Customer Success Fundamentals
This course is your starting point to build a strong Customer Success career. Learn how CSMs support client outcomes, increase retention, and align customer goals with business impact.
What You'll Learn
Gain a solid understanding of Customer Success and the critical role CSMs play in today’s customer-first business models.
Skill Development:
Skill Development:
- Understand what Customer Success is and why it matters
- Explore the full customer journey and where CSMs fit
- Learn core responsibilities like onboarding, adoption, and renewals
- Develop a success-focused mindset and strategic thinking
- Discover how CSMs drive growth, reduce churn, and build loyalty
Why It Matters
Customer Success is more than a job title; it’s a growth engine. Companies that invest in Customer Success increase retention, accelerate expansion, and deliver more value. This course gives you the foundation to be part of that success.
Course Format
- Length: ~90 minutes of self-paced video content
- Modules: 7 (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
- What is Customer Success Management?
- Why Customer Success Matters
- The CSM Role Across the Customer Journey
- Core Responsibilities of a CSM
- Customer Success Mindset and Best Practices
- Customer Success and Business Growth
- Emerging Trends in Customer Success
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
Essential Guide to Customer Success
Samuel Adedeji Otebolaku
Customer Success Fundamentals covers critical topics such as understanding customer needs, building strong relationships, and leveraging data to drive customer satisfaction and retention. It is highly recommended for anyone in customer success.
Customer Success Fundamentals covers critical topics such as understanding customer needs, building strong relationships, and leveraging data to drive customer satisfaction and retention. It is highly recommended for anyone in customer success.
Read LessPerfect title for this first course
Kim Clarke
The content is indeed fundamental for Customer Success. The course was well researched, logically structured and serves as a foundation for all other courses to be built on.
The content is indeed fundamental for Customer Success. The course was well researched, logically structured and serves as a foundation for all other courses to be built on.
Read LessStrait forward course
Simone-Louise Hoy
The course was simple to understand and well created
The course was simple to understand and well created
Read LessExcellent Course
Daniel Adebowale
This course teaches the basic skills and knowledge need to succeed as a customer service specialist. It also briefly explain various topics in advanced courses to give an idea or insight to what customer service management entail.
This course teaches the basic skills and knowledge need to succeed as a customer service specialist. It also briefly explain various topics in advanced courses to give an idea or insight to what customer service management entail.
Read LessBeyond Expectation
Oluwafemi Bello
Truth be told, I would strongly advise all Customer Service Representative to try and take the course as it educative and also an eye opener to a whole lot of things when it comes to Customer Service. I am delighted and privileged to have taken t...
Read MoreTruth be told, I would strongly advise all Customer Service Representative to try and take the course as it educative and also an eye opener to a whole lot of things when it comes to Customer Service. I am delighted and privileged to have taken the course.
Read LessAffiliate 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.
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.
