What You'll Learn

This course takes you deeper into the critical strategies and frameworks that senior Customer Success professionals use to deliver measurable impact.

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

Customer Success is evolving, and expectations are rising. Companies want strategic partners who can retain customers, grow accounts, and show clear value. This course empowers you with the tools to do just that; and to stand out in a competitive field.

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

  1. Strategic Account Planning
  2. Value Realization and Outcome-Based Success
  3. Engaging Executive Stakeholders
  4. Using Data to Drive Conversations
  5. 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 Resources

Course Reviews

5 star rating

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...

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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 Learning on this platform is *%100 recommended

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5 star rating

Great 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

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5 star rating

Awesome

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!

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4 star rating

This 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.

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Affiliate Program

Make a difference while earning income. The CustomerSuccessU Affiliate Program empowers you to support our global mission while getting paid to share a platform that’s transforming careers in Customer Success. As an affiliate, you can earn a 20% commission by sharing on websites, in communities, or across any social media platform.
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Not-for-Profit Mission

CustomerSuccessU is a global not-for-profit organization committed to making career advancement accessible to everyone. We offer free and affordable courses, certifications, and resources to support individuals at any stage of their professional journey, whether they are beginning their careers, transitioning to a new field, or preparing for leadership roles.
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