Learn directly from Kristi Faltorusso, one of the industry's most respected Customer Success leaders, as she shares her proven 8-step engagement model designed to align with your customer’s goals and deliver value at scale.
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This limited-time offer gives you One Full Year to access and complete all 6 executive-led courses and become a Certified Customer Success Executive (CCSE).
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Kristi Faltorusso
As an award-winning Customer Success executive with over 12 years of experience in CS and SaaS, I’ve had the privilege of helping SaaS organizations scale, drive retention, and unlock growth. With leadership roles spanning startups to enterprise organizations, I’ve spearheaded transformative strategies that blend operational rigor with a relentless focus on customer value.
Beyond the boardrooms and dashboards, I’m deeply invested in the growth of the Customer Success profession. From mentoring emerging leaders to creating scalable playbooks, templates, and resources, I’m here to empower teams to succeed at scale.
Beyond the boardrooms and dashboards, I’m deeply invested in the growth of the Customer Success profession. From mentoring emerging leaders to creating scalable playbooks, templates, and resources, I’m here to empower teams to succeed at scale.
Introduction
Hear from Kristi as she outlines how this course and 8-step guide will transform your approach to customer success. Learn how to engage your customers effectively, align on value, and ultimately deliver impactful results. Kristi highlights the critical role of value realization for Customer Success Managers, sharing real-world examples that demonstrate how these strategies drive meaningful success in practical application.
Purchase Includes:
- Course Certificate
- 8-Step Framework Workbook
What You'll Learn
This course introduces a value-first approach to customer engagement, designed to move beyond activity tracking and into outcomes that matter. Based on Kristi’s 12+ years of success in SaaS and CS leadership, you’ll learn how to:
Skill Development
Skill Development
- Conduct value-focused discovery that uncovers real business needs
- Align on customer pain points and position tailored solutions
- Build collaborative success plans that ensure long-term retention
- Shift the CSM mindset toward value realization and strategic outcomes
- Use practical templates and examples to apply this framework immediately
Why It Matters
Kristi’s Value-Driven Customer Engagement model has been used to scale CS organizations and boost customer retention across startup and enterprise environments. This course is your chance to adopt a proven, real-world framework that enhances every step of your customer journey.
Course Format
- Length: ~90 minutes of self-paced video content
- Modules: 5 (includes exercises and downloadable workbook)
- Skill Level: All levels. Ideal for CSMs, team leads, and SaaS professionals
- Access: Paid, 1-year unlimited access
- Certificate: Instant digital certificate upon completion
Course Modules
- CS Framework Phase 1: Discovery
- CS Framework Phase 2: Pain
- CS Framework Phase 3: Solution
- CS Framework Phase 4: Alignment
- CS Framework Phase 5: Planning
Who This Course Is For
- Customer Success Managers focused on improving engagement and value delivery
- SaaS professionals aiming to build stronger client partnerships
- New and seasoned CSMs looking to structure customer conversations with clarity and impact
- Anyone building strategic success plans to drive retention and outcomes
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.
Your Next Step
Continue growing your skills and advancing your career with our next course: Customer Success Framework Mastery. This course is the next step on your path to earning the Certified Customer Success Executive (CCSE) designation. Each course you complete brings you closer to full certification and recognition as a CCSE by CustomerSuccessU.