Customer Success Director Performance Review Template
Built specifically for customer success director roles. Covers the competencies that actually matter at this level — not a generic form with your job title swapped in.
See how Confirm automates this →Other seniority levels for Customer Success:
Director Track · Customer Success
Customer Success Director Performance Review Template
Portfolio NRR Ownership
Net revenue retention across the director's portfolio. Expansion motion development.
Example phrases:
- "Portfolio NRR of 119% — driven by a systematic expansion playbook introduced this year."
Customer Success Operations
Tooling, processes, and systems that enable CSMs to perform at scale.
Example phrases:
- "Confirm integration + CS workflow redesign increased CSM capacity by 25% with zero headcount additions."
Cross-Functional Customer Advocacy
Representing customer voice in product and GTM decisions.
Example phrases:
- "3 product features launched this year originated from customer insights surfaced by this director."
Stop writing customer success reviews from scratch every cycle.
Confirm surfaces ONA data, flags flight risk, calibrates ratings across your entire org, and generates AI-assisted first drafts. Your customer success managers spend time on the conversation — not the paperwork.
80%
time saved on performance reviews
40%
reduction in rating bias
98%
review completion rate
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