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Customer Success and Support Interview Scorecards

Customer-facing roles require empathy and problem-solving under pressure. Scorecards help ensure candidates are evaluated consistently across technical skill, communication, and customer focus.

Why structured customer success & support interviews matter

Customer-facing teams shape satisfaction, retention, and long-term growth. Without a clear framework, interviews often overemphasize likability or technical jargon. Scorecards ensure every candidate is assessed on the mix of empathy, rigor, and problem-solving that drives positive customer outcomes.

Suggested Evaluation Dimensions & Weights

Weights will vary depending on whether the role is frontline support, onboarding, or account management.

Dimension What to look for Weight
Communication & Empathy Listening, clarity, patience, rapport building 30%
Problem-Solving Diagnosing issues, structured troubleshooting, creativity 25%
Product & Technical Knowledge Understanding features, resolving issues, teaching customers 20%
Process Discipline Ticket hygiene, response SLAs, follow-ups 15%
Collaboration Hand-offs, working with sales/product/engineering 10%

In customer success roles, increase Collaboration and Relationship Management. In technical support, bias more toward Problem-Solving and Product Knowledge.

Key Competencies to Assess

  • Customer empathy: Ability to put themselves in the customer’s shoes and respond with patience and clarity.
  • Technical troubleshooting: Capacity to break down complex issues and guide customers toward solutions.
  • Communication: Clear written and verbal updates, effective escalation, expectation management.
  • Retention focus: Identifying customer risks, surfacing upsell opportunities, and driving long-term success.

Role-specific Customer Success and Support Interview Scorecards

InterviewChief Customer Officer (CCO)Scorecard

Chief Customer Officer (CCO) Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard evaluates a Chief Customer Officer on strategic, operational, and leadership capabilities that drive customer retention, expansion, and lifetime value. It provides concrete behavioral anchors to calibrate interview assessments and guide hire/no-hire decisions.

InterviewHead of Customer SuccessScorecard

Head of Customer Success Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard evaluates candidates for Head of Customer Success across strategic impact, revenue retention and team leadership. It focuses on measurable outcomes, operational rigor, and cross-functional influence to predict success in scaling customer success functions.

InterviewCustomer Support Team LeadScorecard

Customer Support Team Lead Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard captures the core competencies required to hire a Customer Support Team Lead, balancing customer-facing skills, team leadership, and operational execution. It provides concrete behavioral anchors and signals to make consistent hiring decisions across interviews.

InterviewImplementation SpecialistScorecard

Implementation Specialist Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard provides a structured rubric to evaluate Implementation Specialist candidates across technical delivery, client-facing skills, and operational ownership. It enables consistent, behavior-based scoring to compare candidates and predict success in customer implementations.

InterviewSenior Customer Success ManagerScorecard

Senior Customer Success Manager Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard captures the core competencies and measurable behaviors for hiring a Senior Customer Success Manager. It helps interviewers evaluate relationship-building, retention, growth, product knowledge, cross-functional impact, and communication against consistent criteria.

InterviewEscalations ManagerScorecard

Escalations Manager Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard standardizes evaluation for Escalations Manager candidates by focusing on incident triage, cross-team coordination, communication, and continuous improvement. It balances operational response skills with leadership and process ownership to predict candidate impact on reliability and customer outcomes.

InterviewCustomer Success ManagerScorecard

Customer Success Manager Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard provides a structured, behavior-based rubric to evaluate Customer Success Manager candidates across core skills that drive retention, adoption, and expansion. It helps interviewers consistently assess evidence and compare candidates against business-impact criteria.

InterviewVP of Customer SuccessScorecard

VP of Customer Success Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard defines the core competencies and observable behaviors to evaluate a VP of Customer Success consistently across interviews. It balances strategic leadership, operational execution, team building, and measurable impact on retention and growth.

InterviewSenior Technical Support SpecialistScorecard

Senior Technical Support Specialist Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard evaluates technical troubleshooting, incident leadership, customer communication, and continuous improvement for a Senior Technical Support Specialist. It provides a consistent rubric to compare candidates on technical depth, collaboration, and impact on support operations.

InterviewOnboarding SpecialistScorecard

Onboarding Specialist Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard evaluates an Onboarding Specialist's ability to design and deliver effective onboarding programs that accelerate new hire productivity. It balances craft (program design, facilitation, materials, tools) with collaboration and measurable improvement.

InterviewJunior Technical Support SpecialistScorecard

Junior Technical Support Specialist Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard standardizes evaluation for Junior Technical Support Specialist interviews by focusing on core troubleshooting, customer communication, and collaboration skills. It ensures consistent, objective hiring decisions by weighting technical craft, ticket handling, and growth potential.

InterviewSenior Customer Support RepresentativeScorecard

Senior Customer Support Representative Interview Scorecard

ZYTHR Resources September 11, 2025

A structured interview scorecard to evaluate Senior Customer Support Representatives across core skills, collaboration, and impact. It helps interviewers rate observable behaviors consistently and prioritize hiring decisions based on customer outcome and team contribution.

InterviewJunior Customer Support RepresentativeScorecard

Junior Customer Support Representative Interview Scorecard

ZYTHR Resources September 11, 2025

This scorecard standardizes evaluation of Junior Customer Support Representatives by focusing on core service skills, problem resolution, and collaboration. It helps interviewers consistently identify candidates who can communicate clearly, learn quickly, and deliver reliable customer outcomes.