Customer Success

Enterprise

Builds customer success into a revenue engine that scales across enterprise accounts and global markets. Creates CCOs who think like CEOs, turning retention metrics into boardroom strategy and customer relationships into competitive moats.

L1 – L9 · 9 tours Leads to: CCO → What's a Reference DRS?

The Career Arc

Rotational · L1–L3

Build the Enterprise craft. Prove you can wield the tools of Customer Success.

  • L1 : Learn enterprise customer success fundamentals
  • L2 : Manage enterprise accounts with guidance
  • L3 : Drive customer success independently

Transformational · L4–L7

Deliver Enterprise outcomes — each Customer Success tour at this altitude has a defined mission and success criteria.

  • L4 : Lead strategic accounts and mentor others
  • L5 : Own the most strategic customer relationships
  • L6 : Define enterprise CS strategy and own the most strategic customer relationships
  • L7 : Serve as the company's foremost enterprise CS strategist

Manage a Team?

Great Enterprise managers are practitioners first. The Customer Success IC responsibilities in L4–L7 are your foundation — your management responsibilities are additive:

  • • Hire CSMs who are proactive—not just reactive to churn signals
  • • Coach value delivery—help customers achieve outcomes, not just use features
  • • Run 1:1s focused on account health patterns—not just individual escalations
  • • Give feedback that builds customer empathy and commercial instincts
  • • Remove blockers—fight for product fixes, exec sponsors, and success resources

Foundational · L8–L9

Shape the Customer Success organization from the Enterprise chair — build institutions, not just products.

  • L8 : Own enterprise CS strategy
  • L9 : Define the customer success strategy
→ C-Suite: L10 is the CCO path — a distinct page, not duplicated here.

L1 — Associate Enterprise CSM Rotational Full detail →

Mission

Learn enterprise customer success fundamentals

This tour of duty

Support your first enterprise customer onboarding

Own the outcomes

  • • Learn enterprise customer success fundamentals
  • • Support senior CSMs on enterprise account activities
  • • Research customer stakeholders and organizations
  • • Document customer interactions and health metrics
  • • Assist with onboarding and adoption programs
  • • Build foundational knowledge of enterprise needs

Enterprise at L1 — the competency bar

Sales
2
Account Management
2
Customer Success
2

AI in this role

  • • Researching account stakeholders
  • • Preparing for meetings
  • • Creating onboarding plans

L2 — Junior Enterprise CSM Rotational Full detail →

Mission

Manage enterprise accounts with guidance

This tour of duty

Own customer success for assigned accounts

Own the outcomes

  • • Manage enterprise accounts with guidance
  • • Drive onboarding and initial adoption milestones
  • • Build relationships with operational stakeholders
  • • Monitor customer health and flag risks
  • • Coordinate with internal teams on customer needs
  • • Support QBR preparation and delivery

Enterprise at L2 — the competency bar

Customer Success
3
Account Management
2
Sales
1
Solutions Engineering
1
Strategy
1

AI in this role

  • • Building success plans
  • • Analyzing adoption metrics
  • • Creating QBR presentations

L3 — Senior Enterprise CSM Rotational Full detail →

Mission

Drive customer success independently

This tour of duty

Drive adoption that significantly improves outcomes

Own the outcomes

  • • Drive customer success independently for enterprise accounts
  • • Own adoption programs and value realization
  • • Build relationships with VP-level stakeholders
  • • Handle account escalations and risk mitigation
  • • Partner with AM on renewal and expansion
  • • Contribute to enterprise CS best practices

Enterprise at L3 — the competency bar

Customer Success
3
Sales
2
Account Management
2
Solutions Engineering
1
Strategy
1

AI in this role

  • • Developing health strategies
  • • Analyzing risk signals
  • • Creating intervention plans

L4 — Staff Enterprise CSM / Manager, Enterprise Customer Success Transformational Full detail →

Mission

Lead strategic accounts and mentor others

This tour of duty

Save an at-risk customer and turn them into an advocate

Own the outcomes

  • • Lead strategic enterprise accounts and mentor others
  • • Build executive relationships at customer organizations
  • • Develop enterprise success playbooks
  • • Create strategies for at-risk account saves
  • • Influence product based on customer feedback
  • • Train junior CSMs on enterprise engagement

Enterprise at L4 — the competency bar

Customer Success
4
Account Management
3
Sales
1
Solutions Engineering
1
Strategy
1

AI in this role

  • • Building relationship frameworks
  • • Analyzing competitive risks
  • • Creating advocacy programs

L5 — Senior Staff Enterprise CSM / Senior Manager, Enterprise Customer Success Transformational Full detail →

