CV example · Sales · Mid level
Customer Success Manager CV Example & Writing Guide
"Managed a portfolio of accounts" is the sentence that sinks most customer success CVs, because there is nothing in it to judge. Thirty enterprise accounts at 200k each and four hundred self-serve accounts at 3k each are different jobs with different skills, and a reader who cannot tell which one you did will assume the easier one. A CSM is hired on the book: its size, its segment, and what happened to it at renewal. This page is one complete CSM CV at around five years of experience, with thirteen bullet rewrites and the reasoning behind each number on it.
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The full CV example
One mid-level CSM CV, a mid-market book in field-service software.
Mateo Guzman
Customer Success Manager - mid-market SaaS, renewals and expansion
Madrid, Spain - hybrid, open to travel in Iberia
Professional summary
Customer success manager with five years in B2B SaaS, currently holding 38 mid-market accounts worth 4.2m EUR ARR in field-service software. Closed 22 of 24 renewals last year for 94% gross retention and 111% net, and sourced 310k EUR of expansion with the AE team. Rebuilt the health score the team now works from, after the old one missed two of the three accounts that churned.
Experience
Customer Success Manager - Pulsaro
2023 - presentField-service software, mid-market book, 6-person CS team reporting to the VP Customer
- Hold 38 mid-market accounts, 4.2m EUR ARR, average 110k EUR and a range from 35k to 390k; the top five accounts are 41% of the book.
- Closed 22 of 24 renewals in 2025 for 94% gross revenue retention and 111% net, measured against the 3.9m EUR that came up for renewal, not against the whole book.
- Saved 6 of 9 accounts that entered the at-risk process, 780k EUR of ARR retained, by running a written recovery plan with a named executive sponsor on each side.
- Sourced 640k EUR of expansion pipeline and closed 310k with the account executives; I qualify and build the case, the AE prices and signs.
- Cut time to first value on new mid-market accounts from 41 days to 26 by moving technician data import ahead of the admin training rather than after it.
- Rebuilt the health score from a single usage number to four inputs (weekly active technicians, ticket sentiment, sponsor engagement, open escalations), after the old score rated two of the three accounts that churned as green a month before they left.
- Run escalations for the region: 31 escalations last year, median 4 days to resolution, with a standing rule that support keeps the ticket and I keep the relationship.
Customer Success Associate - Cadenza Events
2021 - 2023Event management software, SMB segment, pooled model with no named owner per account
- Covered roughly 140 SMB accounts, 1.1m EUR ARR, in a pooled model where contact was triggered by usage drops rather than by a calendar.
- Held gross retention at 86% in a segment where seasonality drives most of the churn, by moving renewal conversations to the month after each customer's event season rather than the month before.
- Ran group onboarding webinars for 15 to 20 new accounts at a time, which got 71% of new customers to their first published event within 14 days.
- Escalated recurring product complaints into a monthly summary for product, three of which shipped as fixes within two quarters.
Support Specialist - Cadenza Events
2020 - 2021First line support, promoted into customer success after 14 months
- Handled first-line tickets across the product; wrote the 12 help-centre articles that covered the most repeated questions.
Education
BA Business Administration - Universidad Autonoma de Madrid
2016 - 2020Final project on subscription pricing in B2B software
Skills
Languages
Spanish (native), English (C1), Portuguese (B2)
Coverage
Iberia and Italy, 8 accounts visited on site per quarter
Nobody on this page is real. Mateo, Pulsaro and Cadenza Events are invented for the example, along with every account count and euro figure. Replace all of it with your own details and your own book.
Why this CV works
Five things this example does that a portfolio-of-accounts CV does not:
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The book has a size, a value and a shape
"38 mid-market accounts, 4.2m EUR ARR, average 110k EUR and a range from 35k to 390k" answers the first three questions a CS leader has, in one line. The fourth clause, "the top five accounts are 41% of the book", is the one almost nobody writes, and it tells a reader this person understands concentration risk rather than just their own headcount.
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The retention numbers name their base
94% gross and 111% net are stated "against the 3.9m EUR that came up for renewal, not against the whole book". Retention figures are trivially inflatable by choosing a friendly denominator, and a CSM who volunteers the base before being asked is telling the reader the rest of the page was calculated the same way.
