customer-service

Customer Success Manager

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Laura Martinez

SaaS Customer Success Manager

[email protected] | +1 (555) 987-6543 | linkedin.com/in/laura-martinez-csm | lauramartinezportfolio.com | San Francisco, CA

Professional Summary

Customer Success Manager with 5+ years of experience guiding B2B SaaS customers through onboarding, adoption, renewal, and expansion. Improved retention by 30% within one year by standardizing health-score reviews, creating targeted onboarding playbooks, and partnering with product and support teams on recurring friction points. Comfortable using CRM and customer success platforms to prioritize accounts, surface risk, and turn customer feedback into practical product and enablement improvements.

Skills

CRM Systems (Salesforce), Account Health Scoring, Client Onboarding Programs, Customer Engagement Strategies, Predictive Analytics, AI-Powered Customer Insights, Data Visualization (Tableau), Predictive Modeling

Work Experience

Senior Customer Success Manager

01/2022

Tech Company Inc

San Francisco, CA

Led a 5-person customer success team in redesigning onboarding playbooks, increasing new-user activation by 40%

Introduced monthly health-score reviews and at-risk account workflows, reducing churn by 35%

Ran cross-functional customer workshops with product, sales, and support to align renewal risks, feature requests, and adoption blockers

Built predictive account dashboards with CS operations, helping the team prioritize support outreach and cut average resolution time by 50%

Customer Success Manager

06/2020 - 12/2021

Previous Company Inc

San Francisco, CA

Created strategic account plans for 5 enterprise customers, contributing $750K in expansion and renewal revenue over two years

Reworked product documentation and in-app guidance with support teams, reducing repeat onboarding tickets by 30%

Customer Success Manager

12/2018 - 06/2020

Startup Solutions Ltd

San Francisco, CA

Partnered with product managers to translate customer feedback into roadmap inputs, improving customer satisfaction scores by 20%

Scheduled biweekly success reviews for 15 accounts, lowering client attrition by 10% within six months

Projects

Customer Success Dashboard

lauramartinezportfolio.com/customer-success-dashboard

Built a Tableau dashboard that combined product usage, support volume, renewal date, and stakeholder activity to help CSMs identify churn risk earlier.

AI-Powered Onboarding Bot

Designed an AI-assisted onboarding bot that answered common setup questions, routed complex issues to support, and reduced first-month support requests by 45%.

Education

Master of Science in Business Analytics

09/2014 - 05/2016

San Francisco State University

San Francisco, CA

Relevant coursework: Data Mining and Modeling, Predictive Analytics, Customer Relationship Management. GPA: 3.8

Certifications

Customer Success Management Professional

03/2025

Certification Institute of Customer Success (CICS)

Customer success certification covering account planning, onboarding strategy, adoption tracking, renewal preparation, and stakeholder communication.

Advanced Data Analytics for Business Growth

10/2024

Data University

Business analytics certification focused on interpreting customer behavior, building dashboards, and using data to guide retention and expansion decisions.

Why This Template Works

This resume format is highly effective for ATS (Applicant Tracking Systems) because it includes clear and concise sections such as contact information, professional summary, work experience, skills, education, and certifications that are keyword-rich with relevant terms like 'Customer Success Manager', 'SaaS product adoption', and 'business growth strategies'. The use of bullet points in the work experience section ensures that ATS can easily parse achievements and responsibilities. Additionally, including a professional summary at the top highlights key qualifications and keywords first, increasing visibility for automated systems.

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How to Write This Resume

How to Write This Resume

Expert guidelines and best practices for each section of your resume.

01

Contact

Contact

First Name Last Name City, State, Zip Code Phone Number | Email Address LinkedIn Profile URL | Portfolio URL (Optional)

General Guidelines

Keep contact details easy to scan: name, city and state, phone, professional email, LinkedIn, and a portfolio or case-study link only if it supports your customer success work.

