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

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

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

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

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

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

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

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

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

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.

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