The Director of Customer Success: A Day in the Life | SmartKarrot Blog

A Day in the Life of a Director of Customer Success

A director of customer success is responsible for building and leading the customer success team. Their common daily activities vary widely. Learn more!

A Day in the Life of a Director of Customer Success
A Day in the Life of a Director of Customer Success

Customer Success departments have different structures to suit each, unique company. Large enterprises have a well-laid structure of the whole department with the right reporting mechanisms, and the Director of Customer Success comes somewhere in the middle of the corporate ladder. Mostly, they report to the Vice President of Customer Success or the Chief Customer Officer.

A Director of Customer Success is responsible for building and leading the Customer Success team. This team consists of various roles like Solution Architects, Customer Success Managers (CSM), and Account Managers.

The Customer Success team helps the client achieve value from the product and facilitates product adoption. This results in loyalty and therefore long-term customer retention.

The director’s role is to ensure customers are successful using the product the company sells. This sounds simple but it’s quite complex. It involves building the right team to train and onboard new customers and forming a dynamic strategy to accomplish the team’s goals.

It also entails developing tactical plans, executing them, and measuring results to ensure the team is making clients successful as well as satisfied. Long-term, reliable recurring revenue results from a successful CS team.

The director carries a lot of responsibility to produce results. If he succeeds, the company grows. If he fails, he may find himself without a job. But what does his day-to-day job look like? Let’s dig in and see.

Responsibilities of a Director of Customer Success

The responsibilities of a CS director range from managing the team of CSMs to developing initiatives that deliver unique value to customers. Below, we touch on the most common day-to-day activities of a CS director.

Optimizing the Customer Journey

They have to examine the various stages of the customer journey and identify gaps in customer-facing processes. There are almost always gaps. So, those gaps must be filled to ensure a stellar customer experience at every stage of the journey.

Aligning and Educating Internal Teams about the Importance of Customer Success

A director of Customer Success has to coordinate with different departments to align all of them towards Customer Success. Every department must participate in the effort to bring value to the customer and provide exceptional experiences.

The director must proactively drive these initiatives. For example, pulling other teams away from their responsibilities to educate them on the role they play in the overall customer experience and how that contributes to Customer Success.

Adding Meaningful Value to Customer Interactions

Optimizing Customer Success initiatives and helping CSMs understand customers’ objectives and use cases is important for a director. They help CSMs to define value for the customers and the best way to deliver it to them.

Forming Upselling and Cross-Selling Strategies

A director has to align the marketing and sales teams with Customer Success managers to identify prospects for business expansion. They define the CSMs involvement in upselling and cross-selling to the existing customers.

Maintaining Insights from a Customer Success Platform

They extensively use of their internal Customer Success software solution every day. This enables them to keep tabs on customer health scores and the performance of CSMs. These insights certainly help them identify and implement necessary process improvements.

Using Key Metrics and Preparing Reports

CS directors identify key performance indicators (KPIs) and metrics to measure team performance and the growth of the organization. Commonly-measured metrics include monthly recurring revenue (MRR), product adoption rates, customer satisfaction levels, etc.

Through these metrics, they prepare monthly or quarterly reports that illustrate how the CS team is performing. Then they share these reports with their superiors and subordinates to ensure everyone is armed with the latest data.

Building, Structuring, and Mentoring the Team

Hiring the right candidates and mentoring them is an important responsibility. Therefore, CS directors participate in and drive the interview process to select the right employees for their team. They must also create an effective team structure that produces results and surpasses expectations.

Become a coach and mentor of your customer success team and guide them through regular communication and planning

You need to collaborate on planning and communication with customer success teams to convert them into long-term clients. It is also possible to deliver an engaging experience if you develop a coaching mindset. The director of customer success needs to look to challenge the status quo. The director of customer success needs to inspire innovation and design a strategy that resonates with top customer success strategies.

Another responsibility of the customer success director is boosting revenue growth and ensuring retention. The person must also implement processes that improve customer lifetime value. The director of customer success can also incentivize the CSMs to upsell, cross-sell, and reduce churn. Since the director of customer success needs to manage and oversee the entire customer success execution part, the person needs to be skilled and optimize the process as much as possible. The director needs to guide customer success managers on product knowledge, create a liaison between teams,support teams, and guide them to success.

Establish strong relationships with C-Suite executives of marquee clients.

The director of customer success also needs to have positive relationships with C-Suite executives and company owners. The director of customer success needs to offer personalized experiences for all customers across segments. They need to be innovative in launching new customer marketing techniques and solving difficult problems. The director is also responsible for maximizing the potential and impact of customer success strategies.

