CX Strategy

The six attributes that we consistently interview for

By
Joel Passen
April 2, 2024
5 min read

There were 453 jobs posted on Indeed in the US for customer success managers in the past 14 days.

On average, companies interview five candidates before making a hiring decision for a mid-level customer success position. That’s a lot of interviews—and time. With productivity being top of mind for customer leaders, new hires, assuming a good fit, will eventually increase capacity, but the process is a body blow to short-term productivity.

Then there is the risk of a bad hire - the real kidney punch. I won’t go into that in this post.

All this hiring is encouraging, and it also got me thinking about how leaders can directly impact the hiring process without all kinds of process changes and wrangling of resources.

Interviews. Ask better questions. Get better information. Make better hiring decisions.

I’ve hired dozens of post-sales people over the years, and here are six attributes that I consistently interview for.

Technical Preparedness: We sold a solution and are now delivering one. Our people must have the chops/cognition to understand complex platforms, workflows, and ecosystems. Additionally, we have to ensure from the get-go that our associates know how to prepare for a solution-oriented meeting with a customer—substance over fluff.

Attention to Detail: Our teammates must be organized, willing to follow processes, and steadfast in capturing data.

Coachability: Ideal candidates will be open and even excited about learning quickly. We look for people who take direction well. We don’t have a long window for ramp. Humility is key.

Sticktoitiveness: Being on the frontline is arduous. Our associates must be able to manage the emotional peaks and valleys.

Work Ethic: Drive is a key value here. We need people who want to work hard while they’re at work consistently and who take pride in the quality of their output.

Resourcefulness: Our teammates need to be hyper-resourceful, diggers of information, and, most of all, intellectually curious so that they can identify root causes.

Note: I haven’t hired a person in the last 20 years without them taking an assessment designed by Gary Kustis There’s nothing like getting another, unbiased data point with which to make a decision. I'm happy to share how and when I use assessments - just message me.

Also, if you're interested in interviewing like I am, check out what my friends Intertru Inc are doing. Unique and effective.

Otherwise, if you want a copy of our full behavioral interview guide for CS, you can grab it here!

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The drumbeat is real. Boards are leaning in. Investors are leaning in. Yet, too many leaders hardly use it. Most CS teams? Still making excuses.

🤦🏼 "We’re not ready."Translation: We don't know where to start, so I'm waiting to run into someone who has done something with it.

🤦🏼 "We need cleaner data."Translation: We’re still hoping bad inputs from fractured processes will magically produce good outputs. Everyone's data is a sh*tshow. Trust me. 🤹🏼♂️ "We're playing with it."Translation: We have that one person messing with ChatGPT - experimenting.

😕 "Just don't have the resources right now."Translation: We're too overwhelmed manually building reports, wrangling renewals, and answering tickets forwarded by the support teams.

🫃🏼 "We've got too many tools."Translation: We’re overwhelmed by the tools we bought that created a bunch of silos and forced us into constant app-switching.

🤓 "Our IT team won't let us use AI."Translation: We’ve outsourced innovation to a risk-averse inbox.

It's time to put some cowboy under that hat 🤠 . No one’s asking you to rebuild the data warehouse or perform some sacred data ritual. You don’t need a PhD in AI.

You can start small.

Nearly every AI vendor has a way for you to try their wares without hiring a team of talking heads to perform unworldly 🧙🏼 acts of digital transformation.

Where to start.

✔️ Pick a use case that will give you a revenue boost or reveal something you didn't know about your customers.

✔️ Choose something that directs valuable work to the valuable people you've hired.

✔️ Pick something with outcomes that other teams can use.

Pro Tip: Your CEO doesn't care about chatbots, knowledgebase articles, or things that write emails to customers.

What do you have to lose? More customers? Your seat at the table?

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I’ve seen companies overpay for “rockstars” who quit in 6 months—not because they weren’t capable, but because they were dropped into chaos. No ICP. Bad data. No process. No enablement. No system to measure or coach.

Great GTM teams aren’t built on purple squirrels. They’re built on a strong foundation.

That foundation looks like this:

✅ A crisp, written ICP and buyer persona (not just tribal knowledge)

✅ Accurate prospect data to target the right ICP

✅ A playbook that outlines how you win—and how you lose

✅ A clear point-of-view that your team can rally around in every email, call, and deck

✅ Defined stages, handoffs, and accountability across marketing, sales, CS

✅ A baseline reporting system to see what’s working—and what’s not

When this exists, you can onboard faster, coach better, and scale smarter. It's not easy, and it’s not sexy, but it works.

Want to cut CAC and increase ramp speed? Start with your infrastructure. Hire into a structure.

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Net-New Growth is Slowing: Recent benchmarks show it’s not just a feeling—it's a trend. The 2024 SaaS Capital Performance Metrics Benchmark report notes a pivot from "growth at any cost" to "lower growth at reduced efficiency," with CAC Ratios, Payback Periods, and Net Revenue Retention all trending in the wrong direction. The biggest slowdowns? Private SaaS companies in the $10-$20M ARR range, where growth rates dropped sharply from 2022 to 2023.

Real-Time Expectations: Today’s customers don’t wait for a QBR. They expect immediate action when things go wrong—or when their needs change. When ignored, they escalate quickly. If your team is still relying on survey responses or notes from a quarterly meeting, you’ve already lost.

Lower Switching Costs/More Competition: SaaS is saturated. Data portability, budget flexibility, and competitive pricing mean your customers can and will leave. Loyalty isn't dead—it just has to be earned every day.

The old playbooks are outdated. In the past, churn was a problem you could try to fix before renewal. Now? It’s a daily risk.

📌 The solution isn’t more headcount (flesh) or more software (abstraction layers). It’s visibility and intelligence/insights. Business need knowledge that uncovers what customers are actually saying—across every channel/silo—and turns it into action before the renewal is at risk.

The playbook is changing fast. AI is raising the bar by transforming how teams detect realtime revenue threats, identify cross-sell opportunities, and respond to customer signals/behaviors beyond just login/usage data, opinions, and surveys. The delta between AI-powered companies and everyone else is widening very fast.

SaaS teams that win in 2025 will focus on minding GRR and stop reacting to churn—and start preventing it.

How many customers will you have to lose before you try Sturdy?

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