Customer Success Managers are judged on retention and expansion. The strongest CSM resumes pair concrete portfolio metrics — book size, NRR, GRR, churn — with stories of saved accounts, upsells driven, and adoption gains. Tooling fluency (Gainsight, Salesforce, Catalyst) signals modern operating maturity.
ARR, NRR, GRR, account count — these numbers belong in your summary or first role.
Pick 2-3 accounts you saved or expanded. Briefly describe the situation, your action, and the outcome.
Sales (expansion), Product (roadmap influence), Support (escalations) — modern CSM is a connector role.
Gainsight, Catalyst, Salesforce, ChurnZero, Totango — tooling depth signals operational maturity.
Customer Success Manager with 6 years driving retention and expansion for B2B SaaS. Owned a $12M book of business, sustaining 96% gross retention and 118% net revenue retention through proactive onboarding, QBRs, and data-led account strategy at HubSpot.
Managed a $12M portfolio of 45 enterprise accounts, sustaining 96% gross retention and 118% net revenue retention year over year.
Drove $1.8M in expansion revenue by identifying upsell opportunities through usage analytics and executing quarterly business reviews.
Reduced time-to-value during onboarding by 34% by redesigning the 90-day success plan, lifting product adoption scores from 62% to 84%.
Owned a 120-account SMB segment, lowering churn by 11% through proactive health-score monitoring and renewal outreach.
Resolved escalations as the voice of the customer, improving CSAT from 4.1 to 4.7 over 18 months.
Partnered with Sales on renewals totaling $4.5M, achieving 102% of annual retention target.
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