Customer Success VP Performance Review Template

Built specifically for customer success vp roles. Covers the competencies that actually matter at this level — not a generic form with your job title swapped in.

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Other seniority levels for Customer Success:
VP / Executive Track · Customer Success

Customer Success VP Performance Review Template

Net Revenue Retention at Company Scale

Owning company-wide NRR as a strategic metric. Expansion motion and churn strategy.

Exceeds Company NRR is a competitive differentiator. Expansion motion is a significant revenue driver.
Meets Company NRR is at or above 100%. Churn is managed. Expansion is steady.
Below Company NRR is declining. Churn is elevated. Expansion is not a reliable motion.
Example phrases:
  • "Company NRR reached 118% in FY26 — first time this metric exceeded 110% in company history."

Customer Success Organization Leadership

Building and scaling the CS team. Hiring bar, culture, and retention.

Exceeds CS team is considered a high-performance org internally. Talent density is rising.
Meets CS org is well-run. Hiring quality is maintained. Retention is healthy.
Below CS talent is declining. High voluntary attrition. Organization is understaffed or underqualified.
Example phrases:
  • "Built CS team from 4 to 18 while maintaining industry-leading NRR — zero regrettable departures."

Board-Level Customer Health Reporting

Presenting customer health, NRR, and retention data credibly at executive and board level.

Exceeds Board trusts CS data. NRR and churn forecasts are reliable and defensible.
Meets CS reporting is clean and consistent. Board has confidence in retention trajectory.
Below CS data is disputed. Board is skeptical of churn forecasts. Reporting is inconsistent.
Example phrases:
  • "NRR forecast within 1.5% of actuals for 3 consecutive quarters — board uses CS data as leading revenue indicator."

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