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mediumCustomer Success Manager interview question

How would you design a customer health score for a B2B SaaS product?

What the interviewer wants to hear

  • Combine multiple signals: usage depth, adoption of key features, support, engagement, sentiment, outcomes
  • Weight signals by how well they predict churn
  • Segment-specific scoring
  • Validate against historical churn and renewals
  • Review and adjust regularly

Model answer

I would start by looking at accounts that churned and those that renewed or expanded, to see which signals actually separated them. Typical inputs are depth of product usage and adoption of the key features they bought for, number and severity of support tickets, engagement such as meeting attendance and executive contact, sentiment from NPS or CSM notes, and progress on agreed goals. I would weight each input based on how strongly it predicts churn, and I might use different models for SMB and enterprise because their behaviour differs. I would keep it simple enough that CSMs trust and understand it. Then I would test it against past data and review it every quarter, adjusting weights when a "green" account churns unexpectedly.

Can you answer it under time pressure?

Take a timed medium round and get scored on every answer.

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