Mission

Own the most strategic customer relationships

This tour of duty

Build a flagship customer relationship

Own the outcomes

  • • Own the most strategic enterprise customer relationships
  • • Define best practices for enterprise CS excellence
  • • Drive strategic initiatives for customer outcomes
  • • Build C-level relationships at flagship accounts
  • • Influence company strategy through customer insights
  • • Create enterprise customer advocacy programs

Enterprise at L5 — the competency bar

Customer Success
5
Sales
3
Account Management
3
Solutions Engineering
1
Strategy
1

AI in this role

  • • Developing strategic plans
  • • Analyzing customer potential
  • • Creating thought leadership

L6 — Director, Enterprise Customer Success Transformational Full detail →

Mission

Define enterprise CS strategy and own the most strategic customer relationships

This tour of duty

Build a team that drives enterprise customer success

Own the outcomes

  • • Define enterprise CS strategy and own the company's most strategic customer relationships
  • • Architect customer success approaches for the highest-value enterprise accounts
  • • Establish best practices and playbooks that elevate enterprise CS excellence
  • • Serve as executive sponsor on the most critical enterprise customer relationships
  • • Drive initiatives that shape enterprise customer success approach company-wide
  • • Influence company strategy through deep enterprise customer insights

Enterprise at L6 — the competency bar

Account Management
4
Customer Success
4
Strategy
4
Sales
2
Solutions Engineering
2

AI in this role

  • • Forecasting and planning
  • • Building team playbooks
  • • Creating training programs

L7 — Senior Director, Enterprise Customer Success Transformational Full detail →

Mission

Serve as the company's foremost enterprise CS strategist

This tour of duty

Scale enterprise CS practices

Own the outcomes

  • • Serve as the company's foremost expert in enterprise customer success methodology
  • • Define the strategic framework for enterprise customer outcomes and retention
  • • Establish thought leadership in enterprise relationship management
  • • Architect innovative approaches for enterprise customer value realization
  • • Drive cross-functional alignment on enterprise CS strategic initiatives
  • • Shape enterprise CS culture through expertise and best practices

Enterprise at L7 — the competency bar

Customer Success
3
Strategy
3
Account Management
2
Sales
1
Solutions Engineering
1

AI in this role

  • • Portfolio analysis
  • • Building scale strategies
  • • Creating efficiency frameworks

L8 — VP, Enterprise Customer Success Foundational Full detail →

Mission

Own enterprise CS strategy

This tour of duty

Transform enterprise customer success

Own the outcomes

  • • Own enterprise CS strategy and planning
  • • Build organizational structure for enterprise CS
  • • Define enterprise customer engagement priorities
  • • Establish executive relationships with top accounts
  • • Drive alignment across revenue functions
  • • Represent enterprise CS in executive forums

Enterprise at L8 — the competency bar

Customer Success
2
Strategy
2
Sales
1
Solutions Engineering
1
Account Management
1

AI in this role

  • • Organizational modeling
  • • Building CS strategies
  • • Creating executive content

L9 — SVP, Customer Success Foundational Full detail →

Mission

Define the customer success strategy

This tour of duty

Define the customer success strategy

Own the outcomes

  • • Define the customer success strategy
  • • Shape company approach to enterprise relationships
  • • Establish strategic initiatives for customer outcomes
  • • Build programs for enterprise customer excellence
  • • Drive CS culture and operational excellence
  • • Influence board decisions on customer investment

Enterprise at L9 — the competency bar

Customer Success
2
Strategy
2
Sales
1
Account Management
1

AI in this role

  • • Strategic planning
  • • Building board content
  • • Creating growth strategies

What Hiring Managers Look For

•

Demonstrated ability to expand existing accounts by 40%+ annually while maintaining sub-5% churn rates.

•

Led cross-functional initiatives that directly improved customer health scores and drove measurable product adoption across enterprise segments.

•

Built scalable customer success frameworks that generated predictable revenue growth and can be replicated across global markets.

Common Career Transitions

→

Enterprise CS → VP Revenue Operations at L5-L6 for broader go-to-market ownership

→

Enterprise CS → Chief Product Officer at L6-L7 leveraging deep customer insight for product strategy

Official Classifications

No exact official classification exists for this modern role — these are the nearest honest ancestors.

System Code Official Title
O*NET-SOC (US) 13-1199.00 Business Operations Specialists, All Other
ISCO-08 (UN/ILO) 2433 Technical and medical sales professionals (excluding ICT)

At L6 and above, the manager classification 1219 — Business services and administration managers not elsewhere classified applies IN ADDITION to the professional code — a manager is a superset of the individual contributor, never a replacement.

Measure yourself against this ladder — pin it to your Career Record.

Build Your Career Record