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Customer Success Fundamentals Questions

Assesses foundational knowledge of the customer success discipline and the typical responsibilities of customer success professionals. Topics include onboarding and adoption, monitoring customer health and satisfaction, driving product adoption and value realization, renewal and retention tactics, advocacy and reference programs, how customer success interfaces with support sales and product, typical deliverables such as business reviews and success plans, and how the function differs from support and sales. Candidates should be able to explain common workflows, triggers for intervention, and examples of measurable customer outcomes.

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