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Talent Assessment

CSM Team Assessment

Develop better customer success teams by leveraging our specialized assessments designed to identify key character traits essential for excellence. Our tools help talent leaders screen for critical soft competencies, enabling you to effectively evaluate, develop, and build a high-performing customer success team.
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Talent Insights

Customer Success Team Assessment

For a Customer Success Team role, the most pertinent Big Five personality traits are Conscientiousness and Agreeableness. High Conscientiousness is crucial as it encompasses traits such as reliability, organization, and a strong work ethic, which align with the need for time management, problem-solving aptitude, and proactive mindset. Meanwhile, Agreeableness is vital because it involves being cooperative, empathetic, and team-oriented, which are essential for strong communication skills, empathy, and teamwork. These traits ensure that team members can effectively understand and respond to customer needs, collaborate with colleagues, and maintain a customer-focused approach, leading to a high-performing and cohesive team.

Used by growth companies and global brands

Benchmark and develop Customer Success Teams

Work Strengths

Assess Culture Fit

Rank the most empirically validated organizational culture preferences that your team and individuals believe in. Discover who wants what and align your team for cultural fit.

Learning Agility

Test anyone’s adaptability and learning inclination to get a sense of their growth mindset.

Work Strengths

Discover and measure character and personality strengths to figure out role fit, promotion plans and improve internal talent mobility.

Better than Predictive Index Assessments

Screen, hire and develop the best CSMs using Gyfted's talent assessment platform. Gyfted offers scientifically-backed tools that pinpoint key character traits and soft competencies essential for high performance in customer success roles. By leveraging our specialized assessments, talent leaders can accurately match candidates to roles that fit their potential and competencies, ensuring a robust, high-performing team. Our platform aids ongoing talent development, enabling you to cultivate and retain top talent who are perfectly aligned with your organizational goals.

Traits measured in this Customer Success Team Assessment

Friendly vs Reserved: friendly CSMs easily build strong customer relationships through open and warm interactions, fostering a welcoming environment that boosts satisfaction and loyalty. Reserved managers, while more focused and detail-oriented, may need extra effort to create the same level of connection.

Assertive vs Collaborative: assertive CSMs lead situations, drive conversations, and make decisions independently, which is beneficial in crisis situations or for quick decisions. Collaborative managers excel in team settings, working well with customers and colleagues to find mutually agreeable solutions.

Trusting vs Skeptical: trusting CSMs give customers the benefit of the doubt and maintain a positive outlook, aiding in building trust and rapport. Skeptical managers are more cautious and analytical, which helps in identifying potential issues but may require more effort to establish trust.

Cheerful vs Serious: cheerful CSMs bring positive energy to interactions, enhancing customer experiences and leaving lasting positive impressions. Serious managers, while more focused and professional, need to balance their demeanor to avoid appearing unapproachable or rigid.

Open-minded vs Traditional: open-minded CSMs are receptive to new ideas and adaptable to change, crucial in dynamic environments where customer needs evolve. Traditional managers rely on proven methods and consistency, which provide stability but may limit innovation and responsiveness.

Pragmatic vs Curious: pragmatic CSMs focus on practical solutions and efficiency, ensuring quick and effective resolution of customer issues. Curious managers, driven by the desire to explore and understand, bring creativity and innovation to problem-solving but need to ensure their inquisitiveness does not delay decision-making.

Customer Success Team Assessments

Assess and evaluate

Make more informed decisions in talent acquisition and team building. Pick the assessments you need for your remote team development needs, including:
  • - Growth mindset
  • - Personality strengths
  • - Communication style
  • - Culture
  • - Personal Values

One link to share and engage

One click link sharing lets you easily distribute and engage team members and final round interview candidates alike.

Build and manage remote teams

Learn about your team and individual work styles to get actionable insights. Understand character traits, communication styles, individual motivations to better align individuals with your remote work mode and culture.

Benchmark leaders

Gyfted is transforming the process of identifying remote high performers by integrating behavioral science and competency knowledge graphs. This approach provides a nuanced understanding of remote worker potential, emphasizing attributes such as self-discipline, proactivity, and adaptability. By applying these insights, People & Culture leaders can more accurately identify and develop remote teams.

Customer Success Team Assessments competencies

- communication skills: ability to convey information clearly and effectively - problem-solving aptitude: proficiency in identifying issues and implementing effective solutions - empathy: understanding and responding to customer needs and emotions - adaptability: flexibility in responding to changing circumstances and customer demands - teamwork: capability to collaborate effectively with colleagues to achieve common goals - resilience: capacity to stay positive and productive under pressure - time management: proficiency in prioritizing tasks and managing time efficiently - customer focus: dedication to understanding and meeting customer needs - proactive mindset: tendency to anticipate problems and act in advance

How to develop my Customer Success Team

To develop a high-performing Customer Success Team, start by incorporating the CSM Team Assessment from Gyfted into your recruitment process. This assessment helps you measure key traits such as communication skills, problem-solving aptitude, empathy, adaptability, and teamwork. By identifying these soft competencies early on, you can ensure that your candidates are well-equipped to handle the challenges of customer success roles. The assessment also includes measurements for resilience, time management, customer focus, proactive mindset, and critical thinking, providing a comprehensive understanding of each candidate's strengths and areas for improvement.
Enhance your recruitment strategy by complementing the CSM Team Assessment with additional evaluations to determine team culture fit and remote work fit. These supplementary assessments will help you match candidates not only to their roles but also to your organizational culture and work environment. Once hired, continuous development is crucial. Use the insights gained from these assessments to tailor training programs that address specific competencies and foster professional growth. By leveraging these tools, you can cultivate a team that is aligned with your goals, resilient under pressure, and motivated to deliver exceptional customer experiences.

Our assessments are designed by top scientists

Our tools are developed by psychologists, psychometricians and cognitive scientists
with research experience from institutions like these:

Customer Success Team Assessments

Frequently asked questions

How can I use Gyfted's Customer Success Team Assessments?

Gyfted's Customer Success Team Assessments can be utilized to gain a comprehensive understanding of your team's culture, values, and strengths, providing a detailed culture canvas that highlights personality strengths and areas for improvement. By benchmarking your team, you can identify which members are best suited for remote work, ensuring optimal performance in remote conditions. These assessments support continuous team development through targeted coaching and talent development programs, addressing specific needs such as enhancing remote work capabilities or improving intra-team communication. The insights gained can be discussed during one-on-one meetings and leadership discussions, fostering a collaborative approach to talent management and team growth.

How much does the Customer Success Team Assessments cost?

At Gyfted, we do not charge specifically for Customer Success Team Assessments. Instead, we offer a subscription-based model for our comprehensive assessment and screening infrastructure. For detailed pricing, contact us or visit our pricing page at https://www.gyfted.me/business/pricing