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The split with sales is written down
"I qualify and build the case, the AE prices and signs" stops 310k EUR of closed expansion from reading as a quota this person did not carry. The same move appears with support: "support keeps the ticket and I keep the relationship". CS sits between two functions, and vagueness about the boundary is read as overclaiming.
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A save is a process, not a rescue story
"6 of 9 accounts that entered the at-risk process, 780k EUR retained" carries the denominator again, and names the method: a written recovery plan with a named executive sponsor on each side. Three accounts still left. Saying so makes the six believable.
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It shows the health score being wrong and fixed
The old score "rated two of the three accounts that churned as green a month before they left". Admitting the miss is what makes the rebuild into four inputs sound like judgement rather than tool administration, and it is a far better interview topic than a list of Gainsight features.
Professional summary examples
Entry level
At entry level the book may not be yours alone. Say pooled, give the count anyway, and name what you want next.
Mid level
Count, value, segment, both retention figures, expansion. Five facts in three sentences is the density a CS leader is scanning for.
Senior
Senior is where the book gets smaller and the numbers get bigger. Name what you are trusted with, and close with an offer rather than a job description.
Experience bullet examples
Thirteen bullets, weak form and strong form. Every account count, euro figure and retention rate below belongs to the fictional example - substitute your own book and your own renewal record, because these are the first numbers an interviewer will ask you to walk through.
- Weak
- Managed a portfolio of customer accounts.
- Stronger
- Held 38 mid-market accounts, 4.2m EUR ARR, averaging 110k with a range from 35k to 390k.
- Why
- The single highest-value rewrite on a CSM CV. Count, value, segment and spread turn an unjudgeable sentence into a job description.
- Weak
- Responsible for renewals.
- Stronger
- Closed 22 of 24 renewals in 2025 for 94% gross revenue retention, measured against the 3.9m EUR up for renewal.
- Why
- Give the base. A retention percentage with no denominator is the easiest figure on a CV to inflate, and good readers discount it accordingly.
- Weak
- Grew revenue within existing accounts.
- Stronger
- Sourced 640k EUR of expansion pipeline and closed 310k with the AE team, contributing to 111% net retention.
- Why
- Sourced and closed are different claims. Separate them, and say who priced the deal.
- Weak
- Reduced churn.
- Stronger
- Saved 6 of 9 at-risk accounts, retaining 780k EUR of ARR, using a written recovery plan with a named executive sponsor on each side.
- Why
- Three accounts still churned. The 6 of 9 is credible precisely because it is not 9 of 9.
- Weak
- Onboarded new customers.
- Stronger
- Cut time to first value on mid-market accounts from 41 days to 26 by moving technician data import ahead of admin training.
- Why
- Define first value for your product, then show the change. Onboarding speed is the earliest retention lever you own.
- Weak
- Monitored account health.
- Stronger
- Rebuilt the health score from one usage metric into four inputs after the old version rated two of three churned accounts green a month before they left.
- Why
- The failure is what justifies the rebuild. Without it this is a sentence about configuring a tool.
- Weak
- Handled escalations.
- Stronger
- Ran 31 escalations last year at a median 4 days to resolution, with support owning the ticket and me owning the relationship.
- Why
- Volume, speed, and the boundary. Escalation bullets without a boundary make a reader wonder whether you were the CSM or the support queue.
- Weak
- Conducted quarterly business reviews.
- Stronger
- Ran executive reviews on the 14 accounts above 100k EUR, each opened with the customer's own adoption numbers rather than our roadmap.
- Why
- Say which accounts get the review and what is in it. Every CSM has run a QBR; not every CSM has decided what belongs in one.
- Weak
- Worked closely with the sales team.
- Stronger
- Split the account plan with the AE in writing: I own adoption, risk and the renewal case, the AE owns pricing and the signature.
- Why
- A written split is a real artefact and it prevents the interview question about who actually closed the deal.
- Weak
- Gathered customer feedback for the product team.
- Stronger
- Turned recurring complaints into a monthly summary for product; three of the requests shipped as fixes within two quarters.
- Why
- The shipped count is the evidence that the feedback was usable rather than forwarded.