Avoid This

Do not include your full physical address (street number/name) for privacy reasons. Avoid including personal details like marital status, age, photo, or social security number unless specifically required in your country. Do not use unprofessional email addresses.

Real Examples

See clear examples of how to format contact details effectively.

Don't

John Doe 1234 Random St, Apt 56 New York, NY 10001 [email protected] Single, 28 years old

Do

John Doe New York, NY (555) 123-4567 | [email protected] linkedin.com/in/johndoe

Quick Tips

  • Use a professional email address in a firstname.lastname style
  • Keep your LinkedIn URL clean and current
  • List city and state instead of a full street address
  • Include a portfolio link only when it shows relevant customer success work

02

Summary

Summary

Professional Title Result-oriented [Role Name] with [Number] years of experience in [Key Skills/Industries]. Proven track record of [Major Achievement]. Skilled in [Key Technologies/Skills]. Committed to delivering [Specific Value] for [Target Industry/Company type].

General Guidelines

A professional summary is your elevator pitch. It should be 3-5 sentences long, summarizing your experience, key skills, and major achievements. Tailor it to the job description by using relevant keywords. Focus on what makes you unique and the value you bring to potential employers.

Avoid This

Avoid generic objectives like 'Looking for a challenging role to grow my skills.' Recruiters want to know what value you bring to them, not what you want from them. Don't use first-person pronouns (I, me, my). Keep it concise and impactful.

Real Examples

Compare a weak objective with a strong professional summary.

Don't

Objective: I am a hard-working individual looking for a Customer Success Manager position where I can learn new things and advance my career.

Do

Customer Success Manager with 5+ years in B2B SaaS onboarding, adoption, and renewal support. Improved retention by 30% through health-score reviews, structured onboarding playbooks, and close partnership with product and support teams.

Quick Tips

  • Quantify achievements where possible (e.g., 'Increased revenue by 20%')
  • Keep it under 5 lines for readability
  • Use strong action verbs to start sentences
  • Tailor the summary to match the job description

03

Skills

Skills

Technical Skills - Languages: [List] - Frameworks: [List] - Tools: [List] Soft Skills - [Skill 1], [Skill 2], [Skill 3]

General Guidelines

Group your skills logically (e.g., Languages, Frameworks, Tools). Focus on hard skills relevant to the job. List skills in order of proficiency or relevance. Soft skills are better demonstrated through bullet points in your experience section rather than a bare list.

Avoid This

Do not list skills you are not comfortable using in an interview. Avoid using progress bars or percentages to rate your skills (e.g., "Java: 80%") as they are subjective and often misinterpreted. Don't include outdated technologies unless specifically required.

Real Examples

Don't

Inaccurate skill level representation with Java: 80%

Do

CRM platforms, customer health scoring, onboarding playbooks, renewal preparation, product adoption analysis, Tableau dashboards

Don't

Including soft skills in the technical section like 'Team player'

Do

Listing hard skills relevant to the job such as 'AI-Powered Analytics Platforms'

Quick Tips

  • Categorize your skills into technical and soft categories for clarity.
  • Use concise, action-oriented phrases when listing hard skills.
  • Prioritize tools and technologies that you have used extensively or recently.
  • Avoid generic skills like 'communication' or 'leadership'; these are better showcased through experience.

04

Experience

Experience

Job Title | Company Name | Location Month Year – Month Year - Action Verb + Context + Result (Quantified) - Led [Project] resulting in [Outcome]... - Collaborated with [Team] to implement [Feature]...

General Guidelines

This is the core of your resume. Use reverse-chronological order (most recent first). Start each bullet with a strong action verb. Focus on achievements and impact, not just duties. Use numbers to quantify your impact (dollars, percentages, time saved, users affected). Show progression and increasing responsibility.

Avoid This

Avoid passive language like 'Responsible for...' or 'Tasked with...'. Don't list every single daily task; focus on significant contributions and measurable outcomes. Avoid jargon that recruiters outside your field won't understand.

