Boolean search string for customer success manager
To find a customer success manager, start with ("Customer Success Manager" OR "Client Success Manager" OR "Customer Success Partner") AND retention AND adoption AND (renewals OR "customer health") and adjust it to the job's required skills.
Separate adoption and retention ownership from reactive support; verify who owns renewals and commercial decisions.
Edit the pre-filled string
These are starting terms, not a claim that every person in this role must have every listed skill. Search syntax and limits vary by platform and account.
Your Boolean string
Copy into a supported Boolean search field; inspect the results before narrowing further.
Three variations
| Variation | String | When to use it |
|---|---|---|
| Skills only | retention AND adoption AND (renewals OR "customer health") | Use when the platform has a separate title filter. |
| With location | ("Customer Success Manager" OR "Client Success Manager" OR "Customer Success Partner") AND retention AND adoption AND (renewals OR "customer health") AND Chicago | Chicago is an example. Replace it with the required location or use a location filter. |
| With exclusions | ("Customer Success Manager" OR "Client Success Manager" OR "Customer Success Partner") AND retention AND adoption AND (renewals OR "customer health") NOT intern NOT recruiter | Use only after checking false positives. Exclusions can also remove useful profiles. |
Turn a match into a useful pre-screen
Review a sample of profiles for the responsibilities the job actually requires. Add one missing term at a time; record which change improves relevance. A keyword hit is a sourcing lead, not evidence that the person can do the work.
Ask: Describe an at-risk customer and the evidence you used to choose an intervention. Listen for the candidate's own contribution, the constraints, the result and what remains unverified. Do not paste confidential candidate details into search strings.
Data last reviewed: .
Frequently asked questions
Which title variations should I include?
Start with Customer Success Manager, Client Success Manager, Customer Success Partner; inspect a sample of results and keep the titles that match the actual responsibilities.
How do I broaden this search?
Remove the renewals / customer health group first, then test one required skill at a time. Keep truly required skills in the screening rubric even if you broaden sourcing.
Does this search establish candidate fit?
No. The string finds profiles containing terms. Verify role-specific evidence in the resume and ask: Describe an at-risk customer and the evidence you used to choose an intervention.
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