- Weak
- Supported a large number of SMB customers.
- Stronger
- Covered roughly 140 SMB accounts at 1.1m EUR ARR in a pooled model, with outreach triggered by usage drops rather than a calendar.
- Why
- Pooled coverage is a real model and worth naming. Claiming 140 named relationships instead would not survive a follow-up question.
- Weak
- Improved retention in a difficult segment.
- Stronger
- Held SMB gross retention at 86% through a seasonal cycle by moving renewal conversations to the month after each customer's event season.
- Why
- A flat number plus the mechanism. In a churn-heavy segment, holding a line is an achievement and should be framed as one.
- Weak
- Created onboarding documentation.
- Stronger
- Wrote the mid-market onboarding playbook now used by all six CSMs, which flattened the variance in first-90-day adoption between them.
- Why
- Adoption by the rest of the team is what separates a document you wrote from a document that mattered.
Skills that belong on this CV
Hard skills
- Renewal forecasting and close management
- Gross and net revenue retention measurement
- Churn risk scoring and recovery planning
- Expansion qualification and business-case building
- Onboarding design and time to first value
- Executive business reviews and sponsor mapping
- Escalation management across support and product
- Contract, term and usage-tier basics
Tools and technologies
- Gainsight, Totango or ChurnZero
- Salesforce or HubSpot
- Zendesk, Intercom or Freshdesk
- Looker, Tableau or a product analytics tool
- Jira for product escalations
- Zoom or Teams for reviews and onboarding sessions
Role-specific strengths
- Reading a usage drop before the customer raises it
- Running a renewal conversation that is not a discount negotiation
- Keeping a relationship through a sponsor change on the customer side
Soft skills worth proving
- Delivering bad product news without losing the room
- Saying no to a customer request and keeping the renewal
- Handing an expansion to sales without dropping the relationship
Education and certifications
Customer success takes people from support, sales, account management and the customer's own industry, and no degree route dominates. Keep education to one line after experience. Domain knowledge of the customer's world is worth more space than the degree: if you sold field-service software after five years dispatching technicians, say so, because that is the part of the CV a hiring manager cannot train into someone else.
Certifications
- Vendor certification in your CS platform (Gainsight, Totango, HubSpot) - Worth one line when the advert names the platform, since it removes a ramp-up objection.
- Product or industry certification for the customer's domain - The more useful one. Knowing the customer's workflow beats knowing another dashboard.
No certification is required for a CSM role. Keep them to one line each and never above the book.
How an ATS reads this CV
Appliora's ATS Checker runs 14 checks against an uploaded file and shows the text its parser extracted. Four of them matter most for a customer success CV.
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Bullet quality
This is the heaviest content check, and CS CVs fail it in one specific way: bullets full of relationship language and empty of figures. "Built strong relationships with key stakeholders" carries no action verb and no number. Put the account count, the ARR, the renewal rate and the save count into the bullets themselves, not only into the summary at the top.
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Accented characters
Spanish, Portuguese and Central European names and cities carry accents that some export paths turn into question marks or drop entirely, so Guzman, Malaga and Sao Paulo come out mangled in the extracted text. The checker shows you the parsed characters, which is the only way to see it before an employer does. Check your own name first, since that is the field a recruiter searches on.
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Recognised sections
CS candidates invent headings: "Book of Business", "Portfolio", "Customer Outcomes". A parser looking for Experience, Education and Skills may file everything under the previous heading it recognised. Keep the standard section names and put the book inside the first line of each role, the way the example does.
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Concrete skills
Skills blocks here fill with soft phrases - relationship building, stakeholder management, empathy - which read as orphan fragments rather than recognisable skills. Twelve concrete items, mixing named platforms with named practices like renewal forecasting and health scoring, score better than thirty abstractions.
Templates that suit this role
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ATS Clean
Single column, plain headings, plenty of room for a first line of book detail under each job title. The default when you are applying through a SaaS company's portal.
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Commercial
Built for revenue-facing roles: the layout gives retention and expansion figures visual weight without turning the CV into a dashboard.
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Two Column Pro
Useful once the tool list and the language list are long enough to crowd the experience column, provided you keep the account and renewal numbers in the main column.
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