This advanced course is designed for Customer Success professionals ready to move from tactical support to strategic influence. Build the skills you need to lead high-value accounts, drive outcomes, and demonstrate long-term impact.
CCSS Certification – Course 2 of 5
What You'll Learn
Skill Development:
- Create and manage strategic account plans
- Demonstrate customer value and ROI with confidence
- Build meaningful engagement with executive stakeholders
- Use data and insights to drive decisions and customer conversations
- Position yourself as a strategic partner within your organization
Why It Matters
Course Format
- Length: ~90 minutes of self-paced video content
- Modules: 5 (includes exercises and downloadable workbook)
- Skill Level: Entry-level and career professionals
- Access: Free, with 1-year unlimited access
- Certificate: Instant digital certificate upon completion
Course Modules
- Strategic Account Planning
- Value Realization and Outcome-Based Success
- Engaging Executive Stakeholders
- Using Data to Drive Conversations
- Expanding Your Influence as a CSM
Who This Course Is For
- Aspiring Customer Success Managers (CSMs)
- Current professionals exploring a CSM role
- New team members needing CSM onboarding
- Anyone transitioning into SaaS, tech, or client-facing careers
Course Reviews
My experience with Customer successU.org
Hope S Sampson
This is one amongst the best platforms. I have enrolled in the fundamentals and the customer success advance concept And I must say,the experience leaves me in awe Lessons are brief ,and educative I just want to keep going on and on Learnin...
Read MoreThis is one amongst the best platforms. I have enrolled in the fundamentals and the customer success advance concept And I must say,the experience leaves me in awe Lessons are brief ,and educative I just want to keep going on and on Learning on this platform is *%100 recommended
Read LessGreat follow up to Course #1
Dennis Margheim
Thank you. This was a great transition from Fundamentals
Thank you. This was a great transition from Fundamentals
Read LessAwesome
Precious Abiola
Simple awesome. Thank you so much for offering this course for free!
Simple awesome. Thank you so much for offering this course for free!
Read LessThis course builds on the foundational elements which are taught in the first course - Fundamentals.
Kim Clarke
This course exposes you to a wealth of knowledge but there is still room for expansion of some of the topics explored.
This course exposes you to a wealth of knowledge but there is still room for expansion of some of the topics explored.
Read LessAffiliate Program
Not-for-Profit Mission

Your Next Step
Continue growing your skills and advancing your career with our next course: Customer Success Strategic Management. This course is the next step on your path to earning the Certified Customer Success Specialist (CCSS) designation. Each course you complete brings you closer to full certification and recognition as a CCSS by CustomerSuccessU.