Real Examples

Practical example showing do's and don'ts for experiences

Don't

Managed customer interactions, ensuring all questions were answered and concerns addressed.

Do

Led a proactive account health program that reduced churn by 25% over two quarters.

Don't

Worked on improving the product documentation to reduce support calls.

Do

Rebuilt onboarding guides and in-app help content, reducing repeat setup tickets by 30%.

Quick Tips

  • Focus on quantifiable achievements and use specific numbers where possible to demonstrate your impact.
  • Highlight strategic initiatives you spearheaded that resulted in significant improvements or business growth.
  • Showcase your ability to manage complex projects with a clear outline of responsibilities, team coordination, and outcomes.
  • Include key performance metrics like customer satisfaction scores, revenue contributions, and retention rates.

05

Education

Education

Degree Name | University Name | Location Month Year – Month Year - Relevant Coursework: [Course 1], [Course 2] - Honors/Awards: [Award Name] - GPA: X.X (if above 3.5)

General Guidelines

List your highest degree first. If you have significant work experience, keep the education section brief. Include your GPA only if it is above 3.5 or if you are a recent graduate. Highlight relevant coursework, academic projects, honors, or leadership roles.

Avoid This

Do not include high school details if you have a college degree. Avoid listing every single course you took; select only the most relevant ones. Don't include graduation dates from decades ago if age discrimination is a concern in your field.

Real Examples

Practical example showing do's and don'ts for educations

Don't

Bachelor of Arts | University College | New York, NY January 2013 – May 2017 - Courses: English Composition, Art History, Literature Survey, Modern Languages

Do

Master of Science in Business Analytics | San Francisco State University | San Francisco, CA September 2014 – May 2016 - Relevant Coursework: Data Mining and Modeling, Predictive Analytics, Customer Relationship Management

Quick Tips

  • List your education details in reverse chronological order.
  • Include only the most relevant coursework that aligns with your career objectives.
  • Highlight any honors or awards you received to stand out.
  • Consider omitting graduation dates if they might be perceived negatively due to age.

06

Projects

Projects

Project Name | Tools/Technologies Used - Briefly describe what you created and its purpose - Highlight specific challenges you solved - Link to portfolio or demo if available

General Guidelines

Projects are excellent for demonstrating practical skills, especially if you lack work experience or are changing careers. Include a link to your portfolio or demo if possible. Focus on projects that show problem-solving skills and relevant tools for the target role.

Avoid This

Don't include trivial tutorials unless you significantly expanded on them. Avoid projects that are outdated, incomplete, or irrelevant to the role you're applying for. Don't just list technologies—explain what you created and why it matters.

Real Examples

Practical example showing do's and don'ts for projects

Don't

Developed a basic chatbot using Python, but didn’t integrate any AI algorithms to improve customer engagement or solve specific problems.

Do

Built a customer health dashboard that combined usage, support, and renewal data so CSMs could prioritize at-risk accounts.

Quick Tips

  • Focus on projects that align with the skills and responsibilities of a Customer Success Manager, such as improving customer engagement or reducing churn rates.
  • Describe how your project addressed specific challenges faced by customers and contributed to business growth.
  • Include relevant technologies like AI analytics tools, CRM systems, and data visualization platforms to highlight your proficiency in these areas.
  • Provide links to live demos or portfolio sections where hiring managers can see the results of your work.

Frequently Asked Questions

Common questions about this role and how to best present it on your resume.

Focus on retention, onboarding, adoption, renewal preparation, customer health metrics, CRM usage, and examples of cross-functional work with product, sales, and support.

Use metrics such as churn reduction, activation rate, renewal value, ticket reduction, NPS movement, or the number and type of accounts managed. Keep every number tied to work you actually performed.

Yes. Mention relevant tools such as CRM platforms, customer success software, analytics dashboards, ticketing systems, and product usage reporting when they are part of your real experience.

Replace broad claims like “strong communicator” with bullets that show how you guided customers, resolved adoption blockers, prepared renewals, or turned feedback into product improvements.

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