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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Customer Churn

The Most Dangerous Threat to CROs

Joel Passen
July 1, 2025
5 min read

The most dangerous threat to CROs doesn’t live in the opportunity pipeline.

It's churn.

  • It doesn’t scream like a missed quarterly pipeline goal.
  • It doesn’t show up in dashboards until it’s too late.
  • It's rarely caught by a generic 'health score'.
  • It's the board meeting killer.

Retaining and growing our customers is the only repeatable, compounding, capital-efficient growth lever left in B2B businesses.

📉 CAC is way up.

📉 Channels are saturated.

📉 Talent is expensive.

📉 Competition is fierce.

📉 Switching costs are low.

The path to $100M used to be “sell, sell, sell.”

Today? It’s “land, retain, expand.”

No matter how strong your sales motions are or how slick your product or service looks during the sales process, if your customers are churning, you’re stuck in a leaky bucket loop of doom.

Every net-new dollar you win is offset by dollars you lose. It's just math.

Yet most GTM orgs still operate like retention is someone else’s problem. "That's a CS thing."

  • The CS team might “own” the customer post-sale.
  • Account Management may own the renewal and growth number.
  • Support is in the foxhole on the front line.
  • RevOps might model churn with last quarter’s data.
  • Marketing might send an occasional newsletter via email.
  • Finance may be leaning in on the forecasting.
  • Product is building things that supposedly the customers want.

But in reality, churn is the CRO's problem. We wear it - or should.

If your go-to-market motion isn’t designed to protect and grow customers from Day 1, you’re not just leaving money on the table — you’re setting fire to it.

Retention and expansion aren’t back-end functions. They’re front-and-center revenue motions.

The most valuable work these days starts after the contract is signed — not before.

We need to stop treating post-live as a department and start treating it as the engine of durable growth.

Software

Have you heard this from your CEO?

Joel Passen
April 29, 2025
5 min read

"How are we using AI internally?"

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?

CX Strategy

Talent gets you started. Infrastructure gets you scale.

Joel Passen
April 29, 2025
5 min read

We obsess over hiring A-players. But even the best GTM talent will flounder if the foundation isn’t there.

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.

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

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