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Customer Success Specialist Interview Template

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Customer Success Specialists play an essential role in customer retention and community building. Use this template to hire a great candidate for the role!

Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Success Specialist Interview
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Success Specialist Interview
Today @ 10:30 - 11 AM
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Customer Success Specialist Interview
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Customer Success Specialist Interview Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Customer Success Specialist Interview Template:

1👋 Introduction

Give the candidate an opportunity to introduce themselves to you and potentially other interviewers.

  • Tell me about yourself?
  • Can you pitch our product in 30 seconds?

2👤 Customer success experience

Learn about the candidate’s previous customer success experience.

  • Can you describe when you had to alter your normal approach to a customer to fix an issue?
  • How do you incorporate upsells into your customer success work?
  • How would you manage the problem if a server outage affected multiple customers?

3💬 Interpersonal skills

Learn more about their interpersonal skills.

  • What are some of your strengths and areas of improvement?
  • Describe a difficult relationship you’ve had with a co-worker in the past and how you handled it.
  • If you were working with a client and realized one of your teammates gave them incorrect information, how would you handle the situation with the customer and your teammate?

4🤝 Collaboration

Learn a little bit more about how they would collaborate with other teams.

  • How should customer success collaborate with other branches of the business?
  • Describe a time when you worked closely with marketing and sales. How did it go?

5❓Questions

Any questions for me?

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Fellow.app

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Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.


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