Customer Success Team Lead Skills Assessment

Customer Success Team Lead Skills Assessment

Assessment Summary
The Customer Success Team Lead is tasked with the role of leading and developing a team of Customer Success Managers and Customer Success Associates. They do this by ensuring their team has the tools, processes and coaching to be successful in their roles of delivering exceptional support to customers and driving growth, adoption and retention. They will also have the opportunity to work with high profile customers and be responsible for taking escalations that come in from their team. The Customer Success Team Lead will also drive collaboration between the Customer Success Team and other teams in the business.
Skills tested in this assessment
The following assessment will test the candidate’s customer facing skills, leadership experience and their ability to guide and coach teams to success and specific outcomes. Their problem solving skills will be tested as well as their ability to clearly communicate and work with others to drive successful collaboration for the success of the customers, their team and the overall business. They will also be tested on how they drive excellence within their team and their management style and approach.
What to test with this assessment
Through this assessment, you can expect to understand the skills the candidate possesses to be able to successfully lead your customer success team. You will learn the techniques and style they will bring to the role, and their experience in building and coaching teams, collaborating with others to build processes and provide the best experience for the customer while driving key team metrics.

About the Customer Success Team Lead Skills Assessment

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

A Customer Success Team Lead works primarily to guide a team of Customer Success Managers and Associates to ensure clients are getting the best support possible. They do this by sharing knowledge and ensuring that their team has sufficient training and the resources needed to provide a high standard of support.

This Customer Success Team Lead test assesses whether job candidates can successfully lead and motivate their team and overall achieve the set Customer Success goals. This can include having strong collaboration and problem solving skills, and being a powerful leader.

Candidates who perform well on this Customer Success Team Lead skills assessment will have all the technical skills to collaborate effectively with both internal and external stakeholders. They will also have the required soft skills to effectively lead their team to achieve set goals. 


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Question Type



Question Type: Video

Tell me about your experience in coaching and developing individuals and how would you explain your coaching or people management style?
Question Type


Problem Solving

Question Type: Audio

Two members of your team are arguing about a process to do with customers that they both handle differently and believe that it should be done their way. There is currently no established/written process and it is causing friction in the team. How do you handle this and explain steps you take to resolve this issue?
Question Type



Question Type: Text

You have been given a fantastic opportunity to work on a big project with a colleague that you don’t get along with. How would you approach the situation and your colleague to ensure your personal feelings don’t impact the success of the project?

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