C-suite executives need to partner with other leaders to create a similar messaging pattern and assemble insights from other agencies. It is also important to ensure and boost revenue growth with regular coaching, training, and planning. The director of customer success needs to deliver multiple aspects to different teams keeping quality and the right context as a priority.

Create a variable compensation plan to incentivize CSMs to upsell, cross-sell, and mitigate churn.

The director needs to improve processes to increase customer lifetime value, customer experience, product adoption, and NPS scores. The director of customer success is responsible for incentivizing customer success managers and customer success teams. The director of customer success is responsible for refining customer experience and ensuring the product experience is also enriching. The director of customer success needs to contribute to company goals. The director of customer success also needs to mitigate churn by cross-selling or upselling.

The director of customer success needs to ensure the messaging for customers is correct and right for them. Customer feedback should play a pivotal part in ensuring all processes are improved and aligned with overall needs.

The director must assign customer success managers various profiles or accounts to help with growth and value. The eventual goal should be maximizing value for customers while ensuring high profitability for the company.

Requirements for the Role

There are specific requirements and traits a candidate must possess to be considered for a CS director role. So, we’ll shift to discussing those now.

Experience and Qualifications

The list below isn’t exhaustive but rather intended to provide a general idea of what it takes to land a CS directr role.

  • They must have at least eight to 10 years of overall management experience in the tech space. 
  • The candidate must also have five to six years of experience in a Customer Success Manager or sales-related role.
  • They often hold an MBA or other postgraduate business management degree. (An undergraduate degree in any technical discipline is a plus.)
  • Exposure to subscription- and renewal-based business processes, upselling, or cross-selling as well as deep knowledge of and experience in implementing Customer Success best practices.
  • Strong interpersonal skills and the ability to lead and inspire mid-level managers to drive company growth.
  • Ability to create strategies, implement them, track performance, and achieve set objectives.
  • Must be an analytical thinker with keen problem-solving; process development and improvement; as well as task planning and delegation skills.
  • Proven record of driving customer satisfaction and enhancing customer experience in their past work.
  • Must be able to actively participate in meetings with C-Suite executives and contribute unique perspectives and value.


This is one of the most lucrative positions in SaaS companies. For example, the average pay for this role according to industry research is around $102K USD per year. Moreover, these roles often offer opportunities to earn additional pay via bonuses and commissions. Similarly, the average salary for a Director of Customer Experience is roughly on par.

The Hiring Process for a Director of Customer Success

Most of the time, a Vice President of Customer Success along with the Chief Customer Officer would interview candidates for this role. Above all, the interviewers look for personality traits that would be best suited for this role along with subject matter knowledge and expertise. 

Subsequently, once you make your way through the various interview rounds, the CEO might conduct a final interview, depending on the size of the company.

Preparing for the Interview

If you are applying for this role, then you must be familiar with many Customer Success roles. For example, an interviewer may ask: What does a Customer Success manager do? Or what are the responsibilities of a Customer Success specialist?

Moreover, you must know the various KPIs that you will have to use while working as a director of client success. 

For a detailed list of interview questions, you may consider giving a quick glance at this blog.

Other Roles on Customer Success Teams

There are other roles, both above and below the level of director, in a Customer Success team. These roles are often used interchangeably in different organizations based upon their maturity and size. Below, we list a few of the most common ones.

Customer Success Manager

This is the most common role in a CS team. A CSM is the face of your CS team and directly interacts with customers more than anyone else. They have to be engaged with the customer’s daily product usage and monitor them closely.

When their job is overly technical, they are often referred to as a Customer Success Analyst. Regardless of the title, they are responsible for driving customer engagement and retention—ultimately customer satisfaction. Similarly, they generally report to a CS leader like a director of Customer Success.

VP of Customer Success

A VP of Customer Success is higher in the company hierarchy than the director. However, they are sometimes a substitute for a director. In addition, they usually report to one of the C-suite executives. As a result, their responsibilities are similar to those of a director.

Chief Customer Officer

This is the highest role on the CS team and forms the part of the C-suite. They work in parallel to the CEO, CPO, COO, CMO, and CFO. Their responsibility lies in championing a Customer Success philosophy across the organization.

They are involved in creating and delegating high-level customer loyalty programs that drive customer retention at scale.

For a detailed look at all the other similar roles in Customer Success, their responsibilities, and salary, take a quick look at this article.

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