Featured decision
Candidate 03
Strong transferable evidence across onboarding, renewal preparation, and complex stakeholders without a SaaS job title.
Not placed to Potential
Decision by AI
Potential to Aligned
Decision by Recruiter
Fully synthetic worked example
Hiring Brief to Shortlist: A Worked Example
Follow one Customer Success Manager role from context and weighted criteria to evidence-led Placements and a recorded human decision.
Fully synthetic
Every role detail, candidate, evidence item, timestamp, and decision in this example is fully synthetic. No customer or candidate data is used.
Aligned
Hiring Brief
Start with the role, not a generic score.
The job description and hiring manager context are kept together so the Screening Rubric reflects what the team actually needs.
Job description
Own onboarding, ongoing stakeholder relationships, renewal readiness, and escalations for complex B2B customers.
Hiring manager notes
- Direct SaaS experience is useful but not essential.
- Evidence of owning complex B2B relationships matters more than a previous job title.
- Look for clear examples of guiding customers through change.
Screening Rubric
Suggested by Marxel. Confirmed by a recruiter.
Criteria stay visible and editable before screening begins. Weight shows which evidence matters most on the native 1 to 5 scale.
Recruiter reviewed and confirmed for screening
One human edit
Suggested
3+ years in SaaS customer success
Must-have · Weight 5
Confirmed
Evidence of owning complex B2B customer relationships
Nice-to-have · Weight 3
Why it changed: The hiring manager confirmed that regulated professional-services experience is transferable.
Customer lifecycle ownership
5/5Must-have
Complex B2B stakeholder management
5/5Must-have
Structured onboarding and adoption work
4/5Must-have
Renewal or commercial-risk awareness
4/5Nice-to-have
Evidence of owning complex B2B customer relationships
3/5Nice-to-have
Clear written communication
Soft criterion
Unsupported claims of ownership or outcomes
Red flag
Shortlist
Four candidates, one confirmed decision frame.
Each Customer Success Manager Evaluation shows the evidence behind its Placement, not just an unexplained rank.
Aligned
Ready for recruiter review
Strong evidence against the confirmed criteria.
Potential
Closer review needed
Relevant evidence with a specific question or trade-off.
Hold
Follow up first
A job-related evidence gap needs clarification.
Unclear
Insufficient evidence
The CV does not provide enough evidence for a placement.
Candidate 01
High confidence
Clear ownership across onboarding, stakeholder reviews, and renewal preparation.
Evidence
- End-to-end customer ownership
- Specific stakeholder and renewal evidence
Review notes
No material concerns identified.
Candidate 02
Medium confidence
Relevant onboarding and account evidence, with limited detail about renewal risk.
Evidence
- Structured onboarding evidence
- Relevant B2B stakeholder exposure
Review notes
- Renewal-risk ownership needs closer review.
Candidate 03
Medium confidence
Strong transferable evidence across onboarding, renewal preparation, and complex stakeholders without a SaaS job title.
Evidence
- Strong transferable lifecycle evidence
- Clear ownership across complex stakeholder groups
Review notes
- No previous SaaS customer success title.
Candidate 04
Medium confidence
Customer support experience is clear, but ownership of onboarding and ongoing B2B relationships is not evidenced.
Evidence
- Relevant customer-facing experience
Review notes
- Lifecycle and stakeholder ownership are not clear from the evidence provided.
Job-related follow-up
Can you describe one B2B customer relationship you owned from onboarding through ongoing review, including your responsibilities?
Decision record
Human judgement stays visible in the record.
Strong transferable evidence across onboarding, renewal preparation, and complex stakeholders without a SaaS job title.
Review concern
No previous SaaS customer success title.
Candidate 03 Evaluation
Evidence against the confirmed rubric
Evidence found
Owned client onboarding and ongoing relationship reviews.
Evidence found
Led relationships across regulated client teams.
Evidence found
Guided customers through process and system changes.
Evidence found
Prepared commercial-risk context before contract reviews.
Evidence found
Owned complex B2B relationships in professional services.
Evidence found
Responsibilities and decision context are clearly stated.
Bucket Movement
- Not placedPotentialby AI
Transferable evidence is strong, but the career context needs human review.
- PotentialAlignedby Recruiter
The confirmed rubric accepts transferable complex B2B ownership, and the evidence covers onboarding, renewal preparation, and stakeholder management.
Methodology
What this example does and does not show.
- Marxel suggests a Screening Rubric from the Hiring Brief, then a recruiter reviews and confirms it before screening.
- Every candidate is evaluated against the same confirmed criteria, with evidence and concerns shown for review.
- AI Placement is a recommendation. A person owns the final decision and a Bucket Movement records any change.
- This example demonstrates workflow and decision evidence, not hiring performance, fairness, accuracy, or return on investment.
Build a shortlist you can explain.
Turn your own Hiring Brief into a confirmed rubric and reviewable candidate evidence.