Customer Success Associate Skills Assessment

Customer Success Associate Skills Assessment

Assessment Summary
Customer Success Associates are responsible for building and maintaining customer relationships and helping customers see value in their investment. Customer Associates help customers realise value with product and new feature education, training, and providing relevant insights. They ensure customer satisfaction by fielding enquiries via different methods of communication, identify risk and collaborate with other teams to address issues and provide feedback.
Skills tested in this assessment
Skills tested by this assessment include the candidates ability to build rapport with customers in different situations and their communication skills via different methods including written and verbal communications. The questions will display their experience and approach to building rapport and having conversations with customers, as well as how they express themselves and their attention to detail.
What to test with this assessment
After this assessment you can expect to understand whether the candidate has the skills to build rapport with your customers through clear verbal and written communication. You will understand how they communicate when faced with different situations and will learn how attentive to detail they are and whether they pick up on subtle queues. You will learn about their personality and get a sense of how they interact with people.

About the Customer Success Associate Skills Assessment

Want to hire the best Customer Success Associate to help your business? Use our expert Customer Success Associate skills test to hire the best person and never make another bad hire.

A Customer Success Associate works primarily to build, maintain and retain relationships with customers and clients to ensure they are getting the best value out of the product or service. They work to ensure customers are always satisfied, and address any issues or enquires that may arise. 

This Customer Success Associate test assesses whether job candidates work well with customers in a professional manner to overall grow and maintain a strong client base. This can include having strong communication skills, being able to build rapport and pay close attention to detail. 

Candidates who perform well on this Customer Success Associate skills assessment will have all the technical skills to be meticulous in their work and pay close attention to each and every customer. They will also have the required soft skills to communicate effectively with both colleagues and clients in order to achieve set goals. 


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Question Type



Question Type: Audio

You have a full workload currently and your manager has asked you to add another project to your list. You know that you won’t be able to complete it in the timeframe they have given. In a short audio clip, record yourself talking to your manager, showing how you would communicate this situation to them, how you would explain it and what would you suggest.
Question Type


Rapport Building

Question Type: Video

A customer you have never met before and only communicated with via email has agreed to meet virtually. How would you begin a customer call? Talk through how you would introduce yourself and what questions would you ask to make the customer feel at ease and to start getting to know them.
Question Type


Attention to Detail

Question Type: Text

Have the candidate submit a written response to a customer email: Hi CSA, Thanks for the call yesterday. I tried what you suggested for creating users but I am still experiencing the same issue that I was getting each time. What can I do? I haven’t heard from our Sales Executive about the contract questions I asked them and they haven’t responded to my calls - can you please chase them for me. I also can’t make the session next week anymore as I will be on annual leave now. Thanks, Customer

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