimated to reach $3.1 billion by 2026 (Custify)

• CSMs responsibilities are expanding to be seen as critical drivers of business growth (Churnzero)

Who's Hiring?

Startups: Help early-stage companies listed on Trueup bring ideas to life.

Freelance Platforms: Find gigs on Upwork and Indeed.

Digital Agencies: Work with CX agencies like Wonderful or Liquid Agency.

Companies: Explore roles at LinkedIn Jobs.

The demand spans industries-opportunities are just a click away.

What Does Your Day as a Customer Success Manager Look Like?

Every day as a Customer Success Manager is different—but never dull. You’ll spend your time building relationships, solving problems, and helping customers succeed with smart, simple digital tools.

Kick Off with Customer Check-Ins
Start your day reviewing client updates, checking usage stats in tools like HubSpot or Gainsight, and preparing for onboarding or QBR calls.

Solve Problems and Add Value
Whether it’s answering support questions or creating a custom success plan, your day is filled with meaningful touchpoints that help customers win.

Automate and Streamline
Use tools like Notion, Zapier, or Trello to automate follow-ups, track goals, and keep everything running smoothly behind the scenes.

Wrap Up with Strategy
You’ll finish by syncing with your team, reviewing account health, and planning how to drive even more value tomorrow.

How to Become a

Customer Success Manager

You don’t need a tech background to become a Customer Success Manager—just curiosity, empathy, and a drive to help others succeed. This role blends creativity with critical thinking to solve real problems for real people.

Step 1: Learn the Required Skills

To become a Customer Success Manager, start by building a strong foundation in the essential skills you'll need to succeed. These include both technical skills and soft skills that complement your work.

Technical Skills

Tools You Should Learn

Soft Skills

Communication

Collaborate effectively with clients and teams by explaining ideas clearly.

Creativity

Generate innovative ideas, solutions, and approaches through imagination and originality.

Problem-Solving

Critically and creatively analyze issues to design workflows and apps that provide effective solutions.

Negotiation

Reach agreements by finding common ground and fair solutions.

Time Management

Balance multiple projects and meet deadlines efficiently.

Step 2: Build a Portfolio

A portfolio is your chance to shine as a Customer Success Manager. Whether you’re showcasing mini-projects or full-scale solutions, it’s the easiest way to demonstrate your skills and creativity—even if you’re just starting out.

How to Build Your Portfolio

1. Start Small, Think Big

Create simple yet impactful projects. For example:

2. Showcase Your Process
Don’t just show the final product—include your planning, prototyping, and testing steps. Employers value seeing how you think. Use Loom to record walkthroughs.

3. Highlight Real-World Impact
Explain how your projects solve problems. Did you reduce manual tasks? Improve client retention? Show the before-and-after difference.

Resources to Help You Build 

Find Inspiration

Take a look at how these professionals have built successful careers in customer success.

Krystel Leal
Customer Success Manager
Specialization

Customer experience, project management, startup operations, communication strategy

Tools

HubSpot, Notion, Salesforce

Career Description

Former journalist turned tech builder, scaling customer success functions and digital strategies across startups and global communities.

Allison Wommack
Customer Success Manager
Specialization

Customer retention, SaaS success strategy, campaign optimization

Tools

Webflow, Google Analytics, Jira

Career Description

Drives customer growth and retention in SaaS through tailored support, optimization strategies, and cross-channel client engagement.

Step 3: Get Hired or Start Freelancing

You’ve got the skills. You’ve built the portfolio. Now it’s time to land your first role—and yes, you can get hired, even as a beginner.

Show Off Your Work

Your portfolio is your digital handshake. Pair it with a standout LinkedIn profile that highlights your customer-first mindset and no-code savvy. 

💡 Need help? Check out these strategies to showcase your digital skills.

Look in the Right Places

There are tons of platforms looking for people like you:

  • Built In: Perfect for landing your first startup gig.
  • Flexjobs: Ideal for freelance opportunities.
  • Working Nomads: Great for fully remote customer success jobs worldwide.

🔎  Discover how to be an expert and attract consulting gigs and job offers.

Make Connections That Count

Join communities like Customer Success Collective or attend Meetups and network with fellow colleagues. Don’t just scroll—engage. Comment, ask questions, and connect with people in the space. 

🤝  Here’s our networking tips to “Build connections during your reskilling journey”.

Start Small, Dream Big

Offer your services to startups, nonprofits, or small businesses. Pitch a small project, create a customer workflow, or optimize onboarding—all great ways to gain experience and testimonials. It’s all about momentum.

Pro Tips

  • Customize Every Application: Show you’ve done your homework. Mention the company’s goals and how you can support them;
  • Record a Quick Intro Video: Use Loom to introduce yourself and your approach—human touch = instant connection;
  • Highlight No-Code Wins: Showcase how you've used tools like Zapier or Notion to solve real problems;
  • Follow Up With Value: After interviews or reach-outs, send a resource, insight, or small idea to show you’re thinking like a CSM already;
  • Stay Curious: Ask questions in interviews that show you care about customer outcomes, not